Berkshire Order Processing Overview

Berkshire Software^TM

Berkshire Order Processing^TM

Berkshire Order Processing is a fully featured Order Processing System. The key to profitability for wholesalers is the Order Processing System. Our Order Processing System is designed to be easy to use, and process orders as quickly and accurately as possible. Berkshire did extensive testing of this module prior to it's release. It is both Multi-tasking and Multi-user package. Capable of handling up to 10,000 concurrent users.

The Berkshire Order Processing is fully featured. It is also fully integrated with the Berkshire General Ledger^TM, Berkshire Accounts Receivable^TM, Berkshire Inventory^TM, Berkshire Banking System^TM, and Berkshire Accounts Payable^TM.

Berkshire Order Processing^TM - General Features

Allows up to 10,000 concurrent users
Flexible enough to handles Telephone Orders on the fly
Handles Ship Orders, Delivery Orders, Counter Orders, Customer Pickups
Able to mix Ship/Delivery/Counter/Pickup orders in the same order
Can create multiple Order Groups for different types of orders
Designed to flow the way people want to provide the order to your salespeople
Ability to place ordered item in system before getting customer name.
Ability to reprice ordered items when an existing customer name is obtained.
Ability to add new customer and ship to addresses on the fly.
Handles International Addresses and phone numbers.
Handles Sales Tax on Ship-To Address
Capable of handling Sales Tax on a State to an International Level
Handles up to 100,000 Ship-To Addresses per Customer
Capable of handling UPS, FedEx, Mail, etc. on Shipping Orders
Powerful Freight Estimator for Shipping Orders
Powerful Terms Handling System
Credit Card Processing and Risk Handling
Automatic Order-to-PO Requisition or PO Processing System for Special Orders
Electronic Forms
Risk Management System
Full Packing Ticket System for multiple boxes and shipments
Full Order-to-Invoice Generator
Full Serial Number / Lot / Batch number collector
Configurator System for Sizes, Colors, and Patterns
Master Item for BOM Kits System
Companion Item Selector System

Berkshire Software - Order Entry General Features of Order Entry

Allows up to 10,000 concurrent users
Flexible enough to handles Telephone Orders on the fly
Designed to flow the way people want to provide the order to your salespeople
Ability to Enter Items prior to getting Customer Name - Will automatically correct prices later when the customer name is entered.
Ability to handle different Groups of items within the same Sales Order
Able to mix Ship/Delivery/Counter/Pickup orders in the same Sales Order
Ability to add new customer and Ship-To addresses on the fly.
Parameter Files to control Company and Employee Options and Abilities
Automatic Order-to-PO Requisition or PO Processing System for Special Orders
Ability to change from a Quote to a Sales Order quickly

Types of Orders

Handles Ship Orders, such as, Catalog companies, Shipping Distributors, Internet companies, etc.
Handles Delivery Orders, such as, Furniture companies, Heating Distributors, etc.
Handles Counter Orders for Wholesalers (Order then Pick) Plumbing Distributors, Electrical Distributors, Tool Companies, Wholetailers, etc.
Handles Counter Orders for Retailers (Customer picks, then pays) Hardware stores, Retailers, etc.
Handles Customer Pickups, such as customer who call, and then come and pick up orders

Order Groups

Can create multiple Order Groups for different order types
Can create multiple Order Groups for different Ship Dates
Can create multiple Order Groups for large orders

Order Lines

Ability to enter Company Part Number or Manufacturers Number
Displays both Company Part Number or Manufacturers Number
Shows quantity available at all locations
Powerful Part Number Lookup (By Part Number, Manufacturer Part Number, Size, Color, Part Number Description Words, etc)
Part Lookup also has Description search by ALL words in description with override for lower and upper case words
Enter an old part number, and the system will automatically pull up the latest part number - Will thread thru as many part numbers as needed.
Part Number Configurator - Ability to select different color, size, or patterns with a pop up window
Ability to handle Virtual Master part number with Bill of Material items
Ability to enter temporary Part Number and Description
Ability to handle quantity, UOM, and Customer Pricing automatically
Ability to handle customer contract pricing
Ability to handle mulitple pre-defined Unit of Measure items (Each, tray, case, pallet, container, etc)
Ability to handle pricing for split UOM items
Ability to Move Items from one group to another
Ability to add Items Dynamically anywhere on the order
Ability to add notes on Line Items

