Benefits of Sales Order Intelligence

The complete sales order and purchase to pay process has been automated with a highly configurable out of the box solution. Sales Intelligence saves you money by providing excellent commitment control, multi-route authorisation, seamless integration with your Accounts Payable and your Job Cost model, and by removing data duplication and paper flows. You have full control over your workflows, document formatting, user reporting.

Sales Orders

Sales Orders can be pegged to one of your customers held within your accounting system. Each order represents a complex set of sub-assemblies but will provide a clear view of margin, discounts and job-cost. Each sales line will generate stock allocation or purchase order lines based upon the product/assembly being selected.

Purchase or Stock

You can decide to source the sales order from stock or via an automated purchase order. Your item master can hold multiple vendors and sales orders can generate requests for quotations. Each line can hold as many additional attachments as you require. All sales order and resulting purchase orders can be subject to the workflow conditions set in the route the user has initiated.

Vendor Management

Vendor details can be dynamically accessed from your existing accounts system, however additional KPI’s and complex vendor pricing arrangements can also be configured in the system. Workflows can be extended to deal with Acknowledgement and Purchase Order changes and cancellations. A full electronic dialogue can be maintained with your key vendors including punch-out support.

Receipting

All service and goods receipt can be handled efficiently using a scanner or input into the system against an expected purchase order. Any receipt issues are automatically routed through to the relevant user for resolution with the vendor or the customer.

Inventory

The status of an assembled product or pack is maintained and feeds directly into a shipping queue.

Invoice Matching

Recoverable expenses will automatically be posted through to your job once Vendor invoices are matched to a purchase order and posted as an authenticated accounts payable batch.

Shipping

Full or part shipments are enabled within the system. Packing slips and shipping notes can be easily configured by yourself to meet your specific needs. The shipping event on completion of the sales order can post the correct bill details through to your billing system.