ORDERS

• Accounts Receivable

  Adagio AR enables you to invoice customers for the products and services you sell, and manage the customers that regularly purchase from you.

  Features 

  • Client inquiries on a single screen for contact, statistics, and outstanding transactions.
  • Fully customizable statements using drag-and-drop designer technology.
  • Integrated fax and e-mail management for statement faxing or e-mailing from the desktop.
  • Customizable grids speed account lookup and data entry.
  • “Keyboard-centric" design for high-speed data entry.

• Order Processing

  Automate your sales order processing and invoicing, allowing you to manage and track backorders, future orders, standing orders, invoices and credit notes.

  Features

  • Print Order Confirmations, Invoices, Credit Notes and Picking Slips on blank paper or forms stock, including graphics and logos. Also, Adagio OrderEntry faxes forms.
  • Prints, emails, and/or faxes Order Confirmations, Picking Slips, Invoices and Credit Notes designed with Softrak's "drag-and-drop" forms designer with multi-copy control.
  • Includes item details, miscellaneous charges, comments, shipping instructions, serial numbers and taxes on orders and invoices.
  • Supports multiple invoices per order with option for automatic back-ordering.
  • Order action reports highlight orders that can be satisfied from current inventory.
  • Runs with Adagio Inventory or standalone with a price list.
  • Manages multiple ship-to addresses for customers.
  • Apply cash payments when entering an order and add customers "on-the-fly".

• Sales Analysis

  Charting, reporting and statistical analysis is generated to enable management to understand trends in product sales, inventory turnover, salesperson productivity, and other factors over time. 

  Features

  • Online Inquiries allow quick lookups into the data by customer, item, salesperson, territory, category or item segment, alone or in any combination.
  • 15 floating date ranges allow analysis by date, without requiring the user to enter specific dates or change the dates for different periods.
  • Inquiry templates make looking up data as easy as clicking the mouse.
  • Inquiry results can be printed in summary or detail form, displayed or printed in popular graphic and chart styles, or even sent direct to Excel for further analysis.
  • SalesAnalysis can scan Adagio Invoices or OrderEntry data, or ACCPAC Plus Sales Analysis, Order Entry, or Order History data files to retrieve historical data.
  • Statistics, like average invoice value or largest customer invoice, make it easy to compare performance in different periods.

• CRM

  Adagio Sales CQ is a CRM that allows Sales to see Customer information, submit Quotations and Sales Orders and more – with seamless integration with AR and OE.

  Features

  Quotes do not commit inventory, and there is no risk of accidentally shipping an incorrect or partial order. Quotes contain complete, customer specific pricing, and include all tax calculations for pricing confirmation. They can also hold standing orders or templates for easy repetitive order creation.

  • Track quote revisions, and record notes and comments on a quote while the sales cycle is progressing. Purge expired quotes. Import quotations from other systems.
  • Create and use scan lists as task lists, phone lists or to mailmerge emails, letters or faxes.
  • Scan lists can be based on customer/prospect Notes, Callback Dates or Reasons, and/or other categories from Receivables, OrderEntry, or Invoices.
  • Define up to nine optional fields (text, numbers, or dates) for additional details and selections.