Welcome!

1. User Conference 2011 Welcome! Sales Orders Presenter: Jeff Weaver

2. Sales Orders Major Topics To Be Covered In This Presentation • Sales Order Entry • Hold for PO Orders • Bill Complete Orders • Multi-SKU Entry • Line Item Routing • Inquiring on Sales Orders • Line Item Routing

3. Sales Orders Major Topics To Be Covered In This Presentation • Make PO’s from Customer Orders • Sales Order Tag Printing • Fulfillment/Shipping of Sales Orders • Open Item Statements and A/R Aged Trial Balance • Receiving Payment from Customers

4. User Conference 2011 Sales Order Entry

5. Sales Order Entry Sales Order Entry • Customer Tab • Select an Existing Customer or Create a New Customer • Select the Ship To for the Order being Created • Select the Salesperson receiving credit for the particular sale

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8. Sales Order Entry Sales Order Entry • Header Tab • Able to Modify Existing Orders • Select a pre-defined Order Type or Receipt Category • Select what Store the Order is being processed under • Enter a Ref ID or Customer PO# • Select the Shipping Method and/or Calculate Freight • Enter up to 3 Sales Order Notes • Select Hold for PO# or Bill Complete

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10. Sales Order Entry Sales Order Entry – Hold for PO# • Able to default based off the Customer • Account Tab > Require PO# on All Purchases • Affects of HFPO • Invoice Printout – Message “ Holding for P.O.” • Statement – Does not print on Customer’s Open Item Statement until the PO# is assigned • A/R Aged Trial Balance – Will Print, but does not age until a PO# is Assigned • Able to Search for Sales Orders and Invoices setup as HFPO • Applying a PO# and Changing Invoice Date

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14. Sales Order Entry Sales Order Entry – Bill Complete • Able to default based off the Customer • Account Tab > Invoice Only When is Complete • Affects of Bill Complete • Partial Shipment – Does Not Print Invoices • Completed Shipment – Only One Invoice Will Print • Statement – Does not print on Customer’s Open Item Statement until all the Merchandise is Shipped • A/R Aged Trial Balance – Will Print, but does not age until completely shipped • Invoice Date is the date of the last shipment that completes the order

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17. Sales Order Entry Sales Order Entry • Details Tab • Lookup or Create New Items or SKU’s • Able to see Qty’s from other locations • Ability to Copy Old Sales Orders to a New Sales Order (Re-Ordering Purposes) • Ability to Recall a Quote entered through the POS • Add Line Notes to a particular line on the Sales Order • Able to use a pre-set Wholesale Price for the entire Sales Order • Able to Save without a Deposit

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19. Sales Order Entry Sales Order Entry – Multi SKU Entry • Multi-SKU Entry • Able to Define Total Qty for an Entire Style • Validates the Qty’s for Each SKU of the Desired Style Equal the Total Qty entered • Ability to Change Price and Commission Cost for all SKU’s under a Particular Style for that specific Sales Order • Ability to Change the Unit of Measure for ALL SKU’s under a particular style • Able to adjust the Price and Commission Cost for particular SKU that Requires up-charges

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21. Sales Order Entry Sales Order Entry – Line Item Routing • Line Item Routing • Enter Routing on a specific line item • List current Routing entries • User Defined Operations • Text for Location and User ID • Date In/Out Selection • Qty In/Out Selection

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23. Sales Order Entry Sales Order Entry • Payment Tab • Able to define Deposit amount being entered • Select the desired Tender • View the current Deposits if modifying a Sales Order • Save the Sales Order with a Deposit

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25. User Conference 2011 Inquiring on Sales Orders

26. Sales Orders Inquiring on Sales Orders • Sales Back Office > Sales Orders > Sales Orders • Search based off multiple search criteria • Able to View/Edit Sales Orders • Print/Email Sales Orders • View Line Notes and/or Routing

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29. Make PO’s from Customer Orders Make PO’s from Customer Orders

30. Make PO’s from Customer Orders Make PO’s from Customer Orders • Search based off multiple search criteria • Able to search for Sales Orders or Special Orders only • Select Items and “Make PO” or “Add to PO” • Sales Order Tags • Tag Options (Store Setting) • Normal • One Per Piece – Every SKU, every count • One Per SKU – Every SKU, only one for all count • Available Fields • Standard Inventory Fields • Customer Name, Receipt Number, Club ID

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33. Fulfillment/Shipping of Sales Orders Fulfillment/Shipping of Sales Orders

34. Fulfillment/Shipping Fulfillment/Shipping • Fulfillment > Sales Order Invoicing > Perform Shipping • Enter the Qty of the items being shipped if partial shipment • Ship All in order to avoid manual entry • Able to adjust or check freight amount if needed • Apply Available Deposits • Enter remaining payment or charge Customer’s Account

35. Fulfillment/Shipping Fulfillment/Shipping • Hold for PO # • Able to Partially ship a sales order • Sales Order Invoice will display with a “-0, -1, etc.” at the end of the invoice # for each shipment • Holding for PO# will print on the invoice if HFPO is flagged and the PO# has not been entered. • Bill Complete • Able to Partially ship a sale order • Invoice will not print for Partial Shipment • Completed Invoice will print “-0” at the end for all Merchandise • Last Shipment date is the Invoice Date

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38. Fulfillment/Shipping Fulfillment/Shipping • Invoice List • Search for Sales Order Invoices based off multiple criteria • Print selected Invoices • View Invoices • Assign PO# on an Invoice • Change an Invoice Date

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40. Open Item Statement and A/R Aged Trial Balance Open Item Statement and A/R Aged Trial Balance

41. Open Item Statement and A/R Aged Trial Balance Statements and AR Aged Trial Balance • Open Item Statement – Accounts Receivable > Open Item > Open Item Statement • Hold for PO# - Does not print on customer’s Open Item Statement until the PO# is assigned • Bill Complete – Does not print on customer’s Open Item Statement until all merchandise is shipped • AR Aged Trial Balance – Analysis > Analysis > Accounts Receivable > AR Aging Trial Balance • Hold for PO# - Invoice prints, but does not age until a PO# is assigned • Bill Complete – Invoice prints, but does not age until completely shipped

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46. Receiving Payments Receiving Payments from Customers

47. Receiving Payments Receiving Payments from Customers • POS > Payin on Account • Select the Customer making the Payment • Select the Tender Method and enter the amount being paid • Select Bills Tab • Select the Invoices that are being paid • Able to change the amount being applied by changing the “Applied Amount” field

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