Sales Management
With Sales Management you can:
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.
- 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.
FeaturesSales 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.. |
ReportsMaterial 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.. |