· Sales
Order Entry allows entry and change of sales orders,
quotes and customer returns.
· Form
/ Label Printing allows you to print sales orders, quotes,
credit memos, invoices and shipping labels.
· Sales
Order Research displays sales orders and quotes in detail.
The open order or quote can be retrieved by order number, customer,
primary salesperson, secondary salesperson, order type and warehouse,
order status and warehouse, order reference and customer purchase order
number.
· Sales
Order Preview lets you view summary information on open
orders and quotes with the option to view detail. The orders and quotes
can be viewed in many different sort sequences such as customer, salesperson,
status or customer P.O.
· Sales
Order Item Research gives you
the ability to view summary information on open orders and quotes for
a specific item.
· Sales
Order Cust / Item Research shows you open line items
for a customer.
· Booking
Monitor provides a snapshot of booked order totals for
today, yesterday, the month and the year. The totals can be viewed by
warehouse, customer class, item class, salesperson, order type, or customer.
· Sales
Order Booking Inquiry allows you to view bookings, quote
conversions, and customer returns information by order number, customer,
primary salesperson, secondary salesperson, or warehouse.
· Shipped
Order Researches give you the ability to view detailed
and summary information on shipped orders by order number, sell-to or
bill-to customer, primary salesperson, invoice number, customer purchase
order number or item.
· Invoice
Monitor provides a snapshot of invoiced order totals
for today, yesterday, the month and the year. The totals can be viewed
by warehouse, customer class, item class, salesperson, or order type.
·
Sales Order Codes allow you to add,
change, view and print information on various sales order codes such
as ship via, freight terms, and jobs.
· Price
Matrix / Contracts allow you to add, change, delete,
view or print information on a pricing matrix or customer contract.
The pricing matrix is the way to assign prices on sales orders based
on one of eight combinations of customers or customer price classes
with items or item price classes. Prices can be based on a percentage
of the base, a flat amount added to or subtracted from the base or a
set price. The possible bases are list price, retail price, actual cost
or standard cost. The matrix allows for date sensitive pricing. Contracts
extend the price matrix by tracking quantities and limits.
· Preliminary
Invoice Report gives you a list
of orders that are selected for invoicing. The report allows you to
check gross profit margins and lot detail before the invoices are printed.
· Sales
Journal lets you print and update a sales journal for
a batch of invoices.
· Sales
Order Reports allow you to print open order reports by
order number, customer, primary salesperson, secondary salesperson,
order type and warehouse, order status and warehouse, batch, entry-date
or item.
·
Sales Order Booking Reports give you
the ability to print summary bookings, quote conversion, and customer
returns reports by order number, customer, primary salesperson, secondary
salesperson, or warehouse.
· Sales
Journal History lets you
print sales journal reports for a specific posting period.
· Shipped
Order History Reports give you the ability to print Detailed
Shipped Order History, Summary Shipped Order History, Shipped Order
Item History and Shipped Customer Item History reports.
· Sales
Order Purges give you the ability to purge expired quotes
and deleted orders from the sales order system.
· Sales
Order Automation gives you tools to facilitate order
processing and paper flow with the least amount of effort. Sales Order
Consolidation lets you combine or split sales orders. Sales Order Releasing
lets you release shippable orders to the warehouse to be processed.
Picking Confirmation and Ship As Is Entry automate the shipping process.
· Sight
Drafts allows entry, printing and updating of sight draft
documents for exporters.