SalesTrak
Order Entry / Billing / Sales Analysis

The Thinking Behind
the Software

SalesTrak Puts you
in Control

All Crosstech ProFit software improves vital areas that affect your firm's profits: Time. Money. And mistakes.

SalesTrak produces a comprehensive array of key reports for thorough sales analysis and a complete audit trail. You’ll know at a glance crucial business information that leads to improved profits: your best money-making items, top performing salesmen, and most lucrative accounts.

In every aspect of sales order control, Crosstech SalesTrak keeps you on the profitable track.

Like all software in the Crosstech ProFit Series, SalesTrak is designed to work in your business environment:

STANDARD CROSSTECH ProFit SERIES BENEFITS:

SCREEN INQUIRY:
Let you immediately view full details on both shipped and unshipped orders for any client, including back order and shipping information.

USER DEFINED REPORTS:
Reports Run The Way You Need Them Run any report by a host of parameters, just by choosing different options from the menu. For example, run a sales analysis by salesman in summary; then rerun it by customer in detail.

TRANSACTION CHECKS:
Virtually Mistake-Proof Entry, The system validates dates, part numbers, salesman codes and account codes as they are entered. Special command keys make adding, changing, and deleting transactions fast and easy.

EDIT REGISTER:
A Chance to Correct Errors and Make Changes You can edit, change or delete any entry data before final posting or printing of a document.

FLEXIBILITY:
Handles Complex Details With Ease SalesTrak supports the complexities of quantity price breaks, special price deals, multiple ship-to's, and specific ship via instructions. It tracks split commissions, handles returns and credits, and more.

CREDIT LIMIT FLAGS:
Keep From Overextending Credit Customer credit limits can be set, and a warning message displayed during order processing if a customer exceeds his available credit line.

SPECIFIC SALESTRAK FEATURES INCLUDE:

STOCK AVAILABILITY:
Online Answers and Automatic Back Orders The system tells you at order entry if an item is available, and will automatically back order out-of-stock items if desired. Tracks both allocated stock (with a complete Committed Inventory Report) and back orders by customer or part number.

ORDER ENTRY:
Create, Edit, Credit or Delete Orders Allows entry of non-stock items and credits for returns. Ability to override salesman and commission by line item for split commission situations. Up to 99 line items, modifiable to 999.

ORDER PRINTING:
Prepares Your Picking Slip Automatically Prints everything you need to know to pick and pack order.

INVOICE ENTRY:
Final information For Billing Lets you enter freight charges and any changes in shipping information. Allows for complete shipment of order or individual shipments for each line item. Can back order or consider order complete.

INVOICE PRINTING:
Print Them Your Way Invoices can be printed by invoice number, a range of invoices, or all invoices. You can reprint an invoice as often as you wish prior to
updating Accounts Receivable.

A/R INVOICE UPDATE:
Send All Final Invoice Information. This function updates Accounts Receivable with all final invoice information. It also updates figures in the sales analysis files, and
forwards shipped item information to inventory.

GROSS PROFIT ANALYSIS:
By Item, Customer or Salesman, Analyzes gross profit totals, average gross profits, and profit percentages. Reports can be in detail or summary.

SALES ANALYSIS BY SHIPPING CODE:
Track Multi-Destinations, See amounts of items shipped to different customer locations.

INTERFACING

SalesTrak interfaces directly with Crosstech Accounts Receivable and Inventory packages.

COMPATIBILITY

SalesTrak is compatible with all existing and future Crosstech ProFit software. Current modules include:

MASTER FILE DESCRIPTIONS

The SalesTrak Master File stores the sales and order information. When invoices are entered, they are posted automatically to the sales analysis records in the Master File.

MAJOR FIELD LENGTHS

SALES ANALYSIS INFORMATION SAVED

Report & Report Parameters

Order Edit Register

Order Number
Order Date

Order Printing

Order Number

Back Order

All Back Orders
Newly Created Back Orders

Invoice Printing

Invoice Number

Aged Order Report

Customer Number
Part Number

Back Order By Customer

Customer Number

Back Order By Part

Number Part Number

Committed Inventory Report

Part Number

Report & Report Parameters

Open Order By Salesman

Salesman
Period (MM, DD, YYYY)

Sales Analysis Reports

All Sales Analysis Reports can be run by period indicated by starting and ending dates
(YYYYMM - YYYYMM)

Detailed Sales Analysis

Customer Number
Salesman Number
Part Number

Customer By Part

Customer Number

Part By Customer

Part Number

Gross Profit Analysis

Customer Number
Salesman Number
Part Number

Sales Analysis By Shipping

Code Customer Number
Range of Shipping Codes