Feature: Enhanced Counter Sales Details: The enhanced counter sales program provides quick and efficient order entry at the point of sale. As a scaled down version of Direct Invoice Entry, it processes invoices for goods to be taken by the customer. Entry options allow the distributor to limit the information displayed on screen during counter sales, expediting the transaction. Backordering is allowed during counter sales entry to prevent having to enter a separate sales order for special order items. V-6.7
Feature: Ship Complete Sales Orders Details: This feature is a way to designate an entire order or even just a specific line on an order to be shipped all at once. The designation can be on the warehouse or the line item level. Choices are:
Ship complete Ship Complete not required--partial shipments and backorders are allowed Balance Complete--ship those items that are available on the first shipment, but ship
the backorder complete The order is evaluated for shipment eligibility when the pick ticket is printed, and the user is advised if the order is not ready to ship. An optional override is available in case the user wants to print the pick ticket anyway. V-7.3
Feature: Sales Order Document Notes Details: Improve organizational communication with Document Notes. Unlimited notes can be created per document or document line. Additionally, not every note on every document has to be created from scratch. Users can: Transfer Customer and Item Notes to Sales Order documents Transfer Quote Notes to Sales Orders documents Transfer Sales Order Notes to tied Purchase Order lines V-7.5
Feature: Suggested PO/Transfer by Item Type Details: Suggested PO/Transfer by Item Type: Some distributors prefer to create suggested purchase orders or transfers for only certain item types, such as non-stock items or temporary items. This enhancement allows the distributor to specify the behavior for each item type when a backorder occurs, such as Always Create Suggested PO, Always Ask Based on Primary Vendor, Always Ask Based on Restock Path, and Never Ask. V-7.5
Feature: Enhanced Quote Win/Loss Information Details: Enhanced Quote Win/Loss Information: Looking to get more visibility into quote tracking? Quotes contain new fields for tracking quote status: Status (Accepted/Declined/Partially Converted/Expired/Open), Date Accepted, Date Declined, and Reason Declined. The Reason Declined field is driven off of standard Lost Sale Reason Codes in FACTS. V-7.5
Feature: Order Booking Report Details: This report tracks the number and the dollar value of sales orders written by salesperson on a daily basis. Changes to order totals are recorded prior to the first shipment. Deletions of open orders are also noted. This enhancement also features reporting by entry date or edit (change/delete) date. V-7.2
Feature: SO Contract Pricing Enhancements Details: SO Contract pricing gained several enhancements to make the management of price contracts more efficient. Users can specify contracts by customer ship-to, and warehouse. One contract can contain multiple item/customer scopes, including item-level pricing. Management of contracts have become easier with the Contract Maintenance program, which allows users manage contracts through Excel uploads and gather like contracts together for common edits. Other enhancements include the approval flag, the ability to round to a specified dollars/cents, the ability to exclude certain item types, the creation of contracts from Quotes, and copy contract function. V-7.4 and V-7.7
Feature: Order Priority Details: Users can designate an order as “Rush”, “Normal”, or “Service Hold.” Rush orders have priority in the Commit Backordered Quantities and Pick Ticket Print programs and are clearly indicated on the pick ticket. Service Hold indicates that the order is on hold for a non-credit-related reason, and no pick ticket is printed. V-7.3
Feature: Customer Search by Ship-To Details: The customer search now includes a “Ship-To” button that invokes a search on the customer ship-to file. Sort orders include Name and Zip Code. Users can optionally filter on state or salesperson/territory. A keyword search is also included. V-7.2
Feature: Automatic Printing of Pick Tickets from Commit Backorder Quantities Details: The Commit Backordered Quantities program can optionally print pick tickets of those orders just committed. V-7.3
Feature: Customer Profitability Analysis Details: Do you know which customers are most profitable? If you are using gross margin as a guide, you may not. The Customer Profitability Analysis brings Activity-Based Costing analysis to FACTS customers. The core principle of Activity-Based Costing is to recognize that some customers drive more costs for a distributor. By measuring these costs and applying them to customer-driven activities, distributors can capture cost-to-serve information about their customers. V-7.4
Feature: SO Entry program switching Details: The Order Entry suite allows users to access other sales order programs without exiting to the menu. Users save time by simple choosing the Options menu to switch from one entry program to another. This applies to Order Entry, Direct Invoice Entry, Quotes, Counter Sales, or Confirmation. Of course, security codes are observed so users who are not authorized to be on a specific program are not given the option to switch to that program. V-6.7
Feature: View Past Invoice Detail from AR Open Inquiry Details: From AR Customer Inquiry, users can drill down to SO Document Inquiry (in Past Invoice mode) from the Open Documents view in addition to current drill-down to transaction view. This allows the user to see what items were on the invoice in question from the AR Inquiry. V-7.2
Feature: Service Level Report
Details: The service level is a fill rate measurement of a warehouse for stocking items. Service levels are based on industry-standard criteria: Whether the line item was shipped on time to a customer (or requesting warehouse for restocking transfers) and shipped complete to a customer (or requesting warehouse for restocking transfers). This report can be run by date, warehouse, customer, item, item class, and primary vendor. V-7.2
Feature: Past Invoice Report Details: This new report harvests data from the past invoice history files. Distributors can use this report to glean history on invoice-specific sales information. Sort orders include Invoice, Document, Customer, Customer Class or Salesperson/Territory with each sort narrowed further by a beginning and ending range. The user may select an Item, Vendor, Item Class or any combination thereof to print only the lines which meet the given criteria. Ship-to-information may also be included. V-7.5
Feature: Suggested PO/Transfer Enhancement Details: This enhancement provides uniformity to the user for suggesting a Purchase Order or Transfer. Additionally, the user can specify an alternate vendor or warehouse for the suggestion. V-7.3
Feature: Line insertion in the SO entry suite Details: For those orders that are required to be placed with items in a certain order, users can insert lines if one is forgotten rather than deleting all lines up to the point of insertion.
