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