FEATURES
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Customise
Resize, rearrange, add or remove
unwanted order columns. E.g., list
price, reserve stock and cost columns
can be added/removed as desired.
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Last Sell Price
Include the customer’s last price on
your order for quick reference. Or issue
the new sell price based on last sell
price automatically.
Each user may have a unique input lay-
out. Individual columns may be
customised with unique calculations or
data look-ups.
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Account Details
Account summary page with current
balances and graphical ageing status.
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Credit Limit Check
Optional screen warning if order total
will cause credit limits to be exceeded.
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Full Release
Sales orders can be held until the
entire order is fully allocated.
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Partial Release
Sales orders may be partially released.
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GST
Inclusive and exclusive tax
automatically calculated.
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Custom Forms
All forms such as order
acknowledgements and pick lists can
be edited using visual form designer.
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Barcodes
Read or print barcodes. Any field that
can be printed can be barcoded.
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Back & Forward Date
Sales orders can be back or forward
dated (security access permitting).
Stock allocation/pick does not begin
until specified fulfill date is reached.
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Multiple Delivery Addresses
Multiple shipping and bill addresses are
managed for each invoice and account.
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Consolidations
Multiple invoices can be created from a
single sales order and multiple orders
consolidated within a single invoice.
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Copy Sales Orders
Copy an existing sales order into a new
sales order or selected parts of one or
more orders, using 'tagging' feature.
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Quick Amends
Amend orders directly inside the Back
Order Control Centre without having to
open original order.
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Selective Release
Release items for a transaction, a
single account, all accounts or for
particular (marked) products only.
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Batch Printing
Transactions can also be batch printed
or re-printed by transaction number or
date range as well as by selected
accounts or categories. Or emailed to
the customer when saved.
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Multiple Units of Measure
Stock may be sold in different pack
sizes, cartons, cases, etc.
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Sales Assistance
Access note, reminder and sales or
product history information while
entering orders. Fast check what
customer has currently on back order
with duplicates warning.
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Add On The Fly
New account and stock items may be
created during order entry.
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Profits & Margins
Profit margin or mark-up statistics (if
security permits). Warn of profits below
specified margins or unusually high
margins for selected product groups.
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Multi-line Descriptions
Product descriptions can be of any
length.
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Code Short-cuts
Automatic expansion of a single ‘short-
cut’ code into multiple product entries
for fast input.
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Quote/Order Transfer
Load quotes or other orders into an
existing sales order.
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Order Hold
For partial sales such as lay-bys or
advance purchasing plans or orders
that have long lead times before
delivery, back ordered stock can
manually or automatically be placed on
hold.
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Costing Update
Invoices can be based on original
(agreed) price and cost at the time of
order, or re-costed based on current
pricing.
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Cancellations
All or part of a sales order can be
cancelled or suspended at any time,
even if partly delivered. Cancelled
orders can be reinstated.
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Size/Colour/Style
Invoice by size, colour, style or any
combination of up to 250 unique
properties per stock item.
PICKLISTS
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The sorting of pick-lists may be
customised. Examples of sorting
combinations include:
Invoice number
Location
Bin
Stock group
Supplier group
Product bode
Delivery area (for picked orders)
Account
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Picking Kits
Stock kits may be listed as regular
items or as a series of components on
pick lists. The kit an item belongs to or
a summary of the kits on the pick, may
be shown on the pick list. Kit expansion
on pick lists may be set by individual
kit.
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Clear Unpicked Orders
Back orders not filled after picking can
be bulk cleared for customers who
don’t accept back orders.
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Consolidated Picks
individual picks may be consolidated to
faciliate shipping and dispatch.
Capital Office Business Software
Business Software You Won’t Outgrow
© 1985-2020 CAPITAL Office Business Software
Sales orders and invoices can raise back orders
which appear automatically in the Back Order
Control Centre, a repository for managing the back
order process in CAPITAL Business Manager. Here
acknowledgements, picking lists, invoices,
transfers, delivery dockets, purchase orders,
consignment notes, shipping labels and other
documents are produced.
