What Don't We Track?

May 27, 2015 at 4:07 PMRachel

It is no surprise that if you know what your inventory is; when it is coming in and where it is going; you will be better able to serve your customers. Last week, we talked about our Sales Orders module and the ability to connect to purchase orders and automatically fill linked sales orders. Now, let’s think about the capability to track the minutiae of production. There are items to order and receive. There are orders to pack and ship. There are parts that break and need to be replaced and what if an entire batch needs to be recalled? Those are a lot of moving parts to track (pun intended).

Lot and Serial number tracking is available for items that have been purchased, received, used in production and shipped to customers.This function also allows for tracking “items within items.” This makes it easy to find the exact component within a finished product. You also have the functionality to assign serial numbers to items on work orders and shipments to customers. Any serial number with All Orders is easily tracked from warehouse to customer. And if you are looking for all the transactions in which a particular serial number is involved, the All Orders “Find” function is particularly valuable. With the functions of All Orders, you can track the transactional and locational history of anything with an attached serial number.

Wait. You’re saying that you have inventory in multiple warehouses or you want to know how the inventory is moving to a contractor or just track it from your warehouse to a vendor? Don’t you worry, locations are specified on each packing slip and work order that is generated. Paired with the tracking feature for serial and lot numbers, you will always know exactly which warehouse is holding your supplies and shipments. If you want to get even more specific, you can use All Orders’ bin feature. This allows you to label specific storage locations such as shelves, rooms, area, or virtual location for easy retrieval and organization. Much like our serial and lot number tracking of items within items, we have this same feature for storing inventory at a location within a location. Do you outsource any production? All Orders can track that too.

Remember when we talked about generating lot and serial numbers? Well, if you prefer your serial numbers to be in barcode form, All Orders can do that for you. Now, when a shipment comes in or goes out, a simple scan will update your system and keep you on top of the locations and destinations of all products. This is handy for shipping and receiving, since our system allows items to be scanned into the system and updated on the receiving list. It’s a quick way to reduce human error. But if you prefer to enter numbers by hand, and run the risk of a costly input error, that is also an option, just use the listed numbers from the receiving form. But IDK, do you.

All Orders  by NumberCruncher provides solutions for your inventory and order management needs. For more information or to request a free trial, visit our website.

The All Orders Approach to Sales Orders

May 20, 2015 at 11:33 AMRachel

It is widely understood that having a proper and concise system for creating and filling sales orders is crucial for proper allocation of resources to complete a sale. Need more reasons on why you need to get a handle on your sales orders? Check out our post about why you need a sales order here.  Now, the question is how can NumberCruncher change the way you approach your sales orders?

With All Orders, the sales order process is dynamic and seamlessly integrated with QuickBooks. All Orders allows the user to create sales orders with multiple shipping and release dates, thus eliminating the need for multiple sales orders. A single sales order can support multiple ship-to addresses as well as items considered to be inventory and non-inventory. Features like this allow the user to create a single sales order that meets a variety of needs.

Is an item running low or out of stock? The sales order screen includes information about the availability of items in the order. If stocks need to be refilled, purchase orders can be created in seconds. This new purchase order is linked to the sales order and items are held for matched the sales order as they are received by the warehouse.  Once the purchase order is received, the underlying sales order can be satisfied automatically. No need to check back and forth on an purchase order to know when to update the SO. Upon filling a sales order, All Orders creates a ‘shipper’, from here an invoice is created in QuickBooks with the click of button.

If a user is transitioning to All Orders after using QuickBooks for their sales orders, the transition is simple. Existing sales orders can be imported directly into All Orders from QuickBooks. The linked sales, work, and purchase orders as well as the integrated pick lists and ship docs are designed to reduce errors and improve efficiency.

All Orders  by NumberCruncher provides solutions for your inventory and order management needs. For more information or to request a free trial, visit our website.

Posted in: Sales Order

Tags: , , , , ,