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Sales Orders includes...
Sales Quotations and Confirmations
Service items and non-stock Products are supported.
One-pass and Two-pass versions. Sales Orders can be run in single-pass mode without a Pick Slips phase. Or you can generate Pick Slips and then make any adjustments for actual quantity picked or for any other charges before producing Invoices.
Sales Tax is fully supported through a user-editable Sales Tax table providing full flexibility for State and Local Sales Taxes.
Line item discounts are supported using a user-editable, table-driven approach. The default line item discount percent is based on the combination of the Customer and Product discount groups.
Sales commissions are supported using a user-editable, table-driven approach. The line item commission percent is based on the combination of the SalesRep and Product commission groups.
VAT/GST taxes are supported for Countries either having or not having additional Sales Taxes.
Easy order entry and maintenance. Sales Order entry provides an easily used common interface that handles both entry of new orders and changes to orders already entered. Changes include adding or deleting line items, changing the quantity or price of a line item or deleting an entire Sales Order.
Sales Order history is maintained with tracking of Cancellations at the line item level.
Customer maintenance. Customer maintenance supports defining default values to be used when inserting a new Customer. These defaults are user-specific so a user can change their own defaults whenever they wish without affecting other users.
Customer importing. Customer records originating externally can be easily imported. All you need to do is insert them into the Customer Import table. This may be done by any SQL Server compliant process. The Customer Import process uses the Customer Default information to supply values for any corresponding fields that are left blank in the Customer Import table. The Customer Import process first applies the business rules to validate the candidate Customers and identify any errors. Valid Customers are then inserted into the Customer table and removed from the Customer Import table. Invalid Customers remain in the Customer Import table with their errors identified so you can easily correct and resubmit them.
The entire import facility may be driven externally. The import table can be loaded by an external process. Importing occurs using a SQL Server database stored procedure that may be invoked externally. The procedure can be called to import just a single customer or a group of customers or all available customers.
Sales Order importing. Sales Orders originating externally can be easily imported. All you need to do is insert them into the Import tables for Sales Orders. This may be done by any SQL Server compliant process. The Import process then applies the business rules to validate the candidate orders and identify any errors. Valid orders are then posted to the Sales Orders tables and removed from the Import tables. Invalid orders remain in the Import tables with their errors identified so you can easily correct and resubmit them.
The entire import facility may be driven externally. The import tables can be loaded by an external process. Importing occurs using a SQL Server database stored procedure that may be invoked externally. The procedure can be called to import just a single order or a group of orders or all available orders.
Credit control. Available credit is monitored based on the Customer's Credit Limit and current account Balance. Invoices are not generated unless Credit Available is adequate. An override feature is provided for special cases.
Flexible Product allocation. Orders may be entered for immediate or future delivery. You can specify at any time during either initial order entry or during subsequent maintenance as to whether or not to Allocate the On Hand Available quantities on a Sales Order and line item basis to handle special requirements.
Powerful flexible pricing. The system supports multiple prices for each Product that can vary by both Quantity and Customer Price Class as well as Customer-specific Product pricing that can vary by Quantity. The system presents the appropriate default price based on the Customer's specific price or price group for that Quantity. This default may be changed as required.
Product Sales maintenance task supports both standard and Customer-specific Product Price maintenance. Customer-specific supports both Customer by Product style and Product by Customer style.
View Sales Orders task supports viewing just Active Orders or All Orders with just Active Items or All Items.
Sales analysis supports flexible sales analysis reports with comparatives on various combinations of SalesRep, Customer, ShipTo, Product Group and Product.
Integration with Accounts Receivable. Sale Orders integrates fully with Accounts Receivable. Sales Invoices flow into Receivables and subsequently into General Ledger.
Integration with Inventory. Sales Orders integrates fully with Inventory. Inventory effects are reflected during order entry and subsequent maintenance for quantity and monetary values for Quotations, On Hand and Back Orders.
Integration with Project/Job Costing. When Project/Job Costing is present, line items can specify a particular Job. This information flows into Receivables during Sales Invoicing and is immediately reflected in Job Cost summaries.
Easy changes for pre-printed forms. Quotations, Confirmations, Picking Slips and Invoices are all printed based on a visual report designer so they can be readily adapted to your existing forms and preferences. Additional reports may also be readily created using any of the various report designer tools for Microsoft SQL Server 2012.
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