• Menu
  • Skip to right header navigation
  • Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to secondary sidebar

Fitrix ERP

Fitrix Manufacturing ERP

  • FAQs
  • Pricing
  • Manage My Account
  • Contact
  • FAQs
  • Pricing
  • Manage My Account
  • Contact
MENUMENU
  • Home
  • ERP Modules
    • Accounts Payable
    • Accounts Receivable
    • Actual Costing (Coming Soon)
    • Bill of Materials
    • Canadian Features
    • Capacity Requirements Planning
    • Customer Relationship Mgmt
    • Fixed Assets
    • General Ledger
    • Inventory Control
    • Inventory Replenishment
    • Labor Processing
    • Master Scheduling (Coming Soon)
    • Material Requirements Planning
    • Multi-Currency
    • Order Entry
    • Payroll
    • Product Configurator
    • Production Order Processing
    • Production Scheduling
    • Purchasing
    • Standard Costing
    • Standard Routing
  • Key Features
    • Advanced Planning
    • Approved Vendor Lists
    • Alternate or Substitute Items in Order Entry
    • Available to Promise (ATP)
    • Blanket Purchase Orders
    • Barcoding
    • Blanket Sales Orders
    • Co-Products and By-Products (Coming Soon)
    • Compliance Support for Regulatory and Industry Standards
    • Contract Manufacturing Consumer (Coming Soon)
    • Contract Manufacturing Supplier (Coming Soon)
    • Customer Credit Management
    • Document Management
    • Email Alerts
    • Extended Inventory Attributes (Coming Soon)
    • Inventory Lifecycle End Of Life (EOL) (Coming Soon)
    • Kitting Support
    • Landed Cost for Purchased Merchandise
    • Make-To-Order and Make-To-Stock Support
    • Mixed Mode Manufacturing including MTS, MTO, Engineer To Order, Job Shop
    • Multilevel Bill of Materials
    • Multiple Units of Measure per Item
    • Plant Maintenance Module (Coming Soon)
    • Quality Management
    • Reference Designators
    • Returned Materials Authorization (RMA)
    • Robust Product Configurator
    • Role Based Menus
    • Serial/Lot Number Tracking
    • Shipping Interface with Federal Express and UPS via Web Services
    • Traceability & Recall Management
    • Vendor Delivery Performance
    • Warranty Tracking
    • Vendor Request For Quote (RFQ) (Coming Soon)
  • Industries
        • Discrete Manufacturing
        • Industries

          Fitrix ERP is an excellent fit for small and mid-size businesses across a range of discrete manufacturing and wholesale distribution industries. It is especially well suited to businesses that want a solution they can tailor to support their specific, critical business processes.

        • Discrete Manufacturing
        • Electronics Manufacturing
        • Wholesale Distribution
  • Technology
    • Fitrix User Interface
    • Adaptable Architecture
    • Developer’s Toolkit
    • SQL Database
    • Server/Hosting Options
    • System Requirements
    • e-Commerce Integration
    • Bar Coding Support
    • Electronic Data Interchange (EDI)
  • Services
        • Adaptable Architecture
        • Services

          Fourth Generation Software offers a comprehensive range of services to help you successfully implement Fitrix ERP software, from initial Needs Analysis and Solution Design to ongoing Helpdesk Support and Software Subscription services. Whether you're very self-sufficient, and have the resources in-house to manage your entire implementation, or you're in need of lots of hand-holding over the course of the project, we're ready to address your services needs with the resources you'll require.

        • Implementation Methods
        • Rapid 90 Day Implementation
        • Training
        • Help Desk Support
  • Resources
        • Resources

          Use the links provided here to access pricing information, watch overview videos, read about the various modules in Fitrix ERP and our customer success stories. Still need more information? Check out our FAQs!

        • Editions & Packaging
        • View Demos
        • Brochures & Datasheets
        • White Papers
        • Case Studies and Customer Success Stories
        • FAQs
  • About Fitrix
        • About Fitrix

          Fitrix ERP is a 21 module end to end Enterprise Resource Planning (ERP) software suite focused on the needs of the small to medium size manufacturer and wholesale distributor. Fitrix is developed, sold and supported by Fourth Generation Software Solutions Corp., an Atlanta, Georgia-based company founded in 1987.

