Sales

Sales Entry comprises of:-

• Sales
• Direct Sales
• Sales Order / Invoice Release
• Back Order Release / Review
• Export Shipments
• Shipment Status
• Invoice Batch Release
• Service Requests (NCR)
• Quotes
• Quote Activity
• Job Invoicing
• Account Fee's
• Auto Billing
• Labour Hire

From the one module, sales staff (subject to their individual security level) also have access to :-

• Receipts & Journals
• Despatch
• Stock
• Debtors
• CMS
• Enquiry
• Pricing

 
Sales Orders:

• create sales orders for immediate delivery/invoicing
• copy a sales order to create new order for the same or a different client
• assign to a project and/or group filter-fields
• multiple print formats
• assign a hyper-linked document
• browse sales orders, and apply Query filter for exception review:e.g. outstanding orders for a particular rep; delivered orders for a branch that have not been invoiced
• vary client invoice address: e.g. invoices for a finance company; delivery address for cash sales
• sell from a branch with stock sourced from another; at invoice time a stock transfer is first generated to transfer the stock to the selling branch, and then the invoice is processed
• multiple kit/route to create detail elements, or blocks of text
• detail lines added wt a sequence number:
• line positions can be changed
• lines can be added between other lines
• price look-up of client history for a particular item
• any (practical) number of comment lines
• order memo field that can be printed as a preamble sheet
• phone, fax and email contact details retrieved from sales contact (rather than accounts/administration contact details)
• Credit status and balances viewable from quote without the need to lookup the client's account
• see Credit Control for rules
• processing charges (quantity and price) can be applied separately on a sales order line
• separate accounting for processing charges
• a processing charge can be incorporated into the invoice line unit sell price (for,say, material) so that the charges is not identified
• buy-in items (a generic group types as such) can have their unique cost entered (as opposed to a normal stock code which uses the average cost of the item); nominate source supplier code for import to purchase order
• link sales order line to a purchase order line
• link sales order line to a work-order
• cut and fold entry sequence with auto calculation of  the material quantity
• allocate a sales order line to a future purchase order receipt
• Foreign currency settings:
• currency type retrieved from the client master
• enter f/c sell price manually
• select a rate from the look-up rate table and fix f/c sell calculation
• same as previous but prompt for a current rate at time of invoicing: the unit sells are then recalculated
• Service-type sales order format for contract/maintenance work:
• linked to a job (including auto-job creation).
• linked to client item: e.g. a motor vehicle
• supports client retentions

Quotes:

• create a client quote that can be converted to a sales order
• copy a quotes to create new quote for the same or a different client
• track won and lost quotes
• assign to a project filter-field
• qualify to a base price (e.g. copper price)
• expiry date
• multiple print formats
• assign a hyper-linked document
• browse quotes, and apply Query filter for exception review and printing
• load multiple kit/route to create detail elements, or blocks of text
• price look-up of client history for a particular item
• phone, fax and email contact details retrieved from sales contact (rather than accounts/administration contact details)
• credit status and balances viewable from quote without the need to lookup the client's account
• create work-order based quotes using the manufacturing elements, nominate: materials (including client own); target quantities; setup costs. Cost analyses by materials, labour machines, and overhead loadings

Review follow-up action on outstanding quotes with this multi-linked browse display.

Managers reviewing outstanding quotes can instantly see whether sales staff follow-up with their customers.

Pricing Discounts:

Sales

• account discount which is global for a client, or discount by product group, or range of product groups
• discount applies to a nominated stock price level
• create discount profile groups and assign clients
• create unique client profile or to contain exceptions to a group profile

Quantity-Break

• five break-point discounts
• use negative discount to cater for price mark-up for broken packs

Settlement

• discount based on payment by due-date:  deducted from payment
• discount based on payment by due date:  processed as a credit

Future Price Changes:

• The base sell prices (1 – 4) can be changed in advance.
• branch/location based
• creates change jobs based on run-time variables
• implementation date
• review and implement from an interactive browse

Invoicing:

•  direct invoice entry and post without sales order
• sales order entry and then invoice release
• sales order invoice runs based on a variables; e.g. orders flagged as delivered in remote locations and invoiced from a central location
• release cycle-based service charge invoices
• day-book orders recording merchandise taken over a period (such as a month) and billed on a cycle
• suppress print of nominated sales order lines and / or text fields
• show back-ordered lines on invoice
• print barcode labels (EAN, or character based – wisiwig)
• print despatch label
• print invoice preamble cover sheet (from the sales order)
• print invoices in cycle runs based on client/date parameters
• run-time selection of print format
• run-time over-ride of printer
• foreign currency formats
• process payment with invoice
• user-defined treatment of processing charge
• track cash sales by postcode
• part delivery of items with processing; auto calculate the material quantity to be release with the completed processing

 Measure Sales Rep activity from note recording.

The bottom graph illustrates that the sales rep’s preferences for customer communication are face-to-face and voice-to-voice rather than letter and email.

Sales History

• Sales and gross profit – three years trend
• Product : sales, profit , quantity period based and trend
• Dash-board/Snap-shot graphs
• Review by Sales Rep
• Drill-downs