Utilize a Progressive Series of Quotes, Sales Order and Invoicing

Now you can access the information you need, when you need it, for smoother flowing sales order processing. Youll save time and money using these powerful features.

The Sales Order Options video segment details on an option-by-option basis the definition of, as well as the implications of the various parameter settings available in that task.

Have a line item that needs to be billed to the customer, but doesn’t fit in your regular inventory item file? Learn how to use this task to create Miscellaneous Items, Miscellaneous ‘flat rate’ Charges, and standardized comments, to be used in conjunction with or in lieu of your standard Inventory Items.

Shipping Rate Maintenance is used to define shipping codes to automatically calculate freight charges during Sales Order and Invoice Data Entry.

Customer Last Purchase History is used to establish and maintain a table of records that indicate a customer’s purchase history, including quantity and pricing, on an Item by Item basis.

Cancel and Reason Code maintenance is used to build a set of codes that can be used to track reasons that an order is being placed on hold, or cancelled. The codes can also be used as conditional filters on reports.