The Order Entry
module allows you to enter orders and sales returns and print
invoices, credit notes, order confirmations, picking slips, and
shipping labels. You can track transaction details and sales
information on-screen and in printed reports. Order Entry integrates
fully with Inventory Control and
Accounts Receivable, so you
always know your inventory levels and the status of your customer
accounts.
Order Entry Capabilities:
Increase sales force efficiency and strategic
customer management through integration with SageCRM
Enter active orders, future orders, standing
orders, and quotes
Enter orders, shipments, and invoices as
separate transactions so you can divide the duties of your
personnel
Create an order by simply selecting and
copying the details of existing customers’ orders
Include multiple orders on a single shipment
and multiple shipments on a single invoice
Ship items with or without first entering an
order for those items
Send partial shipments to those customers
that allow them
Edit and invoice partially shipped orders
Add new customers on the fly when you enter
orders or add the customer records later
Assign sales proportionally to as many as
five salespeople
Use multiple payment schedules and other
payment terms defined in Accounts Receivable
Use password-controlled override of credit
advisories
Recall complete invoice information when
issuing credit notes
Print packing slips, order confirmation, and
invoices for selected orders
Send packing slips, order confirmations, and
invoices by e-mail
Set up standard e-mail messages you can
automatically send to your customers with their documents
Look up customer pricing based on customer
ontract price, item base price, or discounted or marked-up sales
prices
Use prices with as many as six decimal places
and include taxes in the selling price
Automatically determine available item
quantities while entering orders
Review sales history by customer or inventory
item during order and invoice entry
Review and reprint customer invoice and
credit note transactions, orders, invoices, and credit notes by
primary salesperson
Easily customize order templates with
standard information to speed data entry
Set up any number of miscellaneous charges to
speed invoicing
Specify whole or fractional quantities on
orders, if fractional quantities are used in your inventory
Enter order quantities using any unit of
measure
Use customer types on orders that correspond
to as many as five markup or discount price levels
Track sales commissions from each invoice
using as many as five commission rates, based on increasing
sales amounts for each salesperson
Calculate commissions based on sales amount
or margin
Include serial numbers (or lot numbers) with
order details using optional Serialized Inventory (or Lot
Tracking) functionality
Ops Inquiry:
Included in the Order Entry module, Ops Inquiry combines several
powerful inquiry programs into simplified points of reference. This
enables you to easily funnel information and generate reports from
the operational data in your Sage Accpac Order Entry, Purchase
Orders, and Inventory Control modules.
Avoid costly inventory shortages or
overstocking
Target specific customers with effective item
promotions by easily tracking sales activities
Easily monitor item purchase activity to
ensure proper margins are maintained
Automatically display item availability and
details from Live Desktop, combining the data from your Order
Entry and Purchase Orders modules
Store and display pictures of inventory items
Uncover inventory item details quickly,
without having to dig through your Sage Accpac data
Query the IC History file to quickly audit
your transactions
Analyze your purchases with PO Inquiry to
ensure that you are buying wisely
Query your open sales orders and quickly see
at a glance if any orders are being held
Quickly browse the complete details of any OE
Invoice, Order, OE Shipment, or Credit Note
View comprehensive inventory availability and
get a detailed stock forecast, including quantity on hand,
purchase orders with expected arrival dates, and sales orders
with expected shipping dates
