Order Entry

The Order Entry module allows you to enter orders and sales returns and print invoices, credit notes, order confirmations, picking slips, and shipping labels. You can track transaction details and sales information on-screen and in printed reports. Order Entry integrates fully with Inventory Control and Accounts Receivable, so you always know your inventory levels and the status of your customer accounts.

Order Entry Capabilities

Ops Inquiry

Ops Inquiry Includes

Standard Report Samples

Order Entry Capabilities

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

Ops Inquiry

Avoid costly inventory shortages or overstocking
Target specific customers with effective item promotions by easily tracking sales activities
Easily monitor item purchase activity to ensure proper margins are maintained
Automatically display item availability and details from Live Desktop, combining the data from your Order Entry and Purchase Orders modules
Store and display pictures of inventory items
Uncover inventory item details quickly, without having to dig through your Sage Accpac data

Query the IC History file to quickly audit your transactions
Analyze your purchases with PO Inquiry to ensure that you are buying wisely
Query your open sales orders and quickly see at a glance if any orders are being held
Quickly browse the complete details of any OE Invoice, Order, OE Shipment, or Credit Note
View comprehensive inventory availability and get a detailed stock forecast, including quantity on hand, purchase orders with expected arrival dates, and sales orders with expected shipping dates

Ops Inquiry Includes

Standard Report Samples

Included in the Order Entry module, Ops Inquiry combines several powerful inquiry programs into simplified points of reference. This enables you to easily funnel information and generate reports from the operational data in your Sage Accpac Order Entry, Purchase Orders, and Inventory Control modules.