 |
Sales
Order Module
Instant Access to Customer Information
With the AccountMate 6.5 Sales Order
module, you always have instant access to customer balances and
sales histories. If the AccountMate 6.5 Accounts Receivable module
is installed, you can review the customer's sales transaction, aging
totals and payment history before processing an invoice, and then
preview the actual invoice before printing. The Sales Order module
provides quick and easy confirmation of item availability, shipping
requirements, sale prices, discounts and available customer credit.
Comprehensive Inventory Information
A picture of each inventory item can be included with the inventory
item's description. Product notes can be entered in an accompanying
inventory notepad. This powerful customer service aid is just a
click away if necessary when speaking with customers and analyzing
inventory items. Inventory information (such as the on-hand quantities,
on-order quantities, item classes and product lines) is also available
during the sales order process.
Build On-The-Fly Kit Items
AccountMate 6.5 provides the ability to simultaneously build and
ship kit items within one window. You can configure the system to
ship kit items without going through the Build Kit Item function
by deactivating the Require Pre-build option in the inventory record.
This enables faster order processing.
Blanket Sales Orders
You can establish and authorize orders of a certain quantity of
inventory items for a customer within a specific period of time.
This enables your company to lock in any special price and/or discount
offered to the customer. Blanket sales orders are automatically
converted into sales orders when released. The Release Blanket Sales
Order function enables your company to make shipments against the
blanket sales order. You can define a "valid until" date through
which blanket sales orders can be released. You can also insure
the integrity of your data by assigning access rights only to specified
personnel.
Enhanced Customer Maintenance Functions
YTD Sales
AccountMate 6.5 computes the year-to-date sales separately from
the accumulated-todate sales. You therefore have the flexibility
of defining the start dates from which the year-to-date amount will
be computed. This information serves as a determining factor for
a company's rate of return on total assets, as well as receivables
turnover or collection performance when compared with the customer's
accounts receivable balance.
Average Days to Pay Information
If you have the Accounts Receivable module, you can review a customer's
average days to pay before processing an invoice. AccountMate automatically
computes this value based on the customer's applied payment information.
Customer Ledger Card
Drill down on a customer's balance is now available, showing detailed
information regarding sales invoices, check information, invoice
distribution, finance charge, tax, freight, payment, etc.
Recalculate YTD Amount for Multiple
Customer Records
The Data Manager function now has the Update Customer YTD Sales
Amount, which allows users to choose a range of records to process
and assign a separate Start Date value to each customer record that
the system will use for the computation.
Set Up and Generate Recurring Sales
Orders
With the Recurring Sales Order function, you can set up multiple
recurring-sales order templates for each customer. This enables
you to save valuable time by generating recurring orders for a designated
period of time. You can now automatically create sales orders as
often as you need them, either weekly, bimonthly, monthly, quarterly,
semiannually, or annually.
Mass Cancellation of Open Orders
You can now easily cancel a single open order or a range of open
orders. The Cancel SO Open Order function provides the ability to
set parameters for any open sales orders you want to cancel. You
can indicate a single or a range of customer numbers, salesperson
numbers, sales order numbers and/or order dates. Each sales order
number is displayed showing the open items and quantities. Simply
place a check mark in the corresponding cancel box of the sales
order. The time savings is substantial because you no longer must
access each sales order to cancel the open order items.
Enhanced User Access Rights to Amend
Sales Quote
Enhanced user access rights validation is in place for the Amend
Sales Quote function by adding the Amend Sales Quote option in the
User Access Rights Setup function. "Supervisor" must now grant the
user explicit rights to allow or restrict access to the Amend Sales
Quote function.
Advanced Billing Prior to Shipment
The Sales Order module enables you to bill the customer before you
actually ship the order.
Built-in Multi-Currency
Within the Sales Order module, you can set up a currency code for
each currency in which you will transact business. Customers can
each be assigned a different currency code, allowing your orders
to be placed in their specific currency. Either the latest inventory
price or the last price billed in the same currency can be used
when creating sales orders.
