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Increase sales
force efficiency and strategic customer management through integration with
SageCRM
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Enter active
orders, future orders, standing orders, and quotes
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Enter orders,
shipments, and invoices as separate transactions so you can divide the
duties of your personnel
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Create an
order by simply selecting and copying the details of existing customers’
orders
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Include
multiple orders on a single shipment and multiple shipments on a single
invoice
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Ship items
with or without first entering an order for those items
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Send partial
shipments to those customers that allow them
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Edit and
invoice partially shipped orders
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Add new
customers on the fly when you enter orders or add the customer records later
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Assign sales
proportionally to as many as five salespeople
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Use multiple
payment schedules and other payment terms defined in
Accounts Receivable
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Use
password-controlled override of credit advisories
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Recall
complete invoice information when issuing credit notes
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Print packing
slips, order confirmation, and invoices for selected orders
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Send packing
slips, order confirmations, and invoices by e-mail
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Set up
standard e-mail messages you can automatically send to your customers with
their documents
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Look up
customer pricing based on customer contract price, item base price, or
discounted or marked-up sales prices
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Use prices
with as many as six decimal places and include taxes in the selling price
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Automatically
determine available item quantities while entering orders
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Review sales
history by customer or inventory item during order and invoice entry
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Review and
reprint customer invoice and credit note transactions, orders, invoices, and
credit notes by primary salesperson
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Easily
customize order templates with standard information to speed data entry
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Set up any
number of miscellaneous charges to speed invoicing
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Specify whole
or fractional quantities on orders, if fractional quantities are used in
your inventory
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Enter order
quantities using any unit of measure
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Use customer
types on orders that correspond to as many as five markup or discount price
levels
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Track sales
commissions from each invoice using as many as five commission rates, based
on increasing sales amounts for each salesperson
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Calculate
commissions based on sales amount or margin
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Include serial
numbers (or lot numbers) with order details using optional
Serialised
Inventory (or
Lot Tracking) functionality
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Avoid costly
inventory shortages or overstocking
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Target
specific customers with effective item promotions by easily tracking sales
activities
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Easily monitor
item purchase activity to ensure proper margins are maintained
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Automatically
display item availability and details from Live Desktop, combining the data
from your
Order
Entry and
Purchase Orders modules
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Store and
display pictures of inventory items
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Uncover
inventory item details quickly, without having to dig through your
Sage 300 (Accpac)
data
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Query the IC
History file to quickly audit your transactions
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Analyze your
purchases with PO Inquiry to ensure that you are buying wisely
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Query your
open sales orders and quickly see at a glance if any orders are being held
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Quickly browse
the complete details of any OE Invoice, Order, OE Shipment, or Credit Note
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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
0845 092 0926