        • Our Approach
        • Fitrix Benefits
        • Mission & Core Values
        • Attention FourGen Users!
        • Case Tools
        • Testimonials
        • Blog
        • Contact Us
MENUMENU
  • Home
  • ERP Modules
    • Accounts Payable
    • Accounts Receivable
    • Actual Costing (Coming Soon)
    • Bill of Materials
    • Canadian Features
    • Capacity Requirements Planning
    • Customer Relationship Mgmt
    • Fixed Assets
    • General Ledger
    • Inventory Control
    • Inventory Replenishment
    • Labor Processing
    • Master Scheduling (Coming Soon)
    • Material Requirements Planning
    • Multi-Currency
    • Order Entry
    • Payroll
    • Product Configurator
    • Production Order Processing
    • Production Scheduling
    • Purchasing
    • Standard Costing
    • Standard Routing
  • Key Features
    • Advanced Planning
    • Approved Vendor Lists
    • Alternate or Substitute Items in Order Entry
    • Available to Promise (ATP)
    • Blanket Purchase Orders
    • Barcoding
    • Blanket Sales Orders
    • Co-Products and By-Products (Coming Soon)
    • Compliance Support for Regulatory and Industry Standards
    • Contract Manufacturing Consumer (Coming Soon)
    • Contract Manufacturing Supplier (Coming Soon)
    • Customer Credit Management
    • Document Management
    • Email Alerts
    • Extended Inventory Attributes (Coming Soon)
    • Inventory Lifecycle End Of Life (EOL) (Coming Soon)
    • Kitting Support
    • Landed Cost for Purchased Merchandise
    • Make-To-Order and Make-To-Stock Support
    • Mixed Mode Manufacturing including MTS, MTO, Engineer To Order, Job Shop
    • Multilevel Bill of Materials
    • Multiple Units of Measure per Item
    • Plant Maintenance Module (Coming Soon)
    • Quality Management
    • Reference Designators
    • Returned Materials Authorization (RMA)
    • Robust Product Configurator
    • Role Based Menus
    • Serial/Lot Number Tracking
    • Shipping Interface with Federal Express and UPS via Web Services
    • Traceability & Recall Management
    • Vendor Delivery Performance
    • Warranty Tracking
    • Vendor Request For Quote (RFQ) (Coming Soon)
  • Industries
        • Discrete Manufacturing
        • Industries

          Fitrix ERP is an excellent fit for small and mid-size businesses across a range of discrete manufacturing and wholesale distribution industries. It is especially well suited to businesses that want a solution they can tailor to support their specific, critical business processes.

        • Discrete Manufacturing
        • Electronics Manufacturing
        • Wholesale Distribution
  • Technology
    • Fitrix User Interface
    • Adaptable Architecture
    • Developer’s Toolkit
    • SQL Database
    • Server/Hosting Options
    • System Requirements
    • e-Commerce Integration
    • Bar Coding Support
    • Electronic Data Interchange (EDI)
  • Services
        • Adaptable Architecture
        • Services

          Fourth Generation Software offers a comprehensive range of services to help you successfully implement Fitrix ERP software, from initial Needs Analysis and Solution Design to ongoing Helpdesk Support and Software Subscription services. Whether you're very self-sufficient, and have the resources in-house to manage your entire implementation, or you're in need of lots of hand-holding over the course of the project, we're ready to address your services needs with the resources you'll require.

        • Implementation Methods
        • Rapid 90 Day Implementation
        • Training
        • Help Desk Support
  • Resources
        • Resources

          Use the links provided here to access pricing information, watch overview videos, read about the various modules in Fitrix ERP and our customer success stories. Still need more information? Check out our FAQs!

        • Editions & Packaging
        • View Demos
        • Brochures & Datasheets
        • White Papers
        • Case Studies and Customer Success Stories
        • FAQs
  • About Fitrix
        • About Fitrix

          Fitrix ERP is a 21 module end to end Enterprise Resource Planning (ERP) software suite focused on the needs of the small to medium size manufacturer and wholesale distributor. Fitrix is developed, sold and supported by Fourth Generation Software Solutions Corp., an Atlanta, Georgia-based company founded in 1987.

        • Our Approach
        • Fitrix Benefits
        • Mission & Core Values
        • Attention FourGen Users!
        • Case Tools
        • Testimonials
        • Blog
        • Contact Us
You are here: Home / ERP Modules / Order Entry

Order Entry

Accurate and timely processing of customer orders is one of the most critical functions of any business. When a customer calls to place an order, you need to have a lot of information that is easily accessible. You need to see bill to and ship to addresses, the availability of the items being ordered or substitute items if they are not, the unit pricing the customer is entitled to, and their shipping terms. Once the order is entered you need to ship and invoice the merchandise in a timely manner. Effective order processing leads to happy customers and happy customers lead to a successful and profitable business.

The Fitrix Order Entry module when integrated with the Inventory Management, Production Order Processing, Accounts Receivable, and Purchasing, gives you all of the functionality you need to process customer orders quickly and accurately. It provides a comprehensive system for tracking and managing customer orders and is designed with real time transaction updating and complete information access. You can enter orders of many types: quotations that can then be converted to regular orders by merely changing the order type, drop ship orders shipped directly from your vendor, blanket sales orders that can be released and shipped in increments, credit and debit memos, and returned materials orders (RMAs). Item availability and pricing is checked real time. Once the order is entered, your shipping department can print picking tickets and packing lists and ship the order. The final step is to invoice your customer and when it is posted the quantity on hand is reduced, the open AR record for the customer is created, and the transaction is recorded in your General Ledger.

