Order Entry/ Customer Service

The MasterTrak© Order Entry/Customer Service application is designed to provide the Distributor and Manufacturer with a powerful tool to manage and control customer sales orders and accounts to assure that the needs of the customer are met. The application allows for entry of Sales Orders, the commitment of the associated products in inventory and the pricing of products using various methods. The Customer Service Representative/Salesperson can enter a new order, check on the current status of existing open orders, determine the availability of product, examine manufacturing and shipping schedules and verify the customer’s payment history. The Sales Order entry supports product pricing by quantity; by customer contract; and by special promotions. In association with the MasterTrak© Inventory application, the Sales Order application is barcode enabled to allow for the use of a portable reader or readers to assist in the confirmation of order shipments.

General Capabilities

Open Order processing Multiple shipments per order Multiple ship to addresses

Contract, special pricing Debit/credit invoices Linked to Inventory, A/R

Picking/Packing lists Bills of Lading Open orders by customer

Open orders by product Multiple Warehouse Shipments Assign to Salesperson

Supports Drop Shipments Supports Serialized Shipments Enables Back Orders

Ship Kit Components EDI interface

Master Files and Transaction Entry

Sales Order Sales Order Lines Salespersons

Freight Classes Ship Via Ship to Addresses

Special Instructions Special Customer Pricing Confirm Shipments

Reports

Acknowledgments Shipping Papers

Bill of Lading Sales Invoices

Open Orders Open Orders by Product

Product Sales History Customer Sales History

Shipping Shortages by Customer/Product