Order Entry

ACUMEN's Order Entry system handles functions associated with maintaining a mailing list and processing orders, as well as commissions, accounts receivable, and taxes.

• Consumer: for goods sold to an end-user.
• Resale: for goods sold to a customer who will resell them.
• GL: debits AR or Cash on Hand and credits a specified GL account.
• Consignment: for goods sold to a consignment Distributor. These invoices are usually entered once a month based on the Distributor's sales report.
• Rights: for handling sales of rights.
• Remainder: similar to a Resale invoice but it does not effect royalties.
• Freight: for billing freight only.
• Pro-Forma: for sending quotes to customers.
• Promo: for keeping track of books given away at no charge for promotional purposes.

• Whenever you enter a customer for an order, ACUMEN checks for outstanding back orders. If any are found, you will be alerted and given the option to have ACUMEN automatically create line items for any back orders found.
• For each line item fulfilled by a back order, ACUMEN creates a comment specifying the original order date and purchase order number.
• When an item is ordered for which there is insufficient inventory at the Invoice Warehouse, a window comes up listing availability at all warehouses, enabling you to specify a drop shipment from one or more warehouses or to back order the product.
• You can optionally enter a back order cancel date for each invoice.
• Back orders can be prebilled.
• Comments can be designated to stay with specified back orders.

• Comments can be designated as only on screen, to print only on invoice, to print only on packing slip, or to print on both.
• Comments can be up to eight pages each.
• There can be an unlimited number of comments for each invoice.
• Comments can be entered manually, loaded from a list, or loaded automatically based on predefined criteria.
• ACUMEN can create multiple invoices for one Bill To customer and any number of pre-selected Ship To customers based on one invoice template.
• ACUMEN can create multiple invoices for multiple pre-selected customers based on one invoice template.

• Credit memos will automatically update inventory, royalties, sales etc. You can specify which files the credit memo will update by assigning one of seven different credit memo types.
• Credit memos can be issued "on account" or against a specific invoice.
• A credit memo can return inventory to any of your warehouses.
• Credit memos can be reprinted at any time.
• Credit memos are printed using internally generated graphics and your company logo.

• Discounts can be value- or unit-based.
• An unlimited number of Discount Schedules can be created.
• An unlimited number of levels for each Discount Schedule can be created.
• Charged or free freight can be specified for each Discount Schedule level.
• A Discount Schedule can be attached to any customer. It will then be used in any invoice for that Customer.
• Although a Discount Schedule is automatically loaded for an invoice when the customer is entered, it can be changed from the invoice screen using a pop-up menu.
• The current discount schedule for any invoice can be viewed and modified from the invoice screen.
• Multiple discount schedules can be used on the same invoice based on customer type and product category.

• There are five different types of automatic freight calculations: volume-based, sales value-based, or service-based for UPS, RPS, or USPS rates.
• Freight table updates are included within the standard service agreement and are provided at no extra cost.
• Automatic freight calculations can be assigned to different customer categories but can be updated on the invoice level.
• Any freight calculation can be manually overridden.
• You can add up to two adjustments to any service-based rate.
• Maximum box weights can be specified.
• A default freight type can be assigned to each customer.
• Taxes can be tracked for an unlimited number of tax areas (districts).
• You can specify up to five different types of taxes per district.
• Freight can specified as taxable or non-taxable for each district.
• A detailed sales tax report can be run for any user-defined period at any time

• You can view, add, or modify customers from the Invoice screen.
• On-screen inventory status information for all warehouses is available from the Invoice screen.
• On-screen access to complete product information about any line item is available from the Invoice screen.
• Credit, partial credit, prepayment, cash, check, and credit card processing can all be completed from the Invoice screen.
• Orders that cause a Customer to exceed their credit limit are placed on credit hold.
• Status of Invoice (Order, Printed, Shipped, and so on) is always displayed.
• Standard document flow process ensures inventory, shipping, and paperwork integrity.
• Multiple search options for customer entry help speed data entry for companies with large Customer files.
• Invoice comments are generated automatically and manually. There is no limit to the number of comments on an invoice.
• Tax is calculated automatically for up to 5 different types of sales tax (state, county, city, etc.).
• A Source and List code may be entered for each Invoice to enhance sales analysis.
• The discount for any line item that has been computed automatically can be manually overridden.
• If the ship to customer is different than the bill to customer of an invoice, you can choose to track sales for the ship to customer.
• The net price of a line item can be calculated based on a discount schedule, quantity pricing, product type pricing, or manually entered.
• Invoice line items may be priced using multiple discount schedules based on product category and customer type. This is called Grid Pricing.

