OnTarget Order Entry

The Order Entry Module is designed to allow you to take orders from your customers over the phone, from the OnTarget eCommerce website, or over your retail sales counter. It is integrated with the Accounts receivable module and allows you to create and set Payment and Pricing terms for each different customer. It displays the customer's order history, on demand in the Order Entry function, to allow you to remind the Customer of items ordered in the past, in order to increase sales. Integrated with the Inventory module, it tracks stocking levels at your location and shows what is available at other locations if you have implemented the multi-location wide area network features, in real time. When the Sales Order is entered it prints a "Pull Sheet" that lists the items in warehouse location order, to increase efficiency in the pulling and packaging of orders for delivery to the Customer. Integrated with the Purchase Order system it allows you to import purchase orders for goods you are having drop-shipped to your customer and invoice for them directly. And when a purchase order is received you get a report showing all open orders for whatever items you just received so that the orders can be invoiced and not forgotten.

Enter, Edit and Invoice Orders This function allow you to enter Customer orders and work orders, recall and edit them, and invoice them as well. Multiple invoices can be generated from the same order, in the event that some items are "back ordered" and shipped at a later date. It allows you to create Customer quotes, recall them and turn them into orders and invoices. It allows you issue Credit memos to customers. You have the ability to enter serial numbers of items sold for warranty purposes, and lines of miscellaneous description about the items invoiced as well. You also have the ability to enter "non-stocking" items (those not entered into your inventory system) to be invoiced as well. You have the ability to take an order from a new Customer and enter that Customer into the Customer table at the same time. Invoices can be emailed directly to the Customer as well as being printed out in one of several invoice formats. Because it is interfaced with the Purchase Order system, you can import purchase orders that were drop-shipped to your Customer and invoice them. The Inventory and cross reference lookup features allow you to quickly and easily find the products your customer wants, and the pricing is calculated and displayed automatically, based on that Customer's pricing defaults. The Inventory Lookup feature will also allow you to display a listing of all of the products the Customer has purchased from you previously, how many and the last date of purchase and the price at that time. Packing lists or "pull tickets" are printed in bin location order so that when the order is assembled for shipment or delivery, it can be done efficiently by making one pass through the warehouse. Finally, the Verify Order feature allows the warehouse employees pulling the order to scan the barcodes of the ordered items as the Customer's order is assembled to insure an accurate shipment. The function will print as many shipping labels as are required.

Group Master Maintenance This function allows you to create and maintain Customer Sales Groups for special pricing on selected items and sales analysis purposes. Designed for sales to buying co-operatives and vertical markets, it works great for "contract pricing" as well.

Maintain OE-Sales Constants This function allows you to enter the default values that control the way the Order Entry system functions. The four basic Categories are Order Entry/Invoicing Options, Add Customer Options, eMail Invoice Options, and Default Shipping and Handling Policy. Order Entry/Invoicing Options allow you to set defaults on items like default minimum margins on price changes, whether a supervisor override is required to change the selling price of an item, the way that low stock warnings are presented, whether sales tax is charged on invoiced freight, whether back orders are saved or not, how inventory and customer memo fields are presented, how shipping labels print, which type of invoice format is used to print invoices, the percentage of restocking charge on returned merchandise, or the default number of copies. Add Customer Options allow you define the default values used when new Customers are added from the Order Entry screen. eMail Invoice Options allow you to select whether the email invoice feature is not used, or if it is, is the user Always asked if he wants to email an invoice to the Customer, is asked only when an email address is present in the Customer information, or is the email function automatically activated when an email address is present in the Customer information. Default Shipping and Handling Policy allows you to decide whether or not to charge a shipping charge, and if so, charge a dollar amount or percentage of the invoice amount, what the prepaid shipping threshold is (e.g. orders for 500.00 or more are not charged a shipping charge), and what the dollar amount or percent is. You are also allowed to decide whether or not to charge a handling charge, and if so, charge a dollar amount or percentage of the invoice amount, what the prepaid handling threshold is (e.g. orders for 500.00 or more are not charged a handling charge), and what the dollar amount or percent is.

Print Bills of Lading This function allows you to print a generic Bill of Lading form for shipments going out by freight carriers rather than UPS, Fedex, or company truck. It should be noted that it is a multi-part pin-fed form that requires an impact printer.

Warranty Lookup This function allows you to lookup Invoices by the serial number of the item sold, for warranty purposes. It displays the invoice number, invoice date, Customer name and product Description.

Import Website Orders This function allows you to import orders from the OnTarget eCommerce website so they can be invoiced and shipped to the Customer. It is important to note that the OnTarget eCommerce website is a separate product that Aym Business Consulting sells to its' clients, and is not included in the basic OnTarget package.

Open Orders Report This function allows you to print a report showing all sales or work orders, or both, that have not yet been invoiced.