The
MIS Order Entry module is used to enter, maintain, analyze and
report on orders/invoices, credit returns, quotes, transfers and
acknowledgments. The MIS Order Entry Enter function was designed
for ease and speed, as this one function allows inside sales to
enter Orders, Quotes, Warehouse Transfers,
Branch/Inter-Store Transfers, Credits and Acknowledgments. |
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MIS Order Entry is designed to allow inside and counter sales to provide up to the minute critical information in order to get the business. Given the proper security, salespersons can (within the enter function):
•Enter Orders (from stock, factory-direct or combination of both)
•Enter Quotes
•Enter Manufacturer "Rep"/Broker Sales
•Enter Credits
•Enter Transfers
•Enter Acknowledgments
•Check stock
•Check stock at other locations
•Check stock with customer pricing (quick quote)
•Enter a new customer
•View customer balance, aging and credit limit
Transfer stock between warehouses, branches and affiliated companies
•View what is on order in the purchase order system
•View item purchase and sales history
•View product statistics
•View customer purchase history
•Enter a purchase order
•Search and view past customer purchases by customer name, customer number, customer purchase order number, date purchased, document/requisition number, and original transaction number.
•Copy/extract from quotes and orders
•Convert a quote into an order
•Convert part or all of an order or quote into a purchase order
•Assemble a product (with MIS On-The-Fly Assemble)
•Maintain inventory (change, review and add)
•Add special order (non-stock) items
•And more!
Automatic customer pricing (matrix/line pricing, column pricing, contract pricing, group pricing, and sales pricing) will enable your sales staff to quickly quote prices and expedite the order process. If line item or invoice wide discounting is allowed, the order analysis feature displays order profitability and compares those figures to company sales and profit goals while in the middle of the order.
Customer (name, phone number, ID) and inventory (product ID, description, class/type, cross reference) look-up windows aid sales personnel in locating the customer and product on a timely basis.
The Order Entry archive feature stores up to 27 years of invoice, credit, quote and transfer history.
The Order Entry module also supports various types of barcode equipment commonly used in remote sales, vendor shelving and integrated supply (customer warehousing) environments.
Backorder control is provided for by the MIS Order Entry system. Backorders are created when there is not enough stock on hand to fill the customers’ needs. The Order Entry system will create a backorder for a product as soon as it is placed on a sales order. Once the backorder is created, the system will store the information necessary to track the backorder from a sales, inventory, purchasing and receiving standpoint. Stock sufficiency levels are also tracked and presented by customer and inventory item.
Detailed and quick quotes can be entered and stored in the Order Entry system. Easy conversion of part or all of the quote is allowed. The quote status (bid, budgeted, rejected, accepted or percentage chance of win) indicator along with various reports will assist the sales manager in monitoring and projecting new business.
Project/Booking/Job Tracking can be performed by the Order Entry, Purchase Order, Accounts Receivable and Accounts Payable modules. This tracking was designed for companies who need to track and account for the sales, inventory, receivable and payable parts of each project. Several reports and tracking mechanisms are in place within the MIS system that will allow you to keep track of key components of each project.
Selling should be proactive - not reactive. Designed to work with the outside salesperson, the MIS Customer Order form tracks customer buying habits, along with average usages.
The Order Entry module contains over 40 reports, which can be used for internal and external control and analysis.
See also the Inventory
and Sales Analysis modules for additional features.
Contact Information
Sales 800.334.1987
Support 800.624.6827
Email
blyles@accutech-mis.com
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