- Back to Functionality
- Ordering Processing
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 dependent supply.
- Put sales orders automatically on hold should the credit limit be exceeded.
- Link sales order line to project and/or predefined equipment.
Bulk Sales Order Activate
- Use the bulk sales order activation functionality to activate quotations and orders on hold in bulk.
Credit Management
- Apply credit limit checking on the individual organisation or organisation group level on order entry.
Purchase Orders and Request for Quotation
- Use purchase orders and request a 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.
- Optionally use purchase requisitions to manage the approval of purchases.
Job card
- Use job cards 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 costs in the job card.
- Use the cost estimate functionality to determine the price based on planning and specified margins.
- Track planned versus actual cost on a job card.