Customer Information Collection

Handles International Addresses
Handles International telephone number formats for foreign countries
Collects E-mail addresses for Shipping Notification
Capable of handling up to 999,999 Sales Tax codes per state
Capable of handling International Sales Tax
Handles up to 99,999 Ship-To Addresses
Able to collect Resale/Direct/Exempt sales tax number for main accounts and Ship To Addresses
Collects Sales Tax Numbers for Customer accounts and Ship-To Addresses
Ability to handle up to 100,000 Ship To Addresses
Enter a US Zip Code, and it will fill in the City, State, and County automatically
Uses the US Postal Service Zip Code file for City and State auto-filling
Ability to get zip code from the City and State for USA Customers
Ability to assign salesperson to each Ship To Address and Main Account

Berkshire Freight Estimator

Ability to calculate freight cost at the time the order is entered
Calculates freight cost by the Sales Order Item total ship weight and sizes
Ability to Ship by Mail, UPS, Federal Express, DHL, etc
Ability to Ship to locations in USA, Canada, and Internationally by UPS and Mail (GXM, EMS, Parcel)
Ability to block shipments to US Restricted Export countries, such as Iran
Freight Estimator knows which shipping methods are available. For example, you can only ship to Alaska by UPS Blue and UPS Red from the lower 48 states in the USA.
Freight Estimator pulls up Windows with available shipping method options
Available Box Size File for Freight Estimator
Freight Estimator includes the weight of the box(s) and calculates the amount and weight of the packing material
Ability to control pricing for Residential and Commerical addresses
Ability to add fuel surcharges
Ability to add COD charges
Ability to add insurance for sale dollar value
Ability to handle Saturday Delivery
Shipper File for changing values
Ability to skew customer's freight cost by a percentage over or under actual freight estimates
Ability to enter Customer own Shipper Number
Ability to enter in Reference Lines #1 and #2
Ability to import and export information to UPS On-Line

Delivery Shipments

Ability to Enter Directions to Delivery Site with Word Processor
Ability to Print out Directions along with Ship-To Address
Retains Directions on Account

Credit Card Collection

Credit Card Processing and Risk Handling
Able to handle American Express, Diners Club/Carte Blanche, Discover, enRoute, JCB, MasterCard, and VISA cards
Credit Card Type Checker
Credit Card Number Checker - Uses the Luhn Formula (MOD-10) Number Check
Credit Card Expiration Date Checker
International Bank Name Files for VISA and MasterCard using the first six digit of the card number
UID or CVV2 code collector (4-digits for American Express and 3-digits for other cards) to prevent "Fraud Skimmers"
Internal Address Verification Services (iAVS) for Name, Address, Telephone, and Card Checker against known "Credit Card Fraudters"

Other Features

Ability to reprice ordered items when customer name is given.
Powerful Terms Handling System

Berkshire Software - Order Picking Ticket General Features

Prints an Electronic Form via laser printer
Prints Shipping Address
Prints Items with Part Number, Manufacturing Part Number, Quantity shipped
Picker can write in quantity picked, quantity back order, box number, picker name
Picking Ticket Prints in Landscape Mode for a more complete printout.
Notifications for Ship Complete Orders to place in-stock items in Staging Area
Print the Estimated Weight and Volume of Items

Berkshire Software - Order Packing Ticket for Shipped Orders General Features

Ability to Quickly pick order for packing
Ability to enter items for up to 1,000 boxes per group of order
Ability to quickly enter items picked
Ability to enter multiple Serial Number(s), Lot Number(s), and Batch Number(s) for each Item
Ability to adjust Shipping Address
Ability to adjust Shipping Parameters
Ability to enter in actual weight and cost
Ability to enter in box sized used
Will automatically update UPS Shipping System
Will automatically update the box availability inventory file
Will automatically return Tracking Number and shipping cost

