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  • Home
  • About ChoiceTech Accounting Solutions
    • Testimonials
  • Solutions
    • Adagio Accounting
      • Why Choose Adagio
      • Adagio By Industry
    • Adagio Suites
      • Financial Suite
      • Operational Suite
      • Utility Suite
      • Reporting Tools
      • Payroll Suite
      • Payment Automation Processing Tools
    • Spire Systems
      • Why Choose Spire
      • Spire Modules
      • Third-Party Solutions
      • Demo Spire
    • Sage 50
    • QuickBooks
    • PayDirt Payroll
    • Pensoft Payroll (US Only)
  • What We Do
  • Industries
    • Not For Profit
    • First Nations
    • Distribution
    • Professional Services
    • Construction
    • Project Tracking
  • Contact Us

    Contact Us

    For your free consultation.

    Sales Orders with Spire

    The Sales Order module provides greater flexibility and control over the order entry process. Easily access customer data from the order entry screen, including history, open orders, account balance, credit status, shipping and billing information.

    The Sales order module supports multiple order types:

    • Quotes
    • Bookings
    • Work orders
    • RMA
    • Deposits Standing orders with custom repeat cycles

    Additional features include:

    • Custom filters and searches
    • Export selected data to Microsoft Excel
    • Track orders through shipping process
    • Custom order phases
    • Add and edit customer and inventory data on the fly
    • Set up customer and inventory notifications
    • Batch or real-time invoicing
    • Track and fill back orders
    • Real-time inventory status
    • Easily create purchase orders from sales orders
    • Email merge orders, quotes, and invoices
    • Add multiple ShipTo addresses
    • Select forms on the fly
    • Job headers
    • Display line items and total margins on orders
    • Add attachments
    • Print item and packing labels
    • Environmental fees can be added to items
    • Automatically  calculate shop/fuel surcharge
    • Automatic substitutions for out of stock items
    • Set order permissions
    • Create custom templates for invoices and orders
    • Comprehensive customer prices
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