Order processing works for pure retail, as well as for retail delivery, retail assembly, delivery, retail special order, retail wholesale, wholesale, and wholesale-manufacturing operations.

A complete ticket or selected line items can be placed on order for later delivery. An optional deposit can be accepted, and an order document can be printed for use as a customer receipt, packing list, or work order.

Full support is provided for orders, backorders, and special orders. A direct link to Purchasing allows you to place vendor orders to meet customer requirements, including drop-shipments from vendor to customer.

Reference information can be entered for each line on an order to indicate purchase orders placed with vendors, or as internal control notes for warehousing or manufacturing. Open orders reports can be organized by order number, customer, inventory item, ship date, sales rep, or reference.

An order can be retrieved by customer name, order number, or even the customer's P.O. number. Once an order is retrieved, you can accept an additional deposit or print a copy. Order lines can be added, changed, or removed; serial and lot numbers entered or altered; kit components edited; prices changed; or the entire order cancelled (with or without a refund). Orders and backorders can be batch-invoiced or individually invoiced, or selected line items can be released. At release time, a copy of the original order can be retained if the customer wishes to have a standing order. Backorders can be automatically filled from available inventory.

CounterPoint provides the tools necessary to convert Point of Sale orders into Order Entry orders. Additional wholesale order processing capabilities are available using the Order Entry Option.

Layaways

Layaways and related payments due, payments received, taxes due, and inventory activity can be easily entered, reported on, and monitored. Reports and inquiries on outstanding layaways are available by customer name, layaway number, and inventory item. Layaways can be altered and partially released. Layaways are complete when full payment is received and the goods are delivered, or the layaway is cancelled (with full or partial refund).

Holds and Quotes

A ticket can be placed on indefinite hold, then later recalled for editing and invoicing by document number or customer name. Customer quotes can be printed and retained indefinitely, and can be reviewed and edited prior to finalizing the sale. Old holds and quotes may be purged. Holds and quotes do not commit inventory.