Blytheco Home | Sage Software | BusinessWorks | Modules | Order Entry
Order Entry Module —
Sage BusinessWorks |
When it comes to selling, it helps to have as much information about the customer and your
products as possible. With the Order Entry module for Sage BusinessWorks Accounting, your
company’s sales staff can easily access a variety of useful customer information, including past
purchase histories, shipping addresses, credit card information, and much more. In addition, Order
Entry can be set up to alert your sales staff when a customer exceeds a credit limit. A hold can then
be put on the order until the customer’s standing with your organization improves. All this while
processing quotes, sales orders, and invoices! Simply put, Sage BusinessWorks Order Entry can
increase sales efficiency and, in turn, lead to greater success.
When you integrate Order Entry with the Inventory Control module, Sage BusinessWorks becomes a
complete distribution solution. Your staff will have the ability to view the status of parts, including
the on hand, on-order, and committed quantities. With all this information at their fingertips, your
sales force will be able to more effectively close deals—leading to increased profitability. Plus, if
there isn’t a sufficient quantity on hand, the software will recommend a substitute. It even displays a
picture of the part or item for improved order accuracy. Integrate Order Entry with Inventory Control
and boost your sales performance. |
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Features: |
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Lets you easily add new customers and parts on the fly during quote, sales order,
and invoice entry. |
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Provides a gross profit report that can be based on paid invoices and used as a
commission report. |
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Quickly locates customers, parts, quotes, orders and invoices with flexible search
features—increasing sales efficiency. |
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Sorts reports by customer, part, product line, or sales order number. |
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Look up an order or invoice using the customer’s purchase order number. |
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Lets you easily look up a customer’s part purchase history while entering quotes,
sales orders, and invoices. |
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Alerts you when a customer’s credit limit has been exceeded. Furthermore,
Order
Entry allows sales orders to be automatically placed on hold, so you can immediately
stop further shipments while the customer improves his standing
with you. |
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Tracks sales by customer, part, product line, and sales representative. |
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Maintains a template of parts, labor, and comments that normally appear together
on a quote, sales order, or invoice. |
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Generates quotes for customers and tracks the probability of the quote being
converted into an order. |
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Quotes, sales orders, and invoices can be copied from another customer for rapid
data entry—saving you time and effort. |
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Easily exports and imports quotes and sales orders between two “disconnected”
Sage BusinessWorks sites, such as a laptop user in the field and a main office. Save
time, shorten your sales cycle, and improve your bottom line. |
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Converts quotes to sales orders or invoices, and sales orders to invoices instantly. |
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Provides online or batch printing of quotes, sales orders, and invoices. |
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Distributes quotes, sales orders, and invoices by e-mail, maximizing sales
opportunities and reducing postage and preprinted forms costs. |
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Optionally prints invoices without the prices or with extended prices so they can be
used as packing lists. |
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Customizes and prints pick tickets and packing lists to help your staff quickly and
easily assemble and ship the orders you’ve entered. |
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Reports: |
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Back Order Fill Report |
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Back Order Report |
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Business Graphics |
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Credit Memo |
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Flash Report |
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Gross Profit Report |
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Invoice Detail Report |
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Invoice |
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Kit Orders List |
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On-Order Report |
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Order Selection Report |
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Packing List |
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Part Back Order Report |
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Pick Ticket |
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Quote |
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Quote Reports |
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Return Reports, Invoice |
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Return Reports, Part |
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Sales Analysis Reports |
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Sales Order |
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Sales Order Reports |
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Ship-to-Adress List |
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Order Entry Module - printable download of this page (PDF 301
kb) 