• Invoices and packing slips can be printed with a postscript laser printer or a non-postscript laser printer.
• ACUMEN comes with Packing Slip and Invoice templates for creating pre-printed forms.
• Drop Shipment Requests can be printed directly from the Invoice file, based on invoices selected.
• Invoices can be reprinted at any time.
• The number of labels needed for each order is calculated automatically, based on a specified units per label default amount.
• The calculated number of labels is displayed for each Invoice and can be manually modified.
• Labels can be printed on demand for a user-selected group of Invoices.
• Labels can be printed using preprinted labels or on blank labels using system graphics.
• Labels can be custom designed.

• You can enter an unlimited number of reps.
• Each customer can be assigned a rep. The rep's commission for each customer can be specified and may be different then the rep's default commission.
• The corresponding rep is automatically loaded into the invoice when the customer is entered, yet can be changed or removed for each invoice.
• Numerous reports and on-screen information enable you track commissions earned, commissions payable, and sales information for each rep for any period.
• Checks that pay commission will automatically update the rep's account history.
• One check can be applied to multiple commission periods.

• Service statements can be created to bill for services based on an hourly rate or fixed amounts.
• Each line of a service statement is applied to a specific general ledger account.
• Sales tax can be calculated for a service statement if necessary.
• Service statements can be reprinted at any time.
• The user who entered each line of a service statement is logged.
• A service statement line item can be double-clicked and unprinted comments can be entered or displayed.
• The service statement document title can be modified for each service statement.

• Specials enable you to create "combo" products, consisting of multiple quantities of other products.
• Any price can be assigned to a Special, regardless of the prices of the component products.
• On the printed invoice, only the Special line item has a net price and extension. The corresponding products are listed below with their retail price, but no net price or extension.
• Specials can be loaded into invoices or credit memos using a single menu command.
• All corresponding royalty and inventory information are updated automatically.

• Batch Log: This report shows detailed accounts receivable for data for all or any user-selected customers as of a user-defined date.
• Batch Journal: A summary report of invoices in a batch, sorted by invoice type.
• Commissions Payable Detailed Aging: This report shows detailed commissions payable for data for all or any user-selected sales reps as of a user-defined date.
• Customer Report*: A listing report containing customer data.
• Customer Sales History: A customer's complete detailed sales history represented in a table and a graph.
• Discount Report*: A report listing any user-selected discounts and their schedule.
• Invoice Detail Journal: A journal showing information about each selected invoice including each invoice's line items.
• Invoice Journal: A journal showing information about each selected invoice. This print automatically whenever one or more invoices post.
• Order Edit Journal: A journal showing information about each selected invoice, including AR and payment information.
• Pick List by Title (Batch Journal): A pick list sorted by title.
• Pick List by Invoice: A pick list sorted by title.
• Rep Earnings Report: A summary report of sales, returns, and commission by sales rep.
• Sales Tax: A detailed report of sales tax information.
• Service Statement Journal: A journal showing information about each selected Service Statement. This print automatically whenever one or more service statements post.

• Commissions Earnings Statement: A document sent out to sales reps on a periodic basis.
• Credit Memo: A document sent out to customers who receive a credit.
• Customer Account History Statement: A statement sent to a customer that contains detailed AR information for both paid and unpaid documents for any user-defined period.
• Customer Open Balance Statement: A statement sent to a customer that contains detailed AR information for unpaid documents through any user-defined date.
• Drop Shipment Request: A document sent to a warehouse.
• Invoice: A document sent to a customer that places an order.
• Packing Slip: A document sent out with an order listing what was sent.
• Service Statement: A document sent out to a customer that shows services provided and the charges.

Customer Screenshots
Discount & Shipping Screenshots
Invoice Screenshots