-
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