Functionality

    Sales Orders allows you to enter estimates for clients and save then by system generated Sequence Number, The quote contains expiration date, transferring the Quote to an actual Sales Order by clicking a button, With a single click you can also save the quoted pries into customer special pricing (see Pricing/Commission for details

    Features
    • Discounts per line item
    • Discounts per order
    • Credit holds, credit limit warnings
    • Auto create PO for order
    • Extensive inventory lookup
    • Lookup pricing history
    • Create pick tickets by location
    • Auto reorder suggestions
    • Pick tickets, BOL, order confirmations
    • Customizable freight charges by customer
    More Features
    • Color coded order status system
    • Color coded low margin alert
    • Process CC on orders screen
    • Apply payments to orders
    • Special pricing integration
    • Unlimited notes per line item
    • Extensive backorder control
    • Quick or extensive order entry screens
    • Attach scanned documents
    • Message alerts
    Video Demo

    Video of customer file in action.

    Screenshots

    Screenshots from this Module