The CMS Professional Order Entry is a powerful sales entry module designed for businesses that need to:
create work orders and invoices
take deposits on work to be performed in the future
create quotes for projects based on parts and labor
track backorders
have picking lists
ship products to customers
create multiple shipments
print shipping labels
Cougar Mountain has built unparalleled functionality and flexibility into the Order Entry module. Our customers tell us they enjoy the low learning curve, multilevel security and intuitive screens. Full integration with other Cougar Mountain modules assures accurate, up-to-date information.
Enter all information pertaining to a sales transaction on one transaction screen. The transaction screen can be customized to include information specific to your business and requirements.
Group and subtotal items by inventory versus non-inventory on invoices. Valuable for businesses that sell both inventory and service items.
Select, review, modify or add inventory information without exiting the Order Entry transaction screen. The salesperson can easily determine if certain stock items are available for sale and respond to customer inquiries.
When entering an OE transaction, a salesperson will be able to look up the different price levels and quantity/price breaks available and select which to use.
Enter multiple customer “Ship To” addresses from the Order Entry transaction screen. This allows easy maintenance for customers with multiple locations.
Evaluate sales staff performance with the Sales by Salesperson report. The detailed report provides information regarding the item sold, quantity, transaction date and total sale amount. Calculate sales commissions by utilizing the information on this report.
For customers who ship with FedEx® or UPS®, investigate CMShip, our shipping solution that will speed shipping and reduce errors.
Sales Transaction Reports: you can customize various reports to provide specific details for management purposes. You can run custom reports to view transactions by the salesperson, department, register, or stock item.
Cash Receipts Report: determines the amount of revenue generated in cash or charges for a specified range of invoices.
Credit Card Receipts Report: determines the amount of revenue generated in credit card sales for a specified range of salespeople and credit card types. A variety of sort options make this a useful tool for evaluating credit card sales by salesperson, sales department, credit card type, and customer number.
Sales Labels: quickly print customer labels from Order Entry without having to go into Accounts Receivable. You can use all the existing sorts in sales history to print customer labels. With this kind of control over your database you can develop very targeted marketing mailings.
Reprints Invoice from History: after posting, you can reprint invoices from history using this option.
Price Variance Report: shows, for the items, date ranges and other parameters chosen, the base price, actual selling price, and the variance between them. This report can be run for posted or unposted transactions, and for a range of batches (unposted only), stock items, salespersons, and dates.
Sales Tax Report: contains a list of all available Tax Codes, as well as the total sales, and the total tax collected.
Profit Margin Report: calculates profit using a variety of sort options. Data from the selected parameters prints in a format that helps you pinpoint profitability in your business.
Deposit Journal Report: displays Order Entry deposit history using a variety of sort options.
Tracking Reports Invoice Tracking Reports: identifies missing invoices for specified invoice and date ranges.
Sales History Report: after Order Entry transactions have posted, details concerning the transactions are available through the Sales History Report. Because of the extensive sort options provided on this report, a variety of different reports can be generated.
Sales by Salesperson Report: lists all sales for each salesperson, and includes stock item and price information. The Paid Sales by Salesperson Report lists only paid sales.
Sales by Department Report: shows the invoices or sales by department for a specified range of invoices.
Back Order Tracking Report: identifies all or a specified range of back order invoices awaiting inventory. The report can be sorted by stock number or customer number.
Back Order Fulfillment Report: compares the inventory on hand to a specified range of back order invoices.
