The Sales module in FinancePlus offers flexibility in the way businesses handle customer orders. users can process orders through a picking process, straight invoicing, a ‘quick invoicing’ system or import orders directly from an EDI system or from an e-commerce website.

FinancePlus also provides an easy-to-use process for creating sales returns and issuing credit notes. As with other modules in FinancePlus, foreign currency handling is integrated extensively within the module.

Automatic Back Orders

With FinancePlus, you can also automatically raise a Sales Order when you are directly raising an invoice and an item is not in stock. FinancePlus will prompt you by providing the relevant information about the stock item so that you can decide the relevant action to be taken.

You have the option to ship all the available stock (if any) and create an automatic back order for the remaining, only ship the available stock and not create an automatic back order, or cancel the order for the item. You also have the option to print a backorder statement when printing an invoice.

Shipping Customer Orders

Sales Orders can be shipped in full or in part when the goods are on hand. If orders are filled in part the remaining order is retained in the pending file and the summary screen will display the value and quantity of goods shipped-to-date.

When the goods are shipped an invoice is automatically generated by FinancePlus. The screen displays the number for each item originally ordered, shipped-to-date and the quantity to be shipped this shipment.

Sales Module Features:

• Choice of direct Invoicing or use Sales Orders
• Automatic back-order creation
• Sales Orders have order status: Quoted, Imported, Pending, reserved, being Picked, Recurring
• Import orders from other systems: Internet, EDI, etc...
• Ship-by dates to manage the release of sales orders
• Formal Picking process is supported (Picking slip & picking confirmation)
• Combine multiple sales orders onto single invoice
• Can select different invoicing formats on-the-fly
• Record internal notes with each sales transaction
• Commission codes and sales Commission reports
• Record serial Nos or other item specific information
• Sales returns easily recorded, using original quantities and selling prices
• Optional Pricing Matrix: Quantity break discounts for specific customers

More Information:

View the Customer Orders Infosheet (Adobe Acrobat required)

Screenshots: Sales Orders: by Customer, Sales Orders: by Item Number, Quick Invoice screen

View the technical specifications for FinancePlus

Contact FinancePlus for more information