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OrderMaster II simplifies order entry with simultaneous
entry of customer (sale) and vendor (purchase) information.
This eliminates the double work necessary with QuickBooks.
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OrderMaster II handles all the details about an order
all the way from a quote to an order, to an invoice and
a re-order request or new quote without having to re-key
any information.
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OrderMaster II can handle multiple vendors on a single
order and keep track of customer price, vendor cost,
profit, commissions, artwork, and other details pertinent
to the order.
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OrderMaster II can calculate commissions while doing
the order. It calculates on the basis of the estimated
profit on a booked order, a billed order, cash received
or closed deals. OrderMaster II can calculate commission
on gross sale or net profit.
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OrderMaster II has ample space for notes to the customer
and / or vendor. These notes can be of unlimited length.
With so many customized items sold by the Promotional
Products Distributor, most orders require substantially
more descriptive information and boilerplate language
than allowed by most programs.
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OrderMaster II has even more space for memorandum information
about the order that does not print. In this space,
you can record details of your conversation with the
vendor, verbal instructions or promises etc.
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With OrderMaster II tracking system, you can keep track
of the status of all your open orders. You can tell at
a glance which have been confirmed and what to expect
and when to expect it.
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Open orders can be associated with your salesperson
as well so that they can track their progress and notify
customers of impending arrivals.
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You can create new orders from quotes, previous orders,
or from invoices (even if there are multiple vendors
on the previous order).
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You can also create quotes from previous orders and
invoices or from other quotes.
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OrderMaster II will generate reorder reminders.
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Line items can be related to the Purchase Order, the
Sales Order or both.
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An OrderMaster II Line item can have two item numbers,
one for the purchase order and another for the sales
order. A distributor may advertise with his own catalog
of items using different item numbers than his vendor.
OrderMaster II can correlate the two.
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An OrderMaster II Line item can calculate vendor cost
from the catalog price based on industry specific discount
codes A-K or P-Z.
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An OrderMaster II Line item can also calculate percentage
markup as a basis of cost or price.
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An OrderMaster II Line item can function as Inventory
add or deduct or need not involve inventory at all.
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An OrderMaster II Line item can be commissionable or
not, can be taxable or not.
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With OrderMaster II, you can calculate and visually
display the gross profit on your invoice along with the
commission and freight before generating the invoice.
This feature assures correct customer billing.
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During the invoice process, you can adjust commissions
for such things as advances or bonuses.
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By default, OrderMaster II follows industry traditions
by excluding customer and vendor freight from commission
(You can override this feature).
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OrderMaster II can accumulate freight from multiple
vendors associated with the order for the purpose of
billing customer.
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With OrderMaster II, you can automatically mark-up your
vendor freight on a customer invoice.
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With OrderMaster II, you can add non-vendor related
costs to the order for the purpose of calculating commissions
or charge in-house labor.
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OrderMaster II Customer management surpasses QuickBooks. It
keeps track of quote history, order history, contacts,
and schedule of events.
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You can quickly locate a specific customer by company
name, contact name, phone number, fax number or up to
two identifying codes.
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You can also browse / locate a specific customer by
sorted by company name, contact, city, state, or zip
code.
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OrderMaster II Customer detail order history allows
you to see all the customer order history categorized
by vendor, reference, type, and subject. With a click
of your mouse, the complete order can be viewed and printed
including specifications, vendor, customer, and commission
information.
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Customer order history also shows volume statistics
for a time period you specify. You can see number of
orders and invoices, sales, cost of goods sold and profit.
OrderMaster II also displays average order statistics.
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OrderMaster II Customer management keeps track of mailing,
shipping and billing information about each customer. It
also has the ability to mail statements of transactions
of a group of companies to a single member of that group.
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OrderMaster II Customer management keeps track of customer’s
artwork.
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OrderMaster II customer management can generate labels.
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With more and more FCC restrictions on mass communications,
OrderMaster II Customer management helps keep track of
customer authorization to receive fax and e-mail transmissions
and generates lists considering these authorizations.
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With plenty of sorting capability, you can generate
customer, mailing, faxing and e-mail lists for communicating
with your customers.
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OrderMaster II Customer management allows for unlimited
notes and comments about the customer.
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Handling the unique salespersons and commission issues
of the Promotional Products Industry is a specialty for
OrderMaster II. It can handle an unlimited number of
salespersons, each having a starting basis (Gross Sale
or Profit on the Order).
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OrderMaster II allows for a percentage based on the
overall order or specific line items. While commission
usually does not include freight, you can include freight
(customer and vendor) if you choose.
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OrderMaster II can calculate commission at a different
rate depending on the nature of a line item or percentage
of profit. You can even exempt a specific line item from
commission.
