The Orders & Invoicing module handles all phases of sales order processing, from the time the order is placed, through the shipping and invoice procedures. Create orders directly, or convert them from quotes or work orders. Access customers account information and retrieve product details and pricing during the order entry. Tie the sales order to the job, track order quantities, ship, and invoice—all from the same order processing module.

Tie together all your paperwork for the sale, the job, and the shipper for easier tracking.

Manage extensive release processing, multiple shipments, and multiple packages. Ship without invoicing, or invoice without shipping.

Access current or historical sales order activity, invoice activity, and documents for all customers.

Easily check the statues of any phase of sales order processing for faster customer service.

Split commissions among up to three salespeople.

Assign numbers or let the system generate sequential sales order numbers during order entry. Print the order and acknowledgement after each entry or in batches. Easily change order information and reprint as needed.

Calculate discounts by line item or for the total order, by percentage rate or dollar amount. Contract pricing options include percentage of cost, standard price, level price, or base price.

Convert the sale to a job using the same order number, or assign the work order number. Assign sales order and work order releases to meet customer requirements for JIT, or create multiple work orders when you need to split a large job into economic lots for production.

Attach up to 99 lines of remarks to the sales order headers and to each line item. Enter item remarks during order entry, or re

and invoices, and modify them as needed.

Ship all or part of an order, create the invoice, and track backordered quantities through one process.

Track quantities and shipments without generating the invoice when you have time and materials orders, blanket orders, and partial shipments. Handle progress billing and partial invoicing for production manufacturers, machine builders, and government contractors.

Create multiple shipping records, shipments to different locations, multiple packages within a shipment, and packaging lists.

Change bill-to addresses on sales orders, quotes, or work orders. The system checks for attached work orders and automatically changes the work order bill-to address.

Accounts Receivable

General Ledger

Inventory

Job Cost

Quoting and Estimating

Sales Analysis

Sales Order Booking Report

Open Sales Order Report

Available Stock Report

Open Orders Due Report

Order Edit List

Shipper Edit List

Recurring Document Listing

Contract Listing

Sales Order/Invoice Inquiry—six status types, four document types display in any combination by customer or by document

Item in Process Inquiry—four document types, four status types display in any combination by item

Document Inquiry-by customer or item

Past Sales Inquiry

Customer Alpha Search

Item Alpha Search