You can track your sales by order type, such as Showroom, eCommerce, Promotional, etc. You can then run a report on total sales, salesman, quotes, etc. by order type.
- Set up the order types to track. See Manage order types.
- Configure Sales Orders to require that the Order Type be completed: in the Company Master, set Mandatory in S/O - Order Type to Yes.
- Download and configure the ARW Order type Report.
- When sales are entered, the order type will be required, forcing users to specify one for every order. At a predetermined interval (Weekly, Monthly, etc), run the Order Type report to get stats on sales by order type. Here's an example:
Note: If order type is required, any integration that creates or imports orders must have a default order type. This includes eCommerce, QuickOrder, EDI, etc.
You probably already know that you can group items in your sales orders and assign custom group pricing. If not, and you'd like to learn more, see Group products into item groups.
If you are already taking advantage of item groups, did you know that Inform provides handy shortcuts, as well?
With any line item selected, press Ctrl + G.
In the Add to Group box, select the group to which you want to add this line item, or type a new group name to create the group and add the product to it in one step.
Item Group column
You can also group items directly from the Line Items grid. In the Sales Order, on the Details tab, click the Field Chooser and select the Items Groups check box.
From the new Item Group column that appears, you can assign each product to a new or existing group.
When you add products, you can set up a purchasing Box Quantity (number of items per box) and Carton Quantity (number of items per carton). Go to File > Product > Master: Setup, Purchasing.
Then when you are entering orders, you can specify that you want to order the Box or the Carton Quantity by typing the number followed by b or c in the Quant Ordered box. This is particularly useful if you know you want to order in bulk, but you don't know the precise quantity in a box or carton.
In the example below, typing 10c into the Quant Ordered box the results in 10 cartons of bleach being ordered, which translates to 120 units (12 per carton). Inform automatically calculates the Price Extension as well.
You can change multiple price rollups in bulk rather than applying the change one at a time.
- Go to Sales > Pricing > Price Change.
- Select a C/L Column. Note that this selection will not impact your roll-up, but a selection is required in this screen.
- Select the Products that you want to change.
- In the Rollups section, click All.
- Click the Roll-Up Schedule button, and then set your rollups.
- Click Save.
When you are working in any of the Inform screens, quickly activate edit mode by double-clicking in any editable field, rather than clicking the Edit button.
You can assign specific customers or contacts permission to buy products such as R22 Freon that require EPA certification such Section 608 or 609 certification. Product sales will be restricted to only those customers or contacts who have that certification.
First configure the product: On the Product Master, go to the General page, and type the Certification Code.
Then configure the customer or the contact.
- If you want to allow all contacts associated with a customer to purchase the product, on the Customer Master, go to the General page and type the Product Certification Code for each product this customer may purchase, separated by commas.
- If you want to restrict purchase to select contacts, then on the Customer Master, go to Contacts. Click the contact to whom you want to grant permission to buy the product, click the Setup tab, and then the Permissions tab. Type the Product Certification Code for each product this customer may purchase, separated by commas.
When you add the product to a sales order, Inform will check the customer and contact certification to make sure they have permission. If not, then Inform will not add the product to the order.
Note: If you want to bypass this restriction, you can set the Company Master: Caution Message for Customers without Product Certification in S/O to Yes. Inform will still check for permissions, but if the customer does not have permission, Inform will add the product to the order with the status "Product Certification Required."
You can configure the number of days it takes for stock transfer fulfillment between warehouses
Go to File > Company > Warehouse, and then click the Transfer Lead Time Days tab. Set the number of days it takes for a transfer to arrive from each warehouse. Save and then repeat this step for each inbound warehouse.
When order writers are creating orders, they can see the S/T Expected Date, which is the estimated arrival date of the stock transfer.
On screens such as Sales Order Entry, Invoice, and Billing, you may add and remove columns and change the order in which they appear.
To add and remove columns:
- Click the Field Chooser icon in the upper left of the table want to customize.
- In the Field Chooser list, to show a column in the table, select the check box beside it. To hide the column, clear it.
- When you have finished, click the X in the upper right.
To rearrange columns:
- Click and drag each column to a new location.
To save the layout:
After getting the columns just the way you want them, you can save that layout so it appears every time you revisit the page.
- Right click the grid, point to Layout, and then choose Save for User or Save for Company.
Did you know that Inform ERP point of sale supports Thermal Receipt printers and optionally Cash Drawers? Rather than printing receipts on a full sheet of paper, you can print a standard sales receipt, like the one below. To learn how, see Set up a thermal receipt printer.
You can now quickly find orders that are ready to pick even if they have not been ship confirmed. On the Sales Order Inquiry screen, drop down the Sales Order list, and choose Ready to Pick.
Click Search, and Inform will find all open orders that are ready to pick and ship.
Inform ERP can ensure customers are charged the appropriate Restocking Fee on their return orders. Once setup your return options will include the ‘Apply Restocking Charge’ (pictured below). The amount can be adjusted or removed prior to completing the order.
First, create a Miscellaneous Charge for the restocking fee (File > Company > Miscellaneous Charge). Next, open the Company Master and search for the word Restock.
Set the following:
Restock Policy - Misc, Charge Code - The Misc Charge code you just created
Restock Policy - Percentage% - The percentage fee (example, 15% would be 1500)
Restock Policy - Taxable - If you charge tax on this fee (applies to taxable customers only)
Set default Apply Restocking Fee - Defaults the apply charge box on/off
Note that the default fee can be overridden on a per custom basis from the Restocking Policy options located on the General tab of the Customer Master.