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| " The FDM4 Order Entry & Invoicing module is a comprehensive system for quoting, entering, shipping, and invoicing customer orders. This module can be used alone or integrated with other FDM4 modules. During order entry, you can review stock balances, suggest substitute items, and offer various pricing options all in an interactive mode from one screen. " |
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- Order Entry/Adjustment procedures
- Shipment creation procedures
- Manual or automatic creation of invoices for orders previously shipped. The invoice generation procedure can be set up as a batch procedure to run nightly to create invoices and update the Customer's Accounts Receivable account
- Full Order Approval system
- Customer return authorization and receipt procedures
- Backorder Maintenance procedure. This functionality will allow the end user to manage backorders that exist for a specific customer. The procedure will list all of the outstanding backorders by Customer that exist in the system. The procedure will allow the user to update the following information on these orders without having to call up each individual order Warehouse the goods are being shipped from, the order quantity, and the price that the Customer is going to receive for the items on the order in question.
- Full Commission procedures for automatic calculation of commissions owing salespersons from Orders entered. The Commissions procedure allows the end user to calculate, approve and release commissions for payment.
- Full Customer Credit checking procedures. The O/E control file will allow the company to set up "rules" which will determine which Orders will be released for shipping automatically, and which Orders will be held for approval prior to the shipping procedures. Each Customer is set up with a Credit Level, which is the first stage of the checking procedure. There are 5 different levels: Level 1 Customers never require approval, Level 5 Customers always require approval, Levels 2 through 4 will require approval depending on the total outstanding receivables in the A/R module, the total of all outstanding orders, minus any Payments recorded for the Customer. The criteria for those Customers sitting at Levels 2 through 4 are set on the O/E control file
- O/E Module is fully integrated in real-time with the Accounts Receivable and Inventory Control modules
- FDM4 is designed to handle multiple different types of Credit Terms to be used when creating Customer Orders. Orders can be created as a cash sale, a "net" sale where the invoice remains open on the Customer's account, or a Credit Card sale.
- Remittance information for payment can be entered at the time that the order is created so that when the invoice is generated after the goods are completely shipped out to the customer, the invoice that is generated is automatically closed, and the appropriate payment postings are created from the remittance information entered on the order.
- O/E Module is fully integrated in real-time with the Accounts Receivable and Inventory Control modules
- Default order information is stored on the Customer Master file so that when an order is generated for an existing Customer the end user is not required to re-enter standard information on the order header that is required when the order is taken, and can go right to adding the items to the order that the Customer is purchasing.
- Customers can be created and added to the Customer Master file from the Order Entry program without having to exit the Module to first add the Customer.
- OCustomer order information is retained on the Customer's account even if the order is subsequently cancelled later on.
- Copy functionality exists in the Order Entry procedures that will allow the end user to create a new order based on an existing Customer Order ( an open, closed, or even cancelled order) in the system for the same Customer, or an order that exists on another Customer's account.
- Fully functioning freight calculation procedure that will calculate freight on the Customer's order based on rate tables set up in the system for the Carrier chosen, the weight of the items which is pulled from the Item Master file for the goods the Customer is purchasing, and for the Zone in which the Customer's ship to address zip code falls. Freight is calculated on the in stock portion of the Customer's order only.
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