Sales Management

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. Notifications, quick custom filters, sales analysis data and manage your sales order process with order phases.

Quotes, Bookings, Work orders, RMA’s

Additional features include:

  • Set up customer and inventory notifications
  • Batch or real-time invoicing
  • Easy access to real-time inventory status from an order
  • Easily create purchase orders from sales orders
  • Comprehensive email management from all aspects of the sales cycle
  • Display line items and total margins on orders
  • Add attachments & job headers
  • Print item and packing labels & add multiple ship to addresses
  • Automatically calculate Surcharge & Environmental
  • Automatic substitutions for out-of-stock items
  • Customizable communication templates for invoices and orders
  • Comprehensive customer prices with order permissions
  • Comprehensive view of past sales
  • View, copy and reprint sales invoices

Sales Order & Sales History