Order Management
Sales Orders/Order entry:
The BOSS order entry system facilitates the process of taking orders for customers, ensuring that orders are processed quickly and accurately.
The order-entry process is fully integrated with both accounting and inventory, so that as an order is confirmed, invoices are created, accounts receivable records are automatically updated and perpetual inventory levels are maintained in real-time.
Back-office and counter sales facilites as well as a full-featured web sales portal is facilitated by BOSS distribution services. Web sales facilities are scalable - geared to high-volume and high availability (reliability)
Standard featuresNew items may be added on the fly during order entry. Automatic pricing based on customer schedule, volume, promotional price or negotiated contract Order types include: Quotation, Ship from stock, drop-ship, special order, etc. Purchase orders can be automatically created for drop-ship from vendor (s) Customer / ShipTo / Consignee lookup by Name, location, phone. Partial detail search support Blanket sales orders for future release against a master order Sales commissions can be based on product line, or margin or territory Sales can be restricted by customer to particular product lines or demographics Picking lists and Invoices may include lot, expiration date or serial number detail Separation of tasks isolates order takers from shipping, preventing collusion and reducing losses User definable units of measure enable selling in different units from purchasing - gallon to ounce, bulk goods to individual unit (thousands to hundred, ten, each, etc) Laser printing provides high-quality, low-cost, plain-paper printing of picking lists and invoices Invoices can be emailed as text, HTML or a PDF file EDI Facilities to send customer invoices using a variety of industry standards Exceptional control over order status: Quotation, Open orders, Hold, etc. For any range of dates. Cancellation choices for House, customer or credit, offer useful sales and marketing metrics Inventory levels are available during order entry, for each item at every location. Facility to drill-down to inventory history or detailed purchases for a customer during order entry Unlimited comments can be included for each line item on an order. Support for "blind SKU" invoicing as "1093809 Fasteners" if desired Extensive notes may be included in an order pertaining to each line item Extensive shipping instructions and routing can be included during order entry/confirmation RMA (Return Material Authorization), Summary debit invoice or Credit memo Efficient search/lookup of inventory items by category, product group or description speeds entry