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Casegood Sales & Distribution

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Casegood Sales Processing

Full Life Cycle Sales Order Process​

  • Order entry

  • Pro Forma invoicing​

  • Deposit processing

  • Allocations

  • Packing slips

  • On order reporting

  • Order confirmation

  • Invoicing

  • Bills of lading

Features

Features include:

  • Sales Order Processing

  • Product Allocations

  • Sales Forecasting

  • Pricing Engine

    • Customer specific pricing 

    • Quantity break pricing 

    • Date range pricing

    •  Warehouse level pricing

    •  Loyalty pricing

    •  Standard Pricing

    • Dollar discounts

    • Percentage discounts

  • Sales Reporting by:

    • Customer

    • Product groupings

    • Brand

    • Sales territory

    • Sales representative

    • Product

    • Tax class

    • Company

    • Cross reference

    • And more...

  • Customized Forms

  • Accounts Receivable

    • Multiple payment methods

    • Multiple payment types

    • Deposit tracking

    • Statements

    • As of and current aging

    • Transaction reporting

    • Bank deposit

    • Journal entries & adjustments

    • Interface to financials

  • Inventory Control

    • Unlimited bonded or tax-paid warehouses

    • Lot tracking

    • Warehouse location tracking

    • Physical inventory

    • Costing

      • Standard

      • Current

      • Moving average

      • Last

      • User defined

    • Quantity tracking

      • Bottles

      • Cases

      • 9LEQ

      • Gallons

      • Liters

    • Real time and as of inventory counts

      • Allocated

      • On-hand

      • On-order

      • Lot tracked    

  • Integration

    • Botting

    • Financial Management

  • Compliance

    • Excise taxes

    • Sales taxes

    • TTB reporting

    • FDA Bioterrorism Act compliant

  • Purchasing

    • Regular and blanket purchase orders

    • On order inventory visibility

    • Receiving

    • Adjustments

    • Integration to Bottling for MRP requirements

Product Lot Tracking

  • By warehouse

  • By inventory item

  • Optional for non-FDA tracked items

  • On-hand reporting

  • Transaction reporting

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