SALES ORDERS

Sales Orders Overview

The Sales Orders module provides a sophisticated and flexible way to track customer orders. Sales Orders is tightly integrated with the Inventory, Work Orders, and Material Requirements modules to help you manage your inventory and production planning more efficiently.  Production work orders can be generated automatically from sales orders, sales orders can be processed for inventory at multiple locations, and an open sales order can have additional items added, or have products invoiced from it, at any time.

For more information on using sales orders, see Using a Sales Order System

Features

Unlimited notes and comment lines

Customer on-the-fly setup

Inventory status and price lookups

Instant invoicing

Note templates for forms such as certifications

Customer cross-reference item numbers

Selling kits

Scheduled orders with multiple ship dates

Sales commissions at header or line item level

Features and options order configurator

Copy capability from history invoices or sales quotes

Automatic conversion to work orders

Customer service inquiry

Functions

Order entry

Order release

Invoicing

Void invoice

Recurring invoices

Convert sales orders to work orders

Sales quotations

Convert quotations to sales orders

Databases

Sales orders

Invoice history

Forms & Reports

Acknowledgements

Packing slips

Shipping labels

Invoices

Note templates

Sales quotations

Open sales order listing

Backorder listing

Reprint invoice

Commissions by sales order

Shipping schedule

Available to ship

Sales order/work order schedule

Invoice listing

Released invoices

Sales Analysis