Business value

The Order Entry Optimization module contains several features to optimize the order creation and maintenance process.

Features

The Order Entry Optimization module contains the following features:

• Mandatory fields
• Default worker for sales order and quotations    
• Order entry optimizations parameters 
  • Prompt for Sales Taker
  • Create sales quotation from sales order headerCreate sales quotation from sales order header
• Optimizations to the customer service form
• Create customer contact from sales order header
• Create customer from sales order header
• Create back order from sales order line
• Create transfer order from sales order line
• Inherit default settings from warehouse
• Scan functionality on sales orders
• Order completion    
• Credit Management
• Address validation check
• RMA Copy from customer sales order line functionality
• Show all sales order lines / all quotation lines
• Include inventory status within ATP calculations

RMA Copy from customer sales order line functionality

Sales Orders
Under Sales order line ->  Copy from customer will lead you the "Copy from all form", but now by default filtered on the customer. This allows you to quickly copy lines from a previous sales order.

Return Orders
In some industries the items are already returned before the lines are invoiced. Under Return line - Copy from customer this will make it more convenient to get the right line price and discounts to the return line.

Quantity no checks

No checks are done regarding the quantity, the checks are only available when copying from invoices. Therefor both menu items are controlled by seperate privileges.

Show all sales order lines / all quotation lines

In some cases, you may need to view all quotation or sales lines for a specific customer or prospect. To make it easier to access this information, two dedicated overviews have been added:

All quotation lines

Accounts receivable > Customers > All customers > tab Sell, Related information > Quotation > All quotation lines
Sales and marketing > Customers > All customers > tab Sell, Related information > Quotation > All quotation lines
Sales and marketing > Relationships > Prospects > All prospects > tab Sell, Related information > Quotation > All quotation lines
Counter sales - HSO > Orders > Customer service tab Customer, Related information > Quotation > All quotation lines
Retail and Commerce > Customers > Customer service tab Customer, Related information > Quotation > All quotation lines

All order lines

Accounts receivable > Customers > All customers > tab Sell, Related information > Orders > All order lines
Sales and marketing > Customers > All customers > tab Sell, Related information > Orders > All order lines
Counter sales - HSO > Orders > Customer service tab Customer, Related information > Orders > All order lines
Retail and Commerce > Customers > Customer service tab Customer, Related information > Orders > All order lines

Setup

Activate the ALF license

This will enable the Order Entry Optimization functionalities.

Parameter and settings for each individual feature is described in the topic of the feature it self.