SourceMatrix ERP
Sales Orders
The Source Matrix ERP Sales Order is the controlling module in our sales fulfillment process. Since the deal created is reflected in the sales order, we made sure that there will always be a link to the data – up and down the sales process chain. It knows everything: Customer Requirement, RFQ’s to vendors, Offers, Quotes, Pro-Forma Invoice, Purchase Orders, Shipping Schedules, Invoices and Payments, Quality Control Testing, and more!
SourceMatrix ERP Sales Order Features
The SourceMatrix ERP system is based on the simple concept that we deal with companies, and companies have one or more locations, and companies have one or more people.
The Sales Order Knows All
The company is the container for all of its people and locations (offices, warehouses, etc.).
PO’s and Inventory
A Sales Order may generate one or more purchase orders. A Sales Order may pull from inventory from one or more warehouses to fulfill an order. Payments applied to purchase orders may be attached to sales orders.
Invoices/Receivables
A Sales Order may generate one or more invoices. Invoices may be based on shipment of product, or may be issues prior to shipping. Payments applied to invoices for a sales order are all accessible from the Sales Order.
Shipping and Receiving Schedules
Sales Orders may require PO’s to procure the product. We must Receive PO Items in order to move them into our inventory system,
Offers and Quotes
A Sales Order has backward references to the offer and ultimately the customer’s original requirement.
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