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Sales
Order Module
Instant Access to Customer Information
With the AccountMate 6.5 for LAN Sales Order module, you always have
instant access to customer balances and sales histories. With the
AccountMate 6.5 for LAN 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
Comprehensive Inventory Information
An image 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 including on-hand quantities, on-order quantities, item classes,
and product lines is also available during the sales order process.
Enhanced Customer Maintenance Functions
Customer YTD Sales Amount
Having the Year-to-Date sales figure gives you a quick overview of the sales
history for each customer. The customer Year-to-Date sales amount is
calculated based on your company’s total sales to the customer within the
year you define. 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.
Customer Average Days to Pay Information
If the Accounts Receivable module is activated, you can review a customer's average
days to pay information. This information provides a quick overview of each customer’s
payment habit without the need to run reports and analyze each customer’s detailed
payment transactions for each invoice.
Customer Ledger Card
The Customer Ledger Card gives you a snapshot of each customer’s balance by
displaying invoice details and payment information on each invoice. You may now drill
down information that make up a customer's balance, including sales invoices, check
information, invoice distribution, finance charge, tax, freight, payment, among others.
Recalculate YTD Amount for Multiple
Customer Records
The Data Manager function includes the Update Customer YTD Sales Amount option,
which allows you to choose a range of customer records for processing and provides the
option to assign a different Start Date to each customer record.
Build On-The-Fly Kit Items
AccountMate 6.5 for LAN 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.
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 at one time. You can now automatically generate
sales orders as of as necessary--weekly, bimonthly, monthly, quarterly, semiannually, or
annually.
Mass Cancellation of Sales Order 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 cancellation parameters for any open sales
orders. You can choose to cancel open orders by customer, salesperson, sales order, or
order date. For each sales order selected for cancellation, the system displays the open
items and quantities; you can simply review the list and decide which ones you need to
cancel. This simple process allows you to save a tremendous amount of time since you no
longer need to access each sales order, one after another, to cancel the open quantities.
Enhanced User Access Rights to Amend Sales Quote
Access rights validation is now in place for the Amend Sales Quote function. The
"Supervisor" must assign user 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
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 you to place your
orders using the customer’s specific currency.
Prevention of Duplicate Sales Order Numbers for a Customer
If a sales order was created for a customer on the same day, the system displays a
warning message. This helps prevent the creation of duplicate sales orders.
Protection against Creation of Sales Orders if Customer Exceeds Credit Limit
You may configure the system to warn you against creating a sales order or importing a
sales order if it causes the customer's credit limit to be exceeded.
Saving Sales Order as Quote When Credit Check Fails
During the creation of a sales order, if the customer exceeds the credit limit and you
configure the system to disallow credit limit to be exceeded, you have the option to
convert the sales order into a quote provided you are granted the access rights to the
Create Sales Quote function.
Easy to Ship Sales Orders
When you ship sales orders, you
can view each item's open order
quantity. With a click of a button,
you can make the open quantities
as the default ship quantities or
you may manually enter the
quantity to be shipped. The
system automatically checks the
quantities on hand upon
shipment. If the AccountMate 6.5
for LAN Accounts Receivable
module is activated, you can
configure the system to
automatically create an invoice
during shipment.
Generate Invoices for Multiple Shipments
If the AccountMate 6.5 for LAN Accounts Receivable module is activated, you can
configure the system to generate invoices at the time you ship the sales order or to
generate invoices at one time for multiple shipments. This allows the sales and accounting
departments to tailor the invoicing method to the customers’ specific needs.
Multiple Substitutes for Inventory Items
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 for LAN Sales Order module allows you to maintain multiple
shipping and billing addresses for each customer. This feature eliminates the need to enter
again a drop-shipment 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.
Print Packing Slip
The Print Packing Slip function is now available so you can print packing slips for
shipments for which you have not generated invoices. This feature is extremely useful
when used together with the Generate Invoice from Shipment feature.
Integration with the Accounts Receivable, Inventory Control, Lot Control,
and Kitting 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 valuable inventory.
Integration with General Ledger (through the Accounts Receivable module) allows you to
transfer easily various accounts to the General Ledger through the Transfer Data to GL
and Period-End Closing functions.
With the Inventory Control module, you can set up various warehouses and bins for the
inventory items. You can also define various cost methods. Comprehensive inventory
information is available for you to use when recording sales order transactions. In
addition, you have the option to use bar codes when entering line item data.
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.
Other Features
- Inactive Customer/Salesperson/Inventory Item option
- Maintains unlimited data history, enabling you to reprint or review any sales order
- Drill down and lookup features are included in a number of functions.
- Import of sales orders
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