Sales Order Processing

This is an advanced module which can be purchase individually or with other advanced modules to complement the MCA core accounting package. It integrates fully with every MCA module. 

Sales orders can be recorded on receipt of a purchase order or from a verbal request, allowing tracking of orders from picking lists through to delivery and invoicing.  Both physical stock items as well as services can be incorporated on a sales order.  Work flow controls can determine if partial deliveries are allowed.  They also provide the option of producing delivery notes to accompany dispatch.  On dispatch the order is automatically passed to the MCA Sales Invoicing module to ensure prompt production of invoices.

The following functionality is available: 

• Up to ten standard selling prices can be stored for each Stock Record 
• A price band, discount structure and unique payment terms can be allocated to each Customer 
• Enables entry and automatic selection of a unique selling price or discount for every Stock Record for every Customer 
• Estimates, quotations and Pro Forma invoices can all be converted into live orders 
• Invoices can either be formatted like a letter or as a list of items from the Stock Control module 
• The system automates handling of superseded, alternative and bundled stock items 
• Your estimates and line items can be priced individually, subtotalled, or shown as a total for the whole document 
• Special notes about Customers and stock items can be displayed to assist with Customer requirements, product information and credit control 
• Historical orders can be duplicated in whole or in part, and scheduled to repeat at weekly or monthly intervals 
• The mail order window captures credit card details and requires authorisation before allowing a delivery 
• Fast enquiries into physical and free stock quantities 
• Drilldown enquiries display dates, names and details of goods - 'On Order In' and 'Reserved Out' 
• Warning is displayed if you try to sell an item for less than its cost price 
• Value and margin are shown line by line as sales orders are entered 
• Profit and order history are available, by product and by customer 
• Orders can be allocated a status upon entry and can then be progressed from one status to another until fully authorised

Reporting

Our Sales Order Processing module enables extensive drilldown enquiries on the current year, previous year or all years. A key feature within MCA is our complete transaction archive, this means that no transaction is ever deleted and a full audit trail is available for every transaction. As with all MCA modules, extensive reporting in multiple formats is available, including bank statement format. All reports can be stored as PDF documents and also include a “1-Click” to Excel feature.