Use Temporary Customer Credit Limits to effectively manage granting customers access to extra credit for a defined period of time.
Create Purchase Orders copying from Sales orders with the ability to copy the Customer Delivery address for the Purchase Order to deliver direct.
How much are cancelled orders costing your business? Palladium tracks the real opportunity cost of running a business by assigning reason codes for all cancelled Sales Orders and Quotes.
Automatically bill customers on a recurring basis for your products or services, using recurring invoices with unique frequencies to manage your customer contracts.
Simplify the billing process and accelerate payments, by attaching copies of outstanding Invoices to clients with their statements.
Use Hire Purchase (HP) terms to manage HP customers and balances with detailed interest calculations.
Manage laybys or simply process receipts to sales orders for your Cash in advance customers.
Create credit requests to ensure that all returns are correctly managed. Credit requests can be created on the fly during receipt processing.
Choose to display margins in sales documents for real-time negotiations. Also set the margin to display on Standard, average or last received cost. Optional setting per user
Process sales orders and delivery advices faster, by converting individual or multiple documents to Sales Invoices.
Freehand Quotes allows the creation of quotes for prospective clients without having to create a customer masterfile, or inventory records. Set margins, select Vendors and create simultaneous Purchase and Sales documents all from the same screen, ideal for tenders and the related approvals.
Integrate invoices directly to Dawn Wing Courier company, with the system allowing you to create standard shipping box sizes and dimensions for ease of use.
This is an optional setting, per user, that allows you to view the Gross Margin (Gross Profit as a % of Sales) per line item, as well as a total per document, allowing you to negotiate pricing on a real-time basis. We have also added the ability to display the cost as the Standard Cost / Last Received Cost / Moving Average (summary) / Moving Average per Location / Greater of the Last Received Cost or Moving Average Price.
You can attach related files on the fly with emailed sales documents. When setting up inventory item file attachments, you can set whether the document is auto-mailed with the relevant sales document, such as invoices, orders etc, and when the sales document is created, all related documents are attached and sent accordingly. This information could be installation instructions, manufacturing certificates, warranty information or even a sales document recommending related items.
Palladium has an advanced Upsell Functionality that allows you to set an unlimited number of “Upsell” Items with settings for Optional Dynamic Prompting per processing Document. This feature makes it simple for new employees to sell specialised products with little experience of the business, ensuring maximised revenue potential at all times. This function can also be used to group like items in the form of Kits. For more information, read the support article.
Our flexible terms feature allows you to define negotiated terms on a per document basis, either from date of invoice or from date of statement for both Customer and Vendor invoices.
The Credit Note Authorisation facility allows users to Create a Credit Note Request form and have this authorised before being converted to a credit note. Credit Note reason codes complete this function by allowing you to further analyse the return reasons themselves.
Automatically Update certain or all of your Inventory Item selling prices for specific customers. This feature allows you to define a price list as a “List” or a “Markup On Cost” type pricelist. The Markup on Cost pricelist has the ability to change the selling price dynamically at the time of Receiving or on the Manufacturing of Inventory items, with a set Markup by Item Category. The ability to change the price for increases only, with a full audit trail report on all changes by user and the option to have an unlimited number of customer pricelists, rounds off this feature.
Set Document Status types for each processing document, allowing you to manage the status and resulting follow up process. In addition the Status can be changed dynamically without the need to adjust the document itself. If you look at the example below you will see that all the non-transactional information can be modified on the fly allowing you to track or edit the relevant document statuses with ease. Automatically Update certain or all of your Inventory Item selling prices for specific customers. This feature allows you to define a price list as a “List” or a “Markup On Cost” type pricelist. The Markup on Cost pricelist has the ability to change the selling price dynamically at the time of Receiving or on the Manufacturing of Inventory items, with a set Markup by Item Category. The ability to change the price for increases only, with a full audit trail report on all changes by user and the option to have an unlimited number of customer pricelists, rounds off this feature.
You have the ability to invoice Goods, Services and General Ledger Accounts Accounts, all from one common Selection Interface, where only selected “allowable” General Ledger Accounts will appear.
You are able to view Vendor History at a glance on all processing documents with the ability to copy these items onto the processing document with one click. The ability to Bookmark documents for quick reference gives you the ability to copy items from one document to any other document in seconds. This could be used to copy items from a Purchase order to a Customer Invoice or vice versa. To View a support article on the Bookmarking of documents click here. To view the article on looking up Customer Order/Sales, and Supplier Order/Purchase information, and copying this to the current processing document click here.
An option has been added to the Customer Sales Invoice function allowing for an In-Document Management Authorization override on the amending of the item Price, Discount or overall document discount fields. This acts in the same way as the credit note approval function, and will invoke for the authorisation on amending.
An option has been added to the Customer Sales Invoice function allowing for an In-Document Management Authorization override on the amending of the item Price, Discount or overall document discount fields. This acts in the same way as the credit note approval function, and will invoke for the authorisation on amending.
Trade Creditor Reconciliations gives users the ability to process a reconciliation, starting with the system balance, highlighting all the reconciling differences, ending with the creditor statement balance. The creditor reconciliation control sheet, lists a creditor reconciliation summary per reconciling item type per creditor; allowing one, single view of your monthly weekly or even daily recons.
Trade Creditor Reconciliations will be available in our new upcoming solution, Palladium Premium.