Features/Function Highlights

  • Modular Integration – Direct integration with Fitrix Inventory Control, Production Order Processing, Purchasing, Accounts Receivable and General Ledger modules
  • Order Types – Fitrix supports many different types of orders such as:
    • QUO – used for quotations by your sales force and these can be turned into a regular order by simply changing the order type
    • REG – used for shipments out of you distribution center. You can also use this order type and based on the line type, ship some merchandise from your warehouse and the rest directly from your vendor
    • DPS – used for drop shipments from your vendor directly your customer. Using this order type automatically creates the purchase order to your vendor
    • BLO – used to create a master blanket order that is then released and shipped in increments when requested by your customer.
    • STO- standing or recurring orders that can be generated at date intervals you define
    • RMA – used for merchandise that is be returned by your customer
  • Supports make to order sales orders and automatically creates the production work order
  • Pricing – pricing can be set up for specific order types, specific items, a class of items, specific customers, or a group of like customers. The price can be offered for a specific date range with quantity breaks and can be a specific amount, a percent off list, or a markup from cost
  • Sales Kit Processing – You can define sales kits and use them during order entry. Component items for a sales kit can be automatically exploded during data entry on any of the sales/shipping documents if the detail needs to be seen
  • Alias Item Numbers – you can set up alias code for your inventory items that are customer specific. This is helpful during data entry when a customer calls in an order using their item codes. After entering their code, the program converts the code to your item code. The alias codes prints on all sales order documents
  • Notes – when entering an order any customer notes, shipping notes, and credit notes automatically display for the user to review. You also have the ability to enter order specific notes that will print on the sales order documents you specify
  • Customer Credit Checking – Real time checking of your customer’s credit availability. Option to place the order on varying levels oh “hold” and send an automatically generated email to your Credit Manager and the Sales Representative requesting it be released from hold.
  • Profitability Check – you can set either globally or by item the required profit margin needed. If the price entered is below this you will receive a warning message. A price variance report is also available that lists any items sold below the required profit margin along with the customer code and the user that entered the price
  • Availability Check – you have access to the quantity available for sale in all of your distribution centers on one screen and a list of available substitute items should the item not be available.
  • Cross Sell Items – automatically recommends items that can be sold together
  • Multiple Warehouse Shipments – you have the ability to ship a single order from multiple warehouse locations
  • Backorder Fulfillment – receipt of vendor purchase orders automatically fill customer backorders
  • Lot/Serial Number Tracking – during the invoice process you will be prompted to enter the serial or lot number for any items flagged as lot or serial number controlled. This data is stored in an audit table which can then be viewed so that you know which customers purchased which serial or lot #s and when
  • Interface with UPS WorldShip and Federal Express Ship Manager – Fitrix Order Entry provides the shipping address for the UPS and Federal Express shipping software, emails the tracking number to your customer,acquires the freight charge, updates the order status and tracks the progress of the shipment. This will allow the customer to know their costs and provide them with real-time tracking information
  • Credit Card Processing – Fitrix Order Entry has a built in interface for credit card processing. Those customers that pay by credit card have the order authorized as soon as it is stored and the transaction settled with their financial institution upon invoicing
  • Other Features, including:
    • Ability to enter deposits for sales orders
    • Lot number selection based on oldest expiration date
    • Automatically create vendor purchase orders for any backordered items while in the sales order program
    • Automatically create a production work order for any make to order items
    • Ability to clone a sales order from another order
    • Shipment routing capabilities
    • Commission reporting
    • Shipment tracking screen
    • Full suite of Export forms including proforma invoice, packing list, bill of lading, commercial and final invoices
    • Lost sale tracking

Reporting

Reports available include:

  • Quotes, Order Acknowledgements, Picking Tickets, Packing Lists, and Invoices
  • For exports – Proforma Invoice, Bill of Lading, Commercial Invoice
  • Open order reports by order number, salesperson, customer, and item
  • Daily Sales Register
  • Sales History reports by product, customer, and salesperson
  • Price Variance Report
  • RMA History Report
  • Warranty Report by Item
  • Commission by Salesperson
  • Credit Card Reports include:
    • Orders awaiting authorization
    • Invoices awaiting settlement
    • Credit card information on file by customer
    • Credit cards on file due to expire

Screen Shots

Enter Customer Orders
Order Entry 01
Serial/Lot Number Sales History Inquiry
Order Entry 02
Update Customer Invoices
Order Entry 04
Set up Pricing
Order Entry 03 - Set up Pricing

Primary Sidebar

ERP Modules

  • Accounts Payable
  • Accounts Receivable
  • Actual Costing (Coming Soon)
  • Bill of Materials
  • Canadian Features
  • Capacity Requirements Planning
  • Customer Relationship Mgmt
  • Fixed Assets
  • General Ledger
  • Inventory Control
  • Inventory Replenishment
  • Labor Processing
  • Master Scheduling (Coming Soon)
  • Material Requirements Planning
  • Multi-Currency
  • Order Entry
  • Payroll
  • Product Configurator
  • Production Order Processing
  • Production Scheduling
  • Purchasing
  • Standard Costing
  • Standard Routing

Secondary Sidebar

start free trial

Start Free Trial!

request demo

Request Demo

contact us

Contact Us

Copyright © 2021 · Mai Lifestyle Pro on Genesis Framework · WordPress · Log in