Sage 500 ERP

B E N E F I T S

• Customizeyourentiresalesfunction,includingdiscounts,credit,taxes,commissions,kitting,andmore.

• Defineyourpricingstructureandpriceyourinventoryitemsformaximumprofitability.

• Simplifyandstreamlineworkflowwithpowerfulsalesorderprocessingtools.

• Setup,maintain,andcloseblanketorders,reducingpaperworkandmaximizingefficiency.

• AnalyzeandmonitorSalesOrderdataandtransactionsincludingsaleshistories,shipmentinformation,customerreturns,andmore.

S A G E 5 0 0 E R P S O L U T I O N S

• FinancialsandProjectAccounting• ManufacturingandDistribution• CRMandE-Business• HumanResourcesandPayroll• CustomizationandIntegration• BusinessIntelligence

Sales Order

Enhance Customer Service and Productivity

TheSage500ERP(formerlySageERPMAS500)SalesOrdermoduleshelpsyoumaximizeproductivityandincreasecustomersatisfactionbyimprovingefficiencythroughoutthesalesprocess.ThismoduleisanintegralpartoftheSage500ERPdistributionandmanufacturingseries,whichhasbeendesignedwithinputfromsupplychainexperts.

TheSalesOrdermoduleputsvitalcustomerandinventoryinformationatyourfingertipstohelpkeepyourmostcriticalbusinessprocessesoperatingsmoothlyandefficiently.Asetofpowerfulsalesanalysistoolstakestheguessworkoutofmaintainingappropriateinventorylevels,givingyoucriticaldatatohelpensurethatyouhavesufficientinventorytosatisfycustomers’expectationswhilestockingthepreciseamountofeachitemtomaximizeprofitsandcashflow.

CustomerservicerepresentativescanquicklyandeasilypersonalizetheorderentryscreenbyplacingdataelementstheyfrequentlyaccessinaFavoritessection.Theycanalsoquicklycopyorderfrompreviousordersanddrilldowntotrackatransaction,stepbystep,backtoitsoriginalsource.Youcanalsotrackinventoryitemavailability,pricing,lots,serialnumbers,quantitypricing,specificcustomerpricing,costs,andcustomercreditlimits.Youcanevenestablishawiderangeofitem-orcustomer-specificinformationatthesalesorderline,includingshippinginformation,dropshipmentrequirements,commissions,accountnumbers,vitalorderdates,salestax,andtradediscountpercentages.

WiththeSage500ERPSalesOrdermodule,themostcomplex,out-of-the-ordinarytaskscanbeperformedquicklyandconveniently—savingyoutime,money,andeffort.

Sage 500 ERP I Sales Order

©2012SageSoftware, Inc.All rightsreserved.Sage,theSage logos,andtheSageproductandservicenamesmentionedhereinareregisteredtrademarksortrademarksofSageSoftware,Inc.,oritsaffiliatedentities.Allothertrademarksarethepropertyoftheirrespectiveowners.500_SO_DS05/12

System OptionsCustomizeyourentiresalesfunction,includingdiscounts,credit,taxes,commissions,kitting,andmore.• Assigntradeandpaymenttermdiscountsandcreditlimitsforeachcustomer.

• CheckcustomercreditlimitsduringSalesOrderEntryandsetautomaticreleaseofordersfromholdwhencreditchanges.

• Createcustomerfieldsforthesalesorderandsalesorderline.• Definedefaultorderentrylayouts,includingfieldstoshow/hideandpopulartasksorganizedonaFavoritestab.

• Setsalestaxclasses,codes,andschedules.• Setmultiplesalescommissionplans,includingsplitcommissions.• Organizekitstooperatelikeregularitems,thenexplodethemwhengeneratingpicklistsandinvoices.

• Trackrestockingchargestoseparategeneralledgeraccounts.

Pricing, Discounting, and PromotionsCommandtheflexibilitytodefinepricingstructureandpriceinventoryitemsformaximumprofitability.• Definepricingstructuresbycustomertypeorwarehouselocation.• UsetheMulticurrencyManagementmoduletodefinedefaultcurrenciesforspecificcompaniesorwarehouses.

