Sales orders and invoices can raise back orders which appear automatically in the Back Order Control Centre, a repository for managing the back order process in CAPITAL Business Manager. Here acknowledgements, picking lists, invoices, transfers, delivery dockets, purchase orders, consignment notes, shipping labels and other documents are produced.Orders can be held indefinitely, forward dated, allocated stock only on condition that the entire order can be shipped, selectively converted into invoices, and invoices can be viewed and edited before printing or emailing. Multiple sales orders can be consolidated onto a single invoice. Floor stock can be reserved to ensure that showroom merchandise isn't sold.
Back Order Control Centre
The sales order processing system is integrated with the Back Order Control Centre, so operators are advised if pending orders in the system are duplicated. Unfilled orders can be inspected, deleted or transferred into a new order during order entry. Customers who do not accept back orders can be reminded to re-order those items they did not previously receive.In conjunction with CAPITAL's Electronic Data Exchange component, sales order acknowledgements can be emailed, printed or faxed automatically to your customers, as soon as they are entered. Once sales orders are picked and ready to be shipped, notification of the sale order's status can be automatically sent. SMS notification is supported.
CAPITAL's Back Order Control Centre also integrates with CAPITALWarehouseManager, an advanced order receiving and dispatch system for volume warehousing. At a glance operators can determine which back ordered items have been picked by warehouse staff using PC's, caddy based or mobile data collectors and barcode scanners.
Order templates allow you to associate selected items with a customer's account. Templates can automatically or optionally be loaded when a new sales order is raised for a customer. This can save time searching for and entering product codes for regular or common purchases. Templates are easy to maintain and multiple items can be added or removed from a template with the press of a few keys.
Powerful search functionality allows operators to locate product items by product code, description, barcodes, the customer's code, the supplier’s code, key words, groups and user definable criteria. Description keyword searching is fast regardless of the size of the product list and items can be located by matching one or more words in any part of the first 40 characters of the product description.
Sales orders can also be assigned automatically to delivery zones, based on the customer's delivery address or other characteristics of the sales order or product items being ordered. Once a delivery zone has been assigned to a series of items, a carrier can automatically be allocated, based on the zone. Carrier and delivery zone assignments can be edited an unlimited number of times before goods are included on delivery runs.
Check customer prices (including special pricing) for items on back order, as well as expected availability. Customer Price Check will list all undelivered purchase orders pending, all customer back orders that remain unfilled, and if possible, determine whether an item can reasonably be expected to be filled ex stock, or if not, when that sales order is likely to be filled, based on expected delivery dates and lead times, if that information is available.
FeaturesCustomiseResize, rearrange, add or remove unwanted order columns. E.g., list price, reserve stock & cost columns can be added/removed as desired.Last Sell PriceInclude the customer’s last price on your order for quick reference. Or issue the new sell price based on last sell price automatically.Each user may have a unique input lay-out. Individual columns may be customised with unique calculations or data look-ups.
Account summary page with current balances & graphical ageing status.
Credit Limit Check
Optional screen warning when credit limits exceeded.
Sales orders can be held until the
entire order is fully allocated.
Sales orders may be partly released.
Inclusive & exclusive tax automatically
All forms such as order
acknowledgements & pick lists can be
edited using visual form designer.
Read or print barcodes. Any field that
can be printed can be barcoded.
Back & Forward Date
Sales orders can be back or forward
dated (security access permitting).
Stock allocation/pick does not begin
until forward date reached.
Multiple Delivery Addresses
Multiple shipping & bill to addresses
are managed for each invoice &
Multiple invoices can be created from a
single sales order & multiple orders
consolidated within a single invoice.
Copy Sales Orders
Copy an existing sales order into a new
sales order or selected parts of one or
more orders, using 'tagging' feature.
Amend orders directly inside the Back
Order Control Centre without having to
edit original order.
Release items for a transaction, a
single account, all accounts or for
particular (marked) products only.
Transactions can also be batch printed
or re-printed by transaction number or
date range as well as by selected
accounts or categories. Or emailed to
the customer when saved.
Multiple Units of Measure
Stock may be sold in different pack
sizes, cartons, cases, etc.
Access note, reminder & sales or
product history information while
entering orders. Fast check what
customer has currently on back order
with duplicates warning.
Add On The Fly
New account & stock items may be
created during order entry.
Profits & Margins
Profit margin or mark-up statistics (if
security permits). Warn of profits
below specified margins or unusually
high margins for selected product
Product descriptions can be of any
Automatic expansion of a single ‘short-
cut’ code into multiple product entries
for fast input.
Load quotes or orders into an existing
For partial sales such as lay-bys or
advance purchasing plans or orders
that have long lead times before
delivery, back ordered stock can
manually or automatically be placed
Invoices can be based on original
(agreed) price & cost at the time of
order, or re-costed based on current
All or part of a sales order can be
cancelled or suspended at any time,
even if partly delivered. Cancelled
orders can be reinstated.
Invoice by size, colour, style or any
combination of up to 250 unique
properties per stock item.
Highlights at a GlanceIntegrated - with stock, customer accounts, warehousing, purchasing, general ledger, etc.Invoice preview - add or edit transactions before release.Raises orders in multiple currencies.Serial & batch number aware.Generate purchase orders based on multiple unfilled back orders.Quick Order - generate one or more purchase orders from a selected sales order - instantly.Product swap - suggests alternate, replacement or complementary sale items.Rapid ‘Excel style’ data entry.View back orders grouped by items, orders, allocations or accounts.Link special instructions to specific product items.Add notes or special instructions to transactions.
DIFOT at a GlancePerformance charted graphically.Set dispatch targets by customer, zone, state and postcode.Analysis by customer and product.Export to Excel.Send performance reports to keycustomer accounts.