OE Overview
For Cougar Mountain Software Support's
Professional Version (V7, V8, V9, V10, V11, V12 & V2009)

Order Entry

Universal Bridge will save time and money by eliminating double entry of all your transactions no matter what software you use! With the new Universal Bridge, you may import transactions from external data files into Cougar Mountains Accounts Receivable prior to posting.

When posting OE transactions, system displays a list of OE Invoices that have not yet been printed. This prompt feature allows you to decide whether to print unprinted items prior to posting.

Add, refund and view multiple customer deposits on a work order.

Line numbers have been added to the Transaction Grid in the Order Entry screen allowing you to easily make corrections in orders with many detailed lines.

Set up what payments you want to allow on a per customer basis and avoid bad debts and streamline clerk training and sales entry. On the AR customer record, you may indicate which payment method(s) will be acceptable from that customer. Only those methods will be active during OE transaction entry.

You can set up how many different copies you want to print for each type of OE transaction, and to which printers(s). This will allow you to specify, for example, one copy of each transaction to go to a back office printer, and one to go to the printer at the cash register, reducing clerk error by having this set up by a supervisor.

Don't wait until the end of the day to review that day's transactions! Print your edit reports throughout the day by specifying a time/date range on your transactions before your sales clerks have left for the day.

New OE invoice format which groups and subtotal items by inventory versus Non-Inventory! Especially valuable for businesses that sell both inventory and service items.

When entering an OE transaction, clerk will be able to lookup the different price levels available, and select which one to use.

Same as the Sales by Salesperson report, but only shows those sales that are already paid by the customer. This is helpful to determine commission payments, especially if commissions are paid only on paid sales, not gross sales.

Clearer, more accurate Holds, Quotes and Work Orders.

When Retrieving a Work Order or Quote, Allow Clerk to Maintain Transaction Type - A checkbox in Module Preferences allows you to select whether the system will maintain the transaction form it current form until you change it to invoice. If you typically make several changes or Quotes to Work Orders before changing them to Invoices and closing them out, this will streamline your data process by eliminating the need to change the type back to Quote or Work Order before saving the transaction. You can set it up so it won't automatically change an Invoice to a transaction.

Transactions can be entered on one single screen from start to finish for quick sales entry.

Complete Back Order tracking capability.

Easily handles refundable and nonrefundable deposits.

You can have multiple Ship-To addresses per customer.

Customizable Sales Entry screen allows you to collect only the information you need and in the format you want.

Run daily sales reports for up-to-the-minute tracking, including Cash/Charge receipt, Sales Tax, Salesperson, Profit, and Department Report.

Maintain detailed Sales History information, including gross profit per invoice.

Add/change-on-the-fly inventory stock items and customers during sales entry.

Put an order on hold, or create a quote for a customer, and then convert it to a live order with the click of a button.

Fully supports serialized inventory.

Sales Tax tables can handle multi-tiered sales taxes for complicated local and state sales taxes. Easily update the sales tax changes yourself.

Easily track sales by salesperson.

Ability to address several different pricing levels as well as discounting by item or entire invoice.

Several levels of security so the salesperson, manager, and Accountant will only have access to information that you authorize.

Quickly process returns to inventory and automatically update the inventory.

Detailed customer financial and history information is available at a glance during Sales Entry.

Ability to enter specific invoice notes during Sales Entry.

Track any specialized information with ten user-defined fields.

Quickly define non-inventory items such as labor, freight, etc. You can set up a virtually unlimited number of non-inventory items to tailor the system to meet your needs.

Set up multiple sales departments so you can categorize your sales.

Not only is the sales entry screen customizable, you can set up multiple entry screens for different clerks.

Track your marketing effectiveness with CC Codes.

Easily establish customer and/or stock discounts.

Cougar Mountain tracks the date shipped so customer service is a breeze.

Print to 2 different printers for multi-department organization.

Set up recurring invoices for regular sales. No more duplicate data entry.

