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 Main Purpose:
The Order Entry Manager provides the necessary functions
for your company to sell your products and services to your customers.
It contains a database of all your transactions for tracking, queries,
searches, etc. The Order Entry Manager is able to produce a number of
different types of sales transactions useful for preparing documents
needed for closing a sale with your customers quickly and efficiently.
Prerequisites:
None. The Order Entry Manager is included with the Business & Accounting
software package.
Features and Functions:
Quick and easy one-step process from a quotation to an order to an
invoice
Create, modify, and browse inventory item records
Create, modify, and
browse customer records Look up customer information from within the
Order Entry Manager
Use powerful search and query utilities for customer
records and inventory item records
View by quotations, orders, invoices,
and backorders Use powerful search and query utilities for order entry
transactions
Apply multiple types of payments to any sales transaction
Look up inventory item information from within the Order Entry Manager
Edit orders and quotations
Change the status of an existing order or
quotation
Add unlimited inventory items to an order, quotation, or
an invoice
Add unlimited comment lines to an order, quotation, or an
invoice
Insert and create a salesperson ID from within an order, quotation
or invoice
Make changes to the order date, invoice
date, expected ship date, and ship date
Specify terms to which a specific
quotation, order, or invoice is subject to
Enter a new or revise an
old shipping address for a sales transaction
Select, create, edit a
different customer directly from within the sales transaction header
information
section
View customer history, statistics,
and other information from directly within the sales
transaction header
information section
Enter individual item
discounts as either a percentage or an amount
Open the Inventory Record
Maintenance Desktop from within a quotation, order, or invoice
to create,
edit, or delete
inventory
items
and to make any necessary adjustments
to the physical count, etc.
Enter an invoice discount for a quotation,
order, or invoice as either a percentage
or an amount
excluding or including
individual item
discounts
View the tax total table
to review all the applicable taxes and their
amounts
for any
quotation, order,
or invoice
View the tax detail
table to review all the applicable taxes and their
amounts
for each
individual item
in a quotation, order, or
invoice
Enter unlimited remarks
for internal use only (not printed) for a
quotation, order,
or invoice
Select, edit, and
create payment methods from within the Order
Entry Manager
View previous
payments on a sales transaction while
applying
new
payments
Print to screen
or a printer using various types of
forms
Postpone printing
an invoice as needed
Browse quotations, orders,
and invoices without
making any changes
to them
Print invoice
audit report for analysis
Modify the default
values for order
entry including
the next
invoice
and order
numbers
Perform
data integrity to
ensure that
your data structure
is
organized and
efficient
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