Xdata: Superior Order Entry including Rules Based Product Congifuration

Customer Order Management

Configured Products, Assemble To Order (ATO)), Quick Ships, Service Parts, Labor, Distributor, or Schedule to build, this system provides flexibility in the management of customer orders. Management has complete control -- from initial booking of an order through invoicing. Orders may be modified, shipped partially, invoiced partially and retained as long as necessary.

Configured to Order (product configurator) and ATO (assemble to order) provide an integrated direct link to production/shop workflow including a combination Bill of Material and (if used) Bill of Labor/Routing for the build thru process. Client selectable manufacture order build and release from Customer Order entry provides traceability and Job Accounting control.

Truck Load scheduling.. When shipments need to be coordinated by enclosed truck load delivery sequence, there are several key factors to consider. The goods must be loaded on the truck in a reverse order of delivery; either the goods are coordinated or extra time and money is expended to arrange the load.. (at the expense of the manufacturer). Truck load scheduling greatly reduces or eliminates warehouse expense by facilitating direct shop-to-truck loading. Whether you are a build to stock or build to order, This feature alone could cover the investment cost of the entire software package.

Where is Sales History most useful? We believe the answer includes Customer Order Entry, which includes Sales History Drills. From aged A/R to comparative pricing by Item…one customer compared to all others, price, cost and volume.

Much more than order entry… Customer Order Management!

Customer Order Management Features

Multi-Company

Automatic credit limit checking

with drill to customer detail and Notes

Client controlled Manufacturing Order Management

Create/Release of manufacturing orders

Rules Based Product Configurator

17 position VIN supported at Order Entry

Assemble to Order

Job tagging to manufacturing order
MRP demand link for Manufacturing control

Build to Schedule

FastPath Item Entry by Description series

Counter Sales...Real time Invoice

Dynamic posting to GL
- Line item accounting
- Individual Sales
- Cost of sales
- Inventory accounts

Reprint of any Invoice

Integrated Bills-of-Lading

Pick/Pack/Ship using Bar-code scanners
- Automatically update all system modules and auto-generate paper as desired: pack slips, pick tickets, Bill-of-lading, invoices, Advanced Shipping Notices.
Consolidate Customer Order/Shipments (by ship-to address) on a single BOL
Generate Invoices from BOL (or by Order)
Auto-calculate weights and auto-segregate containers by freight-class
Handles partial shipments seamlessly
BOL generation linked with automatic Advanced Shipping Notice (ASN) generation modules
Automatically handles Customer-furnished materials, Consigned Inventory, and Multiple Warehouses

Partial shipments and invoicing

Immediate backorder indication

Master comments with modification

Line Item specific Private/Public Comments

Forms print control of comments/Item extended description

Inventory or non-inventory (Labor/Service/Repair) supported

Multiple Commissions

Salesperson commission schedules

Multiple taxes per order (default from Customer Master) Plus tax override

Delayed Invoice Capable

Inventory relief tied to Bill of Lading (when used)

Pick / pack lists

B/O auto produced

Shipping labels

Captured Ship To Name/Address at line level

Order Price smoothing allows weighted line Item price based on explicit Total price

Pricing Data Base Master

Select up to 11 pricing considerations
- Item
- Item Class
- Item/Customer
- Item Class/Customer
- Customer Class
- Price code
- and more
The priority of the 11 pricing considerations is system selectable in any order combination
Each Price may have an effective and expiration dates, discount percent/markup percent, or explicit price based on quantity ranges.

Fully integrated with ERP and Supply Chain Management

GXD Examples