Our Sales Orders module generates, schedules, and maintains customer sales orders and warehouse pick tickets. Invoices are automatically created when sales orders are shipped either individually or by route/batch. Sales Orders prints pick tickets, passings, truck manifests, driver audit sheets, route recap reports (both summary and detail) and a wide variety of other Sales Order analysis reports. Our route analysis screen graphically displays the status of all routes, including package counts, stops, and route weights. Orders can be easily moved from one route to another with a single keystroke. As routes are released, the route analysis screen immediately displays the information thus allowing the warehouse manager to determine the status of all orders as the shipping process continues.
Contact UsRapid entry of a sales order is facilitated through the use of customer specific menus. Order takers simply need to specify the quantities ordered on a spreadsheet-like grid, press the save button and the order is complete. Each item can be set up as a breaker item with up to 3 unique breaker units. By pressing the F2 key, each breaker U/M will automatically recalculate the price and quantity factors. In addition, item specific uplift charges will automatically raise the price by a percentage specified in the customer master file. However, uplift charges will not apply to items on contract. System also warns when inventory balance is insufficient to ship from inventory.
Customer Menus allow for unique pricing alternatives such as date-specific contract
pricing, item-specific price levels, general and specific contract override pricing
for each menu item, customer’s own item numbers printed on sales documents, retail
pricing for convenience store margin calculations, seasonal item sales and much
more. Contract items are denoted on the order entry menu and privileges can be set
up by management to disallow editing of prices for these items. Privileges by the
user can also be set up to control unauthorized price overrides.
Order guides can be printed in advance and are calculated on pending prices rather
than active prices. As a result, price levels can be established well in advance of
activation date and new order guides can be created and distributed as much as a
week in advance. Order guides can be automatically faxed or e-mailed through a
server based fax service as well. In addition classes of product can be added to the
price guides, allowing the salesperson to quote product to the customer without
adding it to daily order menu.
Pick tickets are printed in route/stop order so trucks are loaded correctly for their respective route deliveries. In addition, each pick route is printed in slotted warehouse order so picking operations run smoothly.
Change orders are denoted as “revised orders” and the changed/added lines are clearly marked. Orders are automatically routed from a customer-specific seven-day routing grid. All routes can be viewed on the route analysis screen with current package counts and weight calculations. Orders can be removed to new routes/stops and package counts/weights are automatically recalculated. As the routes are shipped, the information is automatically refreshed on the route screen.
When the routes are shipped, all invoices, truck manifests, and route recap reports are printed for each delivery truck. These documents denote special instructions such as “COD Customer,” “Do Not Dark Stop,” “Deliver Between Certain Times,” etc. In addition, a driver audit report is printed which can be used by the driver to log all monies collected, credits given, product exceptions noted by customer and any other pertinent delivery information.
A list of “breaker” items can be printed at any time, enabling the warehouse supervisors to balance their workload between repack and loading dock operations. This also gives the repack operation a head start in preparing orders well in advance of truck departure times.