The Sales Orders Management Software module is a flexible business rules driven sales management system that adroitly manages orders from quotes through picking and shipment. It integrates with the Inventory Management module for the sale of inventory products with pricing rules, shipping and other information coming from the order profile, the customer or the ship to. Non-inventory items can be sold and taxes, freight, and other charges added. It integrates with the Receivables module for credit control and open receivables; with the Freight Management module for managing deliveries; with Production Management for orders requiring production; with Purchase Orders for drop ship orders and required items: and with the Accounting modules.

Orders are managed by stage—quote, plan, future order, pending order, assigned, picked, shipped/completed—with each stage updating inventory availability, as applicable. Various processes can be set to automatically occur based on the stage changing, such as the assignment of inventory to the order. Master orders can be taken and “split” for shipment, as required. Items can be drop shipped with the PO being automatically created. Items not shipped can be placed on back order or lost. Consignment sales/transfers can be made and later sold to the consignee based on the consigned inventory. Deposits and payments may be received against orders at any time and immediately update the accounting and bank balance.

Up to 5 salespeople can be attached to an order with the commission amount being automatically calculated based on flexible rules and rates. Commissions and other sales related payables transfer to the Settlements Processing module for later settlement based on invoices/credits or cash received..

Features
The ABECAS™ Insight Sales Order Management module is flexible enough to meet any sales order processing, commissions and delivery challenge. It includes:

• Powerful management screens with filtering and drill down capability
• Definable order entry screen for quick entry with immediate printing/fax/email
• Orders may be entered, received by EDI or from the web, or imported
• Customer credit control based on open orders and receivables
• Real time inventory information with automated product assignment
• Supports master orders, drop ship orders, consignment, brokered sales
• Flexible pricing with trade and terms discounts at the item or order level
• Picking by order or consolidated. A handheld computer may be used
• Deposits may be calculated and managed by order. Updates cash on receipt
• Commissions calculated based on salesperson, item, customer, and order
• Sales/GST/VAT taxes calculated with order. Reporting to Tax Authority
• Delivery management with tracking, trip building and billing
• Accounting module updated on both an accrual- and cash-basis
• Standard forms are customizable to user requirements
• Sales reporting based on transactions, customer, salesperson, item, other
• Ad hoc reporting for analysis of all sales activity