Order Types - fully multi-currency/multi-company

• Normal
• Repeating
• Quotations
• Direct from Supplier to Customer
• Invoicing & Credit Notes
• Trade Counter - direct pick and print

Telesales Facilities

• Flexible Entry Sequence; for example order lines may be ordered before or after delivery address
• Comprehensive customer, stock and purchase enquires are available at any point during entry
• Orders can be toggled with quotations (automatically resetting stock positions)
• Margins can be validated against product group limits
• Variable credit checking algorithms, under parameter control and including outstanding orders

Pricing & Discounts

• Multiple (including foreign currency) price lists. Each customer can be associated with up to two price lists
• Unlimited quantity and trade discount schemes with up to twelve levels of pricing can be defined and associated with products
• Customers can be allocated their own trade scheme and trade and quantity scheme levels
• Different pricing can be giving to different selling units eg. a box of twelve items can be priced differently to twelve times the price of an individual item
• A full set of price list manipulation programs facilitate global changes to price lists eg. apply a 1.5% increase to all price lists
• Future price lists can be defined with cut-in dates
• Manual price override can be enabled and a negotiated discount added at order entry time. Special stationery formats exist for variable format discount presentation
• Customer specific "brands" can be defined for products which can be priced differently to the standard
• Extras can be defined to apply discounts across selected order lines.

Order Processing Cycle

• Parameterised configuration of delivery note, picking note and delivery label printing
• Trade Counter - with direct pick and print
• Standard with auto-pick generation and manual or automatic pick confirmation - with full serial and batch tracking amendment facilities
• Pick by location or delivery run
• Manual or automatic allocation of back and forward orders.

Invoicing

• Direct invoice entry with automatic stock allocation for serial and batch tracked products
• Direct invoice/credit note print
• Combined invoicing selected at customer level with individual order override.

Enquiries and Reporting

• Full transaction history is retained until user-defined purge. Numerous on-screen enquiries allow drill-down from upper-level synopsis information to underlying transactions and stock movements
• Numerous Order Reports eg. Forward orders, Invoiced Orders, New Orders etc. can be printed by various selection/sort criteria.

Sales Analysis

• A fully-functional Sales Analysis module is available with tailorable reporting facilities. Synopsis and/or detailed information can be kept on-line as required, for user-definable periods.
• Criteria include salesman, territory, product group, product, customer.
• Full budgeting facilities are available.

Databases

Global 3000 Sales Order Processing data can be held in a Btrieve format or (to be announced soon) SQL format database for compatibility with industry-standard office automation and data analysis tools.