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Sage 500 ERP
B E N E F I T S
• Customizeyourentiresalesfunction,includingdiscounts,credit,taxes,commissions,kitting,andmore.
• Defineyourpricingstructureandpriceyourinventoryitemsformaximumprofitability.
• Simplifyandstreamlineworkflowwithpowerfulsalesorderprocessingtools.
• Setup,maintain,andcloseblanketorders,reducingpaperworkandmaximizingefficiency.
• AnalyzeandmonitorSalesOrderdataandtransactionsincludingsaleshistories,shipmentinformation,customerreturns,andmore.
S A G E 5 0 0 E R P S O L U T I O N S
• FinancialsandProjectAccounting• ManufacturingandDistribution• CRMandE-Business• HumanResourcesandPayroll• CustomizationandIntegration• BusinessIntelligence
Sales Order
Enhance Customer Service and Productivity
TheSage500ERP(formerlySageERPMAS500)SalesOrdermoduleshelpsyoumaximizeproductivityandincreasecustomersatisfactionbyimprovingefficiencythroughoutthesalesprocess.ThismoduleisanintegralpartoftheSage500ERPdistributionandmanufacturingseries,whichhasbeendesignedwithinputfromsupplychainexperts.
TheSalesOrdermoduleputsvitalcustomerandinventoryinformationatyourfingertipstohelpkeepyourmostcriticalbusinessprocessesoperatingsmoothlyandefficiently.Asetofpowerfulsalesanalysistoolstakestheguessworkoutofmaintainingappropriateinventorylevels,givingyoucriticaldatatohelpensurethatyouhavesufficientinventorytosatisfycustomers’expectationswhilestockingthepreciseamountofeachitemtomaximizeprofitsandcashflow.
CustomerservicerepresentativescanquicklyandeasilypersonalizetheorderentryscreenbyplacingdataelementstheyfrequentlyaccessinaFavoritessection.Theycanalsoquicklycopyorderfrompreviousordersanddrilldowntotrackatransaction,stepbystep,backtoitsoriginalsource.Youcanalsotrackinventoryitemavailability,pricing,lots,serialnumbers,quantitypricing,specificcustomerpricing,costs,andcustomercreditlimits.Youcanevenestablishawiderangeofitem-orcustomer-specificinformationatthesalesorderline,includingshippinginformation,dropshipmentrequirements,commissions,accountnumbers,vitalorderdates,salestax,andtradediscountpercentages.
WiththeSage500ERPSalesOrdermodule,themostcomplex,out-of-the-ordinarytaskscanbeperformedquicklyandconveniently—savingyoutime,money,andeffort.
Sage 500 ERP I Sales Order
©2012SageSoftware, Inc.All rightsreserved.Sage,theSage logos,andtheSageproductandservicenamesmentionedhereinareregisteredtrademarksortrademarksofSageSoftware,Inc.,oritsaffiliatedentities.Allothertrademarksarethepropertyoftheirrespectiveowners.500_SO_DS05/12
System OptionsCustomizeyourentiresalesfunction,includingdiscounts,credit,taxes,commissions,kitting,andmore.• Assigntradeandpaymenttermdiscountsandcreditlimitsforeachcustomer.
• CheckcustomercreditlimitsduringSalesOrderEntryandsetautomaticreleaseofordersfromholdwhencreditchanges.
• Createcustomerfieldsforthesalesorderandsalesorderline.• Definedefaultorderentrylayouts,includingfieldstoshow/hideandpopulartasksorganizedonaFavoritestab.
• Setsalestaxclasses,codes,andschedules.• Setmultiplesalescommissionplans,includingsplitcommissions.• Organizekitstooperatelikeregularitems,thenexplodethemwhengeneratingpicklistsandinvoices.
• Trackrestockingchargestoseparategeneralledgeraccounts.
Pricing, Discounting, and PromotionsCommandtheflexibilitytodefinepricingstructureandpriceinventoryitemsformaximumprofitability.• Definepricingstructuresbycustomertypeorwarehouselocation.• UsetheMulticurrencyManagementmoduletodefinedefaultcurrenciesforspecificcompaniesorwarehouses.