System Warns Against Duplicate Sales
Orders for the Same Customer
The Sales Order module alerts users if a sales order had been created
for a given customer on the same day. This helps prevent the creation
of duplicate sales orders.
Protection against Creation of Sales
Orders if Customer Exceeds Credit Limit
The Sales Order module automatically provides a warning message
if you are creating a sales order that will cause the customer's
credit limit to be exceeded.
Validation
of Credit Limit During Import Sales Order
A new option "Allow Exceed Credit Limit" has been added to the Import
Sales Order function as part of the validation of customers' credit
limit during the data import process. If the "Allow to Exceed Credit
Limit" option is unmarked, the system will automatically validate
all invoices/sales orders from the text file to be imported against
the available credit limit of the corresponding customer; otherwise,
the user can choose to either have AccountMate validate or not validate
customers' credit limits during the import process.
Shipping Sales Orders Is Easy
With the Sales Order module, you can see each item's open order
quantity. You can either click a button to make all of the open
quantities the default ship quantities, or you can enter each ship
quantity manually. When shipping a sales order, the system automatically
checks the quantities on hand and, if you have the AccountMate 6.5
Accounts Receivable module, you can configure the system to automatically
create an invoice during shipment.
Generate Invoices for Multiple Shipments
The Sales Order module generates invoices (if the AccountMate 6.5 Accounts Receivable
module is installed) either when a shipment is made or by the specific order. This allows
the sales and accounting departments to tailor the invoicing method to any customer's
specific needs.
Multiple Substitute Items Whenever
the Need Arises
Within the Sales Order module, each inventory item can be assigned multiple substitute
items that can be used to fill orders for items that have insufficient quantities on-hand.
Multiple Customer Shipping and Billing
Addresses
The AccountMate 6.5 Sales Order module can maintain multiple shipping and billing
addresses for each customer. This feature eliminates the need to re-key a drop-ship
location that is different from the billing address.
User-Defined Sales Tax Codes
You can create an unlimited number of sales tax codes, and each code can include up to
three tax entities for easy tax reporting. Each customer or shipping address has a sales
tax code attached. Codes can be easily updated for changes in tax rates.
Integration with the Accounts Receivable,
Inventory Control, Pricing Control, Inventory Specification, Lot
Control, Kitting, and Customer Inventory Manager Modules
When integrated with the Accounts Receivable module, you have a complete
billing/invoicing and receivables system that will further enhance your ability to manage
your customer base and your valuable inventory.
Integration with General Ledger (through the Accounts Receivable module) allows you to
easily transfer various accounts to the General Ledger temporarily or permanently
through the Transfer Data to GL or Period-End Closing functions, respectively.
With the Inventory Control module, you can set up different warehouses and bins for your
inventory items and define various cost methods. Comprehensive inventory information
is available for you to use during the sales order transaction. Furthermore, this module
gives you the option to use bar codes when entering line item data.
Integration with the Pricing Control module includes such features as minimum pricing
guidelines for inventory items, multi-level pricing features in an easy-to-use menu option
and the use of unlimited price codes for particular inventory items.
The Inventory Specification module allows you to establish inventory types and codes for
inventory items, such as size and color. This feature is ideal for manufacturing concerns
with many variations of basic inventory items.
Integration with the Lot Control module allows the assignment of lot numbers and
expiration dates to an item's units for inventory-management and tracking purposes.
Integration with the Kitting module allows the assignment of kit numbers to kit-units, for
tracking and management purposes.
Integration with the Customer Inventory Manager module allows cross-referencing of the
items that a particular customer buys to the customer's item number, description and
unit-of-measurement for the item, as well as allowing automatic updating of prices for
that customer.
Other Features
- Inactive Customer/Salesperson/Inventory Item option.
- Maintains unlimited data history, enabling you to reprint any sales order or review it on-screen.
- Drill down and lookup features are included in numerous areas of the Sales Order module.
- Sales Orders can be imported when necessary.
|
