PURCHASE ORDER MANAGEMENT

You use this granule to manage purchases, quotes, blanket purchase orders, and the entire purchase order process:

•    Convert Quotes to orders

•    Copy any purchase document

•    Designate special orders and drop shipments for further handling

•    Easy line comment capability

•    Multiple dates per line item; Requested Delivery Date, Promised Delivery Date, Planned Delivery Date, Planned Shipment Date.

•    Recycling of backorders

•    Order Status makes it easy to determine order stage

•    Re-open a released order to add, change or delete

Item cross references

Identify what your customers want by cross-referencing any customer code, internal code, or vendor code.   
 

Nonstock items

Provide customers requesting non-stock items:

•   Immediate quotes

•   Non-stock item numbers can be automatically created

•   Orders for non-stock items processed in the same way as for stock items.

Order promising

Calculate item availability and delivery on your promises:

•    Available to Promise feature for planning

•    Capable to Promise feature for “what if?” scenarios.

Calendars

Specify working and non-working days designated to customers, vendors, locations, company, and shipping agents.
 

Item tracking

Track and trace items ay any time during the sales, purchase, transfer process, and afterwards with serial numbering and lot tracking.  
 

Sales line discounting

Set up discounts to be either customer specific or by customer group.  With a customer group discount the negotiated discount can be shared among several customers.  
 

Sales line pricing

Works very similar to Sales Line Discounting except that it allows you to set up specific pricing as opposed to discounts for a customer or a group of customers.   
 

Campaign pricing

With this granule you can set up sales line prices or sales line discounts for specific campaigns.

Separate a fixed asset into several fixed assets. Once you have “activated” the prices/discounts any customer or contact related to a company currently in a segment associated with a given campaign can have access to the price/discount associated with that campaign. These prices will then be valid for the life of the campaign or until you decide to “deactivate” it.

Sales order management

You use this granule to manage sales, quotes, blanket sales orders, and the entire sales order process:

•    Convert Quotes to orders

•    Release orders for picking

•    Designate special orders and drop shipments for further handling

•    Easy line comment capability

•    Copy any sales document

•    Multiple dates per line item; Requested Delivery Date, Promised Delivery Date, Planned Delivery Date, Planned Shipment Date.

•    Recycling of backorders

•    Order Status makes it easy to determine order stage

•    Re-open a released order to add, change or delete

Sales desk worksheet

The worksheet is the optimum tool for transactional quotes and sales activity.  It provides one keystroke access to the critical data that you need to  process quotes and orders quickly and accurately:

•    Customer Record

•    Inventory Item Record

•    Vendor Record

•    All vendors for the product

•    Picture, graphics, drawings, or specifications of the product

•    Alternative pricing

•    Stock Status; On-hand, On-Order, Available, Where Available

•    Customer complete sales history by item by day, week, month, quarter, year

•    Access to all items ever purchased by customer with capability to enter sales quantities on items being purchased

•    Sales dollars, cost, margin, margin percent and weight by each line item and for total worksheet

•    Convert worksheet to quote or order with one keystroke

Item search

Item Search allows you, without going into a quote or order, to respond to inquiries regarding the availability of an item and/or pricing of an item under various options.