Order Entry Module
Cougar Mountain has built unparalleled functionality and flexibility into the Order Entry software module. Our customers tell us they enjoy the low learning curve, multilevel security and intuitive screens. Full integration with other Cougar Mountain modules assures accurate, up-to-date information with unequaled power.One highlight of the Order Entry module is the ability to complete single-screen entries. This allows users to enter all information pertaining to a sale on one transaction screen. The transaction screen is customizable and can include information specific to your business.
Save time and reduce errors
Add, refund, and view multiple customer deposits from a single work order.
Group and subtotal items by inventory versus non-inventory on invoices. Valuable for businesses that sell both inventory and service items.
When entering an OE transaction, a clerk will be able to look up the different price levels and quantity/price breaks available and select which one to use.
Edit last cost on special orders in the Order Entry window. The Profit Margin Report will
reflect the profit margin on special orders if a cost is changed.
Work Order deposits show on invoices, and on the window when a deposit is collected.
Password override when charge customers are over their credit limits.
Inventory Lookup finds items by vendor.
Back order tracking capability.
Add/change accounts, customers, and inventory items on-the-fly, without leaving the Order
Entry transaction window.
Put an order on hold, or create a quote for a customer, and then convert it to a live order
with the click of a button.
Detailed customer financial and history information is available at a glance during sales entry.
Set up multiple entry windows for different clerks in the sales entry window.
Group and subtotal items by inventory versus non-inventory on invoices. Valuable for businesses that sell both inventory and service items.
When entering an OE transaction, a clerk will be able to look up the different price levels and quantity/price breaks available and select which one to use.
Edit last cost on special orders in the Order Entry window. The Profit Margin Report will
reflect the profit margin on special orders if a cost is changed.
Work Order deposits show on invoices, and on the window when a deposit is collected.
Password override when charge customers are over their credit limits.
Inventory Lookup finds items by vendor.
Back order tracking capability.
Add/change accounts, customers, and inventory items on-the-fly, without leaving the Order
Entry transaction window.
Put an order on hold, or create a quote for a customer, and then convert it to a live order
with the click of a button.
Detailed customer financial and history information is available at a glance during sales entry.
Set up multiple entry windows for different clerks in the sales entry window.
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Order Entry features
Improved Sales Transaction window is fully customizable, and has quick access options such as lookups and shortcut keys
Sales entered by scanner or by keyboard
Many different transaction types available; invoices, holds, quotes, gift certificates, layaway, work orders, special orders, and discounts
Specialty Shop allows multi-pack sales, buy 1 get 1 promotions, coupon sales, and buy down sales
Age verification option for certain products with automatic prompt
Orders can be entered in batch mode to improve performance
Detailed reports can be viewed for each Point of Sale Register / Clerk
Strong system security helps prevent fraud
Full line of POS hardware available.
Sales entered by scanner or by keyboard
Many different transaction types available; invoices, holds, quotes, gift certificates, layaway, work orders, special orders, and discounts
Specialty Shop allows multi-pack sales, buy 1 get 1 promotions, coupon sales, and buy down sales
Age verification option for certain products with automatic prompt
Orders can be entered in batch mode to improve performance
Detailed reports can be viewed for each Point of Sale Register / Clerk
Strong system security helps prevent fraud
Full line of POS hardware available.
Inventory Management
By adding the Inventory Module you can do much more. Manage millions of inventory stock items
Multiple costing options are available to track the value of your inventory - LIFO, FIFO, Standard and Weighted Average
Highly versatile inventory system allows serialized inventory items, lot numbers, alias stock items
Multi-location inventory supported - to keep track of all your inventory in more than one store
Inventory item import / export supported
Global price changes
Updating price changes via a spreadsheet
Stock pricing schemes can be set up by cost or by price, markup or margin. Set item cost by price breaks, multi-pack, coupon/buy down, promotions, discounts, or price level. Even set up special pricing schemes for special customers
Attach images to each stock item to speed checkout - the clerk can verify item against the stock item image while checking out the customer
Download stock item quantities from handheld scanning devices.
Use bill of materials processing to build kits and sell assemblies. Attach non-inventory items to stock items, so when the stock item sells, the non-inventory item appears, too. Great for delivery charges, setup fees etc.
Link a non-inventory item or service to a stock item so when the item sells, the service also appears on the sale.
