The Sales Order Module is used to record the details of the user’s Customer Purchase Order. It is a translation of the customer’s order (or contract) to deliver goods into the user’s format and language. This is done so that the user’s various departments can refer to a common format rather than have to adjust to a variety of customers’ formats. The Sales Order should reflect exactly what the customer ordered – the part numbers, the quantities, the delivery schedules, the price, the terms and conditions of the order, and any special charges. Other important information to be included (besides the customer’s name) is the name of the contact at the customer, the purchase order number (the contract), whether or not the purchase order or contract has been agreed upon by acknowledgment of the Sales Order.
The user initiates the internal flow of operations by completing the Sales Order. This order then is used to track the progress of the customer order, account for costs and revenues, determine the manufacturing performance to commitment, define the company backlog of sales, schedule workloads, and in general direct the activities and operations once the customer’s order is accepted.
The Sales Order module serves several functions relating to orders:
- to view and review an existing order.
- to edit an existing order.
- to add a new order.
To review and edit an order, the user FINDs the order to display it on the screen. There are a number of ways that ManEx provides for the user to aid in locating a specific order, which are discussed later. Once an order is found and displayed, the order may be EDITED to make desired changes to the order.
To create a new order, the user performs the ADD function.
Once in the Sales Order, the user may add or edit the products being delivered to the customer, including the quantity. The deliveries may consist of products, (assemblies made by the user), and/or parts (from the user’s inventory), and/or miscellaneous items (non-inventory items or services). The sales order program will determine pricing from the pricing module, if the part has had pricing entered. Otherwise, the user must add the pricing as the products are entered. If the Pricing module doesn’t have the part entered, the user must also select the Sales Type.
The user must then establish a schedule for shipping the product. The schedule may be for a single shipment, or scheduled out over a period of time with the same or different quantities for each delivery. In ManEx, there is also the provision for automatic scheduling, which simplifies the scheduling if the user wishes to ship a fixed portion of an order each day, week or month.
The user may then verify that the Bill-to and Ship-to information is correct. It will be entered automatically in the Sales Order from the Customer Information module, using the default values. If more than one address exists for the customer, the user may change this information to match the individual order, if desired.
The user may also create work orders for the product FROM the sales order module. If the product is scheduled for multiple deliveries, the user may elect to make one order for all parts, or spread out the deliveries over multiple work orders. We do not allow the Work Order to be released within the Sales Order module. The Work Order module is a very valuable feature and should not be by passed. The purpose of the WO Release is for various departments to fulfill their part of the task of releasing the WO on-line to avoid doing it manually.
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