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Sales Order Entry allows entry and change of sales orders, quotes and customer returns.

  • Form / Label Printing allows you to print sales orders, quotes, credit memos, invoices and shipping labels.
  • Sales Order Research displays sales orders and quotes in detail. The open order or quote can be retrieved by order number, customer, primary salesperson, secondary salesperson, order type and warehouse, order status and warehouse, order reference and customer purchase order number.
  • Sales Order Preview lets you view summary information on open orders and quotes with the option to view detail. The orders and quotes can be viewed in many different sort sequences such as customer, salesperson, status or customer P.O. number.
  • Sales Order Item Research gives you the ability to view summary information on open orders and quotes for a specific item.
  • Sales Order Cust / Item Research shows you open line items for a customer.
  • Booking Monitor provides a snapshot of booked order totals for today, yesterday, the month and the year. The totals can be viewed by warehouse, customer class, item class, salesperson, order type, or customer.
  • Sales Order Booking Inquiry allows you to view bookings, quote conversions, and customer returns information by order number, customer, primary salesperson, secondary salesperson, or warehouse.
  • Shipped Order Researches give you the ability to view detailed and summary information on shipped orders by order number, sell-to or bill-to customer, primary salesperson, invoice number, customer purchase order number or item.
  • Invoice Monitor provides a snapshot of invoiced order totals for today, yesterday, the month and the year. The totals can be viewed by warehouse, customer class, item class, salesperson, or order type.
  • Sales Order Codes allow you to add, change, view and print information on various sales order codes such as ship via, freight terms, and jobs.

Price Matrix / Contracts allow you to add, change, delete, view or print information on a pricing matrix or customer contract. The pricing matrix is the way to assign prices on sales orders based on one of eight combinations of customers or customer price classes with items or item price classes. Prices can be based on a percentage of the base, a flat amount added to or subtracted from the base or a set price. The possible bases are list price, retail price, actual cost or standard cost. The matrix allows for date sensitive pricing. Contracts extend the price matrix by tracking quantities and limits.

  • Preliminary Invoice Report gives you a list of orders that are selected for invoicing. The report allows you to check gross profit margins and lot detail before the invoices are printed.
  • Sales Journal lets you print and update a sales journal for a batch of invoices.
  • Sales Order Reports allow you to print open order reports by order number, customer, primary salesperson, secondary salesperson, order type and warehouse, order status and warehouse, batch, entry-date or item.
  • Sales Order Booking Reports give you the ability to print summary bookings, quote conversion, and customer returns reports by order number, customer, primary salesperson, secondary salesperson, or warehouse.
  • Sales Journal History lets you print sales journal reports for a specific posting period.
  • Shipped Order History Reports give you the ability to print Detailed Shipped Order History, Summary Shipped Order History, Shipped Order Item History and Shipped Customer Item History reports.
  • Sales Order Purges give you the ability to purge expired quotes and deleted orders from the sales order system.
  • Sales Order Automation gives you tools to facilitate order processing and paper flow with the least amount of effort. Sales Order Consolidation lets you combine or split sales orders. Sales Order Releasing lets you release shippable orders to the warehouse to be processed. Picking Confirmation and Ship As Is Entry automate the shipping process.
  • Sight Drafts allows entry, printing and updating of sight draft documents for exporters.

Other Applications

The following applications are designed to work hand-in-hand with Sales Order Processing:

"Sales Order Processing" is part of the Assist 2K line of products, developed by Rennie, Lindsey and Associates.

Related Products

The following software product lines are also offered by Rennie, Lindsey and Associates: