TFG4000 SALES (CUSTOMER) ORDER

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Product Edition Comparision

The sales order, sometimes abbreviated as SO, or customer order, sometimes abbreviated as CO, is an order issued by a business for a customer. A sales order may be for products and/or services. Given the wide variety of businesses, this means that the orders can be fulfilled in several ways. Broadly, the fulfillment modes, based on the relationship between the order receipt and production, are as follows:

  • Build to Stock - Where products are built and stocked in anticipation of demand. Most products for the consumer would fall into this category
  • Build to Order - Where products are built based on orders received. This is most prevalent for custom parts where the designs are known beforehand.
  • Configure to Order - Where products are configured or assembled to meet unique customer requirements e.g. Computers
  • Engineer to Order - Where some amount of product design work is done after receiving the order

A sales order is an internal document of the company, meaning it is generated by the company itself. A sales order should record the customer's originating purchase order which is an external document. Rather than using the customer's purchase order document, an internal sales order form allows the internal audit control of completeness to be monitored as a sequential sales order number can be used by the company for its sales order documents. The customer's PO is the originating document which triggers the creation of the sales order. A sales order, being an internal document, can therefore contain many customer purchase orders under it. In a manufacturing environment, a sales order can be converted into a work order to show that work is about to begin to manufacture, build or engineer the products for the customer.

The TFG4000 Sales Order Application supports the description above.

TFG4000 is easy to use software to help manage your business and is available in two Editions: Standard and Professional.

The Standard Edition includes Inventory, Sales Order, Purchasing and Work Order applications and starts at $19.95 per client per month.

The Professional Edition includes enhanced Inventory, Sales Order, Purchasing, Work Order, Material Scheduling, Warehouse (WMS) and Maintenance applications and starts at $39.95 per client per month.

Below is a quick comparison of the Sales Order Functions

Functions and Features

Standard

Professional

     
Sales Order Definition

Available Function

Available Function

Sales Order Customer Addresses

Available Function

Available Function

Sales Order Information and External Text

Available Function

Available Function

Sales Order History (Audit Trail)

Available Function

Sales Order Summary Display

Available Function

Available Function

Line Information and External Text

Available Function

Available Function

Sales Order Open Lines Display

Available Function

Available Function

Sales Order Additional Header Data   Available Function
Sales Orders by Customer Item

Available Function

Sales Order Customer Currency Display

Available Function

Sales Order Packing Definition

Available Function

Available Function

Sales Order Packing Customer Addresses

Available Function

Available Function

Packing Information and External Text

Available Function

Available Function

Sales Order Packing History (Audit Trail)

Available Function

Sales Order Packing Summary Display

Available Function

Available Function

Packing Line Information and External Text

Available Function

Available Function

Sales Order Picking and Shipping

Available Function

Available Function

Customer Invoice Definition

Available Function

Available Function

Customer Invoice Addresses

Available Function

Available Function

Customer Invoice Information and External Text Available Function Available Function
Customer Invoice History (Audit Trail)

Available Function

Customer Invoice Summary Display

Available Function

Available Function

Customer Invoice Line Information and External Text

Available Function

Available Function

Customer Invoice Sales Tax

Available Function

Customer Invoice Additional Header Data

Available Function

Customer Invoice Currency

Available Function

Customer Invoice Receive Payments

Available Function

Available Function

Reports and Form Customizing

Available Function

Available Function

Sales Order Product Form

Available Function

Available Function

Sales Order Product Acknowledgement Form

Available Function

Available Function

Sales Order Product Quote Form

Available Function

Sales Order Service Form

Available Function

Available Function

Sales Order Service Acknowledgement Form

Available Function

Available Function

Sales Order Service Quote Form

Available Function

Sales Orders by Item Report

Available Function

Available Function

Sales Orders by Customer Number Report

Available Function

Sales Orders by Customer Name Report

Available Function

Sales Orders by Sales Representative Report

Available Function

Sales Order History Report

Available Function

Sales Order Summary Report

Available Function

Available Function

Sales Order Open Lines Report

Available Function

Available Function

Sales Order Packing Slip Form

Available Function

Available Function

Sales Order Packing History Report

Available Function

Sales Order Packing Summary Report

 

Available Function

Sales Order Shipping Report

Available Function

Available Function

Sales Order Shipping History Report

Available Function

Customer Invoice Form

Available Function

Available Function

Customer Invoice History Report   Available Function
Customer Invoice Summary Report Available Function Available Function

Note: In TFG4000 Professional Edition, all data definitions used in multiple applications are at one navigation point "Shared Definitions”.

Available Function = Available Functions

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Free online TFG4000 demonstration and consultation, just for you. This will allow you to see a live product demonstration and ask questions specific to your requirements. Send your request to TFGSales@TFG4000.com, providing your available schedule.

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