The Debtors Ledger is set up pretty much like the Creditors Ledger, with the addition of delivery address information. If you sell to retail chains and the like you will greatly value the support give to Head Office Billing.
The work flow as indicated by the buttons here is as you would expect for a sales process. The quote stage is optional, and the process can be commenced at any point. The big difference between quotes and orders is that orders are completed and quote live till deleted.
The Sales Analysis function to track sales against sales persons is an effective tool to manage sales performance, and also basic commission structures based on either sales value of profit value.
There are a number of tools to assist credit management, including stop facilities for Order Delivery Invoice and Jobs. The credit management report will also give you a ready list of who needs a phone call.
The Price Scale (one of eight available) applicable is determined by the customer group to which the customer is assigned.
Thus can be further managed through Special Price and Discounts Structures which also cater for tiered pricing (buy 5 get 5% off buy 15 get 10% off etc.). This can also been used for catalogue sales where there is a sunset date on a price offer.
Periodic Billing is another valuable function for many, as this allows the automated production of Invoices against a GL Account, for subscriptions, rentals and other repeat billing. It also rolls the bill over for the next due ready to go again.
There is an attractive add on module for Point of Sale Application that is simply an alternate invoicing screen with cash tender and till reconciliation options. The advantage of this is there is no integration issues because it os the one database.
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