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Sales Order
Adept Financials .NET’s Sales Order Module contains myriads of stunning features,
giving you the ability to taper down your order process and better manage your inventory.
Adept Financials .NET showcases true multiple warehouse capability that allows you
to quickly view stock, committed, allocated and on purchase quantities for each
warehouse. This data can quickly be “drilled down,” allowing you to answer questions
like “Which customers have I allocated this product to and what is the ship date?”
or “When is more of this item due to arrive?” without having to leave the Sales
Order screen! Adept Financials .NET can even work with the online data of a leading
credit agency, aside from giving you live, up to date credit information (separate
membership fee required) at the time of Sales Order, thereby alerting your staff
of credit risk accounts BEFORE you take their order.
Sales Order Partial Feature List
Please feel free to contact us if you do not see one of your required features listed
here.
- Ability to have multiple “Ship To” addresses for customers, including a one-time
option.
- Ability to have multiple “delivery notes» to process tone invoice Generate quotes
/ order / delivery notes / invoices in multiple currencies.
- The ability to put customers on Credit Hold.
- Inventory descriptions can contain up to 32,000 characters of text - with spell
check!
- Assign “source” codes to customers / orders / invoices to track advertising / promotions
/ trade show performance.
- Flexible Pricing Options
- Negotiated prices with individual customers for particular items - for a period
of time.
- Up to 20 user defined pricing levels.
- The last price paid.
- Price quotations.
- The quantity ordered of the item.
- % Markup of Cost.
- % Margin from Cost.
- % Customer Discount.
- % Percent can be different for different items on sales order or invoice.
- Sale Prices - with beginning and expire dates.
- Ability to password protect customer sales price in order / invoice.
- Flexible Commission Options.
- Default Sales Person Commission.
- Special Customer Commission.
- Special Commissions by Item / Quantity Ordered or Selling Price.
- Negotiated Commissions.
- Manual Commissions.
- Split Commissions.
- Assign sales person’s order number to quote/order/invoice.
- Copy previous sales order or invoice to new sales order or invoice.
- Use Company Logos on picking ticket / packing list / sales order / quotation / invoice.
- Assign “source” codes to customers / orders / invoices to track advertising / promotions
/ trade show performance.
- Ability to “allocate” items.
- Real time stock details.
- Lookup warehouse stock details during order / invoicing.
- Multiple “Units of Measure” per inventory item.
- Change “Units of Measure” during quotes / order / invoices.
- Ability to view customer history and phone log during quotes / order / invoices.
- Edit customer information without leaving order / invoice.
- Add / edit inventory information without leaving order / invoice.
- Unlimited line items per order / invoice.
- Create “misc” charges within order / invoice.
- Unlimited User Defined fields in quotes / orders / invoices / customers.
- Use Company Logos on picking ticket / packing list / sales order / quotation / invoice.
- Display customer notes during quotes / order / invoices.
- Multiple “Ship From” ID’s to accommodate drop ship vendors and multiple warehouses.
- “Cancel Date” to indicate last date that customer is willing to accept shipment.
- Adjust employee commissions, including split commissions, on Sales Order screen.
- Multiple views available for line item entries.
- Supports “drop ship’s”.
- Supports “ship from” locations.
- E.D.I. support via 3rd party software.
- Prepayments by credit card, cash or check.
- User defined or auto generated numbering (customer id, order #, invoice #, etc.).
- Can change id numbers at any time - will update all corresponding transactions.
- Ability to convert an Order into an Invoice or Purchase Order in a single step.
- “Duplicate Order” button for customers placing an order identical to a previous
order.
- Ability to print an in-house message on Picking ticket for warehouse employees.
- Multiple form options for printing: Order, Back Order, Picking, Packing, and more.
- Maintain Orders feature allows orders to be modified after they have been entered
but before they are shipped.
- Back Order features allow you to promise shipment of an item if it is not in your
inventory but is currently being shipped to your company.
- Barcodes on Picking Ticket form for quick entry into UPS World Ship.
- Support for cartons / pallets / cube / weight on order / invoice.
- Prospects can be tracked, then converted to a Customer contact with a mouse click.
- View Order History and Credit information right with the in Sales Order & Invoicing
screens.
- Remote Sales Order allows you to take orders at remote locations and trade shows.
- Order Status Codes allows you to control your fulfillment process.
- ShipRush - UPS & FedEx integration with optional module.
- Bill of materials.
- RMA Returns and Credit Memo’s.
- Ability to post individual transactions - or in a batch.
- Ability to preview General Ledger entries - before posting.
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