Adagio OrderEntry

Automates your sales order entry and invoicing, which is an essential core of our “Small Business ERP”.

Adagio OrderEntry automates your company's sales order entry and invoicing process. It tracks orders and prints order confirmations, picking slips, invoices and credit notes, all while handling the accounting and record-keeping functions necessary to effectively manage your company's order processing.

Tools like the Grid Editor—which allows customization of screens, field selection, title, size and column position—let each user tailor Adagio OrderEntry's use to their specific task in the organization, from warehouse to order desk. Its Windows interface (with drag and drop, cut and paste, batch, check and detail grids and multi-select print and post), make managing your order processing smooth and effortless.

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".

 

  • OE-New Order
  • OE-Item List
  • OE-Edit Order Item

Current Release

Version: 9.3B (2024.02.19)
View new features

Close

New Features

 ·          Salespersons with leading zeros were having the zero trimmed, in some cases. This was a problem in Auto-Invoice Orders, Print Forms and Printing some Transaction reports.

·          In Order Entry, Quantity Shipped was not defaulting properly from Quantity Ordered when Company Profile, Processing options, Detail Option 'Quantity Shipped on Orders' was not selected.

·          Using Barcodes to add a new item to an Order was incrementing the quantity ordered for the preceding item, in some cases.

·          When a barcode item was added to an Order and the next item inserted used a different unit of measure, an incorrect message was displayed, in some cases.

·          The Tax Summary (Jurisdiction Totals Over All Groups) report was not printing in Summary.

·          Adagio OrderEntry now respects the Group Security settings for Item Notes within Adagio Inventory.  If an OrderEntry user does not have access to edit Items, but the same Inventory user does have access to Edit Item Notes, the OrderEntry user will also be able to edit Item Notes while viewing Item records.

·          The Company Profile, Processing Options tab, Detail option for ‘Default shipped as ordered’ will now set the default for ‘Set quantity shipped to quantity ordered’ in ‘Copy Order’ and ‘Restore History’.

·          The Country list that will be normalized when 'North American Address?' is selected has been expanded to include more countries.

A new option has been added to the Company Profile, System Options tab to work with ‘North American Address?’: ‘Normalize Country To’. The options are: Full name, 2 character ISO, 3 character ISO and Never. For Import or Edit for Customers or Contacts/Shipto, if the Country is recognized, variations on Country codes are standardized based on this setting.

                                             Eg. For the Default setting: Full name, CA or CAN become Canada.

·       If 'North American Address?' is selected, the states for Mexico will be normalized to the 2 character state.

·      If the Company Profile is set to use “North American Address?, Import Orders and Update Orders will validate State/Province. If Country is imported, it will also be validated.

Close