Sales Orders Module
The Sales Orders module provides a sophisticated and flexible way to track customer orders. Sales Orders is tightly integrated with the Inventory, Work Orders, and Material Requirements modules to help you manage your inventory and production planning more efficiently. Production work orders can be generated automatically from sales orders, sales orders can be processed for inventory at multiple locations, and an open sales order can have additional items added, or have products invoiced from it, at any time.
The Contract Review module (if enabled) prevents release of an order to shipping or production until all required departments have approved it. It also creates an electronic "Job Folder" with links to all documents and forms associated with the order.
RMA, Service and Repair Modules
The RMA and Service and Repair module in Evo~ERP Software are closely integrated. The RMA module offers a means of tracking customer returns and the disposition of those returns. If the disposition is to repair the item, the RMA is converted automatically to a Service/Repair Order and associated Work Order to track the repair costs.
The Service & Repair module provides a means of processing orders by a Service or Repair department maintaining inventory and costing independently from production. Thus, you do not need a special part number for repairing an item to keep the costs separate. Service or Repair orders are entered very much like Sales Orders and a Repair Location can be set up to segregate the inventory and keep the repair stock isolated from production. Once the repair is complete, the Releasing process allows a review of the costs, determination of price and selection of major components to be itemized on the invoice.
The item being worked on can be the same part number as an item you manufacture. However, you may also have a service department that works on products originally made by other manufacturers. In that case, you can create one or a few type N items and designate them as Service/Repair items. You can then designate whether when an order for one of these generic S/R items is entered and processed, you want to allow or even require that the Make, Model and Serial number of the actual product being serviced be entered.
Sales Analysis Module
The Sales Analysis module consists of a series of sales reports derived from the invoice history file and the open sales order file. Reports provide analysis on sales, bookings, profits, customers, customer classes, salespersons, inventory items, and item classes. All reports can be limited by a variety of selection criteria.