• Managesophisticatedpricingmodels,includingcontractpricing;pricebreaksbasedonquantity,monetaryamount,weight,orvolume;effectiveandexpirationdates;andsalespromotions.
• SeetheSage500ERPInventoryManagementspecificationsheetformoreinformationaboutpricing,discounting,andpromotions.
Sales Order ProcessingSimplifyandstreamlineworkflowwithpowerfulsalesorderprocessingtools.• Customizablegridentryforfast,heads-downdataentry.• Createandpickwill-callandover-the-counterordersdirectlyfromorderentry.
• Enterpayments,includingcreditcarddepositsandpayments,duringorderentryorapplyexistingcreditmemosandcashreceiptstonewinvoices.
• Enternegativenoninventorylineitemsforone-timediscounts,coupons,orotherdollaroffentries.
• Printpro-formainvoicebeforecommittingtheshipment.• ProcesscustomerreturnsandRMAswithease.• Automaticallyconvertalltypesofsalesquotations,forbothcurrentcustomersandprospects,intostandardorders.
• Enterandprocesssalesordersinanycurrency.• Createordersforthesaleandtrackingofinventory,noninventory,orspecialitems.
• Establishshipmentofindividualitemstodifferentlocationsondifferentdates,allononesalesorder.
• Sendorderconfirmationstocustomersinhardcopyorelectronically.• ViewtheavailabilityandexpectedquantitiesofitemsandrunningtotalsonlineduringSalesOrderEntry.
• Lookupsalesorderrevisionsanddates.• CommitinventoryduringSalesOrderEntryforreal-timepictureofquantityavailable.
• Attachreferencecodes,standardizedcomments,orfree-formcommentstosalesordersandsalesorderlines.
• Recordreturnsandgeneratecreditmemosinaccountsreceivable.
Blanket OrdersMakeiteasytosetup,maintain,andcloseblanketorders,reducingpaperworkandmaximizingefficiency.• Useblanketorderstotrackandmaintaincustomercontracts.• Generatestandardsalesordersfromablanketorder.• Trackreleasesagainstablanketorder.
Pick/Pack and Ship OptionsCreateanefficientworkflowinyourwarehouse.• Selectandprintpickinglistsbydate,warehouse,transportationcarrier,shippingpriority,orotheruser-definedcriteria.
• Useassistedpickingtopinpointexactwarehouseitemlocations.• Generatestandardshippingdocuments,suchasbillsofladingandshippinglabels,inadditiontopackinglists.
• Trackserialandlotinformationduringtheshippingprocessincaseaproductrecallorothereventdemandsquickaction.
Manufacturing OptionsAdditionalfeaturesareavailableduringSalesOrderEntrywhenmanufacturingmodulesareinstalled.• Optionallyexplodeconfigurationdetailsorbillsofmaterialsonsalesorderandinvoice.
• RunCapabletoPromiseinquiriesdirectlyfromorderentry.• LaunchMRPfromorderentryorquoting.• Createandtagworkorderstosalesorderlines.
Business InsightsAnalyzeandmonitorSalesOrderdataandtransactionsincludingsaleshistories,shipmentinformation,customerreturns,andmore.• Organize,analyze,andgraphprofits,saleshistoryofcustomerreturns,andsalesbycustomer,warehouse,productline,anditem.
• UsetheDataAlertsmoduletomonitorSage500ERPwhenquotesareduetoexpire,whensalesordersareplacedforlargedollaramounts,orwhenback-orderedinventoryitemsarereceived.Alertscanbesenttoanyemailaddresstoinformappropriateemployeesaboutcriticalsalesinformation.
• Built-inintelligencereportsprovideinsightintosalesorderstatus,quantitiesavailable,shortstock,expectedshipments,backorders,projectedsales,returns,andsaleshistoryandanalysis
“Salespeople can enter an order for a customer, click, and know practically everything about that customer, such as their ordering history, payments, and open orders. Sage 500 ERP has cut 80% of the time spent on customer queries.”
Rebekah GarringerControllerTimbercon Inc.
Blytheco • 800-425.9843 • solut [email protected] • www.blytheco.com