Printer-friendly version 

  Click item to expand list  

• The Company

  • What we do
  • What we are
  • What makes us different
  • Our history
     

• The Software

  • Software overview
  • System design
  • Database platform
  • Application language
  • Workflow interface
  • Customization
  • Accessing data
  • Real-time processing
  • Database integrity
  • Correcting errors
  • Enhancements/ Upgrades
  • Bottom-line results
  • Hardware prerequisites
  • Training/Documentation
  • Support/Programming
     

• Our Clients

  • Cat's clients by
    state and type
     

• Evaluating Systems

• Arranging a Demo

• Modules/Features

  • Orders
  • Returns
  • Accounts receivable
  • Customer service
  • Backorders
  • Royalties
  • Sales/Marketing
  • Inventory
  • Direct mail
  • System Options
     

• Visiting Cat's PJs

  • Our location
  • The climate
  • Northwest living
  • Area accommodations
  • Area activities
     

• Finding Info

• Contact Us

• Useful Links

Standing Order Management

This module is used to generate invoices automatically under certain circumstances, such as the following:

• Customers who want to receive every book that you publish on a particular subject.

• Customers who are to receive an annual review that you publish.

• Customers who want to receive each of your titles as they are published.

Within the Standing Orders module, create a standing order code that identifies the type or types of publications on standing order. Next, assign a standing order code and other information to an existing customer. The standing order record contains such information as the quantity to ship, the terms, a blanket purchase order number (if any), a source code, and the shipping and shipping calculation methods. Optionally, enter credit card information so that each shipment to a customer is charged to a credit card.

When a title is received that is part of your standing order program, release the title to a standing order code and automatically create an invoice for each customer associated with that code. It works much like the backorder release program. Enter the title to be shipped, the standing order code for the list of customers to ship it to, and that's it. The program generates the invoices automatically.

A message printed on the invoice informs your customers that this invoice is part of their standing order.

CPJ can customize:

• Discount rules for releasing standing orders; or enter a discount yourself in the standing order record.

• Shipping methods and calculation codes for the released invoices.

For more information, email your questions (including your name and company name) or call at 800-827-2287.

Back to Options menu
More about Processing Orders

• list one
  • one
  • two
• list two
  • one
  • two