Order Entry/Invoicing Reports

• Cash Receipts Report
  
• Sales Tax Report
  
• Sales by Salesperson
  
• Sales by Department
  
• Profit Margin Report
  
• Sales History Report
  
• Sales Labels
  
• Invoice Tracking
  
• Back Order Tracking
  
• Back Order Fulfillment
  
• Deposit Journal Report
• Credit Card Receipts Report
• Reprint Invoices from History

This Module comes standard with:
  Cougar Mountain Accounting® for Windows®

This Module may be purchased for:
  Cougar Mountain Point of Sale® for Windows®

Order Entry

Input sales without the register activity found in Point of Sale. Take orders over the phone or on the Internet. Track orders with robust reports after the sales have been processed.

1. Customizable Sales Entry screen, transactions can be entered on a single screen from for quick sales entry
2. Define security levels for data specific to salesperson, manager, and accountant
3. Run daily sales reports for up-to-the-minute tracking, including cash/charge receipt, sales tax, salesperson, profit, and department report
4. Maintain detailed sales history information
5. Fully supports serialized inventory
6. Easy to update, multi-tiered sales taxes for local and state taxes
7. Track sales by salesperson
8. Accurate Holds, Quotes and Work Orders
9. Define multi-price levels and select price breaks at the time of sale
10. Universal bridge eliminates double entry of transactions, import transactions from external data files
11. Add, refund and view multiple customer deposits on a work order
12. Define which payment methods are expected from specific customers
13. Define which printer specific payment type invoices are sent to, print to multiple printers
14. Set up multiple entry screens for different clerks or departments
15. Back Order tracking capability
16. Easily manage deposits
17. Customer holds and quotes are easily converted to a sale
18. Track any additional information with up to ten user-defined fields
19. Quickly process and update returns to inventory
20. Detailed customer financial and history information is available at a glance during 'Sales Entry'
21. Quickly define non-inventory items such as labor and freight
22. Set up multiple sales departments to categorize inventory
23. Set up recurring invoices for regular sales
24. Track your marketing effectiveness with CC Codes

Reports

• Cash Receipts Report
• Sales Tax Report
• Sales by Salesperson
• Sales by Department
• Profit Margin Report
• Sales History Report
• Sales Labels
• Invoice Tracking
• Back Order Tracking
• Back Order Fulfillment
• Deposit Journal Report
• Credit Card Receipts Report
• Reprint Invoices from History

This module comes standard with:
  Cougar Mountain Accounting®
  Cougar Mountain FUND Revenue Center®

Order Entry Cougar Mountain has built unparalleled functionality and flexibility into the Order Entry module. Our customers tell us they enjoy the low learning curve, multilevel security and intuitive screens. Full integration with other Cougar Mountain modules assures accurate, up-to-date information. A Proven Solution Enter all information pertaining to a sales transaction on one transaction screen. The transaction screen can be customized to include information specific to your business and requirements. Group and subtotal items by inventory versus non-inventory on invoices. Valuable for businesses that sell both inventory and service items. Select, review, modify or add inventory information without exiting the Order Entry transaction screen. The salesperson can easily determine if certain stock items are available for sale and respond to customer inquiries. When entering an OE transaction, a clerk will be able to look up the different price levels and quantity/price breaks available and select which to use. Enter multiple customer “Ship To” addresses from the Order Entry transaction screen. This allows easy maintenance for customers with multiple locations. Evaluate sales staff performance with the Sales by Salesperson report. The detailed report provides information regarding the item sold, quantity, transaction date and total sale amount. Calculate sales commissions by utilizing the information on this report. For customers who ship with FedEx® or UPS®, investigate CMShip , our shipping solution that will speed shipping and reduce errors. Reports: Sales by Item Sales by Salesperson Sales by Register Cash Receipts Credit Card Receipts Sales History Sales Tax Sales Labels Profit Margin Shipping Labels Invoice Tracking Sales by Department Price Variance Reprint Invoices from History Back Order Tracking Back Order Fulfillment Deposit Journal Picking Packing List Promotional Sales* * Available with Cougar Mountain Specialty Shop