The features in this module include:

• Multi-Enterprise Customers
• Customer data maintenance & history with various inquiries and reports
• Customer credit information and processing
• Check customer history and complaints display during order entry
• Credit review and hold release
• Customer contract pricing and releases
• Tax matrix maintenance
• Sales tax by ship-to zip code
• Multilevel price and discount matrix
• Stock, ship and price units of measure
• Customer and Order Level discounts
• Separate on-line pricing & availability checking using pricing scheme for customer, item and quantity.
• Multiple ship-to and bill-to references
• Separate ship-to, sold-to, and bill-to addresses
• Shipping lead-time by ship to location
• Unlimited customer coding scheme
• Customer buying groups
• Ship-via, freight, FOB and invoice terms maintenance
• On-line order entry editing and availability checking
• Substitutes and Supersede items
• Instant ATP calculation and display during order entry
• Price development from costs
• Automatic backorders
• One-step or two-step orders
• Automatic tax / discount / commission calculations
• Sales rep quotas/rep commission definition
• Multiple commission splits by order and order line
• Sales quotas vs. actual sales
• Automatic inventory status updates
• Acknowledgment, pick list, shipping manifest, invoice, pro-forma invoice
• Email customer documents
• Create sales orders by copying other orders, quotes or invoices
• Optional staging, packing, & containerization
• Sales analysis reports and inquiries
• Shipping performance reports
• User defined accounting interface
• Create Purchase Orders from sales orders
• Create Work Orders or repetitive schedule entries from sales orders
• Create multilevel work order cascade for entire job from sales orders
• Product Configuration
• RMA, Warranty Tracking, Service Work orders
• Prepayment on Sales Orders
• Enter prepayment data for sales orders with automatic credit card surcharges
• Multiple miscellaneous charges:
  • User Entered
  • Percentage of Gross
  • Percentage of Discount Gross
  • Percentage of Freight
  • Percentage of Payment
  • Percentage of Taxable
  • Fixed Value
• Automatic freight credit
• List Price Rounding
• Batch Shipment feature
• Batch Staging feature
• Streamlined containerization process
• Controlled Item Shipment Reservations
• Catalog Pricing
• Variable customer credit/order limits based on average days to pay
• Global comments for sales order forms
• Tracking of customer owned inventory
• Freight charges can be calculated by sales order gross high
• Sales order reports can be printed to fax to e-mail to customers
• Restrict customer/item purchases
• Sales order entry by zip code
• Sales order entry by phone number
• Customer search screen for sales order entry
• Item search screen for dales order entry
• Promotional item matrix
• Third party shipping accounts for Clippership
• VeriSign™ for payment processing
• Multiple customer/prospect mailing addresses
• Pricing from specific plants
• Sales order splitter by plant
• Alternate currency conversion