Sales & Inventory

Order Entry & Inventory

• Links order to such details as: customer, warehouse, shipping, terms, salesperson, location, etc.
• Multi-order status: Regular, Book now - ship later, Quote, Standing order, Progress Billing, etc.
• Handles Order options such as Release, Post-Date. Hold Order and Hold Order If: a customer or related customer is over credit limit; customer's credit set to "hold"; customer's account or any customer in a selected group is past due, etc.
• Handles memos, notes, release number, notifications and special instructions for order
• Handles special discount code for order
• Link Credit Notes/RMA's
• Permits multi-ship to address options
• Lets you replicate information from other orders to new sales orders
• Tracks progress of sales order
• Keep track of Sales person/Broker performance (plus budget comparison)
• Handles "special" discounts
• Permits automatic assign inventory items to backorders/orders
• Will create a sales order for all or part of quotations
• Will calculate probability of acceptance to quotations for planning purposes
• Permits standing orders and allows for service and freight charges to be added
• Will reserve inventory and recommend purchase orders for inventory, non-inventory, freight, service charges and various memo lines when processing order

Detail Line Types

• Inventory items, Non-inventory items, Service charges and multi-memo for such purposes as internal, invoice/credit note, packing, sales order confirmation or general communication
• Check inventory item detail, location, stock levels, selling prices, backorders and vendors
• Choose from various pricing records for each selling unit
• Items may be linked to Tax Id's and discount amounts

Picking Lists & Packing Slips

• Create a picking list for a sales order or range of sales orders. Performs credit check if required
• Link picking list to multi-sales orders
• Create and print separate picking list and packing slips for multiple warehouses within the same sales order
• Print Bill of Lading (BOL)
• Generate and print packing slips. Perform check for lot/batch items to ensure correct lot is picked for items to be shipped
• Create truck loads and link packing slips to truck loads
• Option of allow/disallow stock levels to become negative

Invoicing

• Create/print invoice(s) for range of packing slips
• Print "cheque payable to" instructions on invoice
• Allow/disallow post dating of invoices
• Automatically create transaction records for Accounts Receivable (A/R) and journal entries
• Create invoice different ways, e.g. direct invoicing (picking/packing slips created automatically) - order ready to ship immediately, picking/packing/invoice screens, combined picking/packing/invoice
• Display aging of a customer if exceeded its credit limit or is past due

Kits & Bill of Materials

• Can be priced as a unit OR as accumulation of items
• Permits individual shipping quantities editing
• Handles Backorders and partial shipments
• Lets you print only the kit heading or all kit detail lines

Tax IDs

• Handles all Tax ID implications

Zone Pricing

• Permits separate rules for pricing and costing

Flexible User-definition

• Allow calculated amounts to be changed manually, where permitted
• Different costing can be entered for an item in each different zone
• Bill Back option

Key Data & System Control

• Complete Audit Trail Maintained
• Suppress printing of selected data
• Apply discounts to order total or line items
• Send system e-mail to credit manager if sales order is placed on hold
• Display/hide customer aging on sales order
• Update warehouse stock totals with order entry process

History: View & Reports

• View history for customer(s) for requested periods including: Sales, Returns, Cost of Goods Sold, Gross Margins, and Manual invoices, debit notes and credit notes
• Transaction history for customer with aging, reference numbers and amounts
• View order history
• View items ordered per customer
• View journal entries for order
• Extensive range of standard reports and you can mine your data with the Report Writer. Mine your data with the "Report Writer"

Purchase Orders

• Purchase orders allow for quoted or estimated pricing
• Classify PO's as Proposed, Released, Closed etc.
• Indicators indicate whether PO has notes and/or a memo attached to it and/or items have been received although they haven't been posted
• Create regular or blanket type PO's
• PO detail lines may be replicated from approved requisitions
• Print PO's in multi-languages
• Receive PO items individually, or all items of the PO at once. Items can also be rejected
• Generate accounts payable vouchers for received orders of type E (estimate costs)
• Accounts payable vouchers are automatically generated for orders of type Q (quoted) with the "posting" of PO's upon receipt
• Generates order numbers by location to ensure uniqueness
• Substitute vendors for inventory items can be stored and retrieved at any time

