Order Processing - OPUS

OPUS consists of three elements, Sales and Purchase Order Histories, SOP Warnings and Copy Quote with Multiple SOP Pricing. Each can be purchased separately but offer better value for money when purchased as a complete solution.

OPUS has been designed looking to the future and as such works in both Opera II and Opera 3 environments. Working seamlessly with your current system it gives you additional Order Processing features and functionality to increase productivity and ensure that the most is made of every order in a simple and efficient manner.

• An enquiry facility to show previous orders either by customer, supplier, or stock reference

• The ability to add previously ordered items to the current order

• A transaction drill down to the original PDF document (where available)

• Minimum margin warnings in SOP, set and monitored either globally or by individual stock categories

• An optional warning in SOP if Carriage has not been charged

• An optional warning in SOP if a minimum sales order value has not been reached

• A copy quotation facility with a re-pricing option

• Customer special price lists can be changed within SOP and line values globally recalculated

• The ability to view and select any standard or special prices per sales order or sales invoice line

Sales & Purchase Order History

When processing a sales order or invoice, how often do customers ask for items that they have previously purchased, or quote from memory the last price they paid for an item which cannot be easily checked or verified? Sales Order History in OPUS provides that information whilst processing a sales order so that an immediate answer can be provided and the process can be completed with speed and accuracy. The first option enables the user to list previous sales transactions on a product by product basis, and to drill down to retrieve the original invoice document. A search facility is also provided to assist the user to locate an item, plus the user can sort by any of the columns. Historical lines can be selected and added to the current sales order or invoice at the press of a function key.

The second option provides a summary of the last three purchases of the stock item on the current order line. It also provides details of the current stock levels and identifies when the next purchase order is due for delivery. This information can be important whenever stock shortages exist and delivery dates need to be quoted. Similar functionality exists for Purchase Order Processing in OPUS to assist the buyer when placing orders with a regular supplier. The Products History by Supplier and the Products supplied by Supplier functions are both available, together with a search facility, column sorting, plus the ability to add a selected item to the current purchase order at the press of a function key. Note that the drill down to PDF documents is currently not available.

SOP Warnings

Three additional options have been added to SOP Set Options to cater for the new functionality. The Minimum Margin % provides a global setting whilst a further option exists within Stock Categories to fine tune the control of margins. The Minimum Order Value is a further global setting which provides end user prompts at the point of saving the sales order or invoice. Finally, the Carriage Code refers to a Product Reference which, if not included within the body of the order will also provide an end user prompt at the point of saving the saving order or invoice. Any of these can be set to zero or empty to disable the warning checks.

Copy Quote & Multiple SOP Pricing

Any customer quotes can be highlighted on the Quote form for copying to either the same, or an alternative customer account, using a dialogue form. Selecting the Current Prices will re-price the Quote based upon the price list attached to the customer. If none exists then the RRP from the main Stock File or the Warehouse price will be used. The copied Quote will be assigned the next Document and Quote Reference in sequence automatically. Opera II and 3 normally displays just a single selling price, based upon the customer settings and quantity breaks. This additional functionality in OPUS enables all prices for the current item to be displayed and provides the user with the opportunity to select the required selling price from a list, avoiding the need to look up the prices elsewhere. Price lists can also be globally changed for the whole sales order or invoice from an option on the header form.