Order Entry and Invoicing
Customer orders may be generated directly from price quotes or manually entered when a customer places an order. Items are automatically priced based on highly flexible, user-defined pricing criteria which takes into account the customer, product line, item, quantity discounts, lot price, contract pricing, promotional pricing, or a combination of the above. Standard prices may be overridden with the entry of a one-time price. Additionally, a customer’s available credit is automatically checked during order entry and the operator will be notified if the limit has been exceeded. Many dealers have experienced a three to five day reduction in their billing cycle with customer invoices being an automatic by-product of the order entry and pricing process. Invoices are posted to accounts receivable for timely, efficient, credit and collection control, and sales history is automatically updated for the salesperson, customer, product line and individual items for on-demand profit analysis.
Highlights
- Automatic, user-defined, promotional or override pricing at order entry.
- Alphabetic customer lookup during order entry.
- Delivery instructions process to indicate road restrictions, etc.
- Label Processing. (Item, Bin, Packing)
- Multiple item bin locations.
- Direct shipment processing.
- Anticipated Future Costs.
- Canceled order dollar tracking.
- Change any header information at any point in the order entry process.
- Items on order can be grouped into a "Pricing Group Package" that carries a user defined description and are processed as a group for repricing, tracking and dispatching.
- Restocking charges by line item.
- User-defined cash discounts for prompt payment.
- Up-to-the-minute checking of customer’s available credit.
- Item quantity available for sale checked and displayed during order entry.
- Allows for lot pricing, miscellaneous charges, and drop shipments.
- Price conversions for board feet, linear feet, random lengths, and pieces.
- Conversion of stocking units-of-measure to selling units for pricing and handling of broken cases, rolls or spools.
- Logical substitution item processing.
- Taxing by line item.
- Cash basis tax processing.
- Orders, quotes, and invoices are printed on the same basic form.
- Entry of orders by item description, number or stockkeeping unit. (SKU)
- Reporting of orders with items priced either above or below a user-defined percentage of cost, and showing any item for which the price was manually overridden.
- Alphabetic by keyword description or item number inquiry for stock availability during order entry.
- Invoices may be reprinted on demand