Customer Orders
ShopWorX ERP


Reduce Errors

On-line validation of items and automatic pricing reduce keying errors.

Avoid Credit Problems

Credit can be verified automatically based on customer’s open orders and invoices, as well as past-due accounts.

Improve Cash Flow

By quickly generating invoices from shipments without re-keying information, you can shrink your billing cycle time.

Make Better Decisions

You’ll have the capability to review your backlog in a variety of ways, while the Booking Register will give you a summary of new orders, changes and cancellations.



The Customer Order module allows you to enter customer orders into the system and then analyze the orders in a number of ways. Credit can be automatically checked as orders are entered, and prices can be automatically assigned based on a pricing matrix you maintain. Sales commissions can vary from line item to line item allowing up to a ten-way split between Sales Reps.

Commissions can be earned at point of sale or upon cash receipt. Blanket orders can be entered with release dates. A variety of open order reports give you flexibility in analyzing your backlog.


Backlog Analysis
You can track customer orders in a variety of ways. The open order report allows you to choose from 13 different sort criteria that you can mix and match to create hundreds of reports. The unshipped parts report lets you view items that need to be placed on order and those that are available to be shipped. You can view items by make parts or purchased parts, by part number or planner code.

Bookings and Sales
The booking register will track new orders, changed orders and cancellations, providing you the information you need to manage your customers.

Automatic Pricing
Orders are priced as they are entered according to a variety of criteria you establish. Using contract pricing you can establish price breaks by customer and part combinations, while quantity pricing lets you create price breaks by item. Bridging these two pricing methods is matrix pricing, which uses a combination of customer category and/or product code to determine the proper price.

Multiple units of measure can be used for items that are priced in one way, but inventoried or packaged in another. For example, you can inventory an item as each, ship by the case, and price per hundred.


As orders are entered, commissions are assigned based on customer and shipping destination. This default can be overridden on an order-by-order or line-by-line basis, including splitting commissions up to ten ways. The commission sub-system is updated at the time of billing, and commissions can be flagged as payable at point of sale or when cash is received.

As invoices are created, a detailed record of each shipment is posted. Panorama provides easy access to this history, which can be accessed by customer, customer purchase order number, your order number, packing slip number, invoice number, or part number – either yours or your customer’s.

Customer Orders Integration
  • Panorama
  • Quoting
  • Shipping
  • Sales Analysis
  • Configurator
  • Enterprise Resource Planning
  • Shop Orders
  • Purchase Order
  • Inventory
  • Customer Billing
  • Accounts Receivable

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