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The Sales Order Processing Package (S/O) incorporates all the functions of sales order, invoicing, and sales analysis into one integrated system. To accomplish this effectively, the Sales Order system is tightly integrated with the Inventory Control and Accounts Receivable packages. Inventory stock is committed and relieved as orders are entered and shipped, and invoice amounts are posted to the Accounts Receivable files after invoices are printed, relieving the operator of invoice data entry to the A/R package. The sales analysis reports aid in evaluating the effectiveness of sales and marketing efforts.

With this system, key files are updated as operator entries are made so the current invoicing, inventory, and sales analysis information are available when needed.

All data, including daily transactions, is entered through straightforward responses to screen display prompting. Transaction entries are first stored in temporary transaction files and may be edited and corrected prior to posting. Audit trails, which are essential for proper financial management, are automatically generated. Comprehensive reports are produced on demand, as well as on-line inquiry/maintenance of all sales order files.


Summary of Features and Benefits:

 

  • Entry of sales orders to be fulfilled with stock automatically committed
  • Filled sales orders released for invoicing with stock automatically reduced
  • Direct invoice entry accommodated (after-the-fact sales transaction document) with automatic reduction of stock
  • Separate order and invoice numbers with sequential integrity (no document numbers lost)
  • Credit memos for simple credits or merchandise returns
  • Recurring/Standard orders for use when customers repeatedly place the same order
  • Purchase Requisitions automatically generated when stock shortages are detected during order entry (when the   Purchase Order Processing system is also being used)
  • Comprehensive credit checking warns and/or blocks operators from entering sales
  • Quotes easily entered and converted to orders
  • On-line, on-screen inquiry allows visual access to all customer and sales order data
  • Invoices may be reprinted from history file at any time
  • Backorder file maintained for partially filled orders
  • Backorder information by item and customer number
  • Operator-initiated automatic reentry of fillable backorders
  • Comprehensive pricing structure: customer buying contracts, quantity breaks, special promotional pricing, price class discounts individually assigned for each price class for each customer
  • Price class calculations may be based on cost plus percentage or list minus discount
  • Sales Analysis by Product Category, Customer, Customer Type, Sales Rep, and State (or geographical area) available on demand
  • Sales Analysis statistics include sales, cost of sales, profit, and percentage contributions of each entity to overall sales and overall profits
  • Automatic handling of all general ledger distributions of sales, cost of sales, and inventory