SunSystems Sales Order Management
Take complete control of your sales, purchasing, and inventory management
The solution ensures that organizations can streamline sales, order, and distribution operations, in order to deliver high levels of customer service
Sales Order Entry
- Review order details with full revision history using entry amendment
- Convert quotes into orders using the quotation system, update the inventory balance with sales orders and credit notes, and create online inventory inquiries
- Take advantage of an unlimited number of definable sales order types
- Create standard, scheduled, blanket/contract, and backto-back orders; create scheduled invoice payments based on payment rules
- Perform credit checking and credit warnings, and set overdue limits
- Set up credit approval and tolerance checking
- Make credit approvals based on security
Sales Order Processing
- Sequence or eliminate various sales stages to match business needs
- Create user-defined views and extensive drill-paths to associated information
- Facilitate easy access to sales procedures for printing or converting quotations, or printing acknowledgements and invoices
- Avoid arbitrage differences between currencies that can occur from successive conversions via a flexible conversion process
- Hold invoices in their actual value according to the time they were created at a user-defined rate in up to three currencies
Customer Management
- Utilize a flexible system for maintaining a wide range of customer details
- Store multiple addresses per customer—each with definable characteristics, such as minimum sales order value or default dispatch warehouse
Pricing Management
- Take advantage of sophisticated and flexible pricing capabilities for structured price bands
- Create a price book hierarchy of up to ten levels for complex requirements
- Set user-updateable selling prices
Credit Management
- Take action on processes for orders on credit hold with reviewing and monitoring
- Report on patterns of credit usage with automated credit-limit-exceeded warning at order-entry stage
- Review payment monitoring to highlight changes in patterns
Reporting On Sales
- Create standard reports on customer listings, order statuses, and sales listings
- Base sales analysis on item, location, address, and analysis codes
- Build user-defined reports on quotations, orders, credit notes, and invoices
- Set up margin analysis based on costs captured at order entry
- Perform quotation analysis, such as quotes converted to orders or cancellation reasons
- Produce performance reports for deliveries, quantities, and pricing
- Assemble statistical declaration for EU VAT reporting
- Generate simple and rapid reporting in any combination of currencies
Integration
- Create custom workflows and alerts via Infor OS integration
- Export sales orders from other systems using XML
- Export sales transactions to allow manipulation
- Allow orders to be mapped to the ledger with integrated processing
- Leverage integrated mobile functionality
Complete business processes control
With SunSystems, you can configure and control the complete business process for receiving and processing customer sales orders—regardless of receipt method—from invoice generation and revenue recognition.
Sales order entry
- Review order details with full revision history using entry amendment
- Convert quotes into orders using the quotation system, update the inventory balance with sales orders and credit notes, and create online inventory inquiries
- Take advantage of an unlimited number of definable sales order types
- Create standard, scheduled, blanket/contract, and backto-back orders; create scheduled invoice payments based on payment rules
- Perform credit checking and credit warnings, and set overdue limits
- Set up credit approval and tolerance checking
- Make credit approvals based on security
Sales Order Processing
- Sequence or eliminate various sales stages to match business needs
- Create user-defined views and extensive drill-paths to associated information
- Facilitate easy access to sales procedures for printing or converting quotations, or printing acknowledgements and invoices
- Avoid arbitrage differences between currencies that can occur from successive conversions via a flexible conversion process
- Hold invoices in their actual value according to the time they were created at a user-defined rate in up to three currencies
Customer management
- Utilize a flexible system for maintaining a wide range of customer details
- Store multiple addresses per customer—each with definable characteristics, such as minimum sales order value or default dispatch warehouse