Is Roundtable Software Advantage Accounting System right for your business?

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The Order Entry module of RTS-Advantage, like so many of the Advantage modules, sets the standard for flexibility. Separate processes for order entry and billing gives you the ability to have one group responsible for posting shipments into the system and another group responsible for shipping to and invoicing the customer.

In addition to orders, you can prepare estimates for customer approval before the order is actually placed into the processing stream. When the estimate is approved it can be turned into an order with a few keystrokes. After allocating the inventory item and reducing the quantity available for sale, the module can produce reports based on Inventory data which tell you what items need to be purchased to fulfill outstanding orders. Picking tickets can be produced that give your warehouse personnel a clear picture of which items to pull and where they are. After the pulled items are posted as picked, the order is ready to be transferred to Billing for shipment and invoicing. If necessary, Order Entry can also generate Purchase Orders for drop shipments, thereby ensuring your customers get what they ordered. Service data, such as a problem description and up to 5 resources assigned to the order, can be entered.

The credit security feature of Order Entry helps you monitor customers who have exceeded their assigned credit limit or are over a user–defined number of days past due. This allows you to catch possible credit risks before they become major headaches.

  • Order numbers may be manually or automatically assigned
  • Choose to update payments immediately or when the order is invoiced
  • Take payments either manually or with the X-Charge credit card interface
  • Your customer’s outstanding balance and aging may be displayed during order entry
  • One or two salespersons can be assigned to each order
  • Inventory item status and availability can be reviewed
  • Inventory allocations controlled by user
  • Supports standard estimates
  • Freight charges can be automatically calculated
  • Picking tickets can be quickly printed for rapid order fulfillment
  • Picking tickets can sort item detail in a variety of ways
  • Picking tickets can list all the parts required to produce explosion items on an order
  • Picking tickets can consolidate items from multiple orders
  • Option to display and/or edit item costs during order entry
  • Reviews outstanding orders by order date or by date promised
  • Orders are transferred to the Billing module for invoicing
  • An item’s quantity available is reduced as orders are entered
  • Can create purchase orders for drop ship orders
  • Backorder notices can be printed to keep your customers informed of the status of their orders
  • View option to examine orders by customer, salesperson and item
  • Option to purge expired orders
  • Bar code scanners can be used to enter picked items
  • While invoicing, can display the price paid by a customer for the last 5 sales of a given item
  • Schedules can be viewed or printed for the allocated resources
  • Brief descriptions can be entered for service order data

Other Applications

The following applications are designed to work hand-in-hand with RTS-Advantage Order Entry Module:

"RTS-Advantage Order Entry Module" is part of the Roundtable Software Advantage Accounting System line of products, developed by Roundtable Software.