For wholesale nurseries and other horticultural businesses supplying trade customers, the Sales Order module effectively manages customer orders.
Orders can be supplied either ex-stock or placed on forward or back order. The forward order facility is particularly useful where available stock needs to be allocated to orders to be supplied at a future date, or where plants are being grown to fill specific orders. Order confirmations can be generated for customers confirming the quantity of plants and the date that they will be supplied.
When goods are ready to be dispatched, a picking list can be printed for staff to assemble the order. Dispatched goods can be accompanied by a packing slip, or invoice as required. Invoices not printed at the time of dispatch can be printed at a later date and reprinted on demand.
Plant labels can be automatically printed for the quantity of plants that are being supplied in the order. Dispatch labels can also be printed showing plant quantities and customer details for use where plants are not labelled individually.
Sales and purchase information for each product is summarised for each month of the year for long term storage and reference. While other systems often limit historical information to the previous one or two years, HortBase will maintain records for as many years as you like. This information can be used to anticipate sales trends so that you can plan your production and order requirements for next season. Standard reports available include Sales Analysis, Stock Available, Stock Valuation and Stock Status.
The Debtors module is used to maintain an accurate and up to date record of client balances. It provides instant access to information on who owes what to your business and whether they are overdue in paying.
Standard reports include Aged Trial Balance, Transaction Audit Trail, GST Summary and Clients Details.
Statements can be printed detailing giving each customer’s account balance. Client address labels can also be printed.
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