Sales Order Entry
Here's what you can do without ever leaving the Sales Order Entry window in Carillon ERP:
Quotes – You can:
- Create a new approved or unapproved quote (depending on your security rights)
- Modify or approve an existing quote
- Copy a previous order or quote to start a new quote
- Send (print, fax or email) a quote to the customer
- Convert the quote into an order with a single mouse click
- Indicate a promise date, do not ship before date, and a cancellation date
- Check Available to Sell quantities as of the promise date
- Have the system automatically price the line items including any contract pricing for that customer and including quantity and customer discounts. You can override the pricing if you have the system configured to allow it
- Apply a line item discount if you have the system configured to allow it
- Create new items, customers and ship-tos if you have the security rights to do so
- Track the person who is placing the order, the person it should be shipped to as well as the person it should be billed to (all of these people are fully integrated with the Carillon