Meeting customer demands are essential to ensure their satisfaction. WoodPro Software's Lumber and Building Products Sales Order Entry Management module facilitates efficient entry of orders and timely delivery of goods. It is fully integrated with the Inventory, Purchasing, Production, Transportation, Finance and Contact Management. All of the necessary tools and information in this module helps you gain a competitive edge by delivering exceptional levels of customer service. In addition, the use of barcode technologies and labels streamline the fulfillment process. The supply of goods, whether through Inventory or Direct, manufactured or purchased, has to track demand as closely as possible. Order Fulfillment Management along with our forecasting software drives our “Recommend to Produce and Recommend to Purchase” business intelligence that delivers the right products at the right time to ensure complete customer satisfaction. You can do business the way your customers want to do business:

  - Supports the unique requirements of lumber and building products industry.
  - Seamlessly integrates all customer-related activities across departments such as fulfillment, transportation, invoicing, and accounts receivable.
  - Handles Lumber Tally to facilitate the process of inquiring, buying, and selling lumber.
  - Reduces order entry costs by defining profiles for customers and employees that automatically populate the sales order with unique requirements,
    such as supply location, delivery options, pricing, messages and remarks.
  - Speeds order fulfillment with sophisticated Back-to-Back Order Processing including Direct Purchase Orders, Quick Re-man, and Make to Order
    Work Orders.
  - Gives your sales representative freedom to process orders anywhere through remote/wireless access. Quote generation, inventory inquiries, status
    lookups, and order entries can be done using tablets and smart phones (Windows, Android, and IOS).
  - Enables customer service representatives to quickly respond to complex order requests by combining any type of transaction into one sales order,
    including stock items from multiple locations, all back-to-back orders types, split shipments and drop shipments.
  - Provides flexible processing of all lumber items types, including Random Lengths,Random Widths, Units Sizes, Tags, Board Feet,
    Linear Feet, Square Feet, etc.
  - Handles Point of Sale (POS) Cash Register activities that enable lumber and building materials dealers and retailers to process transactions using
    barcode scanners and merchant debit and credit card terminals. The system accepts payments made by cash, on account, or by credit cards.

Increase revenue through up-to-date costing, flexible pricing, instant profit margin calculations, and enterprise-wide visibility, electronic orders processing (EDI, E-mail, E-Fax), barcode technology, and advanced returns activities.

Order Entry and Invoicing Features

WoodPro InSight's Order Entry/Invoicing module provides fast, efficient order processing with a high level of control and accuracy. The advanced features of this module include  lumber specific and building materials software features for handling unit conversion, lumber tallies, bundles, pieces, packages, and back-to-back sales orders. Freight costs are tracked throughout the system and can be used to reduce discounts offered to customers.

WoodPro InSight uses a multiple tab display, which enables the user to view many orders at once, as well as speed up data entry. The Sales Order Maintenance screen displays various information related to customer concerns. This includes credit limit, status, amount owing and its aging period, order status, shipping status, and notes or comments. A new order may be generated directly from a previous order by using the Copy feature. This time saving feature will copy all information from a previous order, including back-to-back and direct orders, as well as direct to a new order. Rather than re-entering a similar order from scratch, only changes need to be made.

In addition to the standard sold to/ship to address, the module provides an origin/destination tab for entering additional transportation details. The Miscellaneous button allows users to inquire about the aged receivables and credit. Information about aged balance, sales history, and remarks by each customer is also available.

Sales Orders, Bill of Lading and Invoices can be printed, faxed and emailed directly from the screen.

The Quotation Maintenance has full quotation functionality. A quote can be created, maintained, and sent to a customer for approval without affecting the quantity level of the Inventory on Hand. If it is a multi-stage release, the quote can remain open and be drawn upon, with only the required items and quantities shipped as directed by the customer. The Transfer Maintenance then converts those shipments into Sales Orders with a direct link back to the original quote. Full reporting is also included with a Quoted vs. Shipped detail along with full inquiry capability.

The Daily Route Maintenance assists with the assembling of truckloads based on the weight of the orders and the maximum truck capacity. The orders are organized for delivery according to Delivery Zone. If the weight exceeds the truck maximum, it is displayed in red. A complete history details the deliveries made with a direct link to the appropriate Bill of Lading.

Below are some additional Sales Management features: