|
BusinessWorks Modules: System Manager
General Ledger
Accounts Payable
Accounts
Receivable
Inventory Control
& Purchasing
Order Entry
Payroll
Job Cost |
Role of BusinessWorks
(BusinessWorks)Order Entry
|
| The Order
Entry module produces quotes, sales orders and invoices. As sales are recorded in Order
Entry, inventory is automatically reduced and the customer balance in Accounts Receivable
is automatically updated. This module integrates seamlessly with Accounts Receivable,
General Ledger and Inventory Control modules. |
 Order Entry Specifications |
| Maximum number of quotes |
Unlimited |
| Maximum number of orders |
Unlimited |
| Maximum number of
invoices |
Unlimited |
| Maximum number of quotes
per customer |
200 |
| Maximum number of orders
per customer |
400 |
| Maximum number of
invoices per customer |
3000 |
| Number of digits in
quote number or invoice number |
6 |
| Maximum number of line
items per quote, order, or invoice |
99 |
| Maximum number of sales
accounts per quote, order, or invoice |
16 |
| Maximum number of sales
taxes per quote, order, or invoice |
3 |
| Number of characters in
invoice description |
20 |
| Number of characters in
invoice item description |
28 or 40 |
| Maximum number of kits |
Unlimited |
| Number of characters in
kit ID |
10 |
| Maximum number of line
items in a kit |
99 |
| Maximum number of
ship-to addresses per customer |
500 |
| Maximum amount per
quote, order, or invoice |
$9,999,999.99 |
| Maximum number of months
to keep detail |
60 |
| Maximum number of sales
orders on hold |
1,000 |
| Maximum number of months
to post into the past |
12 |
| Maximum number of months
to post into the future |
1 |
| Order Entry features
|
General
Features
 |
Automatically updates the General Ledger, Accounts
Receivable, Inventory Control and Purchasing modules |
|
|
Optionally updates the Job Cost module on a transaction by
transaction basis |
|
|
Adds new customers and parts “on the fly” during
quote, sales order and invoice entry |
|
|
Provides gross profit report that can be based on paid
invoices to be used as a commission report |
|
|
Quickly locates customers, parts, product lines and kits
with a search feature |
|
|
Allows reports to be sorted by customer, part, product line
or sales order number |
|
|
Order entry information including line item detail, can be
exported using over 30 different formats including Lotus 1-2-3, dBASE, Comma-Separated
Variable, ASCII, Access, Excel, Word, Word Perfect, Quattro Pro and many others |
|
Maintenance
Features
|
|
Allows the look up of a customer’s part purchase
history while entering quotes, sales orders and invoices |
|
|
Alerts you when a customer has exceeded his credit limit
and allows sales orders to be placed on hold |
|
|
Provides optional multi-line invoice line item descriptions |
|
|
Tracks sales by customer, part, product line and sales
representative |
|
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Can maintain a template of parts, labor and comments that
normally appear together on a quote, sales order or invoice via the maintain kit option |
|
|
Allows copying an existing kit when creating a new one |
|
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Provides instant inquiry for customers and parts |
|
|
Provides online inquiry of quotes, sales orders and
invoices |
|
Processing
Features
- Generates quotes for customers and tracks the probability
of success for the quote
- Quotes, sales orders and invoices can be copied from
another customer to speed data entry
- Converts quotes to sales orders or invoices, and sales
orders to invoices instantly
- Provides on-line or batch printing of quotes, sales orders
and invoices
- Optionally prints invoices without the prices and extended
prices to be used as a packing list
- Allows multiple copy printing and reprinting of quotes,
sales orders and invoices
- Reprints sales orders and invoices with the option to omit
previously filled (shipped) items
- Allows reprinting of historic invoice and credit memos
(returns)
- Prints pick tickets and packing lists
- Provides the option to print shipping labels for a customer
when a quote, sales order or invoice has been entered
- Prints name and address on a packing slip positioned to
display in a standard window envelope
- Handles modifications of ship-to addresses while entering
quotes, sales orders and invoices
- Recommends substitutions for out of stock items and allow
you to easily select substitutes parts while processing quotes, orders and invoices
- Allows calculated sales tax amounts to be overridden during
quote, order or invoice entry
- Allows comments, miscellaneous charges and labor charges on
quotes, sales orders and invoices
- Accepts payments and deposits at the time of sales order or
invoice entry
- Can apply payments, deposits and open credits at the time
of invoicing
- Allows prepaid sales orders
- Can automatically select sales orders to be invoiced by
release date
- Allows partial shipment of sales orders
- Allows the sales order of voided invoices to be re-opened
- Processes returns to inventory and returns of damaged
merchandise without returning them to inventory
- Allows the reprinting of forms (invoices, quotes, sales
orders) through inquiry options
|
Order Entry Reports
- Quote
Report
- Open
Quote Status Report
- Ordered
Quote Report
- Expired
Quote Report
- Sales
Order Report
- Open
Sales Order Report
- On Hold
Sales Order Report
- Closed
Sales Order Report
- Order
Selection Report
- Not
Selected Sales Order Report
- Sales
Order Pick Tickets
- Invoice
Packing List
- Invoice
Detail Report
- Returns
Report
- On
Order Report
- Gross
Profit Report
- Sales
Analysis Report
- Back
Order Fill Report
- Back
Order Report
- Part
Back Order Report
- List of
Kits
- List of
Ship To Address
- Flash
Report (summary of Order Entry activity)
- Graphical
Report - Open Order/Projected Sales
- Graphical
Report - Customer Highlight
- Graphical
Report - Sales Rep. Highlight
- Graphical
Report - Sales Order Highlight
- Custom
Reports
- Report
Groups
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Used with permission from
Sage
Software
This
page was updated on
Monday, February 20, 2006 |
