• UA Business Software
    • System Manager
    • Financial Management >
      • General Ledger
      • Accounts Receivable
      • Accounts Payable
      • Treasury Management
      • Credit Card Expense Management
    • Materials >
      • Purchasing
      • RMA Management
      • Materials Management
      • Warehouse Management
      • Barcode Processing
    • Sales Management
    • Project Management and Job Costing
    • Manufacturing
    • Preventive Maintenace
    • Commission Management
    • Document Management
    • Human Resources
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  • About

Sales Management​

With Sales Management you can:
  • Create sales orders easily with built in item searches.
  • Import Bills of Materials, quotes and work orders into new orders. 
  • Create new customer records on the fly directly from the order entry screen. 
  • Review credit limits, create multiple ship-to addresses, hold orders pending credit, or administrative review. 
  • Line item options offer choices for shipping or back order handling, application of percentage discounts, and or markups, selection of the applicable sales General Ledger account, and multiple taxing options.
  • The post and pay option allows for the creation and processing of Accounts Receivable invoices when payment has been received, all from a single transaction.
  • Includes eight order type selections
  • Shipping, packaging, billing and customer instructions.
  • Line item request dating
  • Mailing and billing wizards.
  • Pick ticket options
  • Order fulfillment
  • Comprehensive activity reporting. 

Sales Management is completely integrated with a sales quote system which allows you to create sales quotes for potential customers and then easily convert those quotes into a sales order when accepted.

Features

Sales Order Maintenance
Sales Quote Maintenance
Work with Unbilled Orders
Work with Back Orders
Work with Open Orders (Not Fulfilled)
Recurring Sales Order Maintenance
Convert Sales Orders To Sales Quotes
Convert Sales Quotes to Sales Orders
Bills of Lading
Packing Containers
Shipping Methods
Product and Stock Information
Automatically Email Customer Order Confirmations
Automatically Email Customer Order Status and Shipment
Export Sales Order lines to MS Excel
Auto Generate Purchase Orders to Multiple Vendors
Multiple Shipping Addresses
Reserve/Un-Reserve Material for the Order
Import Bills of Material into Sales Order or Quote
Progress Billing
Create Price Request
Sales Channels
Distribution Channels
Reseller Pricing
Sales Groups
Material Pricing Schedules
Sales Fulfillment
Billing Control Panel
and more..








 


Reports

Material Status Report
Pick Tickets
Bills of Lading
Packing Slips
Sales Order
Production Order
Blind Packing Slip
Aged Sales Quotes
Aged Sales Orders
Cancelled Order Report
Material Allocation Report
Material Shipped Report
Sales Order Cost Distributions
Sales Order Freight Distribution
Sales Order GL Distribution
Sales Order Discounts Given
Material Order History
Sales Order Profit center Distributions
Sales Order Tax Distributions
Sales Order History
Sales Quotes Lost
Delivery Documents
and more..




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