Order Entry

Order Entry 5.4 features:

• Copy orders from one customer to another using the Copy Orders form.
• Drill down at every level of the order, shipment, and invoice process.
• Inquire on sales orders by customer based on order status.
• Automatically post General Ledger journal entry batches created from Order Entry.
• Specify a discount for the entire order as well as detail lines.
• Inquire on invoices posted for a specified item number.
• Check a customer’s credit based on pending transactions in both Accounts Receivable and Order Entry in addition to their aged transactions.
• Receive a warning if a credit note has been previously posted for an invoice.
• Allow authorized users to view item costs during order entry.
• Specify item weight and weight unit of measure during Order, Shipment, and Invoice Entry.
• Check the price of an item to ensure the price is not below a specified cost or below a specified margin.
• Prohibit the sale of certain inventory items.
• Select items for sale based on physical versus logical inventory designations.
• Price inventory items based on weight, multiple units of measure, or cost plus a specified percentage or amount.
• Specify a default location for each customer so that goods are shipped from the nearest warehouse.
• Simplify order entry by assigning customer item numbers to inventory items.
• If a contract price has been set up for a customer, use the lowest price regardless of the contract price.
• Account for multicurrency rounding differences in Accounts Receivable and Order Entry.
• View the bill of materials during order, shipment, and invoice entry.
• Automatically post Accounts Receivable batches created from Order Entry.
• Take advantage of expanded and encrypted credit card fields.

Order Entry 5.3 features:

• Define and use all the optional fields and values you require within your order and shipping system. The new Transaction Analysis and Optional Field Creator application is required.
• Automatically use the quantity ordered as the default for the quantity committed.
• Automatically use a default for Create Invoices in the Order Entry window.
• Take advantage of the new kitting feature added to Inventory Control 5.3. To use the feature, you simply enter the kitted item and Order Entry automatically prices, displays and prints all of the items within the kit.
• Take advantage of the new contract pricing start date added to Inventory Control 5.3. Order Entry will use the contract price only if the order date falls within the start and end for the contract price.

Order Entry 5.2 features:

• Enter orders, shipments and invoices as separate transactions so you can divide the duties of your personnel. Order entry clerks can enter customer orders while warehouse personnel record the shipments and accounting personnel process the invoices. Security can then be attached to each process so that the assigned personnel can perform their duties.
• Keep and reuse quotes and include all or some of the details of the quote on an order.
• Include multiple quotes on a single order.
• Include multiple orders on a single shipment using the new Shipments window.
• Include multiple shipments on a single invoice using the new Invoices window.
• Create an order by simply selecting and copying the details of existing customer orders.
• Commit a quantity to a specific order to ensure the quantity is guaranteed to be available for shipping. 
• Specify a discount on each detail of an order, shipment and invoice.
• Inquire on sales orders by customer using the new Current Order Inquires window. For further information, drill back to the original posted order. 
• Record the return of damaged items to the new Damaged Goods General Ledger account specified in the Inventory Control Categories window. 
• Easily handle the processing of debit notes using the Credit/Debit Note Entry window.
• Specify the ship via method for each detail to allow items shipped with the same method to be grouped and printed on the same picking slip.
• Specify the shipment tracking number for each detail.
• Choose whether order entry clerks can override the defaulted price of an item using the new unit price override security access right.
• View the total weight of items for the ordered, shipped and invoiced quantity.
• Link any number of manufacturer’s item numbers to an Inventory Control item number, including UPC codes, ISBN numbers, and shortcut codes that you use to speed up data entry. Order Entry will then let you enter a manufacturer’s item number instead of your Inventory Control item number when processing transactions.

Order Entry 5.1 features:

• Partially ship items for only those customers that allow partial shipments.
• Specify the general ledger account for non-stock items. The non-stock clearing account is displayed as a default for the item and you can use or change the account.
• Use delivery method options for quotations, order confirmations, invoices and credit notes. Order Entry 5.1 lets you send the forms using each Accounts Receivable customer's delivery method or the current print destination.
• Create messages you can use when sending order confirmations, quotes, invoices and credit notes to your customers by e-mail using a new E-mail Messages form. Specify a code for adding information specific to the customer or your company.
• Use new fields for the customer's e-mail address, the contact's e-mail address, the contact's telephone number and the contact's fax number during order and invoice entry.
• Post orders to non-existent customers. If the option is on, Order Entry will allow orders and invoices to be posted to non-existent customers. If the option is off, Order Entry will prohibit the entry of the order or invoice.
• Take advantage of a default number of days for the expiration of quotations. When entering a quote, Order/Invoice Entry will default the expiration date based on the number of days specified.
• Display of the order prepayment total on the invoice total page, enabling you to easily determine if there is an outstanding balance. Click to Print This Page