Sales Order Processing
Other supported features include credit
checking; order validation; multiple payment methods: cash, credit, check,
bank transfer etc.; sales of standard or non-standard items; multiple
pricing facilities: prices lists, price banding, quantity discounting,
customer-specific prices, as well as controls and reporting: minimum margin
or maximum discount setting and margin reporting.
Sales Order Processing
The sales order processing system will
handle telephone sales as well as sales entered from faxed or mailed orders:
it includes the facilities to search for the correct account in a variety
of ways (company name or part thereof, telephone number, zip or post code)
and will allow speedy order entry, confirmation of prices, etc.
Sales Order processing will support the
following order types and more -
you can create order types and tailor them to match your needs:
Call-off orders
Multi-drop orders (delivery to several addresses)
Bill only (shipping handled outside the system)
Ship only (invoiced via another system)
Consignment (warehouse replenishment)
Depository (stock on customer's site)
Complimentary (free of charge)
On Approval (Invoiced after a delay period unless returned)
Different "order types" can
also be set up to hold default orders for each customer which are dummy
orders for repeated copying, as well as forecast orders, proposals, and
more.
Credit checking is done at order entry
time, and orders may be taken and held for later release. Credit checking
can also be done before shipment if required.
Order validation is an optional stage
- you can hold orders pending validation if you like, and set this up
as the default for particular order types if necessary.
Multiple payment methods are supported:
cash, credit, check, back transfer etc.. Sales may also be of standard
(coded) or non-standard items. There are multiple pricing facilities:
prices lists, price banding, quantity discounting, customer-specific prices,
as well as controls and reporting: minimum margin or maximum discount
setting and margin reporting.
The Sales Order Processing module includes
interfaces with the stock system with stock allocation and inquiries showing
available stock, alternative products, expected deliveries etc. Back-ordering
of shortages (if you and your customer allow it) is supported.
The Shipment side of Sales orders is also
flexible and comprehensive. It includes functions for stock picking, allocation
of deliveries to vehicle (depending on delivery method), packing and dispatch.
Different delivery methods are supported including customer collection,
mail, truck (your driver), and delivery company. Orders can be split over
several deliveries or combined and shipped together. Confirmation of shipment
will post to an invoicing interface program: to create invoices in the
Accounts Receivable system.
The Sales Order Processing module uses
"Cross-system" facilities to allow you to maintain notes against
customer accounts, delivery addresses, contacts, Sales orders and deliveries.
For example, you might set up the delivery address with notes saying "Closed
on Tuesdays" or "Deliver via back stairs" for a given branch.
These notes will be brought to the attention of the dispatch planner and
may be printed on the dispatch note. Similarly credit controllers' notes
against an account may be brought to the attention of the order taking
staff: for example "insist on Cash on Delivery for this customer",
or "Please check checks with Laurie in Accounts".
The "Cross-system" facilities
for maintaining lists of contacts are also used, and such lists may be
built up through order entry - if the contact is not already known you
can get a pop-up window to record new buyers.
Many companies have special requirements
of a Sales Order system and we have covered all those we have come across
with our existing customer base as features of this application.
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