Monday, April 13, 2009

Sales Order Interface

The sales order input program is probably the most important one for a number of reasons:

  • Strategically, it is close to the customer. In a telereactive sales environment, it gives the customer an impression of the business.
  • It should be the thing you do most often in your business - invoicing, quoting and raising orders.


The quote program is mostly written in principle. Further enhancements:

  • Ability to enter 'Manual' lines, i.e. not affecting stock, and not in the product file.
  • Ability to enter 'Special' lines, i.e. a physical product, so purchase order needed.
  • A 'type' grid for quotes, invoices, credits, collections, orders, directs, credits (no stock), cash type sales. Conditional conversion between types.
  • Calculation of customer selling prices, incorporating discount grid.
  • Packs and kits.
  • Credit control / order hold.
  • Printing / transmission.


Consequently, and with the above goals, it is the quotes (and order processing) routines I am concentrating on this week.




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