[Note: In packaged accounting
software some of the customer invoicing features listed in the Accounts
Receivable module and some of the shipping features listed in the Inventory
module may be instead included in the order entry module .]
Inputs
Customer orders (w/ ability to do credit check)
One-time customers
Automatic order numbering
Inventory status from inventory management
On-order status from P.O. application
Adjustments to open customer orders
Warranty returns
Other returns and related restocking
New price lists
Updates to price lists (individually or by groups)
Supports Multiple Classes of Sales:
Cash, Credit, Layaway, Credit Card, Partial Payment, Coupons
Prepares Quotations
Converts Quotation to Firm Order
Outputs
Print acknowledgments
Listing of alternative items
Releases against standing orders or repeat orders
Current catalog with prices
Price labels
Sales (customer) orders
Inventory pick lists
Customer invoices
Update to A/R application
Update to inventory management
Committed at time of order
Removed at time of delivery
Open customer orders (by customer and by due date)
Order Tracking
Screen Display of Open Orders
Track Open Order Status:
Order Number, Customer Number, Customer Name, Item Number, Sales
Representative, Ship Date, Orders Not Shipped Only
Specify Action to be Taken on Open Orders
Tracks Status of Back Orders
Daily Order Analysis:
Firm Orders
Quotations
Shipments
Returns
Back Orders
Canceled Orders
Salesperson Performance Analysis:
Gross Sales
Commissions Earned
Price Overrides
Conversion Ratio
Canceled Sales
Bad Debt Ratio
Summary of All Salespeople
Comparison of Salespeople
Customer history report
Item history
Key variables
# of customer order digits
# of invoice number digits
# of price breaks