Order Entry & InvoicingClick Here to Enlarge Screen Shot
VISUAL Enterprise’s Customer Order Entry and Invoicing software features allow you to instantly access complete sales order information, while providing your customer service representatives with online support to enter and track customer orders and create invoices.
The Order Entry software component of VISUAL Enterprise is fully integrated from customer quotes through customer order entry, engineering, production, costing, shipping, and customer service. This allows your customer service representatives to take action on credit problems, reschedule requirements, and release orders in a timely manner so you can meet required shipment dates. You can use the order entry and invoicing software to access crucial data, including general customer information and credit status, order backlog, material and resource availability, order acknowledgements, commissions, percentage of completion, and shipping information. Comprehensive sales analysis reports help decision makers track everything from customers to sales representatives.
With the order entry software component, you can automatically create order line item details within firm work orders, create multiple delivery schedules and shipping addresses, which allows for quick and easy entry of blanket orders for customers. The software gives you the option of calculating sales tax by order or by individual line items, as well as apply discounts by part and/or customer. Use the order entry and invoicing module to access online information, including customer open order balance, open receivable amounts, last payment date, average payment days, last order date, and total payments. Order entry and invoicing allows you to verify credit limits and aged receivables upon entry of customer orders, as well as access information about your customers including, but not limited to customer specific price lists, discounts by part and customer, online credit checking, customer-specific part numbers, descriptions and drawing numbers.
With order entry and invoicing, VISUAL Enterprise fully supports RMA (Return Material Authorization) information for customer orders, and allows you to print pre-formatted sales acknowledgements, sales orders, invoices, and shipping labels. The reporting capabilities in this module include a comprehensive sales analysis report by product code, customer, or sales representative.