CB Software Systems, Inc.
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Order Management Software
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Client Testimonial
"I have found your office very responsive to our hundreds of requests for personalized programming for our company, to include our inventory management system, and development of the first successful order conversion from Auto-Quotes directly to the order-entry program in your software on our AS400 system."
Douglas M. Gottron Jr.
Vice President, Purchasing
S.S. Kemp & Co.
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Order Management Software
The key to your ability to efficiently and profitably process orders is the order management system. This module enables you to process quotes, orders, invoices and credits while managing your back orders. Let your system automatically allocate orders and fill them while allowing you to override the data as needed. Make customer recommendations based on what items they need to buy or consider buying based on their history, purchasing habits and suggested up-sell of related items integration.
Order Management Software Highlights
  • Allow customers and sales people to order and inquire from the web
  • Full integration to Auto Quotes
  • Receive orders from the Internet, fax, Telxon, Auto Quotes
  • Full on-line integration to inventory for accurate availability
  • Secure orders integration directly from your customer computer system into your system without any user involvement
  • Process orders, invoices and credits individually or in batches
  • Sophisticated customer pricing matrix
  • Ability to affect pricing matrix within order or quote processing based on authorities
  • Quote entry and one key conversion of quotes to orders
  • Full and easy integration with Auto Quotes
  • Full and interactive integration with Purchase Orders
  • Full and interactive integration with Job Costing
  • Flexible memo processing on quote, order, invoice level as well as per line item
  • Pre-bill capability to allow billing the customer prior to the actual billing
  • Sophisticated back order management and fulfillment of orders and back orders
  • Ability to process warehouse and drop-ship orders within the same order as well as multiple warehouses
  • System recommendation for item substitution and related items
  • Advise order takers to "real-time" inventory status of each item, when it is scheduled to be received, how many, and more information
  • Set up and schedule any number of recurring charge invoices for fast processing of monthly charges
  • Point of Sale real-time integration
  • Bill of material and kitting system flexibility within orders or quote entry
  • Pack and hold and permanent hold capability
  • Serial number tracking
  • Return merchandise authorization logic and tracking
  • Print, fax, email or EDI orders, acknowledgments, quotes, invoices and more
  • Future orders capability
  • Sophisticated and flexible credit hold management
  • Partial shipments or ship complete logic
  • Allow split sales people to each order (up to four of them)
  • Prohibit orders inquiry and maintenance by unauthorized staff
  • Ability to generate a PO or automatically integrate with the purchase manager screen
  • Bar code capabilities
  • Sophisticated freight allocation logic
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    CB Software Systems, Inc.  ·  20600 Chagrin Blvd. Suite #1110  ·  Shaker Heights, OH 44122  ·  1-866-791-CBSS (2277)
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