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Overview
The Customer Order module allows you to enter customer orders into
the system and then analyze the orders in a number of ways. Credit
can be automatically checked as orders are entered, and prices can
be automatically assigned based on a pricing matrix you maintain.
Sales commissions can vary from line item to line item allowing
up to a ten-way split between Sales Reps.
Commissions
can be earned at point of sale or upon cash receipt. Blanket orders
can be entered with release dates. A variety of open order reports
give you flexibility in analyzing your backlog.
Features
Backlog Analysis
You can track customer orders in a variety of ways. The open order
report allows you to choose from 13 different sort criteria that
you can mix and match to create hundreds of reports. The unshipped
parts report lets you view items that need to be placed on order
and those that are available to be shipped. You can view items by
make parts or purchased parts, by part number or planner code.
Bookings and Sales
The booking register will track new orders, changed orders and cancellations,
providing you the information you need to manage your customers.
Automatic
Pricing
Orders are priced as they are entered according to a variety of
criteria you establish. Using contract pricing you can establish
price breaks by customer and part combinations, while quantity pricing
lets you create price breaks by item. Bridging these two pricing
methods is matrix pricing, which uses a combination of customer
category and/or product code to determine the proper price.
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Multiple
units of measure can be used for items that are priced in one way,
but inventoried or packaged in another. For example, you can inventory
an item as each, ship by the case, and price per hundred.
Commissions
As orders are entered, commissions are assigned based on customer
and shipping destination. This default can be overridden on an order-by-order
or line-by-line basis, including splitting commissions up to ten ways.
The commission sub-system is updated at the time of billing, and commissions
can be flagged as payable at point of sale or when cash is received.
History
As invoices are created, a detailed record of each shipment is posted.
Panorama provides easy access to this history, which can be accessed
by customer, customer purchase order number, your order number, packing
slip number, invoice number, or part number – either yours or
your customer’s.
Customer Orders Integration
- Panorama
- Quoting
- Shipping
- Sales
Analysis
- Configurator
- Enterprise
Resource Planning
- Shop
Orders
- Purchase
Order
- Inventory
- Customer
Billing
- Accounts
Receivable
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