| The Order Entry module allows you to automate the process of
entering, tracking, and processing customer sales orders. Usually, this
marks the beginning of the accounting cycle for a customer transaction. Utilizing both customer and product master files, data entry is streamlined
by the use of incremental searching and "point-and-click" selection tools. |
|
Overview of the Ordering Process
 | The process begins when an order is placed and entered into the system. Once entered, the order will have a "pending" or "not-yet-filled" status
waiting for it to be processed. From the Sales Order screen, you may print a
packing slip or "pick ticket" showing all of the ordered items, the quantities
to be pulled, and their warehouse location. |
| With the packing slip in hand, the merchandise may then be pulled from
inventory and the physical order prepared. Before shipping, you should
mark the items as "filled" from within the "Process Filled/Back Orders"
screen. This will change the order status from "pending" to "partially filled"
or "filled" as appropriate. Also from this screen, you may print customer
shipping labels as necessary. |
| Once the order is complete, accounting information is then transferred or
"posted" to the Accounts Receivable module for invoicing or further
processing. |
Other Noteworthy Features
| Each order carries with it a "Ship Date" or "Date of Production" showing
the date the order should be processed. From this date, a "Production
Calendar" is available showing the orders to be filled, day-by-day, or the
manufacturing schedule necessary to meet placed order requirements. |
| Of course, a complete order history is kept allowing you to look up old
orders, or use them as "order templates" for recurring orders. |
| A "Sales Person Master File" may be maintained from within this module,
allowing you to enter sales commission rates for each member of your sales
staff. Later, you may print a "Sales Person Commission Report" showing all
orders belonging to each salesperson, and any commissions earned. |
Summary of Reports
| Sales Order Log |
| Pending Orders Report |
| Sales Order Detail Reports (Analysis by Product or by Account Number) |
| Sales Person Commission Report |
| Production Schedule |
| Product Requirements Report |
| Shipping Log |
| Customer Shipping Summary |
 
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