Order Entry and Point of Sale perform essentially the
same functions: processing customer orders and invoices.
The Order Entry Option is designed to meet the needs
of wholesale distributors and mail-order businesses.
Order Entry processes customer orders, prints
picking tickets and invoices, and tracks backorders.
Order Entry supports orders, invoices, credit memos,
quotes, RMAs, and standing orders.
CounterPoint allows you to create orders in Point of
Sale and convert them to Order Entry orders for batch
processing. This is helpful to businesses with retail and
wholesale divisions because they can use one system for
the management of both operations.
Order Entry workflow is organized around entering
orders, printing picking tickets, selecting completed
orders for invoicing, and batch printing invoices.
Two-step orders may have individual lines selected prior
to invoicing. Invoices and credit memos are handled as
one-step operation and selection is not required.
Order entry is a three-screen process in which the user
completes header, line item, and totals screens. User
interaction is designed for ease of use, speed, accuracy,
access to features, and clear presentation of information.
With Turbo Entry you can dramatically speed up order
entry by reducing keystrokes. During setup, you specify
which entry fields are skipped and auto-filled with
default values. For example, if you normally use the
default values for customer terms, item descriptions,
and prices, those fields are skipped in initial entry, but
may be edited. Only the fields that you deem required
need to be entered.
You can select a customer by entering the customer's
number, company name, telephone number, ZIP code,
or just a portion of the first or last name. For charge
sales, the customer's credit limit is checked, and only
authorized users may override the credit limit.
A Zoom on the customer's account shows all pertinent
information, including balance owed, credit limit, last payment
date, account aging, and even a detailed sales history.
New customers can be added while entering the order,
and customer numbers can be assigned automatically.
Unlimited pages of notes can also be retained for a
customer and displayed in Order Entry. If desired, a
specially identified page of notes can be automatically
displayed whenever you access the customer.
Sales and returns can be entered on the same order.
Items are identified by typing the item number or by
scanning a barcode with a barcode reader. Items can also
be looked up by entering a partial item number, partial
description, vendor number, vendor's item number,
category, subcategory, alternate lookup number, or any
keyword in the item description.
You may zoom in on inventory to see what is on-hand,
committed, on order, backordered, and in transit for
your location or other stocking locations. If an item is
out of stock, you may select from up to eight substitute
items, or ship items from an alternate location.
Unlimited pages of item notes may be defined for an
item and viewed during Zoom to allow you to more
fully inform the customer about the product. A page
of notes can be automatically displayed for an item to
encourage power-selling related items: Would you like
some potting soil with those plants?
Merchandise is priced accurately and automatically,
based on list price, quantity breaks, customer discounts,
or a markup on cost.
Sale prices can be date- and time-activated for limited-time
item promotions. Sale prices can specify a price
for a particular item, or a discount percentage for an
entire category/subcategory of items.
Contract pricing can establish special prices for certain
customers on certain items for a specific time period. A
contract can specify a price for a particular item or a
discount percentage for an entire category of items.
Items can be priced and sold by alternate selling units.
For example, you can stock an item by the EACH and
sell it by either the EACH or the CASE.
Retain multiple shipping addresses for each customer. If an item is out of stock, you may ship items from an alternate location or drop-ship the items direct from vendor to customer.
Optionally specify multiple ship-to addresses for each order (e.g., "Ship one box of peppermint candy to me, two boxes of chocolate to my sister in Detroit, and a big box of caramel corn to Uncle Bob in Memphis."). Each "ship-to" portion of the master order has it own ship-to address, line items, freight, tax, shipping tracking-#, and other information.
CounterPoint allows warehouse users to easily verify that the items picked for an order match the items to be shipped.
A warehouse user can record picked quantities and verify them against the original order within CounterPoint. Picked quantities can be entered using a workstation or a barcode scanner, or the quantities can be imported from a file created by a handheld data terminal. Pick verify requires both the Order Entry Option and the Data Interchange Option.
With the addition of the Serial/Lot Number Tracking
Option, items can be sold by unique serial number or by
lot number (group). Supported features include unlimited
serial and lot numbers per line, finding the oldest
serial number, viewing all serial numbers and reference
information, and automatic serial number generation.
