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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 customerís 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

 

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