Sales Orders and Quotations Purchase Orders and Request for Quotation Job Card Bulk Sales Order Activate Credit Management

Sales Orders and Quotations

Capture and manage sales orders and quotations. Use stock sales order lines, non stock sales order lines and manufacturing sales order lines. Include transport and delivery charges. Use link sales order lines for dependant supply. Put sales orders automatically on hold should credit limit be exceeded. Link sales order line to project and/or predefined equipment.

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Purchase Orders and Request for Quotation

Use purchase orders and request for quotation to procure stock and non stock goods. Manage subcontract processes, integrated with work in progress and inventory management, as well as repair purchase orders.

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Job Card

Use job card for the repair, enhancement or manufacture of items, including serialised items. Manage loan units to a customer or replacement of existing units. Include material and labour/overhead cost in job card. Use the cost estimate functionality to determine price based on planning and specified margins. Track planned versus actual cost on a job card.

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Bulk Sales Order Activate

Use the bulk sales order activate functionality to activate quotations and orders on hold in bulk.

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Credit Management

Apply credit limit checking on individual organisation or on organisation group level on order entry.

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