Specifications (Maximum Limits)

General Features

• Lets you easily add new customers and parts on the fly during quote, sales order, and invoice entry.

• Provides a gross profit report that can be based on paid invoices and used as a commission report.

• Quickly locates customers, parts, quotes, orders and invoices, with flexible search features - increasing sales efficiency.

• Sorts reports by customer, part, product line, or sales order number.

• Look up an order or invoice using the customer's purchase order number.

Maintenance Features

• Lets you look up a customer's part purchase history while entering quotes, sales orders, and invoices.

• 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.

• Tracks sales by customer, part, product line and sales representative.

• Maintains a template of parts, labor and comments that normally appear together on a quote, sales order, or invoice.

Processing Features

• Generates quotes for customers and tracks the probability of accuracy for the quote.

• Quotes, sales orders, and invoices can be copied from another customer for rapid data entry-saving you time and effort.

• Export and Import Quotes and Sales Orders - Easily transfer quotes and 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.

• Converts quotes to sales orders or invoices, and sales orders to invoices instantly.

• Provides online or batch printing of quotes, sales orders, and invoices.

• Distribute quotes, sales orders and invoices via e-mail, maximizing sales opportunities and reducing postage and preprinted forms costs.

• Optionally prints invoices without the prices or with extended prices so they can be used as packing lists.

• Customize and print pick tickets and packing lists to help your staff quickly and easily assemble and ship the orders you've entered.

• Handles modifications of ship-to address while entering quotes, sales orders, and invoices so ship-to addresses are always up to date.

• Recommends substitutions for out-of-stock items and allows you to easily select these substitute parts while processing quotes, orders, and invoices.  This means your shipments won't have to wait when a part is unavailable.

• Allows calculated sales tax amounts to be overridden during quote, order, or invoice entry.

• Allows comments, miscellaneous charges, and labor charges to appear on quotes, sales orders, and invoices.

• Accepts payments and deposits at the time of sales order or invoice entry.

• Allows prepaid sales orders.

• Can automatically select sales orders to be invoiced by release date - saving you valuable time.

• Allows partial shipment of sales orders so you can begin invoicing customers at the earliest opportunity.

• Process returns to inventory and return damaged merchandise without returning it to inventory.

• Integrates seamlessly with StarShip shipping manifest system which calculates freight charges (based on the parts weight maintained in the Inventory Control module) and prints carrier-approved, bar-coded shipping labels and COD tags.

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