Order entry in DBA is optimized for manufacturing. Sales orders create the demand from customers that drives the manufacturing system. Multiple shipments and invoices can be generated from a single sales order.
Instead of a single due date per order, each sales order line item has its own required date. MRP uses this as the target date when it plans and generates jobs and POs. If the item is made to order, the program automatically calculates a required date based on the item's lead days and job days settings. You also can use the Delivery Date Estimator to further refine the delivery date based on current shop capacity.
The speed entry option enables you to rapidly generate a set of sales order lines without having to use the mouse.
If you make custom items on a one-time basis, you can use the One-Off Item Generator to create a one-off item on the fly for temporary use, instead of having to set up a permanent item number.
A variety of product pricing options are available, including base prices with quantity price breaks, price levels, each of which is a percentage of base price, discount codes with discounts by item category or item exceptions, and contract prices with expiration dates.
Jobs are generated here in the MRP screen. It an item is designed as a CTO, custom to order item, MRP generates a linked job directly from the sales order line for the exact quantity ordered. Otherwise, jobs are generated in response to net demand relative to item reorder levels.
The Shipment Planner screen lets you know which orders are ready for shipment, listed in priority order.
Sales orders are picked for shipment here on the Order Picking screen. Using the Pre-Fill capability, many orders can be picked in a single batch process. For real time allocation and inventory updating, you can also use our dispatching capability, where you pick the items on the screen first and then you print a dispatch list that is used to gather the items.
Once items are picked, one click generates a shipment on this screen. From here you can print a packing list, and you can enter shipping charges.
One click converts a shipment into an invoice. Invoices can be Emailed to the customer or printed out. Like all DBA forms, the invoice can be customized as needed system wide or for particular customers.
If you quote prices in advance, you can use quotes to furnish the customer with a formal quote.
As orders get confirmed, quotes are converted into live sales orders.
A variety of data views and reports help you track open orders and analyze your sales.
If you wish to explore these sales order processes in more detail, see our System Workflow video series. In particular, view these segments: Enter Orders, Pick Orders, Generate Shipments, and Generate Invoices.
In today's make to order, just in time environment, you need a sales order system that is optimized for manufacturing. Sales orders in DBA handle make to order and make to stock requirements and create the demand that drives the manufacturing system.