Orders can be held indefinitely, forward dated,
allocated stock only on condition that the entire
order can be shipped, selectively converted into
invoices, and invoices can be viewed and edited
before printing or emailing. Multiple sales orders
can be consolidated onto a single invoice. Floor
stock can be reserved to ensure that showroom
merchandise isn't sold.
Back Order Control Centre
The sales order processing system is integrated
with the Back Order Control Centre, so operators
are advised if pending orders in the system are
duplicated. Unfilled orders can be inspected,
deleted or transferred into a new order during
order entry. Customers who do not accept back
orders can be reminded to re-order those items
they did not previously receive.
Warehousing
CAPITAL's Back Order Control Centre also integrates with CAPITAL Warehouse Manager, an advanced
order receiving and dispatch system for volume warehousing. At a glance operators can determine
which back ordered items have been picked by warehouse staff using PC's, caddy based or mobile
data collectors and barcode scanners.
Order Templates
Order templates allow you to associate selected items with a customer's account. Templates can
automatically or optionally be loaded when a new sales order is raised for a customer. This can save
time searching for and entering product codes for regular or common purchases. Templates are easy
to maintain and multiple items can be added or removed from a template with the press of a few
keys.
Power Search
Powerful search functionality allows operators to locate product items by product code, description,
barcodes, the customer's code, the supplier’s code, key words, groups and user definable criteria.
Description keyword searching is fast regardless of the size of the product list and items can be
located by matching one or more words in any part of the first 40 characters of the product
description.
Shipping
Sales orders can be assigned automatically to delivery zones, based on the customer's delivery
address or other characteristics of the sales order or product items being ordered. Once a delivery
zone has been assigned to a series of items, a carrier can automatically be allocated, based on the
zone. Carrier and delivery zone assignments can be edited an unlimited number of times before
goods are included on delivery runs.
Pricing
Check customer prices (including special pricing) for items on back order, as well as expected
availability. Customer Price Check will list all undelivered purchase orders pending, all customer
back orders that remain unfilled, and if possible, determine whether an item can reasonably be
expected to be filled ex stock, or if not, when that sales order is likely to be filled, based on expected
delivery dates and lead times, if that information is available.
Integrated - with stock, customer accounts,
warehousing, purchasing, general ledger, etc.
Invoice preview - add or edit transactions
before release.
Raises orders in multiple currencies.
Serial & batch number aware.
Generate purchase orders based on multiple
unfilled back orders.
Quick Order - generate one or more purchase
orders from a selected sales order - instantly.
Product swap - suggests alternate,
replacement or complementary sale items.
Rapid ‘Excel style’ data entry.
View back orders grouped by items, orders,
allocations or accounts.
Link special instructions to specific product
items.
Add notes or special instructions to
transactions.
Hightlights at a Glance
In conjunction with CAPITAL's Electronic Data Exchange component, sales order acknowledgements can
be emailed/faxed or printed automatically to your customers, as soon as they are entered. Once sales
orders are picked and ready to be shipped, notification of the sale order's status can be automatically
sent. SMS notification is supported.
DIFOT at a Glance
Dispatched In-Full On-Time Analysis
The DIFOT analysis tool monitors the efficiency
of your internal pick and dispatch processes.
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Performance charted graphically.
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Set dispatch targets by customer, zone,
state and postcode.
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Analysis by customer and product.
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Export to Excel.
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Send performance reports to key
customer accounts.
Stock Allocations
Stock may be allocated to sales orders
automatically based on:
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Longest Waiting To Most Recent
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By Date Range
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By Transaction Number Range
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For a Product Code
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For Pending Sales Orders Only
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For Pending Invoices (with back orders)
Only
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For Sales Orders Only Where Floor Stock
Is Not Used
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Excluding Forward Dated Sales Orders
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Excluding Orders On Hold
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Only Allocate (reserve stock) if Entire Order
Can Be Allocated.
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Based on customisable criteria set-up by a
consultant, the manufacturer or yourself
(scripted)
Manual Allocations
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Allocate available stock manually or
override automatic allocations. Stock may
be directed to other customers when
necessary.