Sales Management

Sales Management includes Sales Quotes, Blanket Sales Orders (Customer schedules), and Sales Order processes.

Use the Sales Order Management module to:

  • Select the appropriate Alternative Ship-To address against a Customer
  • Manage Sales lines for Inventory, G/L Accounts, Fixed Assets
  • Item Tracking Lot/Serial Control
  • Item Charges to log freight, duty, restocking etc.
  • Sales Line pricing and discounts
  • Sales Invoice discounts
  • Shipping Agents and Services to define shipping details (eg DHL Overnight service)
  • Manage partial shipments
  • Ship and Invoice separately
  • Create prepayment invoices for the sales order.
  • Sales Quotes
  • Sales Blanket Orders (Customer Schedule)
  • Drop Shipments
  • Order Promising - Available to Promise (ATP) & Capable to Promise (CTP)
  • Sales Order Approvals
  • Sales Return management

Alternatively, sales can be managed directly from a Sales Invoice, negating the concept of shipping. Quantity available is not affected by a Sales Invoice until the invoice is posted.

Many companies now receive their customers sales order detail via EDI. Probitas is very experienced at implementing EDI messaging across many industries.

Streamline your business today.

Request a free demo today, or speak to one of our experts.

Streamline your business today.

Requst a free demo today, or speak to one of our experts.

Resources and support

Need some more information? Or do you just simply want to talk to an expert?

"So far we have used them to set up 4 companies across 3 countries within 1 year. With excellent service and support, we will continue to use them as we grow further."

Mark Barron, General Manager, Halo Medical