Streamline Your Processes with Our Sales Order System for Legal Services

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we're now looking at bluing sales order entry screen on the customer information tab once you've selected the customer the system populates their billing information and default ship to location which can be changed to any other location associated the customer or a new shipping to location may be added at the time the order is placed the system also displays the customer's credit health and in the background performs to credit tests actions to be taking if the credit tests fail can be defined in the system parameters moving to the order info tab order specific information populate is populated some by manual input such as customer Pio number and others such as salesperson or salesperson splits payment terms and ship from warehouse are automatically populated based on customer defaults order information such as order type and various states are populated automatically by the system some information such as order type and order status can be defined based on a company's business processes based on these business processes order statuses may be changed manually throughout the sales order process or rules may be defined within the system to change order status automatically based on the occurrence of specific events conversely the system may take actions based on orders having a specific status the order details tab is where most at time is spent in the order entry screen this is where the desired products are added to the sales order products can be added into the order in multiple ways and are chosen by completing the product code column in many cases products are entered by keying in aprotic owed or selecting from a drop-down box other methods will be looked at in the next product tour once a product has been added to an order information about it can be viewed by looking at the more on inventory screen this provides information including a picture of the product cost information pricing and availability of the product by warehouse location as products are added to the sales order quantity desired must be entered if there's insufficient availability the unfillable amount is automatically moved from the quantity column to the ubo or units on backorder column the system also automatically populates the best price for the specific customer based on the unit of measure chosen and either the list pricing or any contract pricing which the customer is eligible for with your appropriate permissions pricing can be overridden directly on the sales order as orders are entered into the sales order the bottom portion of the screen summarizes the details about allows you to enter order level discounts as well as freight charges and provides you with a total dollar value for the sales order you