ORDER ENTRY MODULE
The Online Accounting Sales Order Entry (O/E) module capitalizes on the accounting software strengths of ease of use, staff productivity, return on investment and business intelligence.
ORDER ENTRY BENEFITS
- Provide real-time financial visibility to stakeholders
- Improve information access, business transparency and financial control
- View lines of business as profit centers and provide unit-based financial reporting
- Leverage the reports library for complete financial statement reporting with drill-down, searching and exporting
- Use the custom report writer to create ad-hoc or company specific financial statements
- Consolidate multiple organizations or roll-up departments, territories or companies for reporting purposes
- Use workflow automation to reduce the time required for period-end closing
- Combine non-financial accounts with financial data to achieve operational reporting
- Automate reversing or recurring journal entries based upon user defined schedules
- Create simple or complex allocations to distribute G/L balances to departments, divisions or lines of business based on user-defined business rules
- Use multiple currencies throughout the system and automate the calculation of realized and unrealized gains and losses
- Create an unlimited number of budgets within the G/L module or use the Excel integration to import budget models
- Compare forecasts with detailed budgets by using online variance analysis and reporting
EASE OF USE: STREAMLINED SALES ORDER PROCESSING
 Sales order processing was designed for heads-down data entry speed and efficiency. Sales order form fields can automatically default prescribed values which reduces data entry. Page refreshes are eliminated, mouse driven navigation can be replaced with Tab and Enter keyboard navigation and integrated bar code scanning can automatically populate inventory items to the order.
The Order Entry page provides automated Substitute, Cross-Sell and Up-Sell item information as well as item availability, item alerts and item pictures. Line item pricing can utilize multiple price books, or even price lists assigned to individual customers. Price books can include pricing by unit of measure, promotional (date range) pricing, quantity volume discount pricing and other unique pricing considerations. The Pricing Permissions capability permits management to designate those individuals who may change order pricing, and designate the exact pricing mark up or mark down thresholds permitted.
STAFF PRODUCTIVITY AND ROI: BUSINESS PROCESS AUTOMATION
Using the Workflow Designer, prescribed workflow rules can accelerate the order-to-invoice process by enforcing valid entry at the source and routing sales orders to the right people based on the customer, order value, credit availability, inventory items or any other information contained on the sales order. Additional time saving enhancements include an order copy feature, order templates, automated recurring orders and a one-click quote to order conversion process.
In addition to the online sales order processing, customer information can be downloaded to a laptop, tablet PC or pocket PC and taken into the field. Updates to the portable information can be made and orders taken remotely. When the remote PC reestablishes Internet connectivity, all changes and sales orders are automatically uploaded to the central system.
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