Order Selection Screen

Ability to Quickly pick order for packing
Ability to Jump to known orders to be shipped
Displays percentage of order already shipped - Great for Back orders
Displays number of items to be shipped
Displays Shipper and method of shipping
Easy to see Back Ordered Items
Displays each group of an order as a seperate line item

Item Selection for Each Box Screen

Ability to ship up to 999 boxes per group of each order
Ability to Quickly select item pick order for packing
Automatic selection for shipping all quanitities for a line item
Ability to enter quanitity for shipping and quantity for Back Orders
Ability to cancel back ordered items instead of an automatic back order
Collects up to 30 serial numbers, lot numbers, and batch numbers for each individual item

Shipping Address and Information Screen

Displays shipping address from the order, and allow editing of shipping address
Displays telephone and fax number for any additional confirmation at the time of packaging
Displays E-mail address for E-mail notification
Displays required shipping date

Shipping Details Screen

Displays shipping information and parameters
Ability to change any of the shipping information and parameters on the fly
Displays shipping method in different colors to help prevent wrong shipping method
Displays COD Amount in RED to ensure that the packer does not forget to request COD
Displays Customer's shipper number in RED to ensure that the packer switches billing to the Customer
Displays estimated weight to compare to actual weight of shipping
System will adjust estimated weight for items shipped in each box
Ability to enter Length, width, and height of the box
Ability of enter Tracking Number
Ability to enter in actual shipping cost - Estimated shipping cost also displayed
Ability to enter the person who picked items
Ability to enter the person who packed the box
Ability to enter the number of packing slips to be printed
Ability to enter the number of invoices to be included in the box

Box Handling System

Displays all the boxes sizes and volumes in stock
Displays the volume of the items
Quick selection of box size, which will automatically fill in the appropriate fields
Keeps an inventory of boxes

Packing Slip Form

A Packing Slip printed for each box, instead of the entire shipment
Packing Slip is printed Electronically
Displays a significant amount of information for the customers's review
Line items are displayed, along with back order information
Line items are displayed without pricing
Ability to hide your name and address for blind shipping orders

Invoice Form

Invoice is printed Electronically
Displays a significant amount of information for the user's review
Displays Customer PO Number along with payment terms
Line items are displayed, along with back order information
Order payment terms are listed
Shipper Tracking Numbers are listed for all boxes for the order group
Serial numbers, lot numbers, and batch numbers are listed for each individual item
If customer has submitted a tax exempt number, it will be displayed on the invoice
When the customer pays by credit card, the middle numbers are 'X' out for the customer's and your security
A summary of payments are listed at the bottom of the page with amount due also listed.
Separate boxes for Freight, Sales Tax, etc listed on the bottom

Berkshire Software - Order Risk Manager General Features

Holds orders due to bad credit card information
Holds orders due to bad credit standing
Holds orders due to bad bad checks
Holds orders due to new orders when requested in parameter selection
Holds orders due to International orders when requested in parameter selection
Holds orders due to improper order information
Holds orders due to shipments to PO Boxes
Holds orders due to credit card address differs from shipping address
Holds orders due to billing address and shipping address have different countries
Holds orders due to shipments to employee addresses

Berkshire Software - Sales Order to Invoicing General Features

Displays all orders and high-lites orders that have been shipped but not invoiced
The program has been specifically designed to keep the user from missing orders that need to be invoiced
The user can automatically convert an order to an invoice with one keystroke
The user can specifically edit an order for invoicing
The user can invoice orders that are drop shipped by other locations
Invoice date can be issued by sales order date or by the current date
Electronic Invoice form that looks identical to the invoice form used in the packing slip program

Invoice Updating

Prints a variety of reports for accounting needs
Updates the Berkshire Order Entry System
Updates the Berkshire Accounts Receivable System
Updates the Berkshire Accounts Payable System
Updates the Berkshire General Ledger System
Updates the Berkshire Sales Analysis System
Updates the Berkshire Inventory System

Berkshire Software - Sales Order Forms

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