Track inventory by lot or serial number. Assign or enter lot/serial numbers on receive, issue, or assembly. Associate item specific valuation methods to serial numbers to track specific costs.
Link sales orders with purchase orders and– allocate received items to orders. Automatically generate purchase orders or manually link. Auto-hold sales orders until the purchase order is received. Drop shipment is also supported.
Fill a sales order from more than one warehouse. Split a sales order into multiple shipments from different warehouses based on availability and costs. Track partial ship order balance and manage back order delivery.
Specify a different delivery date for each line item on a sales order. Generate shipment orders according to delivery schedule and item availability.
Generate pick lists according to item availability and the pick priority for each warehouse location. Auto-search other warehouses, issue replenishment orders, place the sales order on hold until the replenishment arrives.
Configure the inventory allocation rules for each step of sales process. Warn user when inventory is over-allocated or unavailable. The system will warn the user when a discrepancy occurs between the invoice ship date and inventory transaction.
Auto credit check during order processing (prior to release). Auto release credit hold when payment is entered or order amount decreased. Manual hold override is available to authorized users.
Consolidate Multiple Shipment orders onto a single invoice – automatically or manually. Optionally update price and discount information on review before printing the invoice and updating accounts receivable.
Manage returns with RMA (return merchandise authorization) functionality including reason codes. Process RMA orders as a credit or as a replacement of damaged goods.
Add stock items directly to a Sales Orders invoice and update inventory to simplify the processing of direct sales.