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Contact Information |
Integrated
Systems Technology, Inc.
1925 W. John Carpenter Freeway,
Suite 300
Irving, TX 75063
800.633.5583
214.630.4379
Fax 214.634.0448
sales@istserve.com
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Sales Order
Quoting, order entry, picking,
tracking, billing ... and beyond |
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Intrust Win
Sales Order offers a host of
features to improve your efficiency and
increase your flexibility.
Sales Order helps improve your customer
relationships by handling their orders
promptly and correctly. Remaining inventory
quantities appear on the screen. Backorder
information is right at your fingertips so
you’ll know exactly what’s ordered and when
it will ship. And, you can print an online
invoice or picking slip with just a click.
With
Intrust Win
Sales Order, you’ll have
quick lookup based on customer or
transaction. You can enter, edit, and view
invoices from a single screen, and you’ll
have access to all Accounts Receivable
reports and inquiries. In addition, Sales
Order provides the option for two-way split
commissions and multiple tax locations per
tax group.
Add, change, or delete codes for your
general ledger distribution accounts or set
up a selection of different receivable
accounts. These general ledger accounts are
used when transactions are posted for the
customer. Sales Order provides the
capability to assign distribution codes to
customer records; then when you post
transactions that involve the customers,
transaction information moves directly to
the accounts you specify for the
associated distribution code.
Create a Bill of Lading form that is based
on standard shipping documents. Sales Order
also provides commission assignment by line
item.
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Additional Sales Order Features: |
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batch processing
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transaction numbers generated
automatically or manually
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convert quotes to live orders
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inquire on backorders
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optional tax-on-freight and/or
miscellaneous
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tax-on-tax reporting (for example, GST/PST
in Canada)
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plain paper or preprinted picking slip
formats
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commissions payable on booked or paid
invoices
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two-way split commissions
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ability to reapply payments and credits
to specific invoices
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multiple tax locations per tax group
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customer comments fields
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comprehensive online help
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scrollable, detailed descriptions for
each item
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lot tracking
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link to shippers such as UPS and FedEx
for online tracking of shipments
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look up sales order transactions of any
status, including orders already posted
to history
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maintain separate, unique series numbers
for credit memos and invoice numbers
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print or email an order acknowledgement
form
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packing slip with quantity shipped and
backordered information
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enter open-ended recurring entries
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print an acknowledgement, picking slip,
packing slip or invoice for orders of a
certain status
price matrixes
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user-defined invoice and dunning
messages
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quick lookup based on customer or
transaction
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invoice entry, editing, and viewing from
a single screen
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recurring entries setup
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change distribution code per transaction
and cash receipt
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Sales Order Reports: |
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Recurring Entries List
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Backorder Allocation Report
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Customer Levels List
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Price Structures List
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Customer Pricing List
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Promotional Pricing List
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The
Sales Order form lets you quickly and
easily enter your customer’s orders.
The Sales Quote and RMA forms offer the
same features and flexibility.
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You get
access to the important information that
you need to accurately fulfill the order
including complete information about the
items, as well as the customer’s sales
history. |
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