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In an increasingly competitive
market, customers demand
rapid response when placing
orders for products and services.
Your ability to process these
requests in a timely and effective
manner is essential to earning
and keeping Software
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AccountMate 7 for LAN Instant Access to Customer Information
Users have instant access to customer balances, past due totals, payment history on outstanding
invoices, open credit, available credit, and year-to-date and accumulated-to-date sales totals
while processing a sales quote or order. Year-to-date sales information is calculated based on a
user-defined start date that is defined separately per customer for maximum flexibility.
 Create Sales Order—Line Items Tab
Enhanced Customer Maintenance Functions
Track and View YTD Sales—Users can view details of each customer’s Year-to-Date sales to
facilitate negotiations for more competitive pricing and credit terms or to process sales orders.
Year-to-Date sales information is calculated based on total sales made to a customer within a
user-defined year.
Customer Ledger Card—The Customer Ledger Card provides a snapshot of each customer’s balance by displaying detailed information about sales and credit invoices, partial payments of outstanding invoices, invoice line item distribution, finance charges, taxes, freight and customer deposits. Average Days to Pay Information—Users can view the average number of days it takes to collect receivables from a customer before processing a new order. Use this feature with the available credit information to evaluate the suitability of the credit terms granted to a customer. Comprehensive Inventory Information
Add a picture of the product to each inventory item record. Enter product notes in the accompanying
inventory notepad. These powerful customer-service tools can be quickly accessed while processing
customer orders. Inventory information–such as on-hand quantities, on-order quantities, booked
quantities, item classes and product lines–is also visible on the
sales order screen.
Multiple Substitutes for Inventory Items
Each inventory item can be assigned multiple substitute items
that can be used to fill orders for items that may have insufficient
quantities on-hand.
Multi-level Pricing for Inventory Items
Users can set multi-level prices for inventory items. Different prices
can be assigned to inventory items based on a customer’s
classification (i.e. price code) or based on the order quantity.
Maintain Sales Tax Entities
Multiple sales tax entities can be set up and attached to one or
more sales tax codes. Users can define a tax rate, active/inactive
status, and separate sales tax payable and sales tax cost GL
Account IDs for each sales tax entity. For more complex tax
policies, users can also set minimum and maximum taxable
and tax amounts, and a rounding method.
Built-in Multi-Currency Feature
When multi-currency is activated, a foreign currency code can
be assigned to a customer which will provide billing in the
appropriate currency. This allows sales prices for items sold to
foreign customers to be properly translated to the corresponding
foreign currencies without the user having to manually calculate
the foreign price values.
Validation of Customer Credit Limit
The Sales Order module allows users to define whether
transactions will be allowed for customers who exceed their credit
limit. This setting is defined separately for different stages of the
sales order process. Users will have the flexibility they need to
authorize creation of sales orders for customers who exceed their
credit limit although they may not want to allow shipments of
orders to these same customers. This same validation can also
be performed when importing sales orders. Users also have the
option to include un-invoiced SO shipments during credit limit
validation. This gives users the optimum flexibility to enforce their
customer credit policies.
Option to Save Sales Order as Quote When Credit Check Fails
During the creation of a sales order, if the customer exceeds the
credit limit and the system is configured not to allow the credit
limit to be exceeded, users have the option to convert the sales
order into a quote.
Customize Kit Formula on Each Sales Order
AccountMate provides the ability to reconfigure the composition
of kit items on each sales order. This gives users the required
flexibility to adjust the kit components to meet their customer’s
distinct preferences. Best of all, the customized kit formula is
tracked to facilitate processing of customer returns.
Track Lost Sales Opportunities
Sales quotes can be approved and converted into orders for a
portion of the order quantity. Sales orders can also be cancelled
after partial or no shipment. Users have the option to keep a
record of the portion that was not approved or not shipped,
and assign a reason for the lost sales opportunity in order to
facilitate sales analysis. They can also retrieve lost sales quotes
or cancelled sales order transactions and convert them into a
new quote or order.
Shipping Sales Orders Is Easy
With the Sales Order module, users can see each item’s open
order quantity. Simply click a button to ship all the open order
quantities or enter each shipment quantity manually. During
shipment, the system validates the units that are on-hand and
warns users if any shipment will result in negative on-hand
quantity. When integrated with the Kitting module, shipments
of on-the-fly kit items automatically reduce the total costs and
quantities of their components to ensure real-time and accurate
tracking of inventory data.
Advanced Billing Prior to Shipment
The Sales Order module allows users to bill the customer before
shipping the order. When integrated with the Accounts Receivable
module, the pro-forma invoice used to bill a customer is easily
converted into a regular AR invoice to facilitate application of
deposits received on the advance bill.
Recurring Sales Orders
Multiple recurring-sales order templates can be set up for each
customer. Sales orders can be set to recur at different intervals
with a defined limit to the number of recurring cycles and/or a
recurring end date. Users can generate several sales orders for
multiple periods in one sitting. This saves valuable time and
reduces data-entry errors. Use this feature to process standing
orders for fixed quantities of an item or a service.
Mass Cancellation of Open Orders
Users can easily cancel open orders from a range of sales
orders so that their inventory booked quantity reflects the actual
outstanding sales orders only, thereby facilitating scheduling of
purchases and/or material requirements planning. The Cancel SO
Open Order function allows users to set parameters for canceling
open orders. They can indicate one or a range of customer
numbers, salesperson numbers, sales order numbers and/or
order dates. Each qualified sales order record is displayed along
with the line items and quantities that are not yet shipped. To
cancel, simply mark the corresponding check box beside the
sales order record. This saves a significant amount of time, since
users do not have to individually access each sales order to
cancel the open ordered items.
Integration with the General Ledger, Accounts Receivable, Upsell Management, Inventory Control, Lot Control and Kitting Modules
Other Features
AccountMate Software Corporation © AccountMate Software Corporation. All rights reserved. Reproduction in whole or in part without permission is prohibited. The capabilities, Software Requirements and/or compatibility described herein are subject to change without notice. Contact AccountMate or Authorized AccountMate Solution Provider for current information. |
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