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Credit checking based upon credit
amount and credit checking based on A/R aging criteria |
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Order lines may be generated based upon
customer purchase history |
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Hold ship complete logic for whole
order or groups |
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Invoice complete option for Drop
shipments |
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User is notified of Substitute, follow
on/complimentary and equivalent items |
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Notification of previous sale, date,
quantity and price or currently quoted price and quantity are
generated to the user automatically |
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Orders entered may be held as quotes or
processed to become an open order |
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Lost sales may be tracked |
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Invoices once generated may be printed,
faxed, or processed to EDI |
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Forms can be laser based with overlays
of Logo's |
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Interval shipments may be automatically
processed or the user is alerted to the pending release |
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Order notes may be entered on the
header or detailed item level |
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Purchase orders can optionally be
generated at the time of the Order Entry |
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Internal part number to customer part
number cross reference may be generated at time of Order Entry |
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Credit card processing facilitated for
customer order |
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Sales tracked by inside sales person,
outside sales person, and optionally to product specialists |
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Optional interface to UPS WorldShip™
for out bound freight costs and tracking numbers |
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Order history linked via multiple
search fields: Customer PO, Customer Requisition, Customer |
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Number, Customer Invoice, Customer
Item, Part Number, or Bill of Lading |
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Order review and change allow user to
view open and closed order copies of picking tickets and invoices. |
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Order tracking gives the user all
status's of order and order lines: complete, partial, shipped, in
production, etc. |
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Consolidated invoicing generated in
multiple sort sequences date range based |
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Extensive pricing matrix 12 different
price calculations |
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Unbilled order tracking report |
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Open customer order status report
summary or detail generated |
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Inventory item allocation adjusted as
order entered |
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Serial numbers optionally update during
Work Order Review process or Billing Review process |