Desktop & Mobile Order Management
Transaction Types
- Sales, Credits, Returns, Invoices
- Quotes, Product Requests
- Stock Orders
- Future Orders
- Production Orders
- Dispatch Orders
- Delivery Orders
- Customers
- Items
- Price Agreements
- Promos
Operations
- Order Management
- Quote Management
- Transaction Entry
- Inventory Availability
- Customer History, Notes
- Aging
- Create Invoices
- Order and Invoice History
- Sales and Item History
Reports
- Sales Reporting
- Item Reporting
- Purchase History
- Change Reporting
- Accounting Integration
- Inventory Integration
Quote Management
ForwardSales manages quotes with ease. Quotes are entered for customers. They contain items and pricing. Quotes have an expiration date and can be converted to an Sales Order. ForwardSales manages the expiration dates and notification of upcoming expiration.
Sales Order Management
ForwardSales is an easy way to create Sales Orders and Credits. Sales Orders are entered for a customer and have a ship to address. ForwardSales captures rep, delivery method, and date. ForwardSales can check inventory levels and create summarized production orders if need be. Orders are visible to Inventory crew as they are entered. Inventory can be picked and filled with ease. Shipping items relieves inventory and creates an invoice. Invoice and Inventory usage can be sent back to your accounting system.
Dispatch Order Management
ForwardSales allows user to schedule a pickup or delivery and bill a customer. Dispatchers enter customer, location information, delivery/pickup method, delivery/pickup date and item information. Delivery and pickup methods can be a route, a truck, or any method of delivery. Drivers run the route processing the dispatch orders using our mobile app. They can gather POD information and the app reports back status. Once delivered orders can be invoiced and your accounting system can be updated.
Production Order Management
ForwardSales allows user to enter Production Orders. Production Orders are used to define work to be done. Work to be done could growing plants, mixing ingredients, or assembling items into a new product. As work is completed items are received into inventory, component materials are back flushed.