Order Processing
Order invoicing allows an organization to bill members on an ad hoc basis for various products sold (e.g., videos, t-shirts, directories, labels, etc.). IMPak allows multiple items, per each invoice, as well as a temporary or one-time only shipping address.
Inventory identifies member/non-member fees, quantity on-hand, reorder point, active/inactive item, month-to-date and year-to-date sold, and more.
Inventory items can be downloadable files available for immediate download upon purchase and limit the number of times the download is possible.
Inventory items can be categorized for easier retrieval. Examples are: Books, Forms, Clothes, etc.. They can also store a thumbnail and large image for display on the web as well as a more detailed web description.
The system can assign an invoice "Type"—allowing each invoice Type to post to a different general ledger accounts receivable account, to charge tax and to tax shipping fees.
Members and non-members can purchase publications and receive member or non-member prices. Purchasers can also receive discounts based on percentage, fixed dollar amounts, quantity of same items purchased, or other special promotions.
Commissions can be paid to sales persons. Royalties can be identified.
Products can easily be returned and added back into inventory or not. Products can be requisitioned for sale at a meeting.
Shipping can be added by weight or price ranges and shipping carriers are assigned to each order.
Shipping amounts can be calculated through APIs to Federal Express, United Parcel Post and the US Post Office. (You must have an account with each to use this feature.)
The system allows processing of a prepayment by check or credit card.
IMPak calculates tax and shipping for each invoice or your staff can enter a fixed shipping fee. If the purchaser is tax exempt the tax is not calculated. The state reference file identifies each state that will be taxed by entering the percent of the tax. The system then calculates the tax for those states based on the total amount of the order. You can also subscribe to CertiTAX for the city and municipal tax calculations.
IMPak allows you to take a physical inventory count and makes general ledger adjustments when necessary.
Standing orders can be set up for organizations and individuals and be processed when items are received.
Gift cards can be sold via the order entry module and used for payment on open invoices in IMPak.
Processing orders generates general ledger entries for the money received, expenses the item if required, generates or updates the A/R invoices and detail, and creates a financial history record if money is due or was applied. Additionally, this process creates an activity record for each item on the order.
The system provides an edit register prior to posting, a final invoice register, invoices, shipping tickets, acknowledgments and follow-up notices.
Some of the features our Order Processing module includes:
- Bill members/nonmembers on an ad hoc basis for various products sold
- Inventory Management
- Multiple items per each invoice as well as a temporary or one time only shipping address
- Different invoice types post to different Accounts Receivable accounts
- Member or non-member pricing
- Discounts based on percentage, fixed dollar amounts, number of same items purchased, etc.
- Sales tax is tracked by state
- Product returns are added back into inventory or allocated as damaged goods
- Shipping charges computed by weight or price ranges
- Different shipping carriers can be assigned to each order
- Automatic generation of general ledger entries
- Automatic financial history records
- Sales of downloadable items
- Gift card sales
- And MORE.....
To find out how ISSI can help your organization, please send an email to issinfo@impakweb.com or call 703-255-1130.