Sales Orders and Service Orders

Supports Sold To, Bill To and Ship To structures. Each can be tracked separately.
Various sales order formats: Ship From Stock, Build to Ship, RMA, Non Part Orders.
Company defined order types and classifications.
Unlimited number of line items.
Advanced Change Order system tracks all changes made to any order at every revision.
Automatic verification of order against customer credit limits.
Tax/VAT on each line item.
Automatic notification to any number of users and/or contacts via email on any shipment, containing all shipping information, including all waybill numbers.
From within any sales order, view complete shipping history, all invoices (pending and paid), complete customer payment history, current part history, Production Status and Inventory Status.
Pre-paid, COD and Cash In Advance support ensures that no shipments are made without a COD tag or confirmation of prepayment of order.
Multiple dates on each line- Customer PO Due Date, Commit Date, Estimated Ship Date.
Scan/Attach Customer documents (PO’s, confirmations, etc).

Quotations

Provides complete parts lists for new parts, or ties to BOM for existing parts.
Track labor, material and NRE estimated costs. Estimated costs compared to actual cost via the costing system.
Quote numbers automatically assigned and managed.
Automated follow-up requirements send to any number of users through e-mail and/or alarms.
Track pricing at various quantities.
Integrated into the contact manager and customer system. Approved quotes will create Sales Orders, streamlining the data entry process.
Scanning option to store confirmation or approvals for paperless systems.

Track commissions based on Part Number, Bill to, Sold To or Ship To.
Commissions tracked by receipt of payment by customer.
Unlimited number of commission entries can be represented on any given sales order power. Simplified. 8| Oak Creek Software: OMNI ~ power. Simplified.

Unlimited number of Sold To, Bill to and Ship To addresses. Multiple Bill To addresses linked to a ‘master’ customer account. Each sale and shipment can be tracked individually.
Establish customer credit limits. Credit limit automatically maintained by system.
Fields for customer resale ID, NAICS codes (NAICS codes are replacing SIC codes), sales tax, VAT codes and Terms.
Establish default shipping methods, carriers (including carriers account numbers) and FOB.
Establish transit times for each carrier and method, allowing more accurate customer dock date accuracy (same support for drop ships).
Status flags for customers ( New, Active, Credit Limit Hold, Credit Hold, etc) ensures order control is enforced based on current status.
Customer History section for company related notes and activities to be tracked.
Integrated with the Contact Manager, allowing immediate access to all contacts related to any given customer.

Detailed activity reports
Task lists
History
Direct integration with the quotation, customer and vendor systems.
Automated notification of pending events, activities or tasks to any number of users through e-mail and/ or alarms.
Scan/Attach documents related to contact directly into OMNI allows for quick access to contact related material.
The contact manager allows you to provide notification to anyone in the database of shipments, corrective action responses, RMA results, etc. via Email.