Sales order processing

Accurate & efficient

This is where your full sales order processing cycle is managed, whether you need hotline telesales entry or are dealing with large, one-off contracts.

Sales orders can be satisfied from existing stock, or used to create purchase and works orders - and you can choose to consume from current forecasts or create new demand. At every stage, the emphasis is on speed, accuracy and efficiency. Using the 'multiple order types' feature, you can modify screen forms, documents and financial updates to match any combination of sales order processing styles.

Rapid order entry

'Quick find' customers by their order number, postcode, customer code or name, or pick from a list sorted by region or salesperson - in fact, using any information that speeds your selection. Similar flexibility enables fast entry of each line item and stock code on the order. Selecting items from a list or duplicating part of a previous order adds hundreds of detail lines within seconds.

Live update to sales orders

Integration with Electronic Data Interchange (EDI) and XML messaging enables you to exchange sales orders using email and the internet without any re-keying. Quotes and estimates are converted into sales orders (including blanket, scheduled and pro forma) with a single command, and immediately reserve stock as they enter your workflow.

Customer credit checking workflow

Customers are validated against their credit limit and payment history before, during or after an order is entered. An option will automatically flag orders on hold where the customer is over their credit limit (or where the value of the order will take them over). The system checks availability, prices, discounts and special offers for you so that every line item is priced correctly.

Picking & despatch

Sales orders are picked to your criteria (e.g. order date, size and value) and by cost-effective consignment/delivery route load planning. You can assign customers to specific despatch days and the system will also build consignments so that deliveries for similar areas can be combined. Auto re-allocation of stock to specified orders ensures your priority customers are always satisfied.

Picking lists can then be used as the basis to generate delivery notes and to prompt invoicing. The progress and status of every order is tracked through flexible enquiry screens and integration with online tracking applications. All documents can be sent digitally or printed as hard copy and an electronic version automatically stored centrally for immediate reference.

Further information:

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What does ERP mean to you?

By thinking about ERP as a "joined-up" way of working rather than just a software system, mid-market businesses can approach their replacement project by focusing on those efficiencies not currently possible within their current technology
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