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This module will allow you to provide excellent customer service by allowing your staff to more efficiently process and fulfill orders. Within this module you can store a customer information such as name, address, contacts, and ship to/bill to/drop ship addresses; and cross-reference customer item number to your item numbers. This module features complete document management, allowing it to track and store order confirmations, pick tickets, packing lists, invoices, and an unlimited number of comments. Additionally the document management capabilities allow you to automatically fax documents, generate purchase orders, and generate manufacturing orders. All document can be exported to other software systems or users.
This module gives you amazing flexibility in processing order entries, pricing, and payments. You can configure your products to easily generate quotes or estimates, which are managed and turned into orders. You can also setup blanket orders to satisfy several customers/locations. You are given the ability to look up customer or product information (by item number, description, or customer item number). Pricing can be done at multiple levels; levels such as the item, product class, group, warehouse, customer, or region. You are also able to perform dollar, percentage, cost plus, list less, or bracket pricing. If you want to increase the quantity sold of an item, you have the ability to setup promotional pricing and custom pricing. This product is able to fully comply with any sales or usage taxes. Invoices are automatically generated the instant an order is completed. Payments can be accepted in cash or online via credit card. If you have continuous customers you can set up recurring invoicing for any customer billing cycle you define. From start to finish this module will increase the efficiency of your entire sales order process.
"Order Management" is part of the HarrisData ERP line of products, developed by HarrisData.