• Increase sales force efficiency and strategic customer management through integration with SageCRM
  • Enter active orders, future orders, standing orders, and quotes
  • Enter orders, shipments, and invoices as separate transactions so you can divide the duties of your personnel
  • Create an order by simply selecting and copying the details of existing customers' orders
  • Include multiple orders on a single shipment and multiple shipments on a single invoice
  • Ship items with or without first entering an order for those items
  • Send partial shipments to those customers that allow them
  • Edit and invoice partially shipped orders
  • Add new customers on the fly when you enter orders or add the customer records later
  • Assign sales proportionally to as many as five salespeople
  • Use multiple payment schedules and other payment terms defined in Accounts Receivable
  • Use password-controlled override of credit advisories
  • Recall complete invoice information when issuing credit notes
  • Print packing slips, order confirmation, and invoices for selected orders
  • Send packing slips, order confirmations, and invoices by e-mail
  • Set up standard e-mail messages you can automatically send to your customers with their documents
  • Look up customer pricing based on customer contract price, item base price, or discounted or marked-up sales prices
  • Use prices with as many as six decimal places and include taxes in the selling price
  • Automatically determine available item quantities while entering orders
  • Review sales history by customer or inventory item during order and invoice entry
  • Review and reprint customer invoice and credit note transactions, orders, invoices, and credit notes by primary salesperson
  • Easily customize order templates with standard information to speed data entry
  • Set up any number of miscellaneous charges to speed invoicing
  • Specify whole or fractional quantities on orders, if fractional quantities are used in your inventory
  • Enter order quantities using any unit of measure
  • Use customer types on orders that correspond to as many as five markup or discount price levels
  • Track sales commissions from each invoice using as many as five commission rates, based on increasing sales amounts for each salesperson
  • Calculate commissions based on sales amount or margin
  • Include serial numbers (or lot numbers) with order details using optional Serialized Inventory (or Lot Tracking) functionality
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