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Enhancements in Accounting, Sales Orders, Fulfillment, and Reporting at Conference 2011

Join presenters David Boyd and Jeff Weaver as they delve into new features in Accounting, Sales Orders, Fulfillment, and Reporting. Key topics include advancements in internal General Ledger capabilities, corporate statements, EDI invoice import functionality, and streamlined sales order processing. Learn how to effectively manage multi-SKU entries, line routing, and tag printing for sales orders. Discover the benefits of integration that eliminates the need for third-party software usage and offers robust financial reporting tools, all designed to enhance your operational efficiency.

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Enhancements in Accounting, Sales Orders, Fulfillment, and Reporting at Conference 2011

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Presentation Transcript

  1. User Conference 2011 Welcome! New Features: Accounting, Sales Orders, Fulfillment and Reporting Presenters: David Boyd & Jeff Weaver

  2. Accounting, Sales Orders, Fulfillment and Reporting Major Topics To Be Covered In This Presentation • Accounting • Internal General Ledger Capabilities (v6.2) • Corporate Statements (v6.2) • EDI Invoice Import/Detail Functionality (v6.3) • Sales Order Processing • Sales Order Multi-SKU Entry (v6.2) • Sales Order Line Routing (v6.2) • Sales Order Tag Printing (v6.2)

  3. Internal GL Capabilities Internal General Ledger Capabilities

  4. Internal GL Internal General Ledger • Benefits of Internal General Ledger • No Need for Exporting to 3rd Party Accounting Software (Quick Books, MAS90, Great Plains, etc.) • Detail History is Linked to the Account Balances for Audit Purposes • Financial Reports are Generated in standard Microsoft Excel format

  5. Internal GL Internal General Ledger • Four Points of Interest with General Ledger • Initial Setup • Posting Process • Auditing Account Balances • Financial Reporting

  6. Internal GL Insert Screenshots, etc.

  7. Internal GL Internal General Ledger • Posting Process • Verifies Transactions are in Balance (Debits = Credits) • Flexibility of Posting for Financial Reports (Transaction Date vs. Posting Date) • Defining what Transactions are Out of Balance before Posting • Ability for Manual Journal Entries

  8. Internal GL Internal General Ledger • Auditing Journal Entries • Search Entries Based Off User Defined Criteria and Sort Based Off Various Fields • Ability to Narrow Down Specific Accounts • Ability to View Source Transactions from Entries • Exporting of Entries into Microsoft Excel

  9. Insert Screenshots, etc.

  10. Internal GL Internal General Ledger • Financial Reporting • Exports Reports to Microsoft Excel for Ease of Use • Financial Reports • Trial Balance • Income Statement / P&L Statement • Balance Sheet • Activity Report • User Defined Date Range Selection • Company Consolidated vs. Store Detail

  11. Insert Screenshots, etc.

  12. Insert Screenshots, etc.

  13. Corporate Statements Corporate Statements

  14. Corporate Statements Corporate Statement • Expand on Parent/Child Relationship Functionality • Child Can Charge Purchases to a Parent • Ability to Charge Tax on a Child’s Portion of a Sale Entered Under a Parent • Issue Parent a Corporate Statement with Child Customer, Receipt #, and Balances Owed Per Receipt • Issue Parent a Monthly Statement with Outstanding Invoices/Receipts and Balances Due

  15. Insert Screenshots, etc.

  16. EDI 810 Invoice Import EDI 810 Invoice Import/Detail Functionality

  17. EDI 810 Invoice Import EDI 810 Invoice Import • Ability to Setup a Task Scheduler to Import EDI 810 Invoice File • Ability to Allow Line Items Added to Invoice Detail from 810 Import • Able to Manually Add Items to an Invoice • Provide a Discrepancy Detail Screen with Differences Between Received and Invoiced

  18. Sales Order Multi-Sku Entry Sales Order Multi-SKU Entry

  19. Sales Order Multi-Sku Entry Sales Order Multi-SKU Entry • Able to Define Total Qty for an Entire Style • Validates the Qty’s for Each SKU of the Desired Style Equal • Ability to Change the Price and Commission Cost for all SKU’s Under a Particular Style for that Specific Sales Order • Ability to Change the Unit of Measure for All SKU’s Under a Particular Style • Able to Adjust the Price and Commission Cost for Particular SKU that Requires Up-Charges

  20. Insert Screenshots, etc.

  21. Sales Order Line Routing Sales Order Line Routing

  22. Sales Order Line Routing Sales Order Line Routing • Track Items on Sales Orders on a Line By Line Basis • User Defined Operations are Assigned to Each Routing Entry • Ability to Add/Remove Routing Entries for Each Line Item • Ability to Print Routing on Sales Orders on a Per Order Basis • Ability to Inquire about a Particular Item on a Sales Order to Determine the Status

  23. Insert Screenshots, etc.

  24. Sales Order Tag Printing Sales Order Tag Printing

  25. Sales Order Tag Printing Sales Order Tag Printing • Modified Tags for Merchandise Tied to a Specific Sales Order on a Purchase Order Created through “Make PO’s from Cust. Orders” • Tag Options (Store Setting) • Normal Tags • One Per Piece – A Sales Order Tag will Print for Every Item • One Per SKU – A Sales Order Tag will Print one tag per SKU

  26. Sales Order Tag Printing Sales Order Tag Printing • Sales Order Tag Available Fields • All Fields Available on the Standard Inventory Tag • Customer’s First Name • Customer’s Last Name • Customer’s Company • Store Receipt Number • Customer’s Club ID

  27. Insert Screenshots, etc.

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