Inventory Reports include the Inventory Stock List Report, Master Stock Report, Physical Inventory Count Worksheet, Price Book Catalog, Understock Report, Overstock Report, New Promotional Sales Report, On Order Report, Back Order Report, On Hand Report, Valuation Report, Control Report, Labels, History Report, and Movement Report
Partial Feature List
Advanced, multi-tiered security system that allows system rights to be established for users by application and function, reduces opportunity for employee theft and errors
Integrated modules so that posting in one automatically updates all; saves you time and decreases errors
Drill down and quick lookups. Find customer information, including buying history, instantly, increasing customer satisfaction and saving time
Set-up Wizard walks you through company set-up, asks all the right questions, explains the process and helps you complete steps in the right order; saving time and reducing errors
Enhanced Chart of Accounts set-up allows users to choose from five company types and more than 60 different types of businesses. Save valuable set-up time, because module preferences, a chart of accounts and hundreds of codes are loaded automatically
Process customer payments and make payments to vendors via electronic funds transfer. Reduces paperwork; speeds up your accounts payable and accounts receivable
One step backup can be sent to hard drive, floppy discs or other removable media. Safeguards irreplaceable data
Unlimited history storage. Saves customer history for the timeframes you establish
Assign specific tasks to specific printers; and designate default printers within modules. You choose who (one or many) gets reports
True networking capability with the option to run single or multiple-batch processing. Saves time, reduces errors, allows inter-departmental and company cooperation and efficiencies
Universal Bridge imports transactions from external files into General Ledger, Accounts Payable, Accounts Receivable, Inventory and other modules. You dont have to enter data more than once; simplifies the move up from another accounting package
System-wide notepads to enter special instructions, notes on customers, products and sales staff
Customizable, user defined reports that you can print to file, dot-matrix, laser or your fax/modem software, even to email. Create your own or choose from a list of customizable reports, including statements, invoices and receipts
Integrated modules so that posting in one automatically updates all; saves you time and decreases errors
Drill down and quick lookups. Find customer information, including buying history, instantly, increasing customer satisfaction and saving time
Set-up Wizard walks you through company set-up, asks all the right questions, explains the process and helps you complete steps in the right order; saving time and reducing errors
Enhanced Chart of Accounts set-up allows users to choose from five company types and more than 60 different types of businesses. Save valuable set-up time, because module preferences, a chart of accounts and hundreds of codes are loaded automatically
Process customer payments and make payments to vendors via electronic funds transfer. Reduces paperwork; speeds up your accounts payable and accounts receivable
One step backup can be sent to hard drive, floppy discs or other removable media. Safeguards irreplaceable data
Unlimited history storage. Saves customer history for the timeframes you establish
Assign specific tasks to specific printers; and designate default printers within modules. You choose who (one or many) gets reports
True networking capability with the option to run single or multiple-batch processing. Saves time, reduces errors, allows inter-departmental and company cooperation and efficiencies
Universal Bridge imports transactions from external files into General Ledger, Accounts Payable, Accounts Receivable, Inventory and other modules. You dont have to enter data more than once; simplifies the move up from another accounting package
System-wide notepads to enter special instructions, notes on customers, products and sales staff
Customizable, user defined reports that you can print to file, dot-matrix, laser or your fax/modem software, even to email. Create your own or choose from a list of customizable reports, including statements, invoices and receipts
Support & Training
Annual Technical Support Contract
The annual technical support plan provides 2, 4, 8 or 20 hours of toll-free technical support by phone. Dedicated technical experts at our Boise, Idaho, headquarters answer your questions. Renew your technical support contract before the 30-day warranty on your Cougar Mountain product expires, or before your existing technical support contract expires, to qualify for reduced renewal rates and ensure uninterrupted service.
Training
Cougar Mountain Software offers a variety of training options to fit your needs. These include classroom training at our headquarters, on-site training at your place of business, online training by telephone, and online e-learning. Classes are offered on a regular basis in Boise, Idaho. These classes provide instruction, training and tips to get the most from your software. Online telephone training allows hands-on participation and instruction via an Internet connection. Flexible hours and customized training are an advantage to this training method.
Software Assurance from Cougar Mountain
Cougar Mountains Software Assurance provides a range of services to ensure you always have the latest version of our software products. Not only will you be eligible to receive our regular Service Packs, you will also receive any new versions of Cougar Mountain software that are released during the term of your agreement. Take advantage of new functionality as it becomes available.
Cougar Mountains Customer Service Center
At Cougar Mountain we are committed to your success, and not only with our software. Your purchase of our products and of Software Assurance gives you complete access to our online Customer Service Center. There youll find FAQs about our products, e-learning about common accounting tasks as well as extensive premium content on running your Cougar Mountain installation. In addition, we will provide you articles and links to other websites that will be useful in managing your organization.
The annual technical support plan provides 2, 4, 8 or 20 hours of toll-free technical support by phone. Dedicated technical experts at our Boise, Idaho, headquarters answer your questions. Renew your technical support contract before the 30-day warranty on your Cougar Mountain product expires, or before your existing technical support contract expires, to qualify for reduced renewal rates and ensure uninterrupted service.
Training
Cougar Mountain Software offers a variety of training options to fit your needs. These include classroom training at our headquarters, on-site training at your place of business, online training by telephone, and online e-learning. Classes are offered on a regular basis in Boise, Idaho. These classes provide instruction, training and tips to get the most from your software. Online telephone training allows hands-on participation and instruction via an Internet connection. Flexible hours and customized training are an advantage to this training method.
Software Assurance from Cougar Mountain
Cougar Mountains Software Assurance provides a range of services to ensure you always have the latest version of our software products. Not only will you be eligible to receive our regular Service Packs, you will also receive any new versions of Cougar Mountain software that are released during the term of your agreement. Take advantage of new functionality as it becomes available.
Cougar Mountains Customer Service Center
At Cougar Mountain we are committed to your success, and not only with our software. Your purchase of our products and of Software Assurance gives you complete access to our online Customer Service Center. There youll find FAQs about our products, e-learning about common accounting tasks as well as extensive premium content on running your Cougar Mountain installation. In addition, we will provide you articles and links to other websites that will be useful in managing your organization.
Tags: order entry, order entry module, order entry accounting


