Sales Order key features

• Quotes, Order confirmation, Sales invoice and credit note.
• Expiry date available for quotes.
• One time customer support. Able to input customer name / bill-to / ship-to address for one time customer.
• Create new customer in one click by referring to existing customer.
• Create order from quote with one click.
• Create invoice from order confirmation or from scratch.
• Credit note due to return goods / damaged goods or price adjustment.
• Item type. Order item can be stock, non-stock, service or miscellaneous charge.
• Substitution item support. (for insufficient stock item)
• Short name support. (include in item list drop down)
• Kit item support.
• Multi-line item description.
• Invoice description feature. If it was defined in Item master, system will use invoice description instead of item description (one or many lines).
• Ship days, ship-to location and ship by are all provided.
• Customer PO number are required for order confirmation.
• Sales rep support.
• Prepayment support. (cash/check/credit card)
• Template support. Able to create template for re-use. (from existing quotes/order or from scratch)
• Copy to new. Compose new order/quote/invoice from existing one.
• Highlight stock item which stock is insufficient and also pop up MSN style warning message.
• Discount percent or amount for each item.
• Price list support. (see details below)
• Price Matrix support. (see details below)
• Promotion support. (see details below)
• Multiple Warehouse and location support. Able to select item from any warehouse / location.
• Multiple unit of measurement support.
• Decimal place support. Each item may have different unit price and quantity decimal place.
• Check current owing balance against credit limit defined in customer master. If owing balance exceed credit limit, order will be put on hold
• Multiple sales tax code support. Up to five levels of tax details. Support tax include in price.
• Tax details / Tax summary window built-in.
• Stock On-hand window built-in.
• Product related window.
• Best-selling window.
• Multi-currency capabilities.
• Customized quotes, order confirmation and invoice form.

• Customer Sales target program feature.
• Simple sales planning tools by customer by period.
• Target can be either sales amount or profit.
• Refer to actual sales of previous year. (or previous year target)
• Many methods provided. (fixed / spread through year)
• Can group by sales territory.
• Item Sales target program features
• Simple sales planning tools by item by period.
• Target can be sales quantity / amount or profit.
• Refer to actual sales of previous year. (or previous year target)
• Many methods provided. (fixed / spread through year)
• Can group by item category.
• Sales Territory support.
• Brand support.
• Customer group, grade support.
• Price and Promotion.
• Price List.
• Effective and expiry date apply.
• Future price list. New price list can be prepared in advance and becomes active on effective date.
• List active/future/past price list.
• Set price list in many currencies.
• No limit number of price list.
• Item Price List.
• Effective and expiry date apply.
• Adjust price easily by percent / amount
• Set price by mark up from item cost (average, standard, last cost)
• Set price easily by refer to other price list.
• Many methods provided for price adjustment.
• Priority effect. If more than one price list applied for customer at specific period, higher priority will be selected in Order entry and Sales Invoice Entry.
• Set price list in many currencies.
• No limit number of price list.
• Apply price list to specific combination of customer group / grade / territory.
• Promotion List.
• Effective and expiry date apply.
• List of all promotions. (Active / Future / Past / Disabled)
• Promotion master.
• Effective and expiry date apply.
• Apply promotion to specific combination of customer / customer group / grade / territory or this promotion applies to all customers.
• Apply promotion to specific combination of item / category / group / brand / price list
• Can exclude customer / group / grade / territory.
• Can exclude specific item / category / brand.
• 11 different promotion types.
• Free item will be automatically inserted below current line.
• Payment Term.
• Define your own payment term.
• Due days and discount for early payment are available.
• Sales Tax code.
• Multiple tax authorities support.
• Set tax rate for each tax authority.

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