Orders

Quotations, Order Entry, and Invoicing

CDI Premium's Invoicing and Order Entry system automates these essential management processes. It tracks all quotations, sales orders, and invoices. It handles all associated accounting and record keeping functions seamlessly, providing salespeople with the information necessary to close sales as well as maintaining management's flexibility to set limits and boundaries.

	Search by customer and document number, account name, customer PO number, and home or work phone number
	Search for items by your item code, vendor code, category, description and author.
	Check a customer's payment history while in any sales document - CDI Premium even shows the customer's A/R aging with all open documents, allowing immediate decision-making
	Automatically warns you when a customer has exceeded its credit limit or have over due invoices and requires a security override to continue order processing, allowing credit holds on any account
	Centrally process orders for an unlimited number of locations with on-line lookup of stock levels and alternate items during order processing. Provides customer and vendor on-order information and net availability
	Use an unlimited of ship-to and addresses per master account - each ship-to can contain a separate company name, complete with address
	Keeps an up-to-date periodic sales history for items, customers, and vendors. Maintains item sales and purchases
	Automatically generates back-orders for partial shipments
	Allows on-line user comments with line-item notation capability, or leave comments or instructions, fields associated with a document
	Incorporate a fully integrated point-of-sale system that is compatible with pole displays, cash drawers, small receipt printers, barcode readers
	Track manufacturer serial numbers and internally generate unique serial numbers with barcodes printed on adhesive labels
	Add items, categories, and customers while in a document
	Define system markup and margin tables with minimum and maximum percentages
	Define a multilevel margin/markup control to prevent sales representatives from creating orders with undesirable margin/markup percentages without management intervention
	Provide a complete document accountability trail: who, what, where, and when
	Instantly look up internal and manufacturer serial numbers defining place and date of an item's purchase and customer name
	Scan a returned item into a credit document that immediately identifies the credit item
	View customer sales invoice or credit documents
	Accept full payments or multiple partial deposits against an order or invoice
	Automatically apply discounts based on customer level, item quantities, and promotional pricing
	Instantly show the stock and availability status in different warehouses for all items on the document
	Incorporate item kit capabilities, allowing the grouping of and unlimited number of items into a kit, which can then be pulled into an order by a single code or keystroke to expedite the sales process and thereby increase sales productivity (Furniture Store Module).

CDI Premium Order Entry is the complete solution for all your order entry, invoicing and order tracking needs

Order Entry handles all your order entry, invoicing, and order tracking needs, regardless of the size and complexity of your business. It lets you enter orders and sales returns and print invoices, credit notes, order confirmations, picking slips, and shipping labels. You can track transaction details and sales information on-screen and on printed reports. Order Entry is fully integrated with CDI Premium Inventory Control and Accounts Receivable, so you always know your inventory levels and the status of your customer accounts.

More Highlights

	Powerful order processing features including future orders and quotes
	Full integration with Inventory Control and Accounts Receivable
	Sales commission calculation and tracking
	Upgrade from any prior version of CDI Premium

	Enter active orders, future orders, standing orders, and quotes.
	Add new customers on the fly when you enter orders and add the crest rest of the information later.
	Assign sales salesman of the account or the one making that sale.
	Use multiple payment schedules and other payment terms defined in Accounts Receivable.
	Edit and invoice partially shipped orders.
	Use password-controlled override of credit advisories and price advisories.
	Password approvals can be done from any work station in the network
	Print order confirmations, invoices, and credit notes as you enter them, or print them all later.
	Print picking slips for selected orders.
	Include serial numbers with order details.
	Automatic credit memo for invoices that will be 100% return or cancel.
	Print messages up to 800 characters long on order confirmations, picking slips, and invoices.
	View sales history by customer or inventory item during order and invoice entry.
	Accumulate statistics and history by periods that you specify and retain that information for as long as you need it.
	Assign the correct prices to customers.
	Include Discounts, Free goods offers, Volume discounts , Display allowance , Off invoice discounts etc.
	Look up base, discounted or marked up sales prices by customer and item.
	Use prices with up to 5 decimal places.
	Look up quantities on hand, on sales order, on purchase order for inventory items by location.
	Automatically ship all goods on an order.
	Look up alternate items during order or invoice processing.

Customize Order Entry To Your Business

	Keep sales history, sales statistics, and transaction history for as long as you want.
	Accumulate statistics by periods that you specify.
	Specify whole or fractional quantities on orders, whether fractional quantities are used in your inventory.
	Specify quantities in Cases or units for the same product with correct pricing.
	Enter order quantities using any unit of measure defined in your inventory.
	Track sales commissions from each invoice
	Calculate commissions based on sales amount , margin , collection, or any combination.

Full Set of Reports and Standard Business Forms

	Print order confirmations, invoices, picking slips, credit notes, and shipping labels that come with Order Entry or use the ones your using now.
	Specify the number of labels for individual orders and invoices.
	Print management reports including:

Order, invoice and credit note lists,

Posting journals,

Order action reports,

Aged orders reports,

Salesperson commission reports,

Sales history reports (summary or detailed) by customer, item, or salesperson

Sales statistics

Integrated Solution

	Uses customer information kept by Accounts Receivable, including price list, customer type and payment information.
	Automatically create Accounts Receivable summary invoices for revenue and costs.
	Use Inventory Control for quantity and cost tracking, centralized order processing for any number of locations, pricing, and inventory management.

