TIW Technology, Inc.

ALERE Sales Module

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:

Shipped without being invoiced.
Invoiced without being shipped.
Shipped and invoiced as one step.
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:

Allow sales to be run for a date range.
Establish special prices for a customer, groups of customers or all customers.
Establish special prices for an item, groups of items or all items.
Have up to six tiers of discounts based on the quantity purchased or the extended price.
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.
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:

The reconstruction of past data based on an As Of date.
Three intervals which you can define.
Aging by due date or invoice date.
Ordering by customer, sales person or amount due.

The Pick List report supports:

Ordering by item number or location.
Printing by location.
Including lot and serial numbers.

The Statements report can:

Be run for any range of dates to facilitate monthly, quarterly or other statement periods.
Support up to four user-definable intervals.
Be ordered by customer or by amount due.
Can include or exclude zero balances which allows customers with activity in the period but with no open balance to receive a statement.
Can include predefined comments.