Here’s what you can do without ever leaving the Sales Order Entry window in Carillon ERP:

Quotes – You can:

• Create a new approved or unapproved quote (depending on your security rights)
• Modify or approve an existing quote
• Copy a previous order or quote to start a new quote
• Send (print, fax or email) a quote to the customer
• Convert the quote into an order with a single mouse click
• Indicate a promise date, do not ship before date, and a cancellation date
• Check Available to Sell quantities as of the promise date
• Have the system automatically price the line items including any contract pricing for that customer and including quantity and customer discounts. You can override the pricing if you have the system configured to allow it
• Apply a line item discount if you have the system configured to allow it
• Create new items, customers and ship-tos if you have the security rights to do so
• Track the person who is placing the order, the person it should be shipped to as well as the person it should be billed to (all of these people are fully integrated with the Carillon – CRM module). This is in addition to the companies the items should be shipped to and billed to
• Automatically calculate sales tax based on the ship-to location or the will-call location
• Indicate the preferred method of shipment
• Look up items based on the item id, item description, customer’s item id or based on many other criteria
• Add unlimited notes at the header level and for each line item
• View customer notes and item notes
• See unlimited purchase history for this customer to make it easy to identify the items and prices for repeat orders
• See a picture of the item
• Custom draw a picture of the item
• Custom configure the first level Bill of Materials or kit for any item

Sales Orders – In addition to all of the things above, you can:

• Create a new approved or unapproved sales order (depending on your security rights)
• Modify or approve an existing sales order
• Copy a previous order to start a new order
• Copy a previous quote to start a new order
• Send (print, fax or email) an order acknowledgement to the person placing the order and to the outside sales rep
• Approve an order (with the proper security settings)
• Credit check an order
• Have the Credit Manager override a credit hold on an order
• Create one or more purchase orders for items on this sales order
• Create one or more production orders for items on this sales order
• Ship each line item to multiple ship-tos
• Indicate which warehouse the order should be shipped from
• Record payment information
• Record down payment information and have the system automatically post the down payment to deferred revenue
• Assign one or more salespeople and split the commissions amongst them