Spectrum's Order Processing module provides a complete operation for order entry, picking, confirmation, and invoicing of customer sales for both future delivery and over-the-counter sales. It improves efficiency, decreases processing time, lowers administrative costs, and reduces invoice lag time-which may improve cash flow. The highly flexible order entry process easily handles stock and non-stock items, partial shipments and back orders, special orders, drop shipments, discounts, and credit memos.
After an order is entered, a sales order and picking sheet can be generated, along with a packing list and shipping labels. When shipments are made, confirmed orders automatically create invoices. Once the order is confirmed and the invoice is printed, Accounts Receivable is automatically updated.
Order Processing is integrated with the Inventory Control module to provide complete information about the availability of items for sale, with online tracking of committed orders and backorders. Integration with the Sales Analysis module provides flexible reporting about all sales activities.
The Scale Interface module also integrates with Order Processing. Tickets from Scale Interface for customer sales can be sent to Order Processing, where an invoice is created that includes summarized information about the ticket. Summary options include the choice of having up to 8 tickets per line item or a separate ticket on each line.
Features
- Print the Open Quotes Report for quotes with no salesperson associated with it.
- Sales orders, picking sheets, packing lists, shipping labels, invoices, and credit memos may be generated as needed.
- Status of stock items, including committed orders and backorders, is conveniently displayed during order entry and alternate items are offered when available.
- Items are automatically committed for sale when orders are placed.
- Posted invoices can be reversed automatically using the Reverse Open Invoice feature.
- Reports detailing pending orders help to identify potential problems and fill orders more efficiently.
- Automatic inventory updates and invoices are created for items shipped.
- Online status of customer credit limits is available during order entry.
- Special pricing may be set up by customer, inventory category, item, or price level.
- Immediate invoicing of orders (Point of Sale) is allowed and special cash receipts issues for different transaction types, such as check or credit card, are easily handled.
- Quotes can be generated using Order Processing; updating quotes to become confirmed orders is easy.
- Total orders booked for any date range can be quickly displayed.
- Automatic or user-defined assignment of sales order numbers and invoice numbers is allowed.
- Pre-defined or manual entry of alternate shipping addresses is supported.
- Frequently used shippers and terms can be coded for quick entry.
- Line item discounts are easily recorded.
- Requested ship dates may be specified on a line-by-line basis.
- Drop shipments and non-stock items are fully supported.
- Manual and automatic order shipping confirmation is available.
- Back orders are automatically created when orders cannot be shipped in full.
- Date-sensitive sales tax reports can be conveniently generated at any time.
- A single order can be split among multiple sales tax rates and General Ledger accounts.
- New customers may be entered quickly during order and invoice entry.
- Sales and commissions are reported on a date-sensitive basis.
- Quantity discount handling is available for material handlers, and can be set up either by category or item.
- Practical reports detailing pending orders help to identify potential problems and fill orders more efficiently.
- The highly flexible order entry process easily handles stock and non-stock items, partial shipments and back orders.
- Order Processing is fully integrated with the General Ledger, Accounts Receivable, Sales Analysis, Inventory Control, and Scale Interface modules which reduces input time, ensures accuracy, and provides a single entry system for processing orders.
Inquiry Screens
- Inventory Price Inquiry
- Display Order Totals Inquiry
- Display Sales Totals Inquiry
- Customer Order/Invoice Inquiry
- Item/Order Inquiry
Reports
Open Order Report
This report furnishes valuable information about current sales orders and back orders in several formats. For example, the "customer fill" format assists in making difficult shipment decisions when available stock is limited.
Sales Commission Report
This report offers detailed sales figures and commission earnings for any specified invoice or date range stored on the system. If desired, this report may be printed for paid invoices only during the specified period.
Invoice Profitability Report
This report is used to obtain a report of invoice profitability and provides sales, cost and margin information for each invoice.
Other Order Processing Reports
- Invoice GL Summary Report
- Invoice GL Distribution Report
- Invoice Log
- Invoice Detail Register
- Invoice Printing
- Sales Order Log
- Sales Order Printing
- Salesperson File Listing
- Customer Sales Activity Report
- Customer File Listings
- Customer Terms Code Listing
- Picking Sheet
- Packing List
- Shipping Labels
- Customer Labels
- Shipping Terms Listing
- Ship Via File Listing
- Sales Tax Listing
- Quote Form
- Quote Purge Report
- Invoice Purge Report
- Alternate Address Listing
- Quantity Discount Listing
- Order Log
- Open Quotes Report