Manufacturing and Distribution

Sales Order Processing

In the Header section, store the general order information, including billing and processing details.  (Click here for more examples.)

Overview

·  Orders — Submit pricing, terms of sale, and descriptions of goods and services offered to prospects and customers. Easily convert quotes to orders. Quickly generate shipments, invoices, pick lists, PO’s and work orders. Drill down to related documents directly from the sales order screen.  More...

·  Configure-to-order — Make convenient, order-specific changes to the bill of material and routing configuration of built, assembled and kit items during order entry. For example, edit sub-assembly items and quantities.  More...

·  Customer Management — Enter and maintain detailed billing and shipping information about your customers. Track information, such as address, sales history, terms of payment, sales tax, contacts, and customized fields.  More…

·  Return Material Authorizations (RMA), Credit Memos, & Debit Memos — Integrate with sales orders to allow for quick approval. Locate the originating order and return specific order lines, or create returns without requiring back-up documents. Also, issue credits or debits without inventory transactions.   More…

·  Invoicing — Create invoices directly from the Shipments screen, or use a batch invoice feature to generate invoices for all closed shipments based on date range, bill-to customer, ship-to customer, and shipment ID range.  More…

·  Account Reps & Sales Territories — Track account information for sales reps and organizations. Group customers and account reps into sales territories.  More...

·  Pricing Models — Store each item’s SRP and cost, as well as create multiple cost schedules, item price lists, and discount schedules that can be assigned.  More...

·  Consignment Warehousing — Ship goods to customers’ consignment warehouse and effectively track inventory levels.

Features & Functions

·  Quotes Report / Quotes Report with Detail 

·  Sales Order / Sales Order w/ Freight Information 

·  Customer List

·  Sales Booked

·  Sales Booked Detail

·  Sales Invoiced

·  Customers Missing Resale Certificate

·  Shipping Summary

·  Return / RMA document

·  Invoice Document

 

Documents & Reports

See GBMS in action...

Watch this summary demo to discover how the SOP features will help streamline your business.   View Demo

Image 2: Sample sales report

Image 1: Orders—Header tab

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