Key Features

• Unlimited delivery addresses per customer
• Mass price update
• Third party billing option
• Required date at line item level
• Delivery date estimator establishes required date on make to order items
• Stock status inquiry at line item level
• Custom item generator for one-off custom items and repair jobs
• Tax code designation at header and line item level
• Customizable order acknowledgment
• Email acknowledgment option

Shipping & Invoicing

• Shipment planner determines what to ship next
• Numbered shipments generated from picked sales order line items
• Customizable packing list, address labels, line items labels
• Number of packs, weight, and volume calculation
• Shipping charges entry
• Shipment reversal
• Automatic invoice generation from shipments
• Customizable invoice form
• Credit memo printing
• Invoice preview
• Email invoice option
• Invoice reversal

Quoting

• Four customizable quote formats
• Quote price based on markup/margin over cost or standard pricing rules
• Multi-level cost rollup by run size for estimated cost calculation
• Unlimited line items and notes per quote
• Email quote option
• Quote conversion to sales order

RMA Processing

• RMA processing guidelines in operating guide
• Ability to set up a sales order type for RMA processing
• Editable forms provide ability to create an RMA form layout
• Ability to return items to stock by picking a negative order quantity
• Ability to assign used and returned item categories to their own sales and cost of goods sold accounts
• Zero-value invoicing for no charge replacements
• Procedures for converting credit memos to cash refunds
• Ability to set up a job type for repair jobs
• Ability to use custom manufacturing processes for repair jobs
• Unlimited job outputs for disassembly jobs

Menu Selections

Setup Menu

• Sales Defaults
• Customer Types
• Customer Terms
• Contact Types
• Sales Regions
• Lead Sources
• SO Types
• Ship Methods
• Sales Rep Types
• Sales Reps
• Commission Codes

Pricing & Discounts Menu

• Base Prices
• Price Levels
• Discounts
• Discount Codes
• Contract Pricing

Main Menu

• Customers
• Credit Manager
• Sales Orders
• Order Picking
• Quotes
• Sales Order Inquiry

Data Views

• Open Sales Orders
• Sales Order Bookings
• Picked/Shipped Not Invoiced

Reports

• Sales Order Summary
• Sales Order Detail
• Open Items Listing
• Available to Ship
• Base Prices & Costs
• Invoice Listing
• Sales by Customer
• Sales by Customer Type
• Sales by Commission Code
• Sales Ranked by Customer
• Profit Margin by Customer
• Sales by Item/Descriptor
• Sales by Item Category
• Sales by Descriptor Type
• Sales Ranked by Item/Descriptor
• Profit Margin by Item
• Warranty Sheet
• Warranty Listing