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.