June 12th, 2007	i-Tr@der MODULE FACT SHEET	MOD00012
Document Library	Sales Order Processing (iSop)

Introduction

The i-Tr@der Business Platform was designed from the start to be a single joined up comprehensive business system that would enable small to medium sized businesses to run their entire business with just a web browser.

iSop - Sales Order Processing System, enables companies to manage their Sales Order from creation right through to despatch and Invoicing. Sales Order Processing systems are typically the most difficult for companies to use. Every company does things differently, standard software products rarely deal with the bewildering array of Order processing techniques that can be found in businesses. i-Tr@der provides a flexible approach to Order Processing with different modes of operation dependent on what type of business it is being used by, a few of these are shown below  :-

• Sales from Stock, standard Product sales Order Processing
• Non Stock Sales such as Services mixed with Product lines
• Supports unlimited Product Options for complex products such as Garments
• Make to Order, where goods are purchased 'back to back' with goods sold
• Counter / Trade sales, from Order Entry straight through to Invoice (Stock updated also)

iSop also provides a rich range of pricing options. From Standard generic sales prices, to Customer specific pricing, Distributor or Customer Group pricing, and many more. 

below creating a new Sales Order - Figure 012.01

Feature Highlights

Some of the key features of the iSop - Sales Order Processing System are shown in the table below :-

FEATURES	FEATURES
Simple to use, designed in the same style as all other modules	Partial Shipments with back order facility
Create Sales Orders for Stock and non-Stock products	Confirm Orders complete single step stock despatch and Invoice
Product Options supported with Automatic Product Code generation	Consolidated Invoicing option, one invoice to cover many despatches with backing sheet summary of deliveries
Foreign Currency supported	Complete drill down from Order view to Delivery Notes, and Invoices created
Sales Order Acknowledgements	Customer Login to view Sales Orders sent to them
Product Shortages reporting	Flexible pricing to support sophisticated pricing strategies
Commit Stock to Orders automatically or manually	Flexible delivery charge calculations
Product Picking Lists	Receive Orders direct from iCat (Online Catalogues) and iCos (electronic forms)

below an example of a Sales Order Acknowledgment received electronically by the Customer - Figure 012.02

Integration with other modules

iSop in it's simplest form can be used solely to Process Sales Orders from Customers. As part of the i-Tr@der Business Platform however it integrates as necessary with many other modules. iSop stores all the Sales Order acknowledgements, Picking Lists, Delivery Notes in the VFS (Virtual File System) System area. iSop integrates with stock when commiting stock and processing Orders through to despatch. iSop integrates with iCat (Online Catalogues) and also iCos (Electronic Forms Ordering) as different methods of Order Entry on the the order processing system. iSop also integrates with its sister product iSop - Sales Ledger. When goods are despatched Invoices are automatically created and placed onto the Customers account.

Below are some other screen shots from the i-Sop Sales Order Processing module :-

Viewing Order Status

When customers query Sales Orders, it is important to be able to locate everything to do with the Order quickly and efficiently. The i-Tr@der system provides summary information with links to drill down into further details in response to customers questions. Below an example of the Order View Summary screen from which, the Order line items can be seen as well as links to both the Order Acknowledgement and any Despatch notes already produced for this Order.

below viewing progress on a Sales Order, with links to the Order Acknowledgement Document & Despatches - Figure 012.03

Delivery Notes that go with the goods

i-Tr@der produces a delivery note that will accompany the goods to the Customer. Special instructions can be provided for as below with the Shortages note in the header and again in the footer. Customers are also advised of any Back orders still remaining on the Order. Optionally a section for the client to sign for delivery is provided.

Customers can be set up to not permit partial shipments, in such cases despatch notes would only be produced in the complete order could be shipped and the Back Orders section would never appear in such case.

below an example of a Delivery Note that would accompany the goods being despatched  - Figure 012.04

Looking at the details of a Despatch

Although Customers can login to the i-Tr@der Business Platform themselves to check out the status of any current or historial Order typically they will telephone and ask questions. Below is an example of the details provided having selected a particular despatch on any given Sales Order. From the selection of any Order, everything related to the order can be found instantly with just a few simple click. Below there are links to view the Order Acknowledgement, Delivery Note and the Invoice created as a result of this despatch.

below viewing the Despatch details having drilled down through a despatches link from the Order View window  - Figure 012.05