Infor10 Distribution Express (FACTS) Sales Order

FACTS' Sales Order System streamlines the entire order processing cycle and gives you the information needed to improve service and eliminate errors.

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Visibility and Access to Key Information

The system can be configured to automatically distribute entries to specific categories allowing you to manage orders.

• • Customize order entry screen layout to eliminate keystrokes and speed entry time
  • Create new orders from past orders, open orders or quotes
  • Sync Customer Inquiry and Item Inquiry views to Order Entry, allowing those views to "follow along" as you enter new customers and items
  • Use non-stock item functionality to track special orders without congesting reports
  • Commit back-ordered quantities automatically when goods are received, optionally giving rush orders priority
  • Maintain customer-specific item numbers so quotes, pick tickets, and invoices will display the customer's preferred item number
  • Associate customer deposits with an order and apply the deposit upon order confirmation
  • Set up each customer with unique credit check rules, including credit limit, days grace and action taken when credit checks fail
  • Mark an order to ship complete or certain lines to ship, reducing freight costs
  • Consult customer and notes for technical details, requirements or other information
  • Create customer and item notes to automatically display while entering orders

Better Manage Your Orders

Sales Orders is designed to help you better manage a full range of sales related activities in you business.

• Put orders on Service Hold to temporarily prevent them from printing in the warehouse
• Search for alternate warehouse stock levels if your primary warehouse is out of stock
• Report lost sales with reason codes for quick identification of the causes of lost opportunities
• Select a different price than the customer's default price by using the Price Search tool
• Determine an item price by entering the target gross margin
• Discount individual items or entire orders by a certain percent
• Create companion items to promote up-selling opportunities
• Create orders to ship from multiple warehouses, including direct from the vendor
• Use non-inventory items to charge for small orders or labor
• Suggest a purchase order or transfer for a back-ordered item
• Quickly review order exceptions for proactive customer service
• Use temporary items to sell one-time items
• Optionally assign each order to a truck rout

Pricing and Contract Options

Contract Pricing provides the ability to maintain special pricing for individual customers, customer price classes or all customers.

• Pricing can be set per item, item price class, primary vendor or for all items
• A contract may be set up using standard pricing, price levels or quantity break pricing
• A user definable hierarchy evaluates multiple applicable contracts to set default price
• Pricing information is displayed during order entry to allow the order taker to view pricing or select other pricing options

Additional Functionality

Quotes are often the first step in the order process. The easy-to-use quote programs allow the salesperson to convert entire quotes or only specific quote detail lines to sales orders upon customer approval and choose to create quotes for existing customers or new prospects. 

Counter Sales assists in a counter sale environment and offers time-saving functionality:

• Quickly create point-of-sale invoices and receipts
• Choose user-defined payment types to permit daily tracking of checks, credit cards and cash
• Multiple payment terms supported on single sale
• Utilize cash drawer reconciliation to maintain accurate cash tracking and balance discrepancies

KEY REPORTS Order Status Report Service Level Report Customer Profitability Order Booking Report