ACCESS ACCOUNTS l Modules - Sales Order Process (SOP)

Efficient processing and management of orders.

Efficient processing and management of orders is vital to Customer relations and business growth. The Sales Order module offers a single, fast and accurate system, covering every conceivable aspect of the ordering process.

Flexible Pricing
Up to ten standard selling prices can be stored for each Stock Record. A price band, discount structure and unique payment terms can be allocated to each Customer. The Price Matrix module allows entry and automatic selection of a unique selling price or discount for every Stock Record for every Customer. Estimates, quotations and Pro Forma invoices can all be converted into live orders. Your estimates and invoices can either be formatted like a letter, or as a list of items from the price list or Stock module. Line items can be priced individually, subtotalled, or shown as a total for the whole document. The system also automates handling of superseded, alternative and bundled stock items.

Winning the Sale
Special notes about Customers and stock items can be displayed to assist with Customer requirements, product information and credit control. Historical orders can be duplicated in whole or in part, and scheduled to repeat at weekly or monthly intervals. The mail order window captures credit card details and requires authorisation before allowing a delivery.

Stock Availability
Access shows physical and free stock quantities at a glance. You can drill down to see dates, names and details of goods - 'On Order In' and 'Reserved Out' - so that you are fully informed when talking to Customers.

Making a Profit
Access will warn you if you try to sell an item for less than its cost price, and show you the profit value and margin line by line as an order is entered. Profit and order history are available, by product and by Customer, using fast drill down windows as well as printed reports.

Control
Orders can be allocated a status upon entry and can then be progressed from one status to another until fully authorised, for example: Price Check >> Credit Check >> Approved >> Picked >> Shipped. This status can be published on the web, enabling Customers to track the progress of their orders on a self-service basis… without taking up any of your time.