The ProgressCRM Sales Order Processing module is ideal for organisations that sell goods and provides the functionality for you to process orders, produce the necessary documentation, manage the income, control stock and analyse sales.

The benefits of using the Sales Order Processing module include:

• Eliminate duplication of data. Centralising your sales database and your supporter database means that you don’t need to enter data twice and can see an ‘all-round’ picture of your supporters.
• Superior reporting and analysis. The module takes advantage of the sophisticated analysis tools included with Progress – Query, Information Views and R&R Report Writer.
• Streamlined administration. The module is easy to use and intuitive, the time taken to administer the processing and fulfilment of sales can be reduced.

Features

Stock control

• item definition:
  • code, description
  • item group
  • base price and future price
  • VAT rating
  • catalogue ref number and page
  • ISBN details
  • stock / non-stock
  • weight / unit of measure
  • can / cannot be back-ordered
  • locations from which it can be despatched (with current stock levels)
  • supplier(s)
  • component items that make up an item
  • user defineable info
• multi-location stock control (multiple warehouses)
• stock take facility
• make / break from component items
• transfer stock facility
• despatch note printing / electronic despatch information sent to fulfilement house

Pricing and discounting

• pricing groups - e.g. Shops, Members - each item can have specific prices for specific groups
• volume discounts
• seasonal discounts
• discretionary discounts
• order discounts

Order Processing

• cash sales (i.e. money taken with order); credit sales (invoice produced, pay later); credit notes (return to stock)
• sale or return
• back ordering (i.e. waiting list) capability, with automated allocation of stock once received
• order entry via orders screen in the Windows interface
• orders can be imported (e.g. from website)
• credit checking
• order can have separate delivery and invoice addresses (in addition to the customer's address)
• Order acknowledgement production
• Despatch and picking list production
• Invoice / Credit Note production
• Forward ordering