Sales Orders
With Sam’s sales order module, you can expedite the creation of sales orders and invoices. These invoices can then be seamlessly synchronized with Sage 50 Accounts. You gain the ability to oversee your entire sales order process, from generating sales orders to handling returns and generating invoices.
SAM establishes a link between your customer information and your products/services. Additionally, you can track goods within the sales order process, utilizing batch or serial numbers for enhanced traceability and management.
The Sales Order Module
The Sales Orders module stands as a cornerstone within the SAM system. It facilitates various crucial functions including the creation of sales orders, invoices, and shipping of goods. Once order are processed and completed they are seamless transferred as invoices into Sage. The system is meticulously designed to assist you in efficiently managing the sales order process. Spanning from generating sales orders to producing sales invoices.
This comprehensive approach enables you to track orders effectively and analyse customer trends. This ensures enhancement of your business insights. 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/services you supply. These items are priced based on the selling prices and discounts set within the price list, providing clarity and consistency in your pricing strategy.
Stock Control & Traceability
SAM supports the traceability of goods not only within the sales order process but also within the purchasing order 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 behavior within the system to ensure accurate tracking and inventory management.
For additional details, please consult your SAM Stock Control documentation.
Features
- Pricing: Set selling prices and Discounts.
- Sales type: Record sales orders using several order entry methods (e.g. full, rapid or trade counter).
- Sales order templates: Efficiently generate templates for repeat orders.
- Attach documents: Generate and maintain the various documents needed to process sales (e.g. sales orders, order acknowledgements, dispatch notes, proforma invoices and invoices).
- Transaction email: automatically send sales invoices to your customers via e-mail.
- Quotations: Generate and maintain quotations, then convert acceptable quotations to sales orders.
- Allocate Stock: You can either automatically or manually allocate stock.
- Accounts Integration: Integrates with Sage 50 Accounts.
Benefits
- Minimize Order Entry Time. The sales department enters new sales orders directly onto the system, there is no need to re-key information. The painstaking, repetitive task of data entry is taken off the shoulders of your busy customer service department. Allowing them to spend their time on more rewarding tasks.
- Improved Customer Service: as the order automation integrates with the rest of the system, the sales team have instant access to all important customer account information. Rather than spending precious time navigating through a plethora of paperwork.
- Reduce Accounting Costs: orders only need to be entered once onto the system, the information is then available to all departments.
- Increase Data Control: you can significantly reduce the opportunity for data errors, data loss, and data security breaches because data passes through fewer hands
- Process Orders from Anywhere: Orders can be entered from anywhere, thorough the eCommerce website, web portal or from a desktop-PC located in an office.
- Efficient Staff: it’s your staff who will grow your business and help it succeed. No more countless hours spent on dull data entry will create more opportunity for time spent on tasks with added value.
- Faster Shipping: A good order processing system will allow you to easily send orders straight to your warehouse without needing to re-key the order.
Sales Orders
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.
