Sales Order Processing (SOP)

Leverage information from the rest of the business to optimise order fulfillment processing. Your sales and distribution staff will have the tools they need to achieve results and increase efficiency.

Customer Service personnel can immediately access all Order, Customer, Payment, Inventory and Manufacturing information. They can respond to all requests there and then from Customers and Potential Customers.

Despatching and Warehousing operations are able to ship more products, on time, with greater levels of accuracy, with complete documentation sets and with total control of the Back Ordering, Reservation and Allocation facilities.

Sales Management personnel have the information that they need to make decisions over pricing, delivery etc and can successfully plan future marketing and sales campaigns.

Answer SOP covers the complete Sales Management process from initial call, quotation and available to promise, through to Sales Order entry and progressing, to despatch and invoicing and finally to the analysis of all aspects within Answer Enterprise ERP.

Enter complex orders quickly and accurately

Select the SOP entry methods that best suit your business.
Enter complex orders quickly and accurately and to take advantage of pre-defined templates for straightforward orders.
Use of Customer Part Cross Referencing is available to improve Customer Service.

Take orders with user selectable variants

Take Orders for products that have user selectable variants.
During the Order Entry Processing, the various options for each variant can be determined. For example, when ordering a Standard Chair of a particular style there may be variants for 'Wood Stain', 'Fabric' and 'Trim'.

These can be determined at Order Entry time and a back to back Work Order created that includes the options selected.

Recurring standard orders

Answer has the concept of a Recurring Standard Order which determines the products the customer takes and the frequency that they are delivered. Based on a Customer Stock, Check the Order Quantity is calculated when the Sales Order is generated. A new occurrence of the order is generated in preparation for the next time.

Reduce keystrokes for order entry

Comprehensive Customer Order Type and Part defaulting mechanisms also ensure a large reduction in the number of keystrokes that have to be made to enter an Order.
This together with the number of lookups at the Customer, Part and other Levels enables you to choose from lists of easy to locate details rather than having to remember numerous codes.

Sales Orders can be back to backed with Works Orders or Purchase Orders.

Flexible release on order shipping

Order Shipping and its flexible release mechanisms enables Inventory and Warehousing staff to plan and meet their Work Load Requirements and Deadlines.

Where items are in short supply they can be automatically Back Ordered - multiple times if required - provided the Customer authorises the Back Ordering situation.
At time of shipping the ability is provided to track the tote/containers that the Products are shipped in. This gives the facility to provide a breakdown of what has been shipped in each tote/container or to be able to determine in which tote/container a particular part is in.

Delivery route and drop

Delivery Route and Drop management techniques can be applied to Customers and their associated Sales Orders, thus aiding Load and Route Planning.
Direct Delivery, sometimes referred to as Drop Shipments, enables Customer Orders to be delivered by the Vendor supplying the goods directly, thus avoiding Warehouse Stock Holding and Handling Costs.

Download the PDF for more information on freight cost calculation processing, availability checking, logging customer calls, pack/container tracking, substitutions and more.

Key Features Covers the complete sales management process Enter complex orders quickly and accurately Take orders with user selectable variants Reduce keystrokes for order entry Automatic back ordering Delivery route and drop techniques Direct delivery Freight cost calculation processing is available Capture credit/debit card details Log customers calls Pack/container tracking User definable substitution facility Sales kits Make To Order with variant processing Tender processing

Learn More ... Download Sales Order Management PDF