MillBooks™ Orders Invoices.

The heart of any AR system is the ability to enter orders which, when finalized (‘posted’), become invoices.

Call for Orders

Customers typically have a ‘day to call’ e.g. Tuesday and a day to deliver e.g. Thursday. Bring up all the Tues customers to call and see them checked off when orders are entered.

Invoices => Weight, $$

Each invoice is a detailed calculation of weight as well as $$. You can then give incentives for customers to buy more tonnage as well as spend more $$.

Online Orders

MillBooks™ offers a way for your customers to order from you online. This can be customized for the look & feel of your web site. All orders are finalized internally before the customer is invoiced.

Discounts and Special Pricing

Per customer/item special pricing. MillBooks™ keeps a separate set of prices that enable your salesman to quote special prices on certain items for certain customers.
Volume discounts, per bag and per order. On a per customer basis, give them a per bag discount if they exceed certain quantity thresholds. And/or offer them a discount on the overall order if they exceed a certain weight.
Cash discounts.If the order exceeds a certain $ amount, offer a cash discount.

Weight discount. This is the MillBooks secret sauce. You want your customers to buy your feed. MillBooks calculates the weight of every order. So give them a weight discount - they get a discount if they buy more tonnage, which is your feed! General and customer-specific.
Shipping discount. If your customer picks up their merchandise, saving you the expense of shipping it to them, make it worth their while with a configurable freight discount. Or on the other hand, you may want to add a cost if unloading at their site is especially burdensome.
Adhoc discount. If the pricing in the system is not accurate, you may change the unit pricing for that item as needed. Also enter any final discounts as necessary prior to posting the invoice. A record of ad hoc overrides is maintained for subsequent review.

Payments

Payment