The CHARISMA Sales Order Processing/Invoicing module is a purpose designed flexible interface between the sales desk and invoicing functions. The module provides many additional features to facilitate the processing of orders, invoices and credit notes whilst seamlessly integrating with the sales ledger, stock control and nominal ledger. Features include:

• Optional enquiry logging. Details of enquiries from customers can be logged and subsequently converted to orders at a later date. Quotations can be printed or faxed directly to the customer from an enquiry.
• Powerful customer and stock searches. Fast and comprehensive search on all or part of the customer account number, name, address, post code, telephone number and contact names and on any part of the stock code or description plus search facilities on customers' part numbers, suppliers' part numbers, catalogue part numbers and catalogue page.
• On-line credit control. Displays the credit status (over credit or on stop) with the option to hold orders until authorisation is given.
• Flexible discounting/pricing facilities. Options include discount matrix, quantity breaks, chain discounts, settlement discounts, special prices, net prices, contract prices, multiple price lists and promotional offers.
• Back-to-back ordering. Allows the automatic creation of purchase orders when customers order non-stock/out of stock items. Goods will be automatically tied up to the awaiting sales order and the despatch paperwork triggered automatically on receipt of goods.
• Forward/scheduled orders. Customer orders may be placed on forward order or scheduled over a period of time. This allows for better forecasting and planning of purchases to ensure customers receive their scheduled orders on-time.
• Trade counter sales. This fast order entry routine provides a quick and efficient response to trade counter customers. Allows for both account and cash sale customers with auto payment reconciliation to the invoice and end of day cash sale summary.
• Picking and despatch documents. Options include picking notes, bulk picking sheets and advice/delivery notes. Picking and delivery notes can print automatically to the correct printer (with the correct stationery loaded) and can print in sort sequence (including by bin number).
• Vehicle routing. Vehicles, delivery days and drop sequences can be set up which will build delivery schedules, produce vehicle loading sheets and a drivers round sheet. Delivery notes can also be printed for each vehicle in the correct delivery sequence.
• Automatic calculation of carriage. Carriage charges can be automatically calculated from a carriage table based upon carrier, the order weight and delivery address.
• Despatch confirmation. A single program which can allow the user to amend despatched quantities, batch/serial number information, picker and packer details as well as flagging the order for invoicing and printing the despatch documentation.
• Real time update. CHARISMA will update all sales, stock and nominal ledger files once an invoice is posted.
• Consolidated invoicing. Daily, weekly and monthly invoicing for selected customer accounts.
• EDI - Electronic Data Interchange. EDI is available as an option with CHARISMA enabling the electronic receipt of orders or transmission of invoices direct from/to the customer via recognised network providers such as Tradenet, Easylink etc.
• Bar coding. Various bar coding facilities are available within Sales Order Processing and invoicing including product verification.
• Outstanding order reporting. With profitability analysis and below margin warning.
• Optional weight print. If the product weight is set up in the stock file then the despatch weight may be calculated and printed on the picking and despatch note.
• Optional certificate of conformity. Wording for certificates can be set up and selected to print on the invoice.
• Minimum order values. When set the order value can be automatically lifted to the minimum accepted. All screens are easy to read, well designed and always provide only relevant information.

"The trade counter option has enabled us to create a far more professional image in this area of our business".

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