Order Entry

Order Entry Capabilities

• Increase sales force efficiency and strategic customer management through integration with SageCRM

• Enter active orders, future orders, standing orders, and quotes

• Enter orders, shipments, and invoices as separate transactions so you can divide the duties of your personnel

• Create an order by simply selecting and copying the details of existing customers’ orders

• Include multiple orders on a single shipment and multiple shipments on a single invoice

• Ship items with or without first entering an order for those items

• Send partial shipments to those customers that allow them

• Edit and invoice partially shipped orders

• Add new customers on the fly when you enter orders or add the customer records later

• Assign sales proportionally to as many as five salespeople

• Use multiple payment schedules and other payment terms defined in Accounts Receivable

• Use password-controlled override of credit advisories

• Recall complete invoice information when issuing credit notes

• Print packing slips, order confirmation, and invoices for selected orders

• Send packing slips, order confirmations, and invoices by e-mail

• Set up standard e-mail messages you can automatically send to your customers with their documents

• Look up customer pricing based on customer contract price, item base price, or discounted or marked-up sales prices

• Use prices with as many as six decimal places and include taxes in the selling price

• Automatically determine available item quantities while entering orders

• Review sales history by customer or inventory item during order and invoice entry

• Review and reprint customer invoice and credit note transactions, orders, invoices, and credit notes by primary salesperson

• Easily customize order templates with standard information to speed data entry

• Set up any number of miscellaneous charges to speed invoicing

• Specify whole or fractional quantities on orders, if fractional quantities are used in your inventory

• Enter order quantities using any unit of measure

• Use customer types on orders that correspond to as many as five markup or discount price levels

• Track sales commissions from each invoice using as many as five commission rates, based on increasing sales amounts for each salesperson

• Calculate commissions based on sales amount or margin

• Include serial numbers (or lot numbers) with order details using optional Serialised Inventory (or Lot Tracking) functionality

• Avoid costly inventory shortages or overstocking

• Target specific customers with effective item promotions by easily tracking sales activities

• Easily monitor item purchase activity to ensure proper margins are maintained

• Automatically display item availability and details from Live Desktop, combining the data from your Order Entry and Purchase Orders modules

• Store and display pictures of inventory items

• Uncover inventory item details quickly, without having to dig through your Sage 300 (Accpac) data

• Query the IC History file to quickly audit your transactions

• Analyze your purchases with PO Inquiry to ensure that you are buying wisely

• Query your open sales orders and quickly see at a glance if any orders are being held

• Quickly browse the complete details of any OE Invoice, Order, OE Shipment, or Credit Note

• View comprehensive inventory availability and get a detailed stock forecast, including quantity on hand, purchase orders with expected arrival dates, and sales orders with expected shipping dates

Ops Inquiry Includes:

• Item Inquiry

• Item History Inquiry

• PO Inquiry

• OE Invoice Inquiry

• OE Credit Note Inquiry

• OE Inquiry

• Quantity Available Report

Company No. 4211965  -  VAT No. GB715 9582 08

Directors: I.D. Lowe / D.E Lowe / S. Houston

6 Rangewood Road, South Normanton, Alfreton, Derbyshire, DE55 3BS, United Kingdom