Sales Menu

The Sales Order function, along with Purchase Orders, lies at the very heart of the system. Proper configuration of these screens will result in rapid order entry from the keyboard which allows the user to quickly and easily update the business transaction that will flow through the system. By giving the user the tools to work quickly with your inventory, and maintain the accurate costing and pricing of your products, you minimize the amount of work that usually has to happen in the "back office" at the end of each month – if at all. Business can be managed on a daily basis, ensuring that margins will be accurate and variances in financial statements will be minimized. 

Order processing performs the functions needed to enter, process, and ship sales orders, as well as maintain customer orders and company sales information. The "sales order" is used to record the sale of goods to customers; one is generated for each sale. Inventory availability, pricing, and costs can be checked "on-the-fly" from within this section. Once a sales order has been entered and checked through Inventory, it can be shipped and invoiced.

From the Sales Order screen the user has a number of feature sets which can be employed. Chief among these: the ability to order from a customer's previous order history, the use of a customer specific "order guide", the capacity to price products, the ability to request purchases orders, and the ability to specify product based on lot information, country of origin labeling, and various "pack", or packaging configurations. Selective user security is available on all of these functions.

Customer credit is also tied to order processing. It is possible to check a customer's credit status, put orders on credit hold, or release them from credit hold. Within this section, pricing exceptions, custom price sheets, and item aliases can be created, to customize orders for customers. Selling price information can also be adjusted in this section.

Sales orders flow through the system to the Shipping functions. In order to provide order "management" control (as opposed to order entry), the system makes the Order Control option available as a separate function.

The Sales Order area is also where EDI processing occurs for inbound orders.

Open orders include priced and unpriced orders entered but not yet shipped. Various reports show shipping activity, inventory status, and sales by sales rep, broker, customer, or item.

Note: Refer to the section on Credit Orders to create credit order transactions – You can not use the Sales Orders option for Credit Orders.