Sales Orders with Priority Software provided by TechCM

When a customer places an order, you need to have an abundance of information ready and easily accessible. With Priority as your information source, you are guaranteed accurate customer information as well as up to date inventory availability, pricing, costs and much more. Order taking stations can have their view customized to allow for streamlined access to only the information they need.

As orders are filled and completed, you need to invoice the customer and ship their goods. Invoices are easily created from referenced sales orders by anyone in your company with the given rights. Item picking, packing and shipping are all contained within Priority, streamlining your entire distribution chain. Priority fully integrates with all the major shippers, including UPS, FedEx, USPS and DHL.

From the sales order screen you can start either assemblies or work orders. In just a few clicks, you can run the integrated Material Requirements Planning (MRP) program to create purchase orders for needed parts that are not in inventory, create a kit list for the parts that are in inventory and schedule an assembly or production run based on parts and/or resource availability. Priority allows assemblies or work orders for the same item for different customers to be combined, eliminating additional set-up costs and production runs thus creating a cost-effective, streamlined process.

All of Priority's printouts are customizable with the option to print different types of invoices based on specific situations. Reports are extensive and custom reports can be created on-the-fly, giving you exactly the information you need to ensure the order process is kept smooth and efficient.

Features

Blanket Orders

Large orders shipped out over a period of time are easily handled by issuing new orders against a blanket order to speed shipment and invoice processing. You can enter repeating orders once and recall them later for customers who regularly order the same items.

Order and Quotation History

Every order and quotation is kept in Priority's database indefinitely. Canceled orders can later be analyzed to determine why sales were lost. Quotes can be kept for later comparisons.

Promise Dates

Promise dates for an entire order or for each individual line item let your customer know exactly when to expect delivery.

Kits

Items with a single level bill of materials can be defined as a kit. Kits are easily maintained and sold through the sales order module and can be modified at the point of sale.

Multiple Part Numbers

Your sales team can quickly find any part by your part number, vendor part numbers, or your customer's part number. This allows you to keep specific inventory for a particular customer, as is frequently the case with provisions distribution companies.

Alternate Items and Alternate Warehouses

When entering orders for out of stock items, you can display a list of alternate items or alternate warehouses for selection during sales order and invoice data entry. Effectively manage delays due to location of items or items on backorder.

Histories

Using this feature, you can easily display and maintain purchasing history for customers, and to assist you in determining specific items and prices from past customer purchases.

Non-stock Items

You can enter sales orders for special items not in your inventory as well as charges for miscellaneous items such as shipping and handling. Purchase demands can be created for these items and automatically emailed to the purchasing department.

Reports

Detailed reports are a standard in Priority. Extensive capabilities mean that you have a clear picture of sales order performance. Any report can be created on-the-fly, displaying just the information you need.

Commissions

Commissions can be assigned and tracked by item, item category, or any other method you determine.

Gross Margin Checks

Price versus cost can easily be accessed, by those with the proper authorization, to determine what special pricing can be offered while keeping within the company's needed margins.