Loose kits allow you to order a single item prompting
the system to suggest a list of related items that could
be ordered. The Kits Option adds Prebuilt kits and
Miscellaneous kits. Miscellaneous kits, when sold,
reduce the on-hand quantities of their components, and
offer optional component substitution
Order numbers are normally assigned sequentially by
the system. Alternatively, user-assigned order numbers
may be entered. All workstations assign orders from a
single series of numbers.
Multi-Currency allows the setup of foreign currency
exchange rates, and the tendering of foreign currencies
for Point of Sale and Order Entry transactions.
Taxes are calculated automatically based on the taxable status of the merchandise and the customer. Tax calculations can be overridden by authorized users on a per order basis, or individual line items can be set to no-tax. An entire order can be set to no-tax by entry of a tax registration number.
Tax can be a percentage of the sale amount, an amount per piece, or a combination of the two. For multi-location systems, an item's tax can be different for each location. Canadian PST/GST calculation is supported.
Sales commissions, if used, are calculated for each item
on the order based on either sale amount or gross profit.
Commissions may be tracked by order or by line item and
may be split across multiple salespeople on one order.
Commissions can be paid on sales or on paid invoices only.
Commissions due are reported in the Commissions Due Report
in Sales History.
The system can retain historical information for management
reporting in detailed (line-by-line) form.
Detailed history by customer and item can be retained
indefinitely, limited only by disk space. A complete history
of a customer's sales activity can be printed or viewed,
showing items purchased, transaction dates, and prices
paid. Similarly, you can review an item's detailed history.
A duplicate invoice can be produced months or years after the
actual sale is recorded. More information regarding history is
provided under Sales History.
Return Merchandise Authorizations (RMAs) can be entered, printed, and saved. RMA numbers may be sequentially assigned by the system, or entered by the user. RMAs can be converted into credit memos or cancelled. A report of RMAs can be printed. RMAs do not commit inventory.
In addition to user-defined miscellaneous charges, Order Entry offers entry of freight. Freight may be automatically calculated based on the total sale amount or the total weight. Other supplemental charges may be processed as line items.
Order Entry supports three distinct quantities on a
line item: quantity ordered, quantity to ship, and
quantity backordered.
The system can be configured to respond to an out-of-stock
condition in a number of ways: automatically
canceling the line; backordering the balance;
backordering the entire line; or presenting these and
additional choices, including selecting a different
stocking location and ordering a substitute item.
An optional deposit can be accepted, and an order document can be printed for use as a customer receipt, packing list, or work order.
Full support is provided for orders, backorders, and special orders. A direct link to Purchasing allows you to place vendor orders to meet customer requirements, including drop-shipments direct from vendor to customer.
Reference information can be entered for each line on
an order to indicate purchase orders placed with vendors,
or as internal control notes for warehousing or manufacturing.
You can view the customer's ticket (i.e., invoice) history so you can see open orders and shipment history simultaneously to quickly answer the question, Did my order ship?. Open orders reports can be organized by order number, customer, inventory item, ship date, sales rep, or reference.
Order lines can be added, changed, or removed; serial
and lot numbers entered or altered; kit components
edited; prices changed; or the entire order cancelled.
When entering or changing orders, you may page up
and page down through all three screens.
All print formats are user-defined, and you can select
the default formats for orders, quotes, and RMAs.
Invoices, orders, quotes, credit memos, and RMAs
may be batch-printed to produce documents such as
acknowledgments, packing slips, labels, etc.
You can configure the system to suggest automatic form
printing each time you complete a new order. Individual
prompting options may be set up for new orders versus
changed orders and for different types of documents
(orders, invoices, credit memos, etc.).
Cross-line category totals (e.g., parts, labor, etc.) may
be printed on orders, invoices, and other forms.
Credit card processing under CMP is included in the CounterPoint Base System. For information on available services and fees, call your Radiant Authorized Partner and ask about the CounterPoint Merchant Program. CMP processors will transfer settled charges to your local bank.
Standing orders allow you to enter an order once and cycle
bill it multiple times for periodic billings at regular
intervals, including the ability to set a time limit (term)
or maximum amount for each recurring order.
Order Entry is compatible with Multi-Site. Orders may be entered at satellite locations and transmitted to the Hub for fulfillment and invoicing. Invoices may not be printed at the satellite locations.
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