Sales Invoicing and Ordering
Simple Input, Complex and Comprehensive Output
Simple Data Input
Simple Data Display
Simple “Instant Search” facility for most common data (Invoice Ref, Account, Customer Ref, Invoice Date, Order Number)
(Orders includes instant search by Status/Account)
Quick Account Filtering by Paid/Unpaid and/or date range
or (in Order Processing) by Outstanding Orders or Despatched Orders not yet invoiced
More Powerful and Unlimited Data Retrieval for all other searches
Unlimited Template Design for Invoices, Reports etc
Data records distinction between Ordering Point, Delivery Address and Invoice Address
Status Recording allows simple management of Warranties, Exchanges, Approvals etc
Optional Credit Authorisation allows management to require authorisation before credits can be printed/posted. Reasons for Credit can be mandated on line items. (These are selected from a simple popup populated “on the fly” by the users). As well as authorisation, credit reason recording provides a powerful tool for subsequent Warranty Analysis.
Additional Status Option in Ordering (QUOTATION) allows Quotations to be created quickly and easily within the Order processing module, printed on an appropriate template (to look like a Quotation rather than order) then, if accepted, converted directly to an Order just by changing the Status.
Email Invoices as PDFs directly from invoicing to customers
Payment details can be captured with invoice or order
(as at Point of Sale or Telephone Sales)
Unlimited Note Field for additional narrative or instructions.
Immediate link between related Invoices/Orders, Address book entries or Cashbook record
Optional comprehensive “self auditing” (available all modules) allows managers to track any changes made to data and see who made the change and when.
Examples of non standard data captured and (generally) amendable at invoice/order level include:
Line-item cost at date of sale (allows true profitability analysis unaffected by
subsequent price changes) (can be automatically updated from late arriving Purchase
Invoice Data)
Currency
Customer References (eg their Purchase Order Numbers)
Sales Rep
Names of users who created or last amended Invoice/Order and dates of same
(non amendable)