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The Order
Entry module produces quotes, sales orders and invoices. As
sales are recorded in Order Entry, inventory is automatically
reduced and the customer balance in Accounts Receivable is
automatically updated. This module integrates seamlessly with
Accounts Receivable, General Ledger and Inventory Control
modules.
General
Features
- Automatically
updates the General Ledger, Accounts Receivable, Inventory
Control and Purchasing modules
- Optionally
updates the Job Cost module on a transaction by transaction
basis
- Adds new
customers and parts "on the fly" during quote,
sales order and invoice entry
- Provides
gross profit report that can be based on paid invoices to
be used as a commission report
- Quickly
locates customers, parts, product lines and kits with a
search feature
- Allows
reports to be sorted by customer, part, product line or
sales order number
- Order
entry information including line item detail, can be exported
using over 30 different formats including Lotus 1-2-3, dBASE,
Comma-Separated Variable, ASCII, Access, Excel, Word, Word
Perfect, Quattro Pro and many others
Maintenance
Features
- Allows
the look up of a customer's part purchase history while
entering quotes, sales orders and invoices
- Alerts
you when a customer has exceeded his credit limit and allows
sales orders to be placed on hold
- Provides
optional multi-line invoice line item descriptions
- Tracks
sales by customer, part, product line and sales representative
- Can maintain
a template of parts, labor and comments that normally appear
together on a quote, sales order or invoice via the maintain
kit option
- Allows
copying an existing kit when creating a new one
- Provides
instant inquiry for customers and parts
- Provides
online inquiry of quotes, sales orders and invoices
Processing
Features
- Generates
quotes for customers and tracks the probability of success
for the quote
- Quotes,
sales orders and invoices can be copied from another customer
to speed data entry
- Converts
quotes to sales orders or invoices, and sales orders to
invoices instantly
- Provides
on-line or batch printing of quotes, sales orders and invoices
- Optionally
prints invoices without the prices and extended prices to
be used as a packing list
- Allows
multiple copy printing and reprinting of quotes, sales orders
and invoices
- Reprints
sales orders and invoices with the option to omit previously
filled (shipped) items
- Allows
reprinting of historic invoice and credit memos (returns)
- Prints
pick tickets and packing lists
- Provides
the option to print shipping labels for a customer when
a quote, sales order or invoice has been entered
- Prints
name and address on a packing slip positioned to display
in a standard window envelope
- Handles
modifications of ship to addresses while entering quotes,
sales orders and invoices
- Recommends
substitutions for out of stock items and allow you to easily
select substitutes parts while processing quotes, orders
and invoices
- Allows
calculated sales tax amounts to be overridden during quote,
order or invoice entry
- Allows
comments, miscellaneous charges and labor charges on quotes,
sales orders and invoices
- Accepts
payments and deposits at the time of sales order or invoice
entry
- Can apply
payments, deposits and open credits at the time of invoicing
- Allows
prepaid sales orders
- Can automatically
select sales orders to be invoiced by release date
- Allows
partial shipment of sales orders
- Allows
the sales order of voided invoices to be re-opened
- Processes
returns to inventory and returns of damaged merchandise
without returning them to inventory
- Allows
the reprinting of forms (invoices, quotes, sales orders)
through inquiry option
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- Quote
Report
- Open
Quote Status Report
- Ordered
Quote Report
- Expired
Quote Report
- Sales
Order Report
- Open
Sales Order Report
- On
Hold Sales Order Report
- Closed
Sales Order Report
- Order
Selection Report
- Not
Selected Sales Order Report
- Sales
Order Pick Tickets
- Invoice
Packing List
- Invoice
Detail Report
- Returns
Report
- On
Order Report
- Gross
Profit Report
- Sales
Analysis Report
- Back
Order Fill Report
- Back
Order Report
- Part
Back Order Report
- List
of Kits
- List
of Ship To Address
- Flash
Report (summary of Order Entry activity)
- Graphical
Report - Open Order/Projected Sales
- Graphical
Report - Customer Highlight
- Graphical
Report - Sales Rep. Highlight
- Graphical
Report - Sales Order Highlight
- Custom
Reports
- Report
Group
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Maximum number of quotes |
Unlimited |
| Maximum
number of orders |
Unlimited |
| Maximum
number of invoices |
Unlimited |
| Maximum
number of quotes per customer |
200 |
| Maximum
number of orders per customer |
400 |
| Maximum
number of invoices per customer |
3000 |
| Number
of digits in quote number or invoice number |
6 |
| Maximum
number of line items per quote, order, or invoice |
99 |
| Maximum
number of sales accounts per quote, order, or invoice |
16 |
| Maximum
number of sales taxes per quote, order, or invoice |
3 |
| Number
of characters in invoice description |
20 |
| Number
of characters in invoice item description |
28
or 40 |
| Maximum
number of kits |
Unlimited |
| Number
of characters in kit ID |
10 |
| Maximum
number of line items in a kit |
99 |
| Maximum
number of ship to addresses per customer |
500 |
| Maximum
amount per quote, order, or invoice |
$9,999,999.99 |
| Maximum
number of months to keep detail |
60 |
| Maximum
number of sales orders on hold |
1,000 |
| Maximum
number of months to post into the past |
12 |
| Maximum
number of months to post into the future |
1 |
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System Manager
General Ledger
Accounts Receivable
Accounts Payable
Order Entry
Inventory Control
Job Cost
Payroll
Payroll Mailing Labels
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