Sales Orders
With Sam’s sales order module, the creation of sales orders and invoices can be expedited, thereby streamlining the sales process.
These invoices are seamlessly synchronised with Sage 50 Accounts, ensuring the accuracy of your financial records. AlsoAdditionally, comprehensive oversight of the sales order process, from generating sales orders to handling returns and producing invoices, is gained.
This end-to-end management capability enhances efficiency and customer satisfaction.
SAM establishes a seamless link between your customer information and your products and services, facilitating smooth transactions. Also, you can track goods within the sales order process, utilising batch or serial numbers for enhanced traceability. It also allows for the management of your inventory.
The Sales Order Module
Moreover, the module provides a robust mechanism for managing returns, ensuring a streamlined process throughout. Sales Order Processing seamlessly integrates your customer information with the goods and services you supply. Items are priced based on prices and discounts within the price list, providing clarity and consistency in your pricing strategy.
Stock Traceability
SAM supports the traceability of goods not only within the sales order process but also within the purchasing process. This is achieved through the application of batch and serial numbers.
Furthermore, the Stock Control module facilitates the management of batch and serial numbered items. Regulating their behaviour within the system to ensure accurate tracking and inventory management.
For additional details, please consult your SAM Stock Control documentation.
Features
- Set selling prices and discounts through pricing options.
- Record sales orders using several order entry methods such as full, rapid, or trade counter.
- Efficiently generate templates for repeat orders using sales order templates.
- Generate and maintain various documents needed to process sales, such as sales orders, order acknowledgments, dispatch notes, proforma invoices, and invoices.
- Automatically send sales invoices to your customers via email with transaction emails.
- Generate and maintain quotations, then convert them into acceptable orders.
- Allocate stock either automatically or manually.
Benefits
- Set selling prices and discounts through pricing options.
- Record sales orders using several order entry methods such as full, rapid, or trade counter.
- Efficiently generate templates for repeat orders using sales order templates.
- Generate and maintain various documents needed to process sales, such as sales orders, order acknowledgments, dispatch notes, proforma invoices, and invoices.
- Automatically send sales invoices to your customers via email with transaction emails.
- Generate and maintain quotations, then convert them into acceptable orders.
- Allocate stock either automatically or manually.
- Accounts Integration: Integrates with Sage 50 Accounts.
The SAM Sales Order module allows for the creation of a document that can be sent to your customers, confirming the items and prices of the sale.
Once you have created a quotation for a client, and the quotation is accepted, you can simply click the convert button.
The quotation will then be transferred to the sales order module and marked as won. Just click the ship button to complete the sales order.
Email your Enquiry: info@samsoftware.com or use our Contact Form.
