- 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
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