Enterprise Systems Inc

Sales Order / Sales Analysis

The Sales Order System coordinates all aspects of fulfilling your customer’s purchases. When the customer’s order is entered, the system will check the customer’s status and credit, and the inventory quantities available for sale.  After the order has been picked, the shipper can scan each item being shipped to ensure that the item is on the order, that the correct number of items are being shipped, and if any items that are currently on hand have not been shipped with this order.  If the order is being shipped in multiple boxes, the system will be able to tell you which box a particular item is in, and what items need to be shipped if the box is lost in transit.  The order is invoiced and updated to Accounts Receivable and General Ledger. 

System Features

• Automatic credit checking is available with the ability to place customers on credit hold, check aged balances, and total balance due against their credit limit.
• An invoice type can be entered on the invoice, which will be printed on the customer’s statement and aged trial balance.
• Up to 99 General Ledger categories can be used for the distribution of invoices on a line item basis.
• Items can be accessed from inventory for automatic retrieval of description, pricing, and cost information, or in the case of non-stock items, the information can be entered manually.
• Ability to add miscellaneous comment lines to the body of the invoice.
• Both line item and total invoice discounts are allowed.
• The pick slip, quote, and invoice can be printed at the time of entry, or can be stored for batch printing later.
• Sales Analysis information can also be brought to the screen very quickly detailing all the items a customer bought, or each time a customer purchased a specific item, detailing the invoice number, date, quantity, and price.
• Specify Cash, Check, Charge or on account during sales order entry.
• Automatic shipping of orders via ‘Your Truck’, UPS, and Federal Express.  The system will automatically print the UPS or Fed Ex labels.

Key Reports

OPEN ORDER REPORT – Allows multiple sort/pick options that can be used by the user to sequence the reports in any order that is desired. The operator can select to print the report on a summary or detail basis.

INVOICE TRANSACTION JOURNAL – Prints in detail and summary, the invoices entered for the day. The detail journal prints each line of the invoice with quantity, sell price, cost, and profitability. The summary journal summarizes the detail journal by general ledger category, product category, salesman, and tax code.

SALES ANALYSIS REPORT – The sales analysis reports are the most flexible, all-inclusive reports of their kind. Sorting, selection, and totaling options are completely user defined. Any combination of the following can be printed:

• Invoice Number
• Order, Ship, and Invoice Dates
• General Ledger Period and Categories
• Customer Number and Name
• Item Number
• Product Category
• Inventory and Sales Locations
• Salesman