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