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Sales Order Management provides input and tracking of customer orders. The module collects and maintains both product- and customer-related data for the entire sales order cycle, from initial order entry through shipping and invoicing. Sales Order Management has been designed to optimize the customer service representative's time by making information easily accessible for decision making.

Functions
  • Billing/Invoicing
  • Shipping
  • Sales Analysis
  • Commission Reporting
  • User-definable Fields and Programs
Features

Customer Control

  • Customer Account Inquiry by Partial Name or Number
  • Customer Class Codes
  • User-defined FOB, Freight Charges, Carrier Tables
  • Multiple Ship-To for Each Bill-To Address
  • Customer Discounts
  • Price Level Specification (Tiered Pricing)
  • Integrates with Customer Resource Planning (CRM)

Product Control

  • Product Commodity Code Defaults
  • Multiple Product Types
  • Model Configurator (Optional)
  • Lot/Serial Control (Optional)
  • Product Commission Control
  • Product Class Codes

Product Price Control
  • Pricing Flexibility
  • Customer/Product Quantity Price-Breaks
  • Customer Class/CommodityCode Pricing
  • Contract Pricing
  • Price Override

Sales Order Tracking
  • Customized Sales Order Descriptions
  • Sales Order Standard Notes
  • Ship-To Addresses Override Per Order Line
  • Sales Order Confirmation
  • Sales Order Line Allocation
  • Automatic Material Allocation Option
  • Allocation Reversal
  • On-line Product Shortages
  • On-line Open Order Inquiry
  • On-line Item Requirements Analysis
  • Default Ship-From Location
  • Distribution from Multiple Locations
  • Partial Shipments
  • Shipment Reversal
  • Shipment Entry without Immediate Invoicing
  • Quick Ship
  • Credit and Debit Memos
  • Packing Slip Adjustments
  • Sales Commission Splits by Customer
  • Multiple Sales Commission Flexibility

Shipment History

  • Closed Order Sales Purge
  • Order Transaction History

Customer Payments

  • Invoice Approval/Reversal
  • Invoice Print
  • Partial Invoicing
  • Sales Tax Computation
  • Prepayment Invoices
  • Invoicing History
  • Progress Billing

Download the Sales Order Management Data Sheet in PDF Format

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