• Managesophisticatedpricingmodels,includingcontractpricing;pricebreaksbasedonquantity,monetaryamount,weight,orvolume;effectiveandexpirationdates;andsalespromotions.

• SeetheSage500ERPInventoryManagementspecificationsheetformoreinformationaboutpricing,discounting,andpromotions.

Sales Order ProcessingSimplifyandstreamlineworkflowwithpowerfulsalesorderprocessingtools.• Customizablegridentryforfast,heads-downdataentry.• Createandpickwill-callandover-the-counterordersdirectlyfromorderentry.

• Enterpayments,includingcreditcarddepositsandpayments,duringorderentryorapplyexistingcreditmemosandcashreceiptstonewinvoices.

• Enternegativenoninventorylineitemsforone-timediscounts,coupons,orotherdollaroffentries.

• Printpro-formainvoicebeforecommittingtheshipment.• ProcesscustomerreturnsandRMAswithease.• Automaticallyconvertalltypesofsalesquotations,forbothcurrentcustomersandprospects,intostandardorders.

• Enterandprocesssalesordersinanycurrency.• Createordersforthesaleandtrackingofinventory,noninventory,orspecialitems.

• Establishshipmentofindividualitemstodifferentlocationsondifferentdates,allononesalesorder.

• Sendorderconfirmationstocustomersinhardcopyorelectronically.• ViewtheavailabilityandexpectedquantitiesofitemsandrunningtotalsonlineduringSalesOrderEntry.

• Lookupsalesorderrevisionsanddates.• CommitinventoryduringSalesOrderEntryforreal-timepictureofquantityavailable.

• Attachreferencecodes,standardizedcomments,orfree-formcommentstosalesordersandsalesorderlines.

• Recordreturnsandgeneratecreditmemosinaccountsreceivable.

Blanket OrdersMakeiteasytosetup,maintain,andcloseblanketorders,reducingpaperworkandmaximizingefficiency.• Useblanketorderstotrackandmaintaincustomercontracts.• Generatestandardsalesordersfromablanketorder.• Trackreleasesagainstablanketorder.

Pick/Pack and Ship OptionsCreateanefficientworkflowinyourwarehouse.• Selectandprintpickinglistsbydate,warehouse,transportationcarrier,shippingpriority,orotheruser-definedcriteria.

• Useassistedpickingtopinpointexactwarehouseitemlocations.• Generatestandardshippingdocuments,suchasbillsofladingandshippinglabels,inadditiontopackinglists.

• Trackserialandlotinformationduringtheshippingprocessincaseaproductrecallorothereventdemandsquickaction.

Manufacturing OptionsAdditionalfeaturesareavailableduringSalesOrderEntrywhenmanufacturingmodulesareinstalled.• Optionallyexplodeconfigurationdetailsorbillsofmaterialsonsalesorderandinvoice.

• RunCapabletoPromiseinquiriesdirectlyfromorderentry.• LaunchMRPfromorderentryorquoting.• Createandtagworkorderstosalesorderlines.

Business InsightsAnalyzeandmonitorSalesOrderdataandtransactionsincludingsaleshistories,shipmentinformation,customerreturns,andmore.• Organize,analyze,andgraphprofits,saleshistoryofcustomerreturns,andsalesbycustomer,warehouse,productline,anditem.

• UsetheDataAlertsmoduletomonitorSage500ERPwhenquotesareduetoexpire,whensalesordersareplacedforlargedollaramounts,orwhenback-orderedinventoryitemsarereceived.Alertscanbesenttoanyemailaddresstoinformappropriateemployeesaboutcriticalsalesinformation.

• Built-inintelligencereportsprovideinsightintosalesorderstatus,quantitiesavailable,shortstock,expectedshipments,backorders,projectedsales,returns,andsaleshistoryandanalysis

“Salespeople can enter an order for a customer, click, and know practically everything about that customer, such as their ordering history, payments, and open orders. Sage 500 ERP has cut 80% of the time spent on customer queries.”

Rebekah GarringerControllerTimbercon Inc.

Blytheco • 800-425.9843 • solut ions@blytheco.com • www.blytheco.com