The Order Entry module permits the recording of transactions to sell or otherwise use or dispose of inventory. The type of sale is identified as a cash sale, an over the counter pickup with a standard or priced packing slip, an order for picking, shipping and invoicing later, a work order that will interface to the job cost module, a manufacturing order for stock or sale that may interface to the job cost module, a transfer order between remote warehouses, or a request for quotation that may later be converted to an order.

When an order is placed, the associated stock (including components for kits and manufacturing orders) are noted as committed to be used. If product is not in stock, it is automatically backordered unless cancelled. If stock is on hand, but committed, the order clerk can review the customers who have committed orders to determine whether to actually ship stock that will result in a backorder for a prior order - in other words, service your best customers first.

Pricing is controlled to the price book in use for a particular customer for a specified product. If no price book exists, the standard list price is used. The pricing module allows for multiple pricing breaks that are unique to each product. There are no limits on the number of price books.

Credit limits are checked at order entry time with orders automatically placed on hold that must later be either cancelled or released for shipment. Credit limits are again checked at shipping time since additional product can be added at that time.

Serial numbers are tracked at shipping time. When product is shipped, existing backorders may be cancelled at that time, or more or less product may be shipped creating new backorders as necessary. Any quantities that are cancelled result in being recorded as a lost sale. Products are tracked as to the number of times they are ordered along with the largest order.

Inventory is relieved as soon as product is shipped - however, the General Ledger is updated at the time the invoice is produced.

Inquiry functions provide for surmmary and detail information for a customer. Easily see all product a customer has ordered, or all orders on which a product existed. Quickly find all orders attached to a specific customer purchase order.

Order registers and reports provide full audit trails. Gross margin reports track profitability to each order line item and may be summarized by order and by salesperson. Alert reports track regular customers who suddenly change their buying habits.

Invoices can be printed, faxed or e-mailed. We can also interface the sales order information to a word processing document that will allow you to add your particular graphics anywhere on the invoice or as a watermark. Promote your current hot items on the invoice.

All reports may be exported to a text file for further manipulation by utility software. Eg., easily allow a spreadsheet utility to provide graphical presentation of the information.