| Legler Systems Company | | | OE System | | | Contact Us | | | Help | | | Home | | |
The Order Entry System from Legler Systems is based on the client-server model and supports many special features for handling the customer order entry and invoicing functions in small and midsize companies. This customizable customer billing module can be run as a stand-alone accounting application or integrated with other financial modules, such as the Inventory Management System and Accounts Receivable System.
New 2010 features of the OE software support real-time dashboards for customer order transactions and separate report windows that enable the user to view a report at the same time as performing data entry operations in the original window, as described in the Version 10.0 Summary. These real-time dashboards are shown below the order entry menu when using large screens. The 2009 order entry software features include mouse support and large screen (50x80) support, as described in the Version 9.0 Summary. This order entry system can function with or without a mouse for greater user flexibility and productivity. Prior software enhancements are described in the Version 8.0 Summary. The newest features of the order entry software execute faster when running Microsoft Windows XP or Windows 7.
Custom versions of the online OES software have been in day-to-day operation in small businesses in Northern California for over 25 years.
The online order entry (OE) user procedures are identified on the Order Entry menu as shown below. Before any OE procedure can be run, the user must first sign-on by entering a valid User-ID and password. To start a specific OE procedure, enter the 2-digit number associated with that user procedure.
--------------------------------------------------------------------------- | ORDER ENTRY SYSTEM MENU (2010) 07-14-2010 13:35 | |===========================================================================| | | | No Procedure Name No Procedure Name | | -- ---------------------------- -- ------------------------------- | | 01 - Enter Customer Orders 11 - Enter Customer Master Records | | 02 - Update Order Status 12 - Print Confirmations Or Quotes | | 03 - Print Order Status Report 13 - Print Shipping Labels | | 04 - Prepare Orders For Invoicing 14 - Inquire Orders By Ship-To Name | | 05 - Print Customer Invoices 15 - Purge Old OE Records | | 06 - Print Product Master List 16 - Update Orders With Postage | | 07 - Print Sales Analysis Report 17 - Inquire Item History By Month | | 08 - Print Sales Tax Report 18 - Print Product History Report | | 09 - Enter Product Master Records 19 - Enter Bill-To and Ship-To Names | | 10 - Inquire Customer Order Status 92 - Redefine System Printer | | 94 - Search OE System | | 99 - End OE Menu | | | | Enter OE Procedure Number.......[ ] | | | |===========================================================================| | F1=Help F2=Enter F9=Print F10=Exit | ---------------------------------------------------------------------------
Data entry procedures OE01, OE09, OE11 and OE19 display fields that comprise each record and perform online file update functions (add, modify and delete). A Customer Master Record (name and address information) and Product Master Record (item codes and description) must be entered into the OE System before new customer orders are processed. Procedure OE02 is a mass update of the Order Status code. Procedure OE16 is used to quickly update orders with any postage.
Inquiry procedures OE10 and OE14 display each customer order and Ship-To address information for a specific customer and time period. Inquire Item History (OE17) shows a one-screen summary by month for 5 years of customer order history.
Reporting procedures OE03, OE06, OE07, OE08 and OE18 print reports on line printers (computer-size paper) or laser printers (letter-size paper). Customer invoices (OE05), Quotations (OE12) and Order Confirmations (OE12) are printed on preprinted forms or blank letter-size paper. Shipping label forms are required for printing mailing labels by procedure OE13. Each reporting procedure displays a screen for the user to enter selection criteria, report formatting and sorting options. Procedures OE02, OE04 and OE15 print a one-page control report showing the number of records processed for audit trail purposes.
The OE procedures identified on the Order Entry menu are described in the OE Menu Procedures document.
In addition to the operational, security and technical features mentioned in the Accounting Software Summary, some key functional features of this order entry software are highlighted below:
1. Handle a customer deposit at the time an order is entered into the system by procedure OE01.
2. Calculate sales tax based upon the item (e.g. no sales tax for handling) and the customer (e.g. no sales tax for resellers) at the time the print customer invoices procedure OE05 is run.
3. Any comments entered with the order are printed by procedure OE12 (print confirmations) and procedure OE05 (print customer invoices).
4. Provide online credit checking against preset customer dollar limit for unpaid invoices in data entry procedure OE01.
5. Flexible reporting capability allows the user to request and print 42 different order entry reports, including customer invoices by procedure OE05.
6. For real-time dashboard 4, the oldest ten open customer orders are shown under the order entry menu.
The online OES software references three records in the Database Control System (required) to control basic system functions (Company Control Record), to verify User-IDs (User Control Record), and to validate salesman and other user definable codes (Code Definition Records).
Procedure OE05 formats and outputs Customer Invoice Records to either an export Transfer File for input to another computerized AR system or directly into the Accounts Receivable System (optional).
The OE System updates the quantity on-hand field in the Product Master Record for inventory control by the Inventory Management System (optional).
The OE software supports dynamic linking between data entry procedures by using function key F7.
The Order Entry System (OES) operates on personal computers (pc) running Microsoft Windows XP, Windows 7, Windows 98 or Windows 3.1 in a local area network (LAN) using Microsoft BackOffice Server, NetWare or LANtastic with complete flexibility in specifying the location of all files on the client or server. Additionally, the OES software can be run on a single stand-alone pc or on a UNIX based computer, such as the IBM RS/6000 with IBM 3151 terminals using the AIX operating system.
The Run Time Environment for Micro Focus COBOL support is included at no extra cost with the OES executable programs. The Windows order entry programs are the same as the DOS order entry programs for compatibility and can be run also from a removable disk, such as a CD-ROM or USB flash drive.
The Database Control System from Legler Systems Company is required to support the OE System. The OE source programs are written in COBOL, the most widely used business programming language. All OE COBOL programs allow the user to define different date formats (MODAYR or YRMODA) for data entry and reporting purposes, as well as other system-wide options.
The OE System software cost is identified in the Software Price Sheet.
Other online accounting modules are listed in the Accounting Software Summary document.
To request sample reports and screen formats, General Information Manual or free pc demo on CD-ROM of the OE System, please e-mail Bill Legler in the San Francisco Bay Area.
Legler Systems Company, developer of the online Order Entry software, is located in the East Bay of the SF Bay Area in Northern California and provides local on-site OES software support in Alameda County (major cities are Fremont, Oakland, Hayward and Berkeley), Contra Costa County (major cities are Concord, Walnut Creek and Antioch) plus other counties in California (CA). Telephone and e-mail support is available throughout the United States.