CYMA Sales Order Module

CYMA Sales Order Benefits

Define specific requirements with custom rows and columns using the "variable pricing matrix"
Establish quotes and easily convert into sales orders
Copy existing sales orders for quick repeat sales
Easily establish promotional pricing by product line
Define organizational pricing methods based on cost markup, sales price discount, quantity ordered, promotional dates and alternate prices
Works as part of an advanced backorder processing system integrated across Inventory, Purchase Order and Sales Order modules
Integrated shipping solutions using StarShip software
Pricing alerts warn on profit percentage, profit loss or other defined conditions

CYMA Sales Order Features

The "variable definition price matrix" allows customers to custom-define their own rows and columns in the price matrix. The rows and columns in the Price Matrix may be defined as:

Customer Type
Customer Price Category
Product Type
Product Line
Product Price Category
Sales Rep
Customer Type
Terms Code

Sales Order is designed to integrate with Accounts Receivable, General Ledger and, optionally, the Inventory Control module. The Accounts Receivable module is required to use the Sales Order module. Sales Order can be used without the Inventory Control module if your organization is not interested in tracking warehouse quantities.

Please look below for other Sales Order features.

Complete Order Cycle
Only two steps in the cycle are required - Enter the Sales Order and Ship the Sales Order
Real-time inventory data consisting of On-Hand and Available Quantities
Batch Shipments
Email Pick Tickets
Scheduled Ship Date at the line level to help provide a scheduling solution for customers requesting delivery of their order quantities on more than one date
Calculate backorder quantity checkbox that works in conjunction with the backorder processing function. When this option is selected and insufficient stock conditions exist, the values will be used/tracked through Inventory Control, Purchase Order and Sales Order
Backorder Processing system will display the Backorder quantity when there is insufficient stock to fill an order
Promotional Pricing by Product Line
A Quote is easily changed to a Sales Order
Unlimited pricing methods based on cost markup, sales price discount, quantity ordered, promotional dates and alternate prices.
The Sales Order entry program will search all four possible sources for customer/product pricing and default the lowest price for a specific customer ordering a specific product.
Pricing Sources include: Sales Price on the product, Customer Special Pricing, Pricing Matrix (variable definition), and Promotional time-sensitive pricing and Quantity Discount Pricing
Three Price Alert options warn or prohibit a product from being sold at a loss or below a user-specified profit margin percentage.
Unlimited line items on a Sales Order\Quote.
Product Availability in the warehouse is displayed as a separate field in the Sales Order data grid.
Capability to fill an order from multiple warehouses.
An order quantity that is greater than the current Available quantity will display the order quantity in Red for greater visibility.
Option to include the Last Unit Cost in the Sales Order grid.
Similar Credit Hold and Credit Limit treatment as in CYMA AR.
System-assigned quote/sales order number up to ten-digits, with user specifying the starting number.
Same system-assigned number is used throughout the cycle. The number assigned to a quote does not change once it becomes a Sales Order.
Flexible order, shipping and line item notes, which can be overridden during the entry of a Sales Order/Quote.
Validation of product's sales expiration date, if established, prevents sales after date.
Canceled Sales Orders are retained in the system to provide a complete audit trail of every system-assigned Sales Order number.
The Sales Order document can be printed from the entry screen for walk-in counter sales or printed in batch.
Sales Orders can be either printed or e-mailed
Pick Ticket Selection Screen
Pick Ticket can be printed based on scheduled ship date
Option to allow warehouse personnel to ship more than ordered from the shipping screen rather than changing on the Sales Order screen.
As in IC, an option to permit the product quantity on-hand to go negative based on shipped quantity.
"Ship All" button to streamline the shipping of all lines and all open quantities on a Sales Order, with an override capability for any exceptions
Ship weight is automatically calculated during shipping for assisting in determining freight charges.
Capability to print Packing List at the time of the shipment or in batch mode.
The "Accept Partial Shipment" flag is set at the customer level, but can be overridden when a Sales Order is entered.
Copy existing Sales Order/Quote to be copied to a new Sales Order/Quote. The new document is fully enabled for editing.
Pop-up window shows Alternate Product ID for products that have either passed their sale expiration date, or have a low stock condition.
Invoice and Sales Order activity tabs.
Alternate pricing capability for Sales Orders
Optional Maintain Alias Product table used to link the seller's in-house product id with the product id nomenclature (Alias) a specific customer uses. When entering a Sales Order either the in-house product id or the Alias product id can be entered to find the product.
Options asking "Use Alias Products" and "Include Alias Products" on forms
Options for specifying which of several Unit Cost values to display in Enter Sales Orders. The option chosen then becomes the "booking" unit cost and will also be used for the Gross Margin calculations
Option to include a display-only "Last Unit Price" column to the sales order grid. There are four selection criteria options from which to choose.
Optional Maintain Sales Account Codes table for defining codes to specifically paired Sales and COGS GL accounts. This code can then be entered in Enter Sales Orders and all Accounts Receivable entry dialog boxes assuring the user-entered sales account will always be matched to the desired COGS account when creating journal entries. This table can be accessed in either the Sales Order or Accounts Receivable module.
List Price at the Product/Warehouse level. With this Maintain Configuration option users can select whether the program should default the Unit Price from either the Product or the Product/Warehouse if the lowest price routine determines that the "List Price" is the lowest price, or if there is an alternate price code on this line of the sales order
A "Bill-To" grouping in the Product Line Sales Analysis (current) and, the Product Line Sales Analysis (Historical) reports
Sales Order Audit Report
Profit Report based on the "actual" shipping cost as opposed to the "booking" cost displayed when the order is entered
Product Alias profile report with multiple filters and two grouping options
F6 "Hotkey" feature allows viewing previous sales of the highlighted product to the customer in the header
Calculate and display both a line and order level Gross Margin Amount and Percent
Unit Price can be based and defaulted into the grid from the product/warehouse Standard Cost value. This cost option can be selected in the Maintain Pricing Matrix; the program determines whether this is the lowest price available
A negative quantity on a regular order type will permits entry of the Unit Cost
The Print Packing List option applies to all three shipment methods
System allows users to edit the shipment weight when shipping a sales order
All shipment methods update the IC transaction description field with the Sales Order reference number (in the header of the sales order).
All three shipment methods post to the COGS GL account associated with the Sales Account Code if entered in the Sales Order grid