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The Sales
Module is responsible for all sales functions. In this one module you
can prepare quotes, enter sales orders, ship, invoice, record payments, apply
finance and late charges, handle returns, issue credit memos, and set up
pricing rules. The key features are as follows:
Selecting one menu
option allows you to choose to create a quote, sales order, cash order, invoice,
return order, credit memo, blanket order, or a recurring order.
Sales orders and invoices
can be saved in an incomplete or Pending state without
releasing them for processing. Later, you may come back to complete and
release the orders to the system.
Terms for
customers may be overridden.
Any Bill to/Ship to combination
is supported including manually entering a one-time shipping address for
drop shipping.
Expiration
dates can be assigned to orders.
Orders may
be auto completed when completely shipped and invoiced or you may choose
to hold them open for further work before being closed.
Pre-defined
comments can be loaded from a file and placed on orders.
Orders can
be entered, accepted and printed from one screen.
Individual line items
on a sales order can be a Sale, a Drop Ship, a Return, or a Credit. This permits
returns and credits to be handled within one order.
Selling
units of measure on a line item may be changed using a conversion
factor.
Each line
item has a Need By date for shipping and material planning.
The regular
unit price, the discount % and the customer price can be modified on
each line.
The
location from which to ship each line item can be specified.
Each line
item can have a GL group assigned that contains the accounts to be used
when making the general ledger entries required to process that line
item.
Lot, trait and serial numbered
items can be specifically allocated.
Each line item
has a Pick note which is printed on the Pick List report.
Each line item
has a Line note which is printed on order reports that the
customer receives.
Net negative orders
can be converted directly to credit memos.
Credit memos can be applied to invoices or auto converted
to a payable.
Return orders
place the items on order in inventory and can be shown separately when
doing mass receiving.
Return orders
may be auto converted to credit memos when they are receives and restocked.
Cash orders produce instant invoices and
receipt of
payment.
Quotes, blanket
and recurring orders will auto convert to sales orders or directly to invoices.
Line items on
sales orders may be partially or wholly shipped.
Line items
on sales orders may be:
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Shipped
without being invoiced.
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Invoiced
without being shipped.
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Shipped
and invoiced as one step.
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Shipped
multiple times and summarized on one invoice.
Lot, trait and serial numbered
items can be specifically selected and shipped.
Orders may be
shipped one at a time or mass shipped.
Orders without
activity may be voided.
Voiding an
order permits you to restart it as a Pending order with full
editing rights. |
An Activity
tab on each order permits you to view all related activity for the
customer such as payments, shipments, open invoices and backorders.
The Activity
tab can also be used to find the source of
documents such as the quote a
sales order came from or the invoice a sales order created.
A GL
Posting tab on each order displays in real time the general ledger
postings generated by the order for instant verification.
Pricing
rules can be set up using only one screen that will:
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Allow
sales to be run for a date range.
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Establish
special prices for a customer, groups of customers or all customers.
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Establish
special prices for an item, groups of items or all items.
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Have up
to six tiers of discounts based on the quantity purchased or the
extended price.
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Calculate
each tier based on a discount %, a flat discount amount, a unit
price, a flat cost markup amount, a cost markup % or a gross margin.
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Allow
you to mix and match any of the above rules.
-
Allow
whole order discounts to be applied to orders over and above the
discounts on individual line items.
Pricing rules
can be easily tested on the Inquiry tab of the Pricing
screen.
Pricing
rules can be marked as active or inactive which provides control over
their release and use.
Recurring
orders may be released as sales orders or invoices.
Recurring
orders may be released individually or by the use of a mass release
function.
A release
group ID can be assigned to recurring orders that allows those orders to
be mass released as a group.
Use an
Explorer-like interface, called Treevision®,
to drill down to sales information and even right to the actual orders.
The AR/Cash
Receipts function includes support for cash, checks, direct
deposit, account offsets, and prepayments.
AR/Cash
Receipts may be edited and corrected.
Assign AR/cash
receipts to Bank Deposit IDs.
Manage
deposits and print bank deposit tickets.
AR invoices,
Credit memos, Debit memos and AP invoices can be offset against each
other.
Sales order
prepayments, non-invoice receipts, and customer on account payments are
all accepted.
Automatic
generation of finance charges and late fees with options for separate
invoices or statements only.
Option to
compound finance charges when they are generated.
Separate GL
accounts for finance charges and late fees.
The Aged
Receivables report supports:
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The
reconstruction of past data based on an As Of date.
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Three
intervals which you can define.
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Aging by
due date or invoice date.
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Ordering
by customer, sales person or amount due.
The Pick
List report supports:
The Statements
report can:
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Be run for
any range of dates to facilitate monthly, quarterly or other
statement periods.
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Support up
to four user-definable intervals.
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Be ordered
by customer or by amount due.
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Can
include or exclude zero balances which allows customers with
activity in the period but with no open balance to receive a
statement.
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Can
include predefined comments.
Extensive
reports and options.
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Order
Header Tab

Order
Line Item Tab

Order
Status Tab

Order
Activity Tab

Order
GL Post Tab

Customer Screen
Customer
Settings

Customer
Activity

AR/Cash Receipts
Receipts Tab

AR/Cash Receipts
Deposits Tab

AR/Cash Receipts
Activity Tab

AR/Cash Receipts
GL Posting Tab

Recurring Orders

Finance Charges

Sales
Inquiry

Sales Graphs

Pricing Rules

Testing Rules |