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Sales Order Processing, Sales Analysis, and Invoicing comprise the
Customer Service system. Maintenance of all customer records, including
sales data, analysis of customer performance, and customer invoicing is
performed in this versatile powerful system.
Sales Order Processing
- Automatically or manually maintain customer numbers.
- Accesses customer information by name or number
- Supports customer file maintenance
- Maintains catalog price and product family code
- supports multiple sales functions:
- make-to-stock
-make-to-order
-engineer-to-order (using a product configurator allowing multiple
levels of options)
- cash (over the counter sales)
- Automatically or manually assign sales order numbers
- Provides for discounts, commissions, volume rebates and/or extra
charges
- Allows for multiple items and instructions per sales order
- Allows for multiple deliveries, ship to destinations, and
instructions per item
- Calculates unit price based on price matrix table
- Price matrix tables set up by customer, customer code, part number,
and product family code
- Accounts for applicable taxes and supports multiple sales taxes
- Ability to check product availability (ATP), on-line at time of
order entry
- Matrix based product configurator automates entry of make-to-order
products with options
- Prints sales order acknowledgments and packslips
- Allows special allocations for shipments
- Sophisticated credit check system
- Provides for invoicing and accounts receivable tracking prior to
shipment of product
- Reports on revenue schedules from pre-invoicing
- Deducts amounts pre-invoiced from invoice gross on first shipment of
product
- Purges sales orders to history file on disk or to tape (provides an
audit report of records purges)
Sales Analysis
- Shows sales and bookings by code, sales person,
territory, customer, product family, part number
- Sales and bookings analysis of dollars and
quantities by month, year to date, this year, last year, cost, percent
margin, and percent change
- Ranks customer by year-to-date shipment
- Ranks sales reps by year-to-date sales
- Prints a variety of backlog reports
- Shows on-line history of shipped orders
- Provides for year-end cutoff processing
Invoicing
- Calculates invoices after shipments are confirmed
- Prints invoices
- Assigns invoice numbers automatically or manually
- Allows manual invoicing
- Allows modification to invoice date
- Provides invoicing audit runs
- Available "drill down" for on-line invoice
inquiry showing complete invoice details, including original amounts and
payment summary
- Calculates commission, automatically updates
Accounts Payable (no additional entries)
- Accepts credit memos
- Retains invoice history if desired
- Purges invoices to history file on disk or to tape
(provides and audit report of records purged)
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