HarrisData Order Management Features

Mid-sized businesses succeed through successful customer service. Excellent customer service starts the accurate representation of a sales order and the efficient fulfillment of that order. HarrisData Order Management makes it easy to process an order-through order entry, shipping and invoicing.

Comprehensive Customer Information

  • Customer profile
    • Name, address, contact and more
  • Ship to/ Bill to/ Drop ship
  • Automatic cross-reference of customer item numbers to your item numbers

Order Entry Flexibility

  • Configurable order processing
  • Configurable products
  • Manage Quotes/Estimates
  • Order guide
  • Blanket Orders
  • Fast customer lookup
    • Comprehensive search capabilities
  • Easy product lookup
    • By item number, description, customer item number of synonym
  • One click to related information
    • Credit check, AR balance, Invoice status, Order/Line item profitability, or Inventory availability

Complete Document Management

  • Order Confirmation
  • Pick tickets
  • Packing lists
  • Invoices
  • Document export option
  • Unlimited comments availability
    • Header comments
    • Trailer comments
    • Specifications, extended descriptions, and more
  • Auto-fax capabilities
  • Automatic generation of Purchase orders
  • Automatic generation of Manufacturing orders
  • Inbound/outbound EDI transaction management capabilities

Easy Order Fulfillment

  • Controlled fulfillment processes
  • Shipping
    • Picking-Summary in detail, picking flexibility
    • Packing includes production of packing split, Bill of Lading
  • Invoicing
  • Comprehensive backorder management
    • Quick identification of backorders
    • Automatic or manual release

Pricing

  • Pricing available at multiple levels including
    • Item, Product Class, Group, Warehouse, Customer, Region
  • Dollar or percentage pricing
  • Cost Plus, List Less, or Bracket
  • Date effective promotional or contract pricing
  • Full order or line item discount overrides
  • Custom pricing
  • Optional Sales and Use Tax compliance

Payment

  • Cash Sales
  • Online Credit card processing (requires ROI POS port)
  • Invoicing
    • Instant Invoice
    • Review/update/approve processes
    • Reprint capabilities
  • Recurring billing
  • Flexible customer billing cycles

Fully Integrated with Financials

  • Automatically creates journal entries
    • Summary or detail

Comprehensive Reporting

  • Open/Closed Orders, Credit holds
  • Sales Analysis, Sales Tax, Price Overrides
  • Invoice/Cash Registers
  • Customer Lists

Contact Management

HarrisData Contact Management provides a central repository of contacts, events, and activities that can be shared by your organization to help you interact with your customers as one company.

Customer Self Service

Customer self-service provides your customers access to information about their orders and the products they buy from any web browser anywhere. Reduce your costs by reducing call volume. Improve satisfaction by providing answers 24 hours a day, 365 days a year.

e-commerce

Your customers can facilitate purchases through online catalogs, buyer's guides, or product searches. Your business can invoice customers or accept credit cards. Best of all, when integrated with the HarrisData ERP, you can get real-time product availability and order commitments, minimizing any unexpected "out of stock" conditions.