Purchase Requisitions

• Register requisitions and assign status proposed (P); to be approved (T); or approved (A). To-be-approved requisitions will automatically fire an e-mail message to the user who has to approve the requisition
• Attach notes to a requisition
• Requisitions and PO's can be deleted, edited, viewed, or cancelled, depending on the status of the requisition/PO

Requisition Approval

• Requisition approval is linked to an authority level ($ value) of a person authorized to approve requisitions. The system will automatically prompt for a different person if the selected person's authority level is too low
• Only "To-be-approved" requisitions appear on the "To-be-approved" screen

Purchase Reports & Listings

• View tax amounts for individual PO lines or total PO
• View item stock levels, stock values, vendor profiles, inventory profiles and cost factor tables
• View receipts for a PO
• View rejects for a PO
• View PO's for a vendor
• View "due" PO's
• Print a PO listing for a selected range of PO numbers, vendor code, order status and combinations (wild cards allowed)
• Print listing of all PO's on order and/or on order but not received/partially received, for a specific/all of vendor codes for a specific/all of inventory categories
• Print an inventory re-order report for a selected criteria including warehouse, item classification and stock levels within a specified percentage from the re-order point. The report provides information including: ROQ - Re-order quantity, ROP- Re-order point, Quantity available, Quantity on back order, and Quantity on order
• Print a report on non-inventory items on order
• Print a purchasing analysis report - detail or summarized information on PO status, quantities, prices and dates
• Print a report on purchases received
• User defined reporting is supported

Purchase Key Data & System Control

• Define subjects for PO, requisition and global notes
• Define PO classes, groups
• Set default lead time (expected delivery date)
• Set preferred display order for requisitions on screen
• Allow/disallow general ledger to be updated automatically
• Allow/disallow update of shipping terms
• Requisition number: generate a number or require user input

Point of Sales

• Supports an unlimited number of: Store Locations, Departments, Subsidiary Ledgers, Customers, Kits, Deals, Salespersons linked to every transaction, Commission Rates, Discount rates, POS stations, Cash Drawers, Lay Aways, SKU's, Banks
• Provides up- and down loading of customer, inventory or other data to and from remote POS stations
• Interfaces to smart cash registers or PC components
• Supports unique company requirements and user-definable: Menus, Territories, Groups, Classes, Warranty Classes, Account types, Statement Cycles, Terms, Tender Types, Commissions, Default values, etc.
• Provides automatic currency conversion and unit of measure translations
• Prints an unlimited number of sales messages on customer invoices, receipts or screen
• Supports custom pricing by item and customer with multiple price breaks
• Supports price discounts for promotions and specified time periods
• To control individual drawer receipt tracking, all cash registers can be closed out to a vault, which in turn can be cashed out to the bank
• Permits Magnetic strip readers for electronic charge authorization and auto deposits
• Supports: Cash, Multi-Currency, Accounts receivable, Credit cards, Deposits, Additional payments, Layaways, Gift certificates (issue and cancel), Coupons, Credit vouchers, Travellers cheques, Split payments, Third party cheques and Discounts
• Print credit card slips automatically for credit card sales
• Record staff timing: date and time in/out
• Machines can be moved to new stations for maximum flexibility
• Links to the inventory module

Views, Reports & Listings

• Multi-store lookup supported
• View substitute items with SKU or inventory items
• View customer profile, transaction and credit history
• View current monthly and cumulative sales, returns, gross/margin and other "key performance data"
• Report on layaways for a specified date range - show customers, date of last deposit, balance, layaway listing for a specific customer
• Report on gift certificates not yet used, active credit notes
• Create a count summary for a selected station and store: amounts and number of transactions per tender mode, calculate net sales
• Report on sales for a specific station, range of items and date range
• Report on sales for a specific store , date range and list of stations
• Report on sales for a sales person for a date and time range

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