Sage BusinessWorks Order Entry Module

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

With the Sage BusinessWorks Order Entry Module you and your staff can easily access a variety of customer information including past purchase history, shipping address and credit card information. Alerts can be set up to notify sales staff of customer credit limits with the ability to put a hold on an order until your customer is up to date. Integrated with Inventory Control Module, your Sage BusinessWorks becomes a complete distribution solution. View status of parts, on-hand, on-order, and committed quantities.

Maximum Limitation in Sage BusinessWorks Order Entry Module:

Max Amount per Quote, Order or Invoice: $9,999,999.99

Total Quotes per Customer: 3,000

Total Orders per Customer: 6,000

Total Invoices per Customer: 12,000

Kits: 50,000

Line Items in a Kit: Unlimited

Ship-To Addresses per Customer: 500

Line Items per Quote, Order or Invoice: Unlimited

Sales Accounts per Quote, Order or Invoice: 999

Sales Taxes per Quote, Order or Invoice: 3

Characters in Invoice Description: 20

Months to Keep Detail: 60

Reports in Sage BusinessWorks Order Entry Module:

Back Order Fill

Back Order

Business Graphics

Credit Memo

Flash Report

Gross Profit

Invoice Detail

Invoice

Kit Order List

On-Order

Order Selection

Packing List

Part Back Order

Pick Ticket

Quote

Quote Return Invoice

Return Part

Sales Analysis

Sales Order

Ship-to Address List

General Features in Sage BusinessWorks Order Entry Module:

  • Add new customer and parts on the fly during quotes, sales orders and invoice entry
  • Gross profit report can be run based on paid invoices and used as commission report
  • Quickly locate customers, parts, quotes, orders and invoices with flexible search features
  • Sort reports by customer, part, product line or sales order number
  • Find orders and invoices using the customer’s PO number

Maintenance Features in Sage BusinessWorks Order Entry Module:

  • Easily look up customer’s part purchase history while entering sales orders, quotes and invoices
  • Receive alerts when a customer reaches their credit limit
  • Ability to track sales by customer, part, product line or sales representative
  • Create and maintain a template for parts, labor and comments that normally appear together on a quote
  • Import ship-to addresses

Processing Features in Sage BusinessWorks Order Entry Module:

  • Ability to allow prepaid sales orders
  • Customize and print pick tickets and packing lists
  • Allows calculated sales tax amounts with the ability to override quote, order or invoice entry
  • Copy quotes, sales orders and invoices from another customer
  • Provide batch or online printing of quotes, sales orders and invoices
  • Locate quotes, orders or invoices based on ship-to addresses in the quote, order or invoice inquiry options
  • Process returns to inventory and returns damaged merchandise without returning to inventory
  • Track profitability of quote being converted to sales order
  • Accept payments and deposits at the time of the sales order or invoice
  • Allow partial shipments to begin invoicing at earliest opportunity
  • Enable customer specific pricing
  • Email quotes, sales orders, and invoices
  • Convert quotes to sales orders to invoices
  • Select sales orders to be printed on a specific date
  • Export and import between disconnected Sage BusinessWorks sites; in office and in the field
  • Ability to print invoices with or without prices or extended prices to be used in packing lists
  • Modufy ship-to addresses when entering quotes, sales orders and invoices
  • Recommends substitutions for out-of-stock items
  • Allow commends on quotes, sales orders and invoices
  • Integrates with StarShip

For more information on Sage BusinessWorks give one of our professional consultants a call 800.475.1047 www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

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