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
|
|
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 |
Overview | General Ledger | Accounts Payable | Accounts Receivable
Inventory Control & Purchasing | Payroll
| Job Cost | Mailing Labels | Version 11.0 Enhancements
System Requirements | Price
List
Main Page, Sage BusinessWorks Product Description
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