Attaché Software
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Attaché Customers


Attaché Customers
Order Entry/Invoicing
All Customers options

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Order Entry/Invoicing option

Key features

Customise to your needs
The ability to easily create and customise your entry screens and documents means that you can tailor the system to suit your needs. For example, you can:

  • Tailor order entry screen layouts, with as much or as little information as you need
  • Customise “zoom in” screens for extra information (for example, stock status)
  • Unlimited form designs for invoices, statements, picking and delivery dockets
  • Choose the number of decimal places in prices and costs, and much more

No more “out of stock” lost sales
What do you do if you’re taking a customer order and there's too little stock to fill it? You might know of similar products that you could suggest, but do new staff or casuals? With Attaché, you can easily look up a list of alternative products, complete with stock levels, prices and comments. Particularly if your business employs casual staff or deals with thousands of products lines (for example, spare parts) being able to link alternative products can turn enquiries into sales. (Requires Attaché Products & Services)

Powerful back-order facility
The comprehensive back-order facility handles items that are not available. Back-orders can be manually or automatically generated into orders once stock is received, and selected by product, delivery date range, location, customer range or selected customers.

Invoicing negative stock
Attaché removes one of the major frustrations of some “off the shelf” systems by allowing you to sell stock that you know you have, even when the system says you are out of stock, without the need to adjust stock levels first.

Advanced sales analysis
Any combination of customer code, location, product group and the three customer sales categories can be selected to provide simple or complex sales reports. Customised reporting can be developed using Attaché ODBC to extract data into spreadsheets or specialist reporting tools such as PowerLink or Presenter. Whilst detailed analysis of sales opportunities, sales staff and sales mix is available using Salesmatrix.

Services
Attaché lets you standardise the descriptions of services by creating service items. This speeds up data entry, reduces errors, and assists with the reporting and sales analysis of services provided. You can even add additional descriptions using comment lines.

Run numbers
Attaché enables you to print picking slips, delivery notes and invoices in run number sequence. This makes it easier to pick and deliver goods to customers, saving time, delivery costs, and provides drivers with more time to sell.

Multiple delivery addresses
Each customer can have an unlimited number of delivery addresses, from which you can select during order entry.

Head office accounts for split delivery/billing
The head office facility means that goods can be delivered to a branch while the invoice and statement are sent to head office. Sales details remain by branch.

Other features

  • Virtually unlimited pricing flexibility with the Customer Special Pricing option
  • Automatically fax and email documents (with Attaché Alex)
  • Links to standing orders
  • Automatic printing of picking slips & delivery dockets
  • Multiple barcodes
  • Official stationery for A4 and continuous printers
  • Automatic GST/VAT calculations
  • Four different trading terms
  • Can print the number of packages
  • Forward dated orders and reserve stock
  • Promotional messages on invoices
  • All reports can be printed or displayed on the screen at any time


Attaché Customers options

Order Entry/Invoicing
Customer Special Pricing
Quotations
CashRegister
Customer Notes

 

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