The Compass ERP system can function effectively without Compass Order Management, especially in quarry and other construction material operations that operate on a delivery from stock basis. The Order Management module is useful for construction material producers who make or ship to order, such as specialty sands, custom order stone, architectural block, mulch and other products requiring custom manufacture or preparation. Order Management has also been used by companies wanting detailed scheduling of their truck fleet beyond the <SHIP assignment function> , and also to manage web based ordering of product. Compass Order Management includes a finite scheduling module to schedule truck deliveries and, optionally, production facilities, all to ensure on time product delivery.
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The order maintenance screen offers sophisticated features like maintaining visibility of customer orders split into multiple deliveries (linked orders tab), void orders, printing and shipping, accepting credit card payments, loyalty cards, tracking material and delivery pricing, and so on.
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If used in a ‘cash and carry’ or ‘pick up’ environment, orders can be priced and printed for immediate use. Or the orders can be harmonized with Compass SHIP to produce a ticket when scaling out.
Order management also works in concert with blanket order management and release functions provided in the Quotations module.
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Compass Order Management includes a finite scheduling function that can be used to schedule trucks or production facilities.
The scheduling screen allows easy visibility and control of which truck will deliver each order and when an order will go out. A dispatch list can be printed, itemizing orders to be delivered by a particular truck.
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Function overview. This chart shows the various functions provided in or accessible within the Order Management function.