© 1985-2018 CAPITAL Office Business Software

Distribution & Wholesale

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 CAPITAL Warehouse Manager, 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

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.

Power Search

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.
Features Customise Resize, rearrange, add or remove unwanted order columns. E.g., list price, reserve stock & cost columns can be added/removed as desired. Last Sell Price Include 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 Details

Account summary page with current balances & graphical ageing status.

Credit Limit Check

Optional screen warning when credit limits exceeded.

Full Release

Sales orders can be held until the

entire order is fully allocated.

Partial Release

Sales orders may be partly released.


Inclusive & exclusive tax automatically


Custom Forms

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.

Quick Amends

Amend orders directly inside the Back

Order Control Centre without having to

edit original order.

Selective Release

Release items for a transaction, a

single account, all accounts or for

particular (marked) products only.

Batch Printing

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.

Sales Assistance

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


Multi-line Descriptions

Product descriptions can be of any


Code Short-cuts

Automatic expansion of a single ‘short-

cut’ code into multiple product entries

for fast input.

Quote/Order Transfer

Load quotes or orders into an existing

sales order.

Order Hold

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

on hold.

Costing Update

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 Glance Integrated - 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.

Back Orders List By Customer

(including allocations, sales orders

on hold, available stock & forward


Back Orders List By Product

Back Orders List By Stock Group

Back Orders List By Movement

(track invoiced goods back to

originating order)

Back Orders List By Contact (used

to produce delivery run-sheet and

customer contact/follow-up lists)

Pick Lists in Report Format

Sales Orders (including currently

on order) - delivered, cancelled,

partially complete, suspended or

any combination).

User definable reports

Pick Lists

The sorting of pick-lists may be

customised. Examples of sorting

combinations include:

Invoice number



Stock group

Supplier group

Product bode

Delivery area (for picked orders)


Picking Kits

Stock kits may be listed as regular

items or as a series of components on

pick lists. The kit an item belongs to or

a summary of the kits on the pick, may

be shown on the pick list. Kit

expansion on pick lists may be set by

individual kit.

Clear Unpicked Orders

Back orders not filled after picking can

be bulk cleared for customers who

don’t accept back orders.

Consolidated Picks

individual picks may be consolidated to

faciliate shipping and dispatch.

Stock Allocation

Stock may be allocated to sales orders

automatically based on:

Longest Waiting To Most Recent

By Date Range

By Transaction Number Range

For a Product Code

For Pending Sales Orders Only

For Pending Invoices (with back

orders) Only

For Sales Orders Only Where Floor

Stock Is Not Used

Excluding Forward Dated Sales


Excluding Orders On Hold

Only Allocate (reserve stock) if

Entire Order Can Be Allocated.

Based on customizable criteria

set-up by a consultant, the

manufacturer or yourself


Manual Allocations

Allocate available stock manually or

override automatic allocations. Stock

may be directed to other customers

when necessary.

Business Software You Won’t Outgrow

Business Software Dispatched In-Full On-Time Analysis The DIFOT analysis tool monitors the efficiency of your internal pick and dispatch processes.
DIFOT at a Glance Performance charted graphically. Set dispatch targets by customer, zone, state and postcode. Analysis by customer and product. Export to Excel. Send performance reports to key customer accounts.
Dispatched In-Full On-Time Analysis Tool