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The
Order Entry system provides real-time inventory
availability verification, order acknowledgements,
picking tickets, customer product allocations,
Bills of Lading, and invoicing. Invoice formats
may be customized. Credit terms and order hold
controls are available.
Product lot tracking is a configurable feature. Lot numbers are assigned to Sales
Orders in Order Entry, and the final shipped Lot Numbers are identified with
the Invoice.
Inventory is tracked in full and part cases and may be sold in full or part cases.
Inventory is tied to purchasing, making on-order product information available
in sales order entry and inventory queries. Backorders are allowed.
Purchasing allows the creation of purchase requisitions, purchase orders, and
receiving transactions. Overdue orders, cash commitments, expected receipts,
and QA reports are available.
Sales visibility is provided through detailed and summary Sales Analysis Reports.
This includes analysis of customers, products, sales representatives, sales areas,
major customer codes, customer discount types, account types, or any combination
of these key fields. All fields and tables are user defined.
Sales analysis inquiries and reports are available by product, brand, quantity,
selling price, and standard cost or sales contribution. |
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The Vintners Advantage Sales & Distribution module includes: |
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Sales Order Processing |
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Sales Analysis & Reports |
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Accounts Receivable |
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Inventory Control |
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Purchasing |
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Physical Inventory |
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Optional Interfaces
to Bottling, General Ledger and Accounts
Payable |
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The following features are also included: |
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Multiple Bonded or
Tax paid Warehouses |
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Quantity Ordered vs
Inventory On-Hand |
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Multiple Companies |
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Invoices, Credit
Memos and Packing Slips |
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Product Allocations |
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Full Inventory Transaction
Audit Trails |
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Multiple Selling
Prices for Products |
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Sales Forecasting |
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Special Prices by
Customer and Date Range |
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TTB Compliance |
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Purchasing units
may differ from Selling units |
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Excise & Sales
Tax Reporting |
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Ability to sell split
units (Dozens, cases, bottles) |
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Serial/Lot Number
Tracking |
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Robust Customer and Product
Inquiries |
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Wine Club Association |
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Sales Orders and Invoicing: |
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Sales Orders may be entered
for multiple warehouses and products, including
in-bond and tax paid wine or spirits. |
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Excise taxes and sales
taxes are calculated appropriately for in-bond
inventory that is sold through the Sales Order
module. |
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Picking Tickets may be
printed to aid in warehouse fulfillment. |
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Single pass or Confirming
Sales Orders are available so that inventory
may be confirmed prior to shipment. |
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Invoice print can include
a customized invoice with Winery logo |
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Bills of Lading |
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Lot Tracking is available
so that all inventory can be tracked through
your warehouse and to your customers. |
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Flexible pricing is available
with unlimited options for setting up pricing
and customer type combinations. |
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Payment options include
cash, check, credit card, wire transfer, or
ACH. |
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Monthly Aging & Statements
of Account |
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Order Entry for instock
and back ordered products |
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Order Acknowledgements
that can be sent to customers |
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Invoice Printing of partial
or complete orders |
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Support for multi currency |
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Automatic or manual posting |
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Aging Reports & Statements |
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Flexible Product Pricing & Discount
structures |
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Integrates to General Ledger & Inventory
Support for Cash Receipting, Sales Order and
Picking slips, Invoicing, Credit entry, Picking
Slips |
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Comprehensive support for
lot or serial tracked sales and invoicing |
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Credit holds & credit
limits |
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Sales analysis including
product budgets by areas, account managers
and customers |
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Interfaces to electronic
cash registers for Tasting Room sales |
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Interface to Just
My Wine Club Software |
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Invoicing: |
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| Vintners
Advantage allows direct invoicing on completion of
Sales Orders or confirmation of Picking Tickets.
Backorders are allowed, and split invoices are created
if the Back Order Inventory configurable parameter
is set. The invoice is laser printed, and can be
emailed to your customer, or fulfillment provider.
Payments may be made via Credit Card, Check, Wire
Transfer or ACH payment. Statements are also available,
and may also be laser printed, or emailed to your
customer. Accounts Receivable Aging reports provide
detailed information on Receivable case due. |
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Inventory: |
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Vintners Advantage provides
multiple bonded and tax paid inventory locations. |
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Inventory may be lot or
serial number tracked |
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All inventory belongs to
a tax class and taxable group. |
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Multiple pricing levels
apply by customer and inventory level so that
the correct price is charged depending upon
the customer. |
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Inventory belongs to product
group families so that you can view sales and
inventory transactions by brand. |
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Inventory may not be moved
without an inventory transaction so that you
always have accountability. |
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A physical inventory feature
is included that prints a detail recap by warehouse
of in stock inventory and allows for adjustments
by batch to account for inventory differences. |
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Sales Reporting and Analysis: |
| All sales through Vintners
Advantage are recapped by customer by product
and several sub-layers of detail. |
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Reporting exists that recaps
by Month to day, Quarter to Date and Year to
Date |
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Sales Forecasts may be
setup by product, sales representative or customer |
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User defined reports are
available with templates that the user saves. |
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Comparison of sales to
date may be compared to Forecast. Sales reports
show profit margins |
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reports are available by: |
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Sales Representative |
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Brand |
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Territory |
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Customer |
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Product |
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Customer Type |
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Product Allocations: |
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| Vintners
Advantage allows products to be setup on allocation.
Once a product is established as an allocated product,
only customers identified with that allocation may
have sales orders processed for said product. Reporting
comparisons exist for established allocations vs
customer purchase to assure that customers who have
allocated product utilize the allocation effectively. |
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