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SALES ORDER
The success of your business depends on keeping your customers
happy. You need to promptly fill their orders and answer their
questions. You need to be able to handle picking, packing,
shipping and tracking. OPEN SYSTEMS® Accounting Software (OSAS)
Sales Order application gives you the means to do that. You'll
also benefit from efficient billing and cash receipts
management.
Improve customer service, save
time and money, and track orders efficiently
You'll keep your customers happy by filling their orders
promptly and you won't lose track of commitments you made or
terms you agreed upon. Backorder information is right at your
fingertips. You know exactly what's backordered and when it will
ship.
Make an entry once and the system will produce a picking
slip, an invoice, and a backorder if needed. And with the
recurring orders feature, you'll never have to re-enter standing
orders or scheduled shipment orders. System defaults and quick
entry make transaction entry fast and efficient.
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OSAS Sales Order Offers Choices
and Flexibility With These Key Features:
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You can produce picking slips for your warehouse
employees. It will tell them which items to ship from
stock. You can also send one with the order as a packing
slip, or use it to verify quantities shipped and/or
backordered. If you should have a printing problem such
as a paper jam, you can reprint affected picking slips.
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Describe services rendered on custom-made products by
referencing additional line-item descriptions of up to
ten lines. This is especially helpful to service and
build-to-order businesses. |
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You'll be able to analyze sales trends and compare the
current period's sales performance with that of previous
periods by looking at the summary and detail history.
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Produce a professional quote for a client and convert
that quote to an order upon client approval. All you
have to do is change the status of the order from
"quote" to "new". |
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You'll save time with online printing functions. You can
print invoices and picking slips immediately after
entering an order, or accumulate them into batches. Use
your choice: plain paper or two special form sizes.
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You'll have full control of your pricing. A price matrix
allows you to set prices by a combination of customer
codes and/or inventory codes. Define pricing as a
discount from list or as a markup from cost. Prices can
be set by customer level for each item for columnar
pricing. Prices can be set for a specific customer or
group of customers for a group of items. Almost any
combination of pricing is available; you decide which
works best for you. |
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You won't need to leave the order entry screen to add a
new customer. Master file maintenance is just a
keystroke away. |
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Save data entry time by using the recurring orders
feature when you process your billings. If a customer
places the same order each month, you only need to enter
the information the first time. |
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Your order entry is easy and efficient with quick entry
and defaults on headers. |
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Multiple warehouses per order let you sell items from
any warehouse that has available inventory. Selecting
the warehouse closest to the customer can save on
shipping costs. Also, the customer will receive one
invoice regardless of how many warehouses were used to
fill the order. This saves time and paper. |
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Offer special promotional pricing by letting OSAS track
those promotions for you. Promotional pricing can be in
addition to or instead of other discounts. A full screen
of selection criteria allows you to customize your
promotions. When the promotion is over, normal pricing
will resume. |
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Eliminate "down time" with batch processing.
Your order entry staff can enter orders under one batch
ID while another batch of orders is being processed and
posted. |
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You can enter or edit invoices and credit memos and view
invoices with transaction processing from a single menu.
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The optional packing list form reflects the quantity
ordered, shipped, and back ordered without prices. You
can choose whether to print kit detail on your packing
list. |
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If you misquote someone by omitting tax, you don't need
to worry about the invoice not matching the quote. You
can adjust the Tax field on the totals screen so that
you can absorb the cost difference. |
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You'll be able to assign lot numbers for tracking sales
and calculating costs. Identify which customers made
purchases from a specific lot and when they were
shipped. |
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You have the flexibility to sort by general ledger
period or sales account in the Sales and Miscellaneous
Credits Journals. |
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Sales Order Reports:
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Open Order Report |
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Recurring Order List |
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Backorder Allocation |
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