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The Sales Order module allows for greater flexibility and control over the order entry process. Users can access customer information from the order entry screen, including shipping and billing information, history, open orders, account balance and credit status.

The Sales Order module supports multiple order types

  • Quotes
  • Bookings
  • Work orders
  • RMA
  • Deposits
  • Standing orders with custom repeat cycles

Additional features include

  • Custom filters and searches
  • Multiple word search of all records
  • Export selected data to Microsoft Excel
  • Track orders through shipping process
  • Custom order phases
  • Add and edit customer and inventory data on the fly
  • Set up customer and inventory notifications
  • Batch or real-time invoicing
  • Track and fill back orders
  • Real-time inventory status
  • Easily create purchase orders from sales orders
  • Email merge orders, quotes, and invoices
  • Add multiple ShipTo addresses
  • Select forms on the fly
  • Job headers
  • Display line items and total margins on orders
  • Add attachments
  • Print item and packing labels
  • Environmental fees can be added to items
  • Automatically calculate shop/fuel surcharge
  • Automatic substitutions for out of stock items
  • Set order permissions
  • Create custom templates for invoices and orders
  • Comprehensive customer prices

Other Applications

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

"Sales Orders" is part of the Spire line of products, developed by Spire Systems Inc..