Customer Management





  • The lifeblood of every business is the sale and distribution of its goods and services. At the heart of this process is the sales order system. ATRIX Sales Orders provides a fully integrated online environment for entering and processing sales orders as well as managing the physical distribution of goods and consigned inventory.

    Customer Service. Sales Orders provides visibility into all inventory locations with instant access to on-hand quantities, reserve inventory, scheduled receipts and other pertinent information. Sales Orders enables you to quote accurate delivery dates with confidence and check the customer’s credit status before you complete the order.

    Flexible Pricing and Discounting Sales Orders supports pricing based on list prices or multiple discounting structures. You can schedule price changes based on effective dates. You can simplify and automate even the most complex pricing schemes through customer and items classes and price groups.

    Special Item Processing The solution also enables you to take orders for special items and services. Sales Orders supports “one-time” items or items built to custom specifications.

    Customer Profile Sales Orders provides critical customer profile information for order entry, product distribution, and billing. This information controls credit status and policies, payment terms, and carrier and freight handling procedures. The solution also maintains customer information by locations, which allows you to establish unique bill-to, ship-to, and paying office locations.

    Financial Visibility Sales Orders gives you the information you need to stay on top of your finances. Each sales order has its own tally of on-order and open amounts for individual inquiries or full reports. The cost-of-sales is calculated as goods are shipped. All period statements, credits and returns that affect inventory are tracked for reporting. Open sales order amounts are extended and summarized to report total expected revenue by period.

    Multinational Support The solution enables you to enter orders in any currency to support global businesses. The module automatically converts orders into your “Local” currency for financial reporting, taking into account rate affectivity and fluctuations in exchange rates. Sales Orders also supports valueadded taxing (VAT).

    Customer Profile
  • Bill-to, ship-to, and buying locations with addresses
  • Credit limit and hold status
  • Contact names by locations
  • Sales representatives with split percentages


  • Order line Information
  • Optional customer item number cross -reference
  • Automatic item price and discount calculation
  • View item availability
  • Multi-level international tax
  • Work order reference


  • Order Processing
  • Option for instant material commitment with pick and packing document generation
  • Credit hold options
  • Commit material by date range or item
  • Record backorder quantities
  • Generate sales orders, credit, and debit memos
  • Print pick list, pack list, packing slip, and acknowledgments




  • Individual order with search

  • Sales order status

  • Review scheduled orders

  • Debit and credit memos

  • Backorders and backlog

  • Orders on hold

  • Cancellations

  • Credit review


    • ATRIX Sales Quotes extends automation to the beginning of the sales cycle, before finalization of customer or prospect orders. This enhances both the efficiency and timeliness of reported sales data and activities.

      Timely, Accurate Sales Quotes The system automates the pricing of goods and services for faster and more accurate customer quotes. Flexible pricing options enable your organization to incorporate all standard sales order pricing and discounting techniques. All or part of the quote can then be converted directly into a sales order and the sales quote is automatically closed. All closed sales quotes are maintained in history files for future reporting purposes.


      Sales Quote Entry
    • Quotes standard stock items , standard non-stock items, nonstandard items, and additional charges

    • Integrates all standard sale s order pricing and discounting techniques

    • Extensive text areas for additional comments

    • Quotes for both existing customers and new prospects

    • Tracks probability of closure for expected-value reporting

    • Sales Quote Entry
    • All or selected part of sales quote can be converted to a sales order

    • Optionally closes sales quote as a result of the conversion

    • Creates customer information from prospect data

    • Sales quote status

    • Sales quote history

    • Sales quote review

    • Sales quote type

    • Supplier history

    • Probability of closure codes

    • Sales quote analysis





    Services provided by Atrix ERP