Making a Sale: Quotes, Invoices and other Sales Functions

Distribution Intelligence streamlines the sales process. It converts quotes into orders and generates invoices, so you only have to enter sales information once. When an order is placed Distribution Intelligence checks inventory, adjusts for the sale, and creates a backorder if it’s needed.

Sales functions include:

• Quotes: allows you to present customers with detailed estimates.
• Order entry: full-featured order entry system includes quality control functions. For example, Distribution Intelligence automatically identifies the individual taking an order so that questions regarding the order in the future can be routed to the right person.
• Invoicing: select the Customer, enter items and quantities, and all other necessary information is filled in for you. Distribution Intelligence automatically fills in billing and shipping information, salesperson, payment terms and tax and computes totals and/or discounts. Labor, whether by class or individual, can be included on the inventory invoices, giving you and the customer a single invoice for the job.
• Returns: allows you to credit a customer’s account when merchandise is returned.
• Credit Memo: credits a customer’s account when a customer is willing to accept a reduction in the invoiced price rather than making a return.
• Pricing Multiplier Option: allows you to assign markups on a customer by customer basis.
• Sales Memo: bills a customer without listing any items.
• Point of Sale mode: quickly finds open customer orders, makes additions or changes to the orders, and then prints the invoices, all without changing screens.
• Cash Receipts: specifies how you receive payment from a customer.
• Batch Posting: allows users to enter invoices rapidly and return to post the transactions at a later time. This is helpful for invoices that have uncertain final transaction dates, that require review before posting, or that need only to be registered with the system rather than printed and sent to a customer.
• Serial Numbers: items with serial numbers or lot numbers can be tracked so you can identify whether an item is still in inventory or sold or on lease to a customer. Items with serial numbers (or just assigned numbers) can be treated as leasable assets. Monthly billing of all leasable items can be created, based on their first invoice with one command