Order Entry & Invoicing
Pricing options & invoice software
Meet your profit goals with our powerful order entry and invoice software. Whether your business employs inside, outside, or remote salespersons to take orders, Canopy’s Order Entry and Invoicing functions will help save time and track profitability.
Features
Order Entry
- Use Customer Order Guides to reduce order entry time
- Order Tracking generates list of customers to call each day
- Reserve products to be purchased by certain customers only
- Manage product shorts on one easy to use screen
- Optional EDI interface to receive purchase orders
- Real Time Routing allows for route reassignment
Product Pricing
- Create and manage customer product price quotes
- All pricing can be date driven with an effective date
- Define special pricing by customer and product
- Price each product by multiple units of measure
- Group like products together for the same pricing
Sales Reporting
- Reporting for customer, product, and salespersons’ sales, gross profit, movement, and usage
- Rank your customer and products from highest to lowest for sales, quantity, and gross profit
- Customer and product no sale since reporting
- Calculate commissions and customer rebates
- Sales reporting can be run in summary or detail modes
Comprehensive, flexible, and intuitive order and invoice software
Ease of use is what sets Canopy apart. With flexible features like order add-on charges and Real Time Routing, you can stay nimble and adapt to any conditions.
Order Entry & Inventory supports foreign currency and exchange rates for international sales, so you can do business wherever.
Canopy’s pricing module has a multitude of ways to handle pricing and you can create as many customer product prices as you need.
Create a product price by using its cost and mark it up by a percentage, dollar amount or both at the same time and use quantity breaks within the pricing matrix. Price a product by multiple units of measure all at the same time or allow for upcharges for broken case sales. Track customer promotions, discounts, and rebates by date range.
Order Entry performs credit checks and will automatically put an order on hold if the customer is outside the terms or over the credit limit. Setup a minimum order dollar amount, gross profit dollar, or weight that must be met before an order can be saved. Define push products for items that are on sale. Customize the Order Entry screens by user to show what information is important to see.
Print invoices, shipping manifests, bills of ladings, weight sheets, route manifests, driver delivery logs, credit memos, and fill rate reports.
With unlimited product prices and customer contacts, Canopy scales as your business grows.