Reports

	Invoice Journal
	Order Journal
	On Hold Orders
	Sales History
	Salesperson Commissions
	Sales Statistics
	Open and Back Orders

Forms:

	Order Forms
	Picking Slips
	Shipping Labels
	Invoices
	Credit Notes

Search by customer and document number, account name, customer PO number, and home or work phone number

Search for items by your item code, vendor code, category, description and author.

Check a customer's payment history while in any sales document - CDI Premium even shows the customer's A/R aging with all open documents, allowing immediate decision-making

Automatically warns you when a customer has exceeded its credit limit or have over due invoices and requires a security override to continue order processing, allowing credit holds on any account

Centrally process orders for an unlimited number of locations with on-line lookup of stock levels and alternate items during order processing. Provides customer and vendor on-order information and net availability

Use an unlimited of ship-to and addresses per master account - each ship-to can contain a separate company name, complete with address

Keeps an up-to-date periodic sales history for items, customers, and vendors. Maintains item sales and purchases

Automatically generates back-orders for partial shipments

Allows on-line user comments with line-item notation capability, or leave comments or instructions, fields associated with a document

Incorporate a fully integrated point-of-sale system that is compatible with pole displays, cash drawers, small receipt printers, barcode readers

Track manufacturer serial numbers and internally generate unique serial numbers with barcodes printed on adhesive labels

Add items, categories, and customers while in a document

Define system markup and margin tables with minimum and maximum percentages

Define a multilevel margin/markup control to prevent sales representatives from creating orders with undesirable margin/markup percentages without management intervention

Provide a complete document accountability trail: who, what, where, and when

Instantly look up internal and manufacturer serial numbers defining place and date of an item's purchase and customer name

Scan a returned item into a credit document that immediately identifies the credit item

View customer sales invoice or credit documents

Accept full payments or multiple partial deposits against an order or invoice

Automatically apply discounts based on customer level, item quantities, and promotional pricing

Instantly show the stock and availability status in different warehouses for all items on the document

Incorporate item kit capabilities, allowing the grouping of and unlimited number of items into a kit, which can then be pulled into an order by a single code or keystroke to expedite the sales process and thereby increase sales productivity (Furniture Store Module).

CDI Premium Order Entry is the complete solution for all your order entry, invoicing and order tracking needs

More Highlights

Powerful order processing features including future orders and quotes

Full integration with Inventory Control and Accounts Receivable

Sales commission calculation and tracking

Upgrade from any prior version of CDI Premium

Enter active orders, future orders, standing orders, and quotes.

Add new customers on the fly when you enter orders and add the crest rest of the information later.

Assign sales salesman of the account or the one making that sale.

Use multiple payment schedules and other payment terms defined in Accounts Receivable.

Edit and invoice partially shipped orders.

Use password-controlled override of credit advisories and price advisories.

Password approvals can be done from any work station in the network

Print order confirmations, invoices, and credit notes as you enter them, or print them all later.

Print picking slips for selected orders.

Include serial numbers with order details.

Automatic credit memo for invoices that will be 100% return or cancel.

Print messages up to 800 characters long on order confirmations, picking slips, and invoices.

View sales history by customer or inventory item during order and invoice entry.

Accumulate statistics and history by periods that you specify and retain that information for as long as you need it.

Assign the correct prices to customers.

Include Discounts, Free goods offers, Volume discounts , Display allowance , Off invoice discounts etc.

Look up base, discounted or marked up sales prices by customer and item.

Use prices with up to 5 decimal places.

Look up quantities on hand, on sales order, on purchase order for inventory items by location.

Automatically ship all goods on an order.

Look up alternate items during order or invoice processing.

Customize Order Entry To Your Business

Keep sales history, sales statistics, and transaction history for as long as you want.

Accumulate statistics by periods that you specify.

Specify whole or fractional quantities on orders, whether fractional quantities are used in your inventory.

Specify quantities in Cases or units for the same product with correct pricing.

Enter order quantities using any unit of measure defined in your inventory.

Track sales commissions from each invoice

Calculate commissions based on sales amount , margin , collection, or any combination.

Full Set of Reports and Standard Business Forms

Print order confirmations, invoices, picking slips, credit notes, and shipping labels that come with Order Entry or use the ones your using now.

Specify the number of labels for individual orders and invoices.

Print management reports including:

Order, invoice and credit note lists,

Posting journals,

Order action reports,

Aged orders reports,

Salesperson commission reports,

Sales history reports (summary or detailed) by customer, item, or salesperson

Sales statistics

Integrated Solution

Uses customer information kept by Accounts Receivable, including price list, customer type and payment information.

Automatically create Accounts Receivable summary invoices for revenue and costs.

Use Inventory Control for quantity and cost tracking, centralized order processing for any number of locations, pricing, and inventory management.

Reports

Invoice Journal

Order Journal

On Hold Orders

Sales History

Salesperson Commissions

Sales Statistics

Open and Back Orders