Sales

  • Assigns customer numbers automatically or manually
  • Access customer information by name or number
  • Supports customer file maintenance
  • Maintains catalog price and product family code
  • Supports different sales functions:
    • Make to stock
    • Make to order
    • Engineer to order
    • Cash sales
    • Configured parts
  • Assigns sales order number automatically or manually
  • Provides for discounts, commissions, volume rebates, promotions, and/or extra charges
  • Allow for multiple items and instructions per sales order
  • Allows for multiple deliveries, quantities, and instructions per line item
  • Supports multiple invoice-to addresses as well as multiple ship-to addresses
  • Calculates unit price based on price matrix table
  • Price matrix tables set up by customer, customer code, part number and product family code
  • Accounts for applicable taxes. Supports multiple sales taxes
  • Ability to check product availability on-line at order entry
  • Matrix based product configurator automates entry of make-to-order products with options
  • Print, fax, or email sales order acknowledgements and packslips
  • Allows special allocation for shipments
  • Sophisticated credit check system at order entry and/or shipment time – email interface to accounting
  • Provides instant access to order and shop status
  • Provides for invoicing and accounts receivable tracking prior to shipment of product
  • Reports on revenue schedules from pre-invoicing (progress billing)
  • Deducts amounts pre-invoiced from invoice gross on first shipment of product
  • Advance shipping notices emailed to customers
  • Query order status/history by variety of methods
  • Standard text by customer and/or part can be saved and printed automatically on documents
  • Bills of lading
  • Proforma invoices supported
  • Supports export shipments
  • RGA (return-goods-authorization) process
  • Web interface for customers to view order status
  • Promise delivery date versus customer requested delivery date tracking
  • Customer-specific package and master pack labels
  • Orders on hold