Products
MRP-II / ERP
Manufacturing & Distribution
Manufacturing & Distribution
Sales Order Processing
The Sales Order module comprises
Sales Enquiry / Orders
Despatch / Invoicing
Credit Notes
Multiple Selling Parameters
Reporting
Sales Orders
Standard S/O entry system to enable the user to raise Sales Enquiries / Sales Orders or Proforma / Export Orders. 3 Addresses supported per order, Invoice Address, Customer Address and Delivery Address. Maximum of 200 line items per order with the facility to schedule as far ahead as you wish. Interactive Customer Part Number cross reference, along with a host of special features to assit the user. Support for a multitude of "pricing" environments to suit clients setup (detailed further down). Sales Enquiries can generate Quotations, and then can be transferred to "real" orders at the touch of a button. Stock can be "allocated" to an order if required or left to the user's decision. Credit Limits, Outstanding Orders are all interactive within the sales order screen to ensure the user is fully aware of the customer in question. Make to Order feature so that automatic Works Orders can be generated on a "line by line" basis, or "accumulated" if you wish.
There are multitide of "reference" files that can be setup if necessary (ie Salesperson, Geographical Area, Sales Originated, Customer Type, Promotion Codes) are just a few of the many facilties that assit in "pricing" features and analysis reporting.
There is also a Mail Order Screen for distribution style companies, especially those that perform "DROP SHIP" orders which minimises user input to maximum effect. Support for Head Office / Branch setup, thus orders are taken at Branch Level, Statistics are generated at Branch Level, but all Invoicing / Pricing control is at Head Office level.
Sales Despatch / Invoicing
Facilties to pre-despatch goods from Sales Office, so that stores only "confirm" what has left the premises. This is ideal when Serial Numbers are present, and Sales Office have no sight of the products. The reverse of this, stores can "pre-despatch" an order (ie loading a pallet up), and then inform Sales Office, goods are ready to leave, thus Sales Despatch screen is already "filled in", as such.
Credit Limit & On-Stop pre-check facilties to ensure goods do not leave the premises without prior warning and/or intervention. Advice Notes automatically printed either from Pre-Despatch or genuine despatch to go with the goods. Sales Picking Lists can also be formatted as Advice notes if despatch process is restricted to Sales Office only.
Invoices automatically passed to Financial software (via TXT, CSV or XML formats, including EDI interfaces) if required.
Credit Notes
One off Credit notes can be producted, or the facilties to IMPORT an original Invoice and reverse the entire transaction, thus ensuring all "prices", VAT, Settlement Discounts are applied at the correct rates. Credits automatically passed to Financial software (via TXT, CSV or XML formats, including EDI interfaces) if required.
Selling Prices
Apart from the basic 3 selling prices held within the Inventory module, all of which can then be assigned to a Customer, the MRP software has a vast array of pricing systems to support ANY clients setup. The following pricing systems are available.
Special Customer Prices
Special Customer Type Prices
Pricing Matrix (Qty Break / Discount)
Pricing Matrix (Qty Break / Value)
Customer Product Group Discount
Customer Type Product Group Discount
Sales Price Lists
Universal Parts Price Banding
Customer Price Banding
on top of these pricing systems, you may also setup
Order Value Thresholds (ie discount off when order value reaches criteria)
Order Value Deals - Mix & Match (ie buy 1 get on free, buy 5 of any product range and get a discount)
There are many more parameters to the pricing systems and far too many to outline here, and something that a client is taken through so that they choose maybe 3 or 4 environments to suit their business.
Reporting
Over 120 standard reports within the Sales Module covering Enquiries, Sales Orders and Sales History. Outstanding Sales Orders, Projected Cash Flow, Turnover Analysis, Despatch Analysis, Customer Turnover, Customer Price Lists, Salesperson Commission, Gross Margin Analysis are just some of the facilities available (either PDF or EXCEL)
The Sales Order module comprises
Sales Enquiry / Orders
Despatch / Invoicing
Credit Notes
Multiple Selling Parameters
Reporting
Sales Orders
Standard S/O entry system to enable the user to raise Sales Enquiries / Sales Orders or Proforma / Export Orders. 3 Addresses supported per order, Invoice Address, Customer Address and Delivery Address. Maximum of 200 line items per order with the facility to schedule as far ahead as you wish. Interactive Customer Part Number cross reference, along with a host of special features to assit the user. Support for a multitude of "pricing" environments to suit clients setup (detailed further down). Sales Enquiries can generate Quotations, and then can be transferred to "real" orders at the touch of a button. Stock can be "allocated" to an order if required or left to the user's decision. Credit Limits, Outstanding Orders are all interactive within the sales order screen to ensure the user is fully aware of the customer in question. Make to Order feature so that automatic Works Orders can be generated on a "line by line" basis, or "accumulated" if you wish.
There are multitide of "reference" files that can be setup if necessary (ie Salesperson, Geographical Area, Sales Originated, Customer Type, Promotion Codes) are just a few of the many facilties that assit in "pricing" features and analysis reporting.
There is also a Mail Order Screen for distribution style companies, especially those that perform "DROP SHIP" orders which minimises user input to maximum effect. Support for Head Office / Branch setup, thus orders are taken at Branch Level, Statistics are generated at Branch Level, but all Invoicing / Pricing control is at Head Office level.
Sales Despatch / Invoicing
Facilties to pre-despatch goods from Sales Office, so that stores only "confirm" what has left the premises. This is ideal when Serial Numbers are present, and Sales Office have no sight of the products. The reverse of this, stores can "pre-despatch" an order (ie loading a pallet up), and then inform Sales Office, goods are ready to leave, thus Sales Despatch screen is already "filled in", as such.
Credit Limit & On-Stop pre-check facilties to ensure goods do not leave the premises without prior warning and/or intervention. Advice Notes automatically printed either from Pre-Despatch or genuine despatch to go with the goods. Sales Picking Lists can also be formatted as Advice notes if despatch process is restricted to Sales Office only.
Invoices automatically passed to Financial software (via TXT, CSV or XML formats, including EDI interfaces) if required.
Credit Notes
One off Credit notes can be producted, or the facilties to IMPORT an original Invoice and reverse the entire transaction, thus ensuring all "prices", VAT, Settlement Discounts are applied at the correct rates. Credits automatically passed to Financial software (via TXT, CSV or XML formats, including EDI interfaces) if required.
Selling Prices
Apart from the basic 3 selling prices held within the Inventory module, all of which can then be assigned to a Customer, the MRP software has a vast array of pricing systems to support ANY clients setup. The following pricing systems are available.
Special Customer Prices
Special Customer Type Prices
Pricing Matrix (Qty Break / Discount)
Pricing Matrix (Qty Break / Value)
Customer Product Group Discount
Customer Type Product Group Discount
Sales Price Lists
Universal Parts Price Banding
Customer Price Banding
on top of these pricing systems, you may also setup
Order Value Thresholds (ie discount off when order value reaches criteria)
Order Value Deals - Mix & Match (ie buy 1 get on free, buy 5 of any product range and get a discount)
There are many more parameters to the pricing systems and far too many to outline here, and something that a client is taken through so that they choose maybe 3 or 4 environments to suit their business.
Reporting
Over 120 standard reports within the Sales Module covering Enquiries, Sales Orders and Sales History. Outstanding Sales Orders, Projected Cash Flow, Turnover Analysis, Despatch Analysis, Customer Turnover, Customer Price Lists, Salesperson Commission, Gross Margin Analysis are just some of the facilities available (either PDF or EXCEL)
