Check Customer Credit
To check the customer credit limit to process the order. Also should be able to see the Aging report from the Credit Limit failure error pop up or from the SO screen – Current Limit, Amount Overdue. Should be able to continue only after the credit controller approves it in case of no credit
Check order duplicates
To check the order exist by comparing with existing order within 3 days.
Manage Sales Order
To create different sales orders like Standard Order, Registered Promotion Order, Gift Order, Non-Registered Promotion Order and Consignment Type Orders.
Customer Exchange (different price)
To manage the customer exchange same or different item for a paid/unpaid invoice on different price.
Customer Exchange (Same Price)
To manage the customer exchange same or different item for a paid/unpaid invoice on same price.
Metro Order
Sales Order and Shipment will be generated in one branch. Invoice will be generated in another branch. Lot is mandatory in Sales Order.
Price discount
To discount defined percentage from base price for defined customer groups.
Print batch Invoice
To print invoice document in batches with the sequence number mentioned. Log should be mentioned for the sequence printed.
Manage Route
To define the routes used.
Manage DO
To generate the DO’s based on sales orders created. This involves First Expiry First Out logic for allocation of Lots. DO print is done for each DO created from the Sales Order.
Update and Change of Lots can be done after the Lot is allocated for a DO till the DO is not Completed.
Manage Customer Invoice
To generate Invoice from Sales Order for which DO is generated. When Invoice is Completed DO is also Completed, so that Invoice and DO are Completed at the same time.
Automatic Reversal
Automatic Reverse of DO and Invoices when SO is voided. Automatic reverse of invoices with respective to DO when user reverse any one invoice. Automatic Reverse of Invoice when DO voided.
Approval for Manage Invoice
Approval while completion of Invoice.
Restricted void option based on role in manage invoice
To restrict void option in the manage invoice based on the configuration in role screen.
Provision to load ware house in forms parameter based on the logged-in organization
Can restrict the ware house based on the logged in organisation. User can generate DO based on the ware house chosen in the form.
Restricted Backdated invoices based on role access
To restrict entry of back dated invoices based on the configuration in the role screen.
Restricted write off amount based on the configuration
To restrict write off amount based on the amount configured in General configuration screen.
Two copies of print in Generate receipt by salesman
Provision to take two copies of print during generate receipt by salesman.
Product Shelf Life verification during DO generation
To verify product shelf life expiry during DO generation.
Sales Force Automation integration through Web service
Connected third party SFA system through web service.
Price List Override
Brought Commercial discount functionality to calculate discount based on the predefined products mapped to the campaign. Generated reports to show the commercial discount details.
Proposal to Payment
Generated reports to calculate allocated amount for the budget details from the Sales orders and Invoices.
Early Payment Discount
Can configure discount for the products and map those discount to the partners.
