You can quickly create sales orders and invoices, the invoices are automatically synchronized with Sage 50 Accounts. You can manage your entire sales order process, from generating sales orders, managing returns to producing invoices. SAM links your customer information to your products/services and you can track goods within the sales order process, or using batch or serial numbers.
Sales Orders Overview
The Sales orders module is a primary module within the Sam system it allows for the creation of sales orders, invoices, shipping of goods and processing of completed orders and transferring invoices into Sage. The module is designed to help you manage the sales order process, from generating sales orders through to producing sales invoices. By doing so, you can track orders and analyse customer trends.
The module also provides the means of managing returns. Sales Order Processing brings together your customer information and the goods/services you supply. These goods and services are then priced per the selling prices and discounts set within the Price list.
SAM supports the traceability of goods not only within the sales order process but also the purchase order process through the application of batch and serial numbers. The Stock Control module is used to enable batch and serial numbered items and governs the behaviour of these stock items within the system. For more information, see your Sam Stock Control documentation.
✅ 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
✅ 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.