Order Entry

BCR’s Order Entry system is a core module that integrates quotes, sales orders, invoices, credit memos, and return goods authorizations. This module provides complete control of the order and billing process while maintaining real time inventory control. All the information necessary to facilitate outstanding customer service is available at a click of a mouse. The ability to access inventory levels at all locations, display a list of purchase orders with expected receipt date, view/ enter customer notes are just some of the features that provide you with the control and flexibility to accommodate even the most demanding customer requirements. The ability to assign price lists by shipping address/customer job, maintain “corporate accounts” with multiple billing addresses, automatically deliver e-mail messages upon order receipt/shipping, provide seamless integration to credit card processing, and to major shipping carriers, streamlines your order processing while making it easy to use. Custom forms can be assigned to specific customers to accommodate their requirements. Automatic generation of related documents, pick tickets, labels, purchase orders, and production orders linked by a flexible allocation method allows your company to achieve your targeted service level, and feel confident that all the necessary transactions will flow smoothly.

Key Features

1. Create quotes, orders, invoices, credit memos, and RMA documents.
2. Copy Documents from one type to another – even between different customers.
3. Create/Modify customer information while in order entry.
4. Maintain multiple shipping addresses by customer and assign price lists by shipping address/customer job.
5. Create and fill backorders.
6. New inventory receipts may be automatically allocated to backorders.
7. Easily convert customer quotes into orders and orders into invoices.
8. Process recurring customer orders without re-entering data.
9. Enter orders from multiple warehouse locations and multiple sales office locations.
10. Ensures accountability by attaching user’s ID to all transactions.
11. Inventory quantities can be allocated manually or automatically.
12. Maintain “corporate accounts” with multiple billing addresses.
13. Automatically add additional charges related to an item.
14. Apply payments and deposits from within order entry.
15. Set serial number handling settings by item. Track serial numbers for sold and rented items. View list of serial numbers in stock, on sales order, invoiced and on RMA’s.
16. Automatically create one or more purchase orders from within a sales order based on the product and any of its sub-components listed in a bill of material. If more than one vendor is identified for a component the user can choose the vendor that is appropriate.
17. Can interface directly with UPS and Fed-Ex to automatically calculate shipping charges and retrieve tracking numbers.
18. Provides seamless integration to 3rd party credit card processing services.