SALES ORDER
Precise order tracking and accurate inventory
management are the backbone of any distribution
business. Universal's Sales Order Processing
module specifically meets these challenges
by streamlining operations into one fully-integrated
system for better inventory management, more
efficient sales order processing, and complete
accounting. Have a retail or counter operation
as well? The Point Of Sale module can be set
up to generate Back-Orders for out-of-stock
items without leaving the POS screen. Also
involved in Service & Repair? UAS Sales Order
integrates with the Work Order module for
one-step conversion and invoicing.
Highlights of Sales
Order
Speed
UAS's Sales Order entry screen is designed
with a short learning curve in mind. With
the right info at your fingertips, sales order
entry is quick and easy to use.
Back Order Management
Full back-order tracking & reporting.
Customer Purchase History
Quickly see customer prior purchases, including
quantities, prices and dates.
Non-Stock Item Management
The system handles stock and non-stock inventory.
Special "one-time only" items can also be
entered on a sales order / invoice.
Item Number Cross-Referencing
You can cross-reference up to three vendor
part numbers, a UPC code number, and specific
customer part numbers to each item number
for powerful look-ups and easy data entry.
Powerful Drill Down Capability
Options to drill down to detail level on customer
sales history, accounts receivable activity,
item purchase and sales history, and customer
back orders result in improved customer service.
Quote Generation & Conversion
Create quotes (which can be emailed or faxed)
and later convert to order with one click.
Item Availability Display
Immediately upon entering an item on a sales
order, you will see quantity on-hand, allocated,
available, on a pending work order and not-yet-received
on a purchase order.
Convenient pop-up info
Optional pop-up information for credit checks
and alerts (including pending orders) and
collection and account notes. Add notes on
the fly.
Serial or Lot # Tracking
Handles serialized and lotted inventory with
full tracking.
Multiple Warehouse Tracking
System can automatically display quantities
in each warehouse and allow user to select
warehouse to pull for each order or line item.
Flexible Pricing Methods
Options include pricing by customer type,
quantity price breaks, user-defined pricing
codes and formulas, contract pricing and more.
Speedy online inquiries to help you respond
to customer inquiries quickly Complete sales
contact management.
Gross Margin Checking Tool
Optional on-screen display allows you to show
gross margin - a great feature to ensure profitability
if you permit salespeople to offer special
pricing.
Deposits on Sales Orders
You can allow deposits to be taken during
on sales order entry and post to customers
AR account.
Pack & Pack, Acknowledge & Ship
Generate pick tickets & lists, packing lists,
order acknowledgement and bill of ladings
individually or in batches.
Work Order Integration
Clients using UAS Work Order for service and
repair management can view and click to convert
completed work orders to invoices. Complete
updating and drill-down capabilities in both
modules.
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| REPORTS |
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Back
Order Report |
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Picking
List |
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Open
Sales Order Report |
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Open
Sales Order By Item Report |
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On-Hold
Order Report |
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Sales
Analysis - By Customer/
Category |
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Vendor
Purchase Detail Report |
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Sales
Analysis - By Customer/
Category |
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Sales
Analysis - By Item/Customer |
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Sales
Analysis - By Category/Item |
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Sales
Analysis - By Category/
Customer |
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Sales
Analysis - By Category/Item/
Sales |
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Sales
Analysis - By Category/Item/
Quantity |
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Customer
Reports |
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