Order Entry Features

• Increase sales force efficiency and strategic customer management through integration with Sage CRM
  
  
• Enter active orders, future orders, standing orders and quotes
  
  
• Enter orders, shipments and invoices as separate transactions so you can divide the duties of your personnel
  
  
• Create an order by simply selecting and copying the details of existing customers’
  orders
  
  
• Include multiple orders on a single shipment and multiple shipments on a single invoice
  
  
• Ship items with or without first entering an order for those items
  
  
• Send partial shipments to those customers that allow them
  
  
• Edit and invoice partially shipped orders
  
  
• Add new customers on the fly when you enter orders or add the customer records later
  
  
• Assign sales proportionally to as many as five salespeople
  
  
• Use multiple payment schedules and other payment terms defined in Accounts Receivable
  
  
• Use password-controlled override of credit advisories
  
  
• Recall complete invoice information when issuing credit notes
  
  
• Print packing slips, order confirmation and invoices for selected orders with comments and instructions – create messages you can use when sending these by e-mail
  
  
• Look up customer pricing based on customer contract price, item base price, or discounted or marked-up sales prices
  
  
• Use prices with as many as six decimal places and include taxes in the selling price
  
  
• Automatically determine available item quantities while entering orders
  
  
• Review sales history by customer or inventory item during order and invoice entry
  
  
• Review and reprint customer invoice and credit note transactions, orders, invoices and credit notes by primary salesperson
  
  
• Easily customize order templates with standard information to speed data entry
  
  
• Set up any number of miscellaneous charges to speed invoicing
  
  
• Specify whole or fractional quantities on orders, if fractional quantities are used in your inventory
  
  
• Enter order quantities using any unit of measure
  
  
• Use customer types on orders that correspond to as many as five markup or discount price levels
  
  
• Track sales commissions from each invoice using as many as five commission rates, based on increasing sales amounts for each salesperson
  
  
• Calculate commissions based on sales amount or margin
  
  
• Include serial numbers (or lot numbers) with order details using optional Serialized Inventory (or Lot Tracking) functionality

Standard Reports

Some of the reports included are: