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Order Entry
The Order Entry
module produces quotes, sales orders and invoices. As sales are
recorded in Order Entry, inventory is automatically reduced and the
customer balance in Accounts Receivable is automatically updated. This
module integrates seamlessly with Accounts Receivable, General Ledger
and Inventory Control modules.
General Features
- Automatically
updates the General Ledger, Accounts Receivable, Inventory Control and
Purchasing modules
- Optionally
updates the Job Cost module on a transaction by transaction basis
- Adds new
customers and parts "on the fly" during quote, sales order and invoice
entry
- Provides gross
profit report that can be based on paid invoices to be used as a
commission report
- Quickly locates
customers, parts, product lines and kits with a search feature
- Allows reports
to be sorted by customer, part, product line or sales order number
- Order entry
information including line item detail, can be exported using over 30
different formats including Lotus 1-2-3®, dBASE,
Comma-Separated Variable, ASCII, Access, Excel, Word, Word Perfect,
Quattro Pro and many others
Maintenance
Features
- Allows the look
up of a customer's part purchase history while entering quotes, sales
orders and invoices
- Alerts you when
a customer has exceeded his credit limit and allows sales orders to be
placed on hold
- Provides
optional multi-line invoice line item descriptions
- Tracks sales by
customer, part, product line and sales representative
- Can maintain a
template of parts, labor and comments that normally appear together on
a quote, sales order or invoice via the maintain kit option
- Allows copying
an existing kit when creating a new one
- Provides instant
inquiry for customers and parts
- Provides online
inquiry of quotes, sales orders and invoices
Processing Features
- Generates quotes
for customers and tracks the probability of success for the quote
- Quotes, sales
orders and invoices can be copied from another customer to speed data
entry
- Converts quotes
to sales orders or invoices, and sales orders to invoices instantly
- Provides on-line
or batch printing of quotes, sales orders and invoices
- Optionally
prints invoices without the prices and extended prices to be used as a
packing list
- Allows multiple
copy printing and reprinting of quotes, sales orders and invoices
- Reprints sales
orders and invoices with the option to omit previously filled (shipped)
items
- Allows
reprinting of historic invoice and credit memos (returns)
- Prints pick
tickets and packing lists
- Provides the
option to print shipping labels for a customer when a quote, sales
order or invoice has been entered
- Prints name and
address on a packing slip positioned to display in a standard window
envelope
- Handles
modifications of ship to addresses while entering quotes, sales orders
and invoices
- Recommends
substitutions for out of stock items and allow you to easily select
substitutes parts while processing quotes, orders and invoices
- Allows
calculated sales tax amounts to be overridden during quote, order or
invoice entry
- Allows comments,
miscellaneous charges and labor charges on quotes, sales orders and
invoices
- Accepts payments
and deposits at the time of sales order or invoice entry
- Can apply
payments, deposits and open credits at the time of invoicin
- Allows prepaid
sales orders
- Can
automatically select sales orders to be invoiced by release date
- Allows partial
shipment of sales orders
- Allows the sales
order of voided invoices to be re-opened
- Processes
returns to inventory and returns of damaged merchandise without
returning them to inventory
- Allows the
reprinting of forms (invoices, quotes, sales orders) through inquiry
option
Reports
- Quote Report
- Open Quote
Status Report
- Ordered Quote
Report
- Expired Quote
Report
- Sales Order
Report
- Open Sales Order
Report
- On Hold Sales
Order Report
- Closed Sales
Order Report
- Order Selection
Report
- Not Selected
Sales Order Report
- Sales Order Pick
Tickets
- Invoice Packing
List
- Invoice Detail
Report
- Returns Report
- On Order Report
- Gross Profit
Report
- Sales Analysis
Report
- Back Order Fill
Report
- Back Order
Report
- Part Back Order
Report
- List of Kits
- List of Ship To
Address
- Flash Report
(summary of Order Entry activity)
- Graphical Report
- Open Order/Projected Sales
- Graphical Report
- Customer Highlight
- Graphical Report
- Sales Rep. Highlight
- Graphical Report
- Sales Order Highlight
- Custom Reports
- Report Group
Specifications
| |
Maximum
number of quotes:
|
Unlimited
|
|
Maximum
number of orders:
|
Unlimited
|
|
Maximum
number of invoices:
|
Unlimited
|
|
Maximum
number of quotes per customer:
|
200
|
|
Maximum
number of orders per customer:
|
400
|
|
Maximum
number of invoices per customer:
|
3000
|
|
Number of
digits in quote number or invoice number:
|
6
|
|
Maximum
number of line items per quote, order, or invoice:
|
99
|
|
Maximum
number of sales accounts per quote, order, or invoice:
|
16
|
|
Maximum
number of sales taxes per quote, order, or invoice:
|
3
|
|
Number of
characters in invoice description:
|
20
|
|
Number of
characters in invoice item description:
|
28 or 40
|
|
Maximum
number of kits:
|
Unlimited
|
|
Number of
characters in kit ID:
|
10
|
|
Maximum
number of line items in a kit:
|
99
|
|
Maximum
number of ship to addresses per customer:
|
500
|
|
Maximum
amount per quote, order, or invoice:
|
$9,999,999.99
|
|
Maximum
number of months to keep detail:
|
60
|
|
Maximum
number of sales orders on hold:
|
1000
|
|
Maximum
number of months to post into the past:
|
12
|
|
Maximum
number of months to post into the future:
|
1
|
|
|