Feature: Past Sales Search for Temporary Items from the Past Invoice File Details: The Past Sales Search from sales order entry programs now searches for temporary items from the past invoice file instead of the past sales file, providing complete information on the past temporary item sale. V-7.2
Feature: Multiple payment terms per invoice Details: Invoices can have multiple payment terms, including up to six cash types and one accounts receivable type. Especially for counter transactions, the accommodation of split payments allows for more accurate payment tracking. V-6.7
Feature: Credit card handling Details: Through the integration of Paypal’s Payflow Pro software, this feature provides credit card entry and authorization for sales order processing. It responds to validation requests in seconds, cutting service time significantly. Often, banks charge less per transaction for an automated system. The integration between FACTS and the credit card software supports sales, sale voids, credits, and credit voids. V-6.7
Feature: Cash drawer handling Details: These programs provide the capability to handle cash tray balancing, discrepancies, and z-out reports. Security features include allowing the user to password protect opening the cash drawer. V-6.7
Feature: Deposit handling Details: Allows deposits to be taken in all of the SO entry programs for committed or backordered goods. Multiple deposits can be tracked for each order and applied to the order when the merchandise is shipped (or picked up). A GL liability account is set up to record the value of outstanding deposits. A report is offered as a subledger to this account.
Feature: Customer-Item numbers Details: By customer, the user may select whether to print the customer-item number on the invoice, pick ticket, or quote. This accommodates customers who require all paperwork display their item number, even if it’s not the same number in the item master file. V-6.7
Feature: Order Import Feature Details: The Order Import allows users to import line items from past orders, past invoices, open orders, and quotes into orders or quotes. Whether the program imports past pricing or uses the current pricing is set in a control file maintenance. There is an optional override when each order in imported. Commission, ship warehouse, and other defaults are also addressed in the control file maintenance. V-7.2
Feature: Document search by reference number Details: For increased customer service, the ability to find documents by the customer’s reference number expedites access to the correct document. This search options exists in quotes, orders, and invoices. V-6.7
Feature: SO Document Inquiry additional sorting capabilities Details: This Inquiry sorts by customer, reference number, or item. This allows a user to scroll through documents or past documents in vendor order or item order. V-7.1
Feature: Companion items Details: This function allows the suggestion of additional product to sell with specific items. After adding a specific item to an order, a selection window optionally appears with suggested items and quantities. The user selects which companions to import. Companion items may also be flagged to automatically import, bypassing the selection window. V-7.1
Feature: Companion memos Details: This feature is an extension of the Companion Item functionality. It facilitates the automatic transfer of important information to the order taker, eliminating the need to repeatedly type in memos for specific items. As with any memo, companion memos can be optionally printed on the invoices or exported to the special order PO. With both Companion Items and Memos, the user that sets up the companions can dictate in which entry programs (Quote Entry, Order Entry, Counter Sales, Direct Invoice, etc.) the companion appears. For instance, a company may not want companions to show in counter sales in order to expedite processing at the counter. V-7.1
Feature: Name of Order Placer Details: A new header field in the sales order entry programs records the name of the order placer to better facilitate resolving customer service issues. This field is visible in Sales Order Document Inquiry for both Open and Past Documents. V-7.3
Feature: Past Invoice Print from Document Inquiry Details: Past Invoice Print can now be accessed from SO Document Inquiry while viewing the past invoice. V-7.1
Feature: SO Entry Options F/M Details: This feature allows users to reduce screen "clutter" in the critical order entry related screens. Only those pieces of information regularly used are placed on the main screens or passed through during the entry process. This permits quicker entry by eliminating the need to answer unnecessary or infrequently used questions. Detail screens are always a keystroke away to access the remaining data. V-7.0
Feature: Expanded Past Sales search Details: In SO Customer Inquiry, the Past Sales can now be searched in Alpha, Interchange, and Class orders. V-7.1
Feature: Freight Schedules Details: Distributors can set up freight tables to enforce freight policies for customers. Flexibility can be maintained by creating as many schedules as needed and assigning them to the appropriate customers. Schedules can be sensitive to order total or weight. V-7.5
Feature: Order Review Details: A replacement for Hold Review, this program allows distributors to manage open orders in so many ways. Whether it’s expediting backorders or reviewing the orders taken for a specific sales territory, Order Review keeps order information at your fingertips. V-7.6