CSA's Customer Order Processing software is a sophisticated system that allows you to process and bill customer orders, perform customer service functions, and analyze sales activity. CSA has been specifically designed to enable you to process orders and answer questions while on the phone with the customer. CSA provides your customer service representatives with immediate access to all of the information they typically require when interacting with the customer.

CSA Customer Order Processing also includes a comprehensive Sales Analysis module that lets you analyze your sales activity by customer, product, categories, and regions, with comparisons to prior year sales.

CSA's order processing capabilities and comprehensive Sales Analysis features provide you with flexibility and performance that few other order processing systems can match.

ORDER PROCESSING

• Customers can be retrieved by account number, name, zip code, phone number, or city.
• New customers can be added to the system during order entry.
• Existing customers can have their account information displayed and changed as part of the order taking process.
• Retrieves all open orders for a customer.
• Allows previous sales information for a customer to be viewed, either separately or while entering an order.
• Allows customer contact notes to be viewed and entered during order entry.
• Items can be retrieved by item number, description, manufacturer's item number, or customer item number.
• Allows users to evaluate item inventory availability at every location during order entry.
• Optionally creates backorders for out of stock items.
• Allows orders to be shipped from multiple locations.
• Automatically defaults to a Unit Price based on the pricing tables.
• For catch weight items, allows the pricing unit of measure to be different than the order unit of measure.
• Optionally allows items to be ordered and priced using units of measure that can be converted into the Inventory and Pricing units of measure.
• Displays the extended sales description for a product upon request.
• Allows up to 999 lines of order and billing notes to be entered for each line item.
• Allows cash advances to be processed with the order.
• Automatically places orders on credit hold based on user specified parameters.
• Optionally allows line items for "floor orders" to be automatically uploaded from hand held scanning units.
• Optionally selects orders for billing as they are entered into the system.

PRICING & DISCOUNTS

• Supports customer contract pricing.
• Maintains separate price list for each customer type.
• Supports multi-column volume pricing.
• Supports promotional pricing.
• Categorizes discounts by type.
• Supports standard customer discounts.
• Allows prices to be changed in a group by a percentage.

CREDIT APPROVAL

• Automatically places orders on credit hold during order entry based on the customer's oldest open invoice, credit limit, whether the account has been inactive for a given period of time, or whether the account is new.
• Reports all orders on credit hold.
• Displays a list of all orders that are currently awaiting credit approval, and allows the user to indicate which orders have been approved.
• Allows credit notes to be attached to an order on credit hold.
• Provides a separate routine for the credit manager to release orders from credit hold.

BACKORDER CONTROL

• Provides the option to automatically create backorders during order processing based on current inventory availability.
• Provides options to automatically manage the Backorder Status for an item by location, based on stock levels, allocations, planned delivery dates and actual receipts.
• Provide options to automatically release backorders as stock is made available.
• Allows for the manual entry of Backorder quantities.
• Produces Open Order and Backorder Reports by Item, Customer, and Customer Type.
• Advises on the release of backorders (through Inventory Management) when backordered items are received.

PACKING/SHIPPING DOCUMENTATION

• Packing/Shipment documents can be printed in On-line or Batch Mode.
• Optionally prints a Picking List Summary Report, summarizing the total number of units required for each item in a batch of Picking/Shipping documents.
• Prints labels for shipping containers.
• For kit items, prints the components that make up the kits.

BILLING AND INVOICING

• Allows orders to be selected for billing using either a one-step (during order entry) or two-step (after shipments) process.
• Allows billing of partial shipments.
• For Lot Controlled items, requires that the user identify the Lot Numbers of the lots that were shipped.
• For Catch Weight items, requires that the user identify the total weight of the item shipped, as well as the number of units.
• Optionally allows shipment information to be processed by scanning items as they are shipped.
• Automatically calculates freight based on the customer's freight zone.
• Stores a Tracking Number for each shipment, and displays this number when viewing Sales History.
• Allows invoices to either be generated individually and included with the shipment, or generated as a batch and mailed to the customer.
• Allows orders that have been manually invoiced to be processed through the system for the proper updating of inventory, accounts receivable, and sales analysis.
• Automatically calculates sales tax based on the taxing authority and the taxable status of the customer and item.

CREDIT MEMO PROCESSING

• Allows for the processing and printing of credit memos.
• Optionally adjusts inventory for each credit line.
• Allows up to 999 lines of notes to be associated with each line item being credited.

SALES REPORTING

CSA's comprehensive Sales Analysis Module produces the following reports.

• Sales Comparison by Customer
• Sales Comparison by Customer and Product
• Past 12 Months Customer Sales
• Customer Ranking Report
• Customer Ranking by Salesrep Report
• Gross Profit By Customer Type
• Sales Analysis by Customer Type and Product Category
  
  
• Sales Comparison by Product
• Sales Analysis By Product Category
• Sales Comparison by Product and Customer
• Sales Analysis by Product
• Sales Analysis by Product Category
• Sales Analysis by Product Category & Customer
• Product Sales Ranking by Dollars
• Product Sales Ranking by Units
  
  
• Orders Booked Report by Salesrep
• Salesrep Customer Contact List/Sales Comparison
• Sales Analysis by Salesrep and Product Category
• Monthly Salesrep Report
• Sales by Salesrep, Item and Family
  
  
• National Sales by Product Category
• National Sales by Customer Type
• National Sales by Region and District
• Regional Sales by Product Category
• Regional Sales by Customer Type
• Regional Sales by District and Product Category
• Regional Sales by District and Customer Type
• Detailed Regional Report
• Sales History Detail Report

INTERFACES

• CSA Customer Order Processing interfaces with the following other CSA modules: Inventory Management, Accounts Receivable, Bill of Materials, and Materials Requirements Planning.

SUPPORTED HARDWARE

• CSA's software operates on the following Windows platforms: Windows 7, Windows Vista, Windows XP, Windows Server 2008, Windows Server 2003.