Keep your finger on the pulse of your business! Taking orders should be an easy task. With Foundation 3000™ Order Entry is a breeze! When a customer calls to place an order, you’ll have all their past history right at your fingertips. View your customer’s purchase history, complete with when, how many and pricing information on your screen. You can offer customers “suggested or related products” to increase sales. Our margin-checking features can ensure you don’t sell anything for less than a set percent profit margin. When this power is linked to the Contact Management and CRM features you’re at your best!

Here are a few of the Sales Order Entry system features;

• Volume Rebate and claim-back processing for Vendors
• Drop-ship addresses show in Sales Orders as well as Purchase Orders
• Credit limit checks may be performed on a per-order or line-by-line basis, so that you can keep orders under the limit while entering. In addition to credit limit checks, any invoices for a customer which are overdue by more than a specified number of days are displayed upon entry, along with a phone number and contact, so that outstanding invoices can be resolved quickly before proceeding further with the order
• Built-in margin checking prevents accidental entry of prices that are below desired levels. Margins on the whole order may also be displayed
• The ability to view Committed and On Order quantities for stock items is greatly enhanced by the option to display all Sales Orders and/or Purchase Orders containing the item
• Miscellaneous sales notes which pop up during order entry can be entered on a per stock item, per shipping address or per customer basis, so that data entry operators can be conveniently reminded of special situations regarding the order. These are in addition to the comments that can be added to a packing slip or invoice
• Separate comments can be entered for packing slips and invoices. You may enter general comments to be applied to all invoices (e.g. special sales reminders, holiday greetings) and then override the comments for particular ones. The same applies to packing slips
• You may create Standing orders for customers so that often repeated orders (especially large ones) are easily reproduced
• The History Select feature enables you to view all items ever purchased by a customer on a per ship address basis along with the last price paid, the last quantity ordered, and the last date purchased for each item, to select for ordering. This greatly cuts down the number of potential errors due to incorrect entry of item codes or prices
• Stock Code browsing displays TWO lines of description per item, so that similar item descriptions can be further differentiated
• Negative quantities are allowed using estimated cost of sale, with all necessary GL adjustments performed automatically when items are replenished
• You may enter unlimited extra description lines per line item at order entry time. These are in addition to the special lines that may be entered in the inventory master for each item (useful in such situations as special handling of goods)
• Items may also be selected by key word searching
• “Kitting” feature allows on-the-fly alterations to inventory kits previously established. Even swap components of a kit in or out at Order Entry time, being assured that costing adjustments are handled by the system automatically
• Quotations are linked to Sales Orders so that quoted prices are immediately applied when entering orders for a customer. In addition, effective and expiry dates may be applied to quotations
• Unlimited custom-defined charges may be added to invoices
• Ability to transfer comments from Packing Slips to Invoices during Invoice processing
• One-click invoice faxing or emailing
• Sales staff has access to a powerful "related documents" utility for viewing, faxing, e-mailing of information regarding any inventory item in stock. This may be a spec sheet, photos, MS Word™ documents, PDF files or any file related to a product. This information, as well as any past purchase history, is at the fingertips of the Sales Order entry operators to support and drive efficient phone sales
• Increase sales with “pop-up” linking of Inventory items to other products which allows for "up-selling" of related products to increase your sales. The sales manager can link "ketchup" to "French fries" or "gasket" to "water pump" as each line item is added to Sales Orders. Management can turn off this feature for more seasoned sales staff
• Foundation 3000™ allows processing of orders either as a batch or one at a time. The Batch mode enables your GL to be less cluttered while the drill-down feature allows easy viewing of batch detail when necessary
• Special linking of Drop-Ship Sales Orders to the related Purchase Orders allows these orders to be easily tracked and processed
• Pricing conversion is performed automatically for foreign currency orders and also for alternate units of measure
• Non-stock item processing is monitored closely to prevent inadvertent ordering of non-requisite items
• Picking advice may be sorted by location to expedite shipment preparation
• Delivery scheduling and Driver Manifests provide customers who inquire about dates and times of shipment arrivals
• Generate Price quotations effortlessly with the Quote Item Selection utility. Greater control over Pricing is made possible with on-screen margin display. Conversion to Sales Orders is accomplished with one mouse click, or drag and drop selected items from the Quote to the Sales Order
• Selling of damaged goods does not mess up your costing, as a utility permits override of FIFO on a line item basis to more correctly state costing and margins
• Unlimited custom-definable tax codes
• Hot key for Shipping quantities accelerates Invoice processing
• Ability to transmit EDI invoices immediately or add advanced EDI data before sending, when EDI partner initialization has been completed
• One time “Pre-Sales” quotations may be created. On customer acceptance, one click activates the live order, automatically committing stock

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