Unified Solutions Products

Sales Orders

Sales Orders starts the process and is very easy and intuitive. The screens are logical in their flow for data entry and how to lookup and select options for various fields, as well as provide data validation so the data keyed is correct for your business.

Sales order entry - click to enlargeCustomer specific part numbers and descriptions are provided via the parts table, as well as pricing defaults and price matrix selections based on quantities ordered.  The Sales Order will go through a Credit Check for the customer upon saving the order.  If the order exceeds the credit limits assigned in the Customer record, the current order and other open orders are placed on a credit hold status pending review by your credit manager.

Access to supporting tables and forms is a button click away so that Customer Service Reps can easily drill down to locate related customer and part information.  This allows the reps to view history, see pricing and open sales orders from their desks and minimizes the need for hard copies in the file cabinet.

Key Features:

  • System Generated Unique Key – no duplicate numbers
  • Sales Order Date defaults to current day
  • Search Sales Orders to locate old Orders via Options Lookup Button
  • User Defined Ship Via Field
  • Choose which Warehouse to ship from
  • Choose from at east 4 defined Freight Codes, can be extended
  • Credit Checking with auto-hold if exceed credit limit set in Customer Table
  • Order Status – New/Backorder/Closed
  • Terms override on Sales Order basis – defaults to Customer assigned terms
  • SO line detail - click to enlargeNotes available at Sales Order and per Line basis
  • Terms Default from Customer Record
  • Sales Lines display customer part number if defined
  • Unit of Measure defaults from Part Master
  • Price defaults to Part Master List Price, will update to quantity break if there is a Customer Part Price list
  • Delivery and Scheduled dates allow for multiple lines
  • Shows Receipt and Shipment info for easy lookup for Customer Service
  • View Inventory, Parts Master, Customer Pricing, Part Drawing and MRP with simple button clicks in Lines
  • View Customer and Contact history from Sales header
  • View Customer Pricing
  • Lookup Options on fields linking to Customer controlled support tables – button or F12 key for quick access
  • Check Box to flag order change via EDI 860
  • Hide Fields

Reports – there are many standard reports that can also be modified and adjusted for each organization. There are also reports specific to historical information.

  • Setup – simple forms to enter data for supporting tables
  • Sales Person – in-house or reps, setup commission rates
  • Customer Pricing – set up pricing schedules for each customer by quantity breaks


Next: Purchase Orders ->


Please contact us for further information or a demo.

OpenInsight is a trademarked product of Revelation Software, Westwood, NJ
e-Insight ERP licensed from InsiTech Group LLC. Cheshire, CT.


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