The WoodPro Order Entry/Invoicing module is designed to provide fast, efficient order processing with a high level of control and accuracy. The advanced features of this module include specific lumber and building product software features for unit conversion, tallies, packages, and back-to-back sales orders. Freight costs are tracked throughout the system and can be used to reduce discounts offered to customers.
WoodPro uses a split screen window format, which enables the user to view many orders at once as well as facilitate easy data entry. The Sales Order Maintenance screen displays various information related to customer concerns. This includes credit limit and status, amount owing and its aging, order status, shipping status, and notes or comments. A new order may be generated directly from a previous order by using the Copy feature. This time saving feature will copy all information from a previous order, including back-to-back and direct orders, as well as direct to a new order. Rather than re-entering a similar order from scratch, only changes need to be made.
In addition to the standard sold to/ship to address, WoodPro software also provides an origin/destination feature for additional transportation detail. The Miscellaneous function button allows access to a wide variety of inquiry and history information about the customer.
Sales Orders, Bill of Lading and Invoices can be printed, faxed and emailed directly from the screen.
The Quotation Maintenance has full Quotation functionality. The Quote is created and maintained without causing any effect to the quantity level of the Inventory on Hand. This allows for a Quote to be prepared and sent to the customer for approval. If it is a multi-stage release, the quote can remain open and be drawn upon, with only the required items and quantities shipped as directed by the customer. The Transfer Maintenance then converts those shipments into Sales Orders with a direct link back to the original quote. Full reporting is also included with a Quoted vs. Shipped detail along with full inquiry ability.
The Daily Route Maintenance assists the shipper to assemble truckloads based on the weight of the orders and the maximum truck capacity, with orders organized for delivery according to Delivery Zone. If the weight exceeds the truck maximum, it is displayed in red. A complete history details the deliveries made with a direct link to the appropriate Bill of Lading.