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xTuple Wholesale Distribution Product Guide |
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xTuple Wholesale Distribution Product Guide |
| 1. Overview | ||
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 | Chapter 2. Order Processing |  |
The order entry functions in xTuple (sales orders, quotes, purchase orders) are loaded with features designed specifically for the distribution market. In this chapter, we will cover those features, which include―but are not limited to―the following:
Trade service spec sheet and image are viewable from order entry.
Trade service spec sheet and image links available on quote, sales order acknowledgement, and invoice forms.
Catalog, item, and item alias search by customer, number, and description.
Ability to re-sequence lines in sales order entry.
Industry standard margin calculation.
Ability to re-price one or many order lines with a desired margin.
Ability to select Customer Favorite Items based on history and add to order.
Cost plus pricing based on trade service cost and markups defined by customer type, customer, product category, and item.
Ability to issue available inventory and ship from entry window.
Field level privileges to protect sensitive cost information.
Sales commissions reporting based on gross margin.
Lost sales reporting.
It should be noted that the similarities between quotes and sales orders in xTuple are so close that the two forms are almost indistinguishable from each other. That means that wherever you see documentation about sales orders you can generally assume the same is also true for quotes. In fact, when you quote detailed information to customers or prospects, it's as easy as clicking the button to convert a quote into a sales order instantly.
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| Chapter 2. Order Processing |  | 2. Quick Item Entry |