Order Management overview:

The BOSSgold Order Processing is an on-line, interactive sales order processing and reporting system which provides the user with a flexible tool for customer service.  Each process within the module has been designed to simplify operations.  A single function, for example, can be used to enter an order, allocate items to a shipment, assign a freight carrier, and produce a bill of lading.  Another function can post a shipment, generate shipping instructions, compute taxes, interpret payment terms, and signal that an invoice should be printed.  Thus, from order entry and allocation of inventory through shipment and invoicing, the OP module streamlines and effectively manages all aspects of sales order processing.  The efficiency of the system, coupled with the ready availability of critical order information, helps users to increase customer satisfaction by delivering improved performance.

Major features of BOSSgold Order Management include the following:

  • Multiple user-defined order types
  • Customer credit checking and order hold features
  • Automatic customer and item notes
  • Flexible discount structures, including volume price breaks
  • Discount or multiplier price lists
  • Pricing methods can be automatic, forced, or deferred and forced
  • Control documents:
    customer acknowledgements
    production alerts/production
    work papers
    consolidated picking lists
    packing papers
    bills of lading
  • Straight and split sales commissions
  • Real-time and batch allocation of inventory
  • Routing (traffic) control:  carrier designation as well as F.O.B. and shipping instructions
  • Stock reservation capability
  • Partial shipments, backorders, and phased future-due shipments
  • Shipment staging
  • Customer billing:  regular invoices, deferred invoices, credit memos, and direct invoices
  • Currency conversion
  • Automatic tax application at multiple levels
  • On-line order inquiry by customer, order, item, or customer's purchase order number
  • Sales analysis and management reporting

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