Order Entry - Products

The Order Entry module provides you with the means to buy and sell products or commodities, and track these activities in SAMS.  You can track vendor orders and inventory as well as what goes out.

Choose utilities from the top menu bar, then order entry.

Field Descriptions

Item

Item code.  You create this item code, it can have numbers or letters as characters.

Class No

If the association conducts education classes or training, put the class the item corresponds to in this field.

Short Description

Short description of item will be displayed on order entry screen.

Long Description

Could be printed on invoices, sales slips or packing slips with more detail.

Inventory Type

An additional to break-down your merchandise.  For example: videos,  books, advertising.

Use Price Breaks?

Will the association offer price breaks?  If so, check this box.

Taxable?

Is this item taxable?

Track in History?

Would you like to track the sales of this item in individual history?  You would be able to target market individuals who purchased certain items, and then cross-sell to them.  This is also good for tracking advertising and marketing efforts of your association.

Not Stocked

Use to identify products which are not stocked.

Pay Royalty?

Use this field to identify any products you pay royalties on.

Price

Enter the price you are charging for the item.

Member Price

If you offer a discounted price to members, enter that amount here.

Break

If you offer breaks based on number of items purchased, designate the breaks here.  There are five areas for price breaks.

Unit of Measure

How is this particular item measured? (ea., box, case, dozen, etc.)

On Hand

Total number of pieces on hand.  This amount is auto-filled from behind the scene calculations from the vendor/orders and receipts tab and cannot be changed from this screen.

On Order

Total number of pieces that have been ordered.  This amount is auto-filled from behind the scene calculations from the vendor/orders and receipts tab and cannot be changed from this screen.

Re-Order Pnt

At what point do you need to re-order this item?  Enter that quantity here.

Re-Order Quantity

How many pieces need to be re-ordered each time?

Lead in Days

How many days of lead time do you need to place an order with a vendor?

Last Order Date

Date of the last order - auto-filled.

Last Sale Date

Date of last sale - auto-filled.

YTD Quantity

Year to date quantity of this item.

YTD Sales

Total year to date sales of this item.

Supplier

The supplier you typically use for this item.

Vendor Part No.

The vendor's part or SKU number to re-order this item.  This field is programmed for numeric characters only.