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While a customer is assigned a salesperson by default,
this can be changed for a particular deal or order.
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OrderMaster II contains many features not available
in QuickBooks to facilitate the salespersons needs of
this industry. Features like the ability to generate
open order reports for each salesperson, orders booked
by salesperson, receivable reports for each salesperson
and many follow-up reports as well.
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OrderMaster II can accommodate the variety of methods
for calculating commission found in this industry, such
as booked orders, collections, billed orders or orders
billed and paid.
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OrderMaster II will sort customer reports and lists
by salesperson to help the salesperson manage their customers.
A specific example of this is the customer volume report
by salesperson, mailing lists, client lists and etc.
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Future enhancements to OrderMaster II may include sales
manager override commissions and shared commissions.
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OrderMaster II inventory does not get in the way if
not necessary, goods dropped shipped for example.
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OrderMaster II can handle inventory that is owned or
inventory consigned or both simultaneously. OrderMaster
II can handle fulfillment programs and wearable's where
size and colors are an issue.
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OrderMaster II can calculate inventory at cost, price
or both.
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OrderMaster II items have two item numbers, one related
to the vendor and one related to the customer, as in
the case of fulfillment's or catalogs.
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OrderMaster II Items can be sorted by a single sort
code, by fulfillment program and by style (as in the
case of wearable's).
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Future enhancements to OrderMaster II may include assembly
or build capability to serve the additional needs of
the gift basket and trophy industries.
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With OrderMaster II you can always see quantities on
hand, committed, on order and available for items in
inventory.
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OrderMaster II Items can be assigned quantity-level
prices and costs (up to six levels.
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Items can be individually located by either of the two
item numbers or via browse sorted by item number, sort
code, program, or wearable style.
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OrderMaster II Vendor management also surpasses QuickBooks,
keeping track of quote history, order history, contacts,
and schedule of events.
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You can quickly locate a specific vendor by company
name, Vendor identification number, industry specific
identification number such as UPIC.
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You can also browse / locate a specific vendor by sorting
on company name, line name, Vendor identification number
or industry specific identification number.
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OrderMaster II Vendor detail order history allows you
to see all the vendor order history categorized by customer,
reference, type, and subject. With a click of your mouse,
you can view and print the complete order including notes,
specifications, vendor, customer and commission information.
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OrderMaster II Vendor management keeps track of mailing,
shipping and billing information about each vendor.
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OrderMaster II Vendor management keeps track of web
and e-mail addresses and you can send e-mails to the
vendor from within the vendor record or log onto their
website for order information.
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OrderMaster II Vendor management keeps track of vendor
rebate policies and with its Vendor Volume reporting
capability calculates vendor rebates.
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Turning an order into an invoice takes about seven seconds
and updates vendor accounts payable and customer accounts
receivable at the same time. All of the information about
the order automatically becomes an integral part of the
invoice.
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The OrderMaster II Invoice process automatically associates
the vendor invoice with customer invoice, thus eliminating
billing errors.
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With OrderMaster II, the ordered quantities always remain
intact. You enter the shipped quantities separately.
You can enter additional vendor charges on the invoice
or make whatever other changes are necessary.
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With OrderMaster II, you can see and compare the vendor
and customer information on the same screen. This goes
a long way in preventing errors.
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You can see the commission on the billed amounts while
generating the invoice.
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You can adjust the salespersons commission on the invoice.
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QuickBooks will distort the financial statements if
the vendor invoice date and the customer invoice date
fall in differing accounting periods. OrderMaster prevents
this and still assures that you maintain your vendor
discounts and customer terms.
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OrderMaster II maintains numerous dates pertaining to
your orders. Order date, Shipping or expected date and
deadline date. It also maintains vendor invoice date,
customer invoice date. All-important dates to effectively
manage your order related business in the Promotional
Products Industry.
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OrderMaster II will also transfer the vendor’s job or
work order number to the re-order to the vendor for the
same goods.
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OrderMaster II can create packing slips from scratch
or from an order or invoice.
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With OrderMaster II, you can have your company name
or that of your customer placed in the ‘from’ area of
the packing slip. This is especially accommodating to
Supplier companies in the Promotional Products Industry.
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With OrderMaster II, you can have your company name
or that of your customer placed in the ‘from’ area of
the shipping label. This also, is especially accommodating
to Supplier companies in the Promotional Products Industry.
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OrderMaster II’s optional password module can allow
or restrict user access even to the point of allowing
salesperson access only to relevant customers, orders
and reports.
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OrderMaster II comes with its built-in contact management
system. With this system, you can keep track of orders
and quotes outstanding, re-order reminders and other
important events concerning customer or vendors.
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As industry standards evolve, you can count on OrderMaster
II to remain current.
