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Frequently Asked Questions - Transaction Processing

  • Are Backorders Automatically Created?

      Yes, if a Customer Orders 1000 Widgets and you only have 900 in stock, you can immediately partial ship the 900, which will automatically generate an invoice, and then either automatically create a Special or Drop Ship PO for the remaining balance or automatically create stock purchase orders to build up stock based upon your re-order and min/max quantities defined for inventory stock items.

  • Can ORDERS Plus Manage RMAs?

      Yes, special functionality is available in Order Entry, Invoicing and Purchasing modules that will allow you to issue an RMA to your customer, then upon receipt, issue a credit invoice and issue the RMA Purchase Order back to the vendor.

  • Can Users Check Inventory Availability and Pricing without entering the Inventory module?

      Yes, ORDERS Plus has a Stock Check button available on every screen in the system.  This provides immediate response to your customer while on the phone.  Items can be located by either partial match to the Item#, Vendor Item# Cross Referencing or 3 Level Relational Categories.  Complete descriptions, pricing and ability to view related documentation is available with a simple click of the mouse.

  • Can ORDERS Plus Email Quotes, Orders, Invoices and Purchase Orders?

      Yes, ORDERS Plus is designed to work with Microsoft Outlook and can easily email transaction forms to your customer or vendor.  A simple click of the mouse will automatically generate an Email for the Customer or Vendor and attach the Quote, Order, Invoice or Purchase Order as a PDF document to the email.  You can add any comments and press the send button.  It's as easy as 1, 2, 3.

  • How Does ORDERS Plus Manage Commissions?

      ORDERS Plus calculates commissions to sales reps based upon inventory items sold using Commission Types assigned to individual or groups of inventory items.

      Commission Types determine different commission percentages that will be paid to salespeople. ORDERS Plus provides the flexibility to assign up to three commission factors for each Commission Type, rather than a commission based on the entire sale or the specific sales person. This creates a matrix commission based upon the sales representative and the profitability of an item.

      By creating Commission Types, each inventory item can have its own unique commission structure. This allows inventory items with a higher markup percentage to accommodate a larger commission, while inventory items with a lower markup percentage accommodate a lower commission.

      Commission Reports can be based upon Percentage of Sale Price or Profit.  Of course, ORDERS Plus supports less complex commission structures as well.

  • Can ORDERS Plus Process Credit Cards?

      Yes, the ORDERS Plus Credit Card Processing module allows the user to automatically process Credit Card sale transactions from a Sales Order or Invoice.  Select Here for more information.

  • How Much Transaction History is Kept in ORDERS Plus?

      Unlimited.  That is the power of ORDERS Plus.  All Quote, Order Entry, Invoicing, Purchasing and Production History is kept.  The phrase "Information is Power" applies to ORDERS Plus.  After using for a couple of years, you'll be amazed at the information that is available with 2 clicks of a mouse.  You also have the option to purge old quote and order entry data.

  • Can ORDERS Plus Print Mailing Labels?

      Yes.  Mailing Labels can be printed based upon any amount of user criteria, sales information and categories assigned to Customers, Prospects and Vendors.

  • Will ORDERS Plus Notify if a Customer is On-Hold or has reached their Credit Limit?

      Yes, if any transaction is attempted to be processed or created and that Customer's Credit Limit has been exceeded or the Customer is on Credit Hold, the user will be automatically notified. (Credit Limited Exceeded Feature Only Available w/Integrated Financials)

  • Can We Add Line Items Using a Vendor's Item#?

      Yes, ORDERS Plus supports the ability to cross-reference to a Vendor's Item# during line item entry and using the stock check feature.

  • Can We Add Line Items Using Inventory Categories?

      Yes, ORDERS Plus supports the ability to define 3 different categories to each Inventory Item.  During all Inventory Lookups, Inventory can be located using the 3 Level Drill Down Categories defined.

  • Can We Add Line Items Using a Customer Item#?

      Yes.  ORDERS Plus supports the ability to associate a Customer's Item# to an inventory item and then cross reference to the ORDERS Plus Item during Line Item Entry.  Not to mention, the Customer's Item# will also print out on all pick tickets, packing slips and invoices.  You can even print custom bar-code labels that can be affixed to the items before they are shipped.

  • Does ORDERS Plus Have The Ability To Audit User Activities?

      Yes, ORDERS Plus keeps track of detailed user activities like login, editing and deleting records.  Inventory Adjustments are also tracked in detail.

  • Can User Access Be Restricted to Certain Functionality within ORDERS Plus?

      Yes, ORDERS Plus has one of the most comprehensive Role Based Access Right Management Systems in this marketplace.

  • Can Sales Reps Be Denied Access To Other Sales Rep's Accounts?

      Yes, an ORDERS Plus Sales Rep User can be defined to only allow access to their own Customer and Prospect Information.

  • Can We Bill One Company and Ship To Another?

      Yes.  ORDERS Plus supports the ability to change the shipping location on the fly.  If you will ship to the other location more than once, it can be added as a secondary ship to location for that customer and be automatically selected during the creation of a new transaction.  ORDERS Plus supports the ability to maintain an unlimited amount of other locations associated with a customer.

  • Can ORDERS Plus Manage Standard Recurring Orders?

      Yes.  ORDERS Plus supports the ability to duplicate any transaction that is in the system.  This means if an Customer always places a similar order, you can select the old order and duplicate it by a simple click of the mouse.  Once the new transaction has been duplicated, changes can be made.

  • Does ORDERS Plus Integrate with EDI?

      No.  ORDERS Plus does not currently support any EDI interface.  EDI orders are simply entered into the system manually.

  • Is ORDERS Plus Suitable for a Retail POS Environment?

      That depends.  ORDERS Plus is not best for a classic retail environment in which your primary income comes from people walking into your store, purchasing a $1.00 widget and walking out.  However, ORDERS Plus is well suited for companies that have some walk in traffic since it supports the use of a cash drawer and has a special POS line item entry mode that will determine amount tendered.  Most POS systems have basic Inventory Control and Order Processing functionality, that's where ORDERS Plus has it's strength.  If your overall walk-in cash revenue, not including walk-in customers with net terms, represents 10-15% of your total revenue with the balance consisting of mail order and/or distribution income, ORDERS Plus should be strongly considered.

 

 

 

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