The Advanced Sales Orders module offers functionality outside the standard activities available in Sales Order Entry. With the release of Triumph 6.1, the latest additions to the Advanced Sales Order module are kitting, advanced pickings, direct debits, and order deposits.
Even though all these functions are available within the module, it is your decision whether you turn on and use one, some or all.
Kitting is the ability to change or modify individual components of a finished product to suit the customers’ needs. Kitting is suited towards companies that sell products that are packaged or group together, creating kits.
Within the Bills of Materials module, these individual components come together like a recipe forming the single product.
For example, a computer company may sell a specific mouse, keyboard, screen and computer box in computer deal XYZ. These individual components within the computer deal make up the kit, forming the single product.
Previously, the individual components of the kit were fixed. Now, if a customer wants to change or modify the order, the Advanced Sale Order module can complete the task.
The kitting functionality will drill into the recipe on the sales order line, modify it as requested, change the price and quantity, and reflect it on the invoice. This modified kit will then belong to the individual customer on a specific customer line.
This functionality works best for businesses that would like the ability to change orders on the fly.
Advanced Picking allows you to split stock items on picking slips into specific, allocated picking areas. Within a warehouse, there may be multiple picking areas, so when the order is placed, it will be printed in the required location.
For example, a pet store has two picking areas within their warehouse – dry goods and freezer. The person who picks for the dry goods is different to the person who picks for the freezer. Therefore, to make the process more efficient, the order is split by area and printed accordingly.
To further classify or segregate customers, the picking slips can be split by delivery zone or priority. In large warehouses, metro, regional and country deliveries may have different trucks or couriers. By splitting the picking slips by delivery zones, the pickers know exactly which truck stock needs to be packed onto, speeding up the picking process.
Having the option of ranking orders based on priority gives your picking process efficiency and control. Orders that are of immediate priority will go to the top of the list for the pickers to see it. The pickers can then attend to the more important/ time sensitive orders before returning to picking slips of lesser priority.
The advanced picking functionality is available for all businesses, whether they use paper or mobile technology. For businesses that use mobile technology, advanced picking works directly with the Paperless Pickings Module and the handheld scanners. The picking slips are sent to the handheld scanners in the allocated picking areas for the pickers to access.
In Triumph 6.1, we have included an order deposit functionality that allows customer to make a direct deposit when they place an order, online or instore. By having the order deposit functionality in place, customers are less likely to change their minds when an order has arrived.
As mentioned, order deposits are possible in conjunction with the B2B Ecommerce module. Once an order is saved in the cart, it enters the Advanced Sales Orders module and the customer can make a deposit.
It’s even possible for customers with personal accounts to pay an upfront deposit. When the goods are delivered, an invoice document is created on the customer’s account. The deposit is included on the invoice as an unallocated receipt, balancing the customer’s account.
Direct Debits is an easy mechanism of getting money that is owed to you by clients or customers, directly from their bank accounts. For direct debits, a set payment is agreed upon by the customer, outlining the specific amount, payment cycle and the intended duration.
The direct debit functionality is most suited to businesses that offer or provide a service. For example, a gym or home care service provider would use direct debits. The business will charge a standard fee either weekly, fortnightly or monthly, which is taken directly from the customers bank account.
When you send out invoices for your service, the customers who nominated for direct debit payments, will be grouped together, creating a file that is sent to the bank. The bank processes the file overnight, and almost instantaneously, the money is transferred from your customers bank accounts to yours.
Direct debit is an easier and much more efficient method of billing as the process is fully automated, saving you and the customer a lot of administrative time.
Please not that Bills of Materials module is need for the kitting functionality and Advanced Sales Order is a prerequisite for the Paperless Pickings module.
If you would like to discover how Advanced Sales Order could enhance your business’ sales orders, visit the Triumph Business Systems website or contact the office on 1800 653 545 or by email on email@example.com.