The following are features of the Sales Order Entry module;
There are 3 methods of processing sales through to invoices
(i) Sales Orders to Deliveries to Invoice
(ii) Sales Orders to Invoices
(iii) Invoice only.
You can consolidate customer invoices for jobs, sales orders, deliveries and recurring invoices (contracts).
To assist you with the sales order process OSTENDO includes as standard:
An extensive pricing matrix with easy updates
Sales kit sets
Configuring items on the fly for custom products
Current and projected stock availability
Alternate item option
Add-on sales options by item with warranty codes
Warranty tracking commences at the time of product or service sale and continues through its lifecycle, recording all service, maintenance, and repair activities. This includes manufacturers’ warranties and extended warranties that you have sold to the customer.
For product or service sales with a future ongoing service commitment, you can automatically create a customer service asset upon selling the product or service to a customer.
These service assets can have warranty records and preventative maintenance service agreements setup against them that will automatically schedule and create the service jobs required.
A complete sales and service history for the customer and the customer’s service assets.
Service reminder letters can be generated and sent by email or printed.