Order Processing & Billing

Major features include:

Ability to look up on-hand quantities for each item and its substitutes during order entry.

Ability to commit ordered quantities on any order without depleting the inventory in the system.

Ability to look up and to override pricing for any item and any customer during order entry or order modification. Manual price overrides can be disabled for specific customers.

Orders can be entered online (voice orders) using item codes, full or partial item names, or item UPC's, or via Telxon or similar order transmission devices.

Special picking instructions can be entered at order entry/modification time for each ordered item; these instructions are then printed on the picking documents.

ProCLASS automatically assigns route numbers and delivery schedules to each order based on the information on the customer record. These standard values can be over-ridden during order entry/modification.

Customers can be flagged as "inactive" in which case ProCLASS will not allow any orders to be entered for the customer.

Customers can be flagged for "credit approval" in which case all their orders are placed on hold until the "held" flag is removed from such orders.

Ability to assign a processing priority to each order, each customer, and each customer group; this priority will be used in sequencing batches of orders during order processing such that orders with the highest priority have access to limited stocks first.

Up to 4 substitute item codes per item with the option of specifying which (if any) of the substitute items each customer will accept. An additional substitute item code is available per item and advertising program, and this substitute is only made available to the customer(s) on the ad program.

Ability to set up item code cross-reference tables by customer or customer group. ProCLASS will automatically convert orders placed via the cross-reference item codes into the standard item codes.

ProCLASS can accommodate "blind" ordering by selected customers; a blind order is sent by a customer without taking into account any previous orders which have not been received at the store. ProCLASS will then automatically subtract the previous order shipped quantities from the current order.

ProCLASS orders can consist of any combination of orders for inventory goods, miscellaneous charges, drop shipments, enclosures, and display (promotional) products.

Based on the type of customer, ProCLASS invoices will show either suggested retail prices or portion costing information, separate pages for major commodity groups or combine two or more commodity groups on the same page (commodity groups are unlimited and fully customizable), show freight and/or up-charges as bottom-of the-invoice factors or include them with each item's price, show refundable deposits as a separate price component or include them with each item's price, show overall service level as well as service level excluding short-shipped items for which the customer is responsible (i.e., discontinued item orders), ...

Ability to round customer orders for any item up or down to full pallets. Three different pallet-rounding levels (both up and down) can be specified based on the type of customer (order size).

Ability to define any number of credit reason codes and to apply credits to specific invoice lines with amounts defaulting from the original billed price. Credits are then limited to the original invoice amounts with no possibility for double credits. Miscellaneous charges can be included on a credit note (e.g., restocking charges), and the original invoice freight charges can optionally be excluded from the credit amounts.

Selected items can be flagged as "restricted", such that only selected customers can order them.