Chapter 7. Sales Module
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Chapter 7. Sales Module

Table of Contents

1. Quote
1.1. New Quote
1.1.1. Quote Item
1.2. List Quotes
2. Sales Order
2.1. New Sales Order
2.1.1. Sales Order Item
2.2. List Open Sales Orders
2.3. Reschedule all S/O Line Items
3. Billing
3.1. Invoice
3.1.1. Uninvoiced Shipments
3.1.2. Select All Shipped Orders for Billing
3.1.3. Select Order for Billing
3.1.4. Billing Edit List
3.1.5. Billing Selections
3.1.6. Post Billing Selections
3.1.7. List Unposted Invoices
3.1.8. Post Invoices
3.2. Credit Memo
3.2.1. New Credit Memo
3.2.2. List Unposted Credit Memos
3.2.3. Credit Memo Edit List
3.2.4. Post Credit Memos
3.3. Forms
3.3.1. Print Invoices
3.3.2. Print Invoices by Ship Via
3.3.3. Re-Print Invoices
3.3.4. Send Electronic Invoice
3.3.5. Print Credit Memos
3.3.6. Re-Print Credit Memos
4. Return
4.1. Return Authorization
4.1.1. Return Authorization Item
4.2. List Return Authorizations
4.3. Return Authorization Workbench
5. Lookup
5.1. Quote
5.1.1. Quote Lookup by Customer
5.1.2. Quote Lookup by Item
5.2. Sales Order
5.2.1. Sales Order Lookup by Customer Type
5.2.2. Sales Order Lookup by Customer
5.2.3. Sales Order Lookup by Customer PO
5.2.4. Sales Order Lookup by Item
5.3. Sales Order Status
6. Forms
6.1. Print Sales Order Form
6.2. Print Return Authorization Form
6.3. Packing List Batch
6.4. Print Packing List
6.5. Send Electronic Sales Order Form
6.6. Send Electronic Quote
7. Reports
7.1. Summarized Backlog by Site
7.2. Backlog
7.2.1. Backlog by Customer Type
7.2.2. Backlog by Customer Group
7.2.3. Backlog by Customer
7.2.4. Backlog by Sales Order
7.2.5. Backlog by Product Category
7.2.6. Backlog by Item
7.3. Partially Shipped Orders
7.4. Inventory Availability
7.4.1. Inventory Availability by Sales Order
7.4.2. Inventory Availability by Item
7.4.3. Inventory Availability by Customer Type
7.5. Earned Commissions
7.6. Brief Earned Commissions
7.7. Tax History
7.8. Customers
7.8.1. Customers by Customer Type
7.8.2. Customers by Characteristic
8. Analysis
8.1. Bookings
8.1.1. Bookings by Sales Rep
8.1.2. Bookings by Customer Group
8.1.3. Bookings by Customer
8.1.4. Bookings by Ship-To
8.1.5. Bookings by Product Category
8.1.6. Bookings by Item
8.2. Time-Phased Bookings
8.2.1. Time-Phased Bookings by Customer
8.2.2. Time-Phased Bookings by Product Category
8.2.3. Time-Phased Bookings by Item
8.3. Sales History
8.3.1. Sales History by Sales Rep
8.3.2. Sales History by Customer Type
8.3.3. Sales History by Customer Group
8.3.4. Sales History by Customer
8.3.5. Sales History by Bill-To Name
8.3.6. Sales History by Ship-To
8.3.7. Sales History by Product Category
8.3.8. Sales History by Item
8.4. Brief Sales History
8.4.1. Brief Sales History by Sales Rep
8.4.2. Brief Sales History by Customer Type
8.4.3. Brief Sales History by Customer
8.5. Summarized Sales History
8.5.1. Summarized Sales History by Sales Rep
8.5.2. Summarized Sales History by Shipping Zone by Item
8.5.3. Summarized Sales History by Customer Type
8.5.4. Summarized Sales History by Customer
8.5.5. Summarized Sales History by Customer Type by Item
8.5.6. Summarized Sales History by Customer by Item
8.5.7. Summarized Sales History by Item
8.6. Time-Phased Summarized Sales History
8.6.1. Time-Phased Sales History by Customer Group
8.6.2. Time-Phased Sales History by Customer
8.6.3. Time-Phased Sales History by Customer by Item
8.6.4. Time-Phased Sales History by Product Category
8.6.5. Time-Phased Sales History by Item
8.7. Print S/A Special Calendar Form
9. Prospect
9.1. Enter New Prospect
9.2. List Prospects
9.3. Search for Prospect
10. Customer
10.1. Enter New Customer
10.2. Customers
10.3. Search for Customer
10.4. Customer Types
10.4.1. Customer Type
10.5. Customer Groups
10.5.1. Customer Group
11. Item Pricing
11.1. Item List Price
11.2. Update List Prices by Product Category
11.3. Pricing Schedules
11.3.1. Pricing Schedule
11.4. Pricing Schedule Assignments
11.4.1. Pricing Schedule Assignment
11.5. Sales
11.5.1. Sale
11.6. Update Prices
11.6.1. Update Prices by Product Category
11.6.2. Update Prices by Pricing Schedule
11.7. Reports
11.7.1. Prices by Customer Type
11.7.2. Prices by Customer
11.7.3. Prices by Item
11.7.4. Freight Prices by Customer Type
11.7.5. Freight Prices by Customer
12. Master Information
12.1. Characteristics
12.1.1. Characteristic
12.2. Sales Representatives
12.2.1. Sales Representative
12.3. Shipping Zones
12.3.1. Shipping Zone
12.4. Ship Vias
12.4.1. Ship Via
12.5. Shipping Charge Types
12.5.1. Shipping Charge Type
12.6. Tax Codes
12.6.1. Tax Code
12.7. Shipping Forms
12.7.1. Shipping Form
12.8. Sales Categories
12.8.1. Sales Category
12.9. Terms
12.9.1. Billing Term
12.10. Sales Account Assignments
12.10.1. Sales Account Assignment
12.11. A/R Account Assignments
12.11.1. A/R Account Assignment
12.12. Customer Form Assignments
12.12.1. Customer Form Assignment
13. Utilities
13.1. Customer Information Export
13.2. Reassign Customer Types by Customer Type
13.3. Update Credit Status by Customer
13.4. Purge Invoices
13.5. Purge Credit Memos
13.6. Allocate Reservations
13.7. Archive Sales History
13.8. Restore Sales History

In this chapter, we describe the Sales module. This module is responsible for defining and maintaining the following key sales and customer relationship components:

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9. Master Information Home 1. Quote