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Sales Order System

A order entry system designed by Coast Software for construction and real estate & property management companies.
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Coast Software, Inc. - Sales Order System (SOS) is a counter sales module that integrates with Sage’s Timberline Office Inventory and Accounts Receivable applications.

Sales Order System (SOS) specifically integrates with your Sage Timberline Office Inventory and Customer files. This provide you with the ability to produce Quotes, Sales Orders and Invoices.

The system gives you everything you’d find in the most advanced sales order systems, including:

  • Ability to Convert quotes to sales orders
  • Ability to Convert sales orders to invoices
  • Apply payments to invoices.

You are also able to check your inventory levels, and view a complete customer history, all within the software.

The Sales Order System (SOS) is your complete sales document tracking solution, offering a central repository for all your sales documents. The system will allow you to enter and track quotes, which will then be stored with the option of converting them to sales orders/invoices. If you have converted these quotes to invoices, the system will allow you to enter all customer payments against an invoice, which will then be recorded and stored. The Sales Order System (SOS) with then allow you to perform queries into customer document history with the ability to sort and filter any column. The system will integrate all order/invoice history directly with Sage Timberline Office’s Accounts Receivable and Inventory features.

Within the Sales Order System (SOS) you can look up your inventory on-hand, inventory reserved for jobs and inventory committed to sales orders. Searches can be performed by Item Code or Item Class. The system is capable of producing the following reports:

  • Daily Invoice Register
  • Daily Cash register
  • Invoice Profitability Report
  • Order Fulfillment Report
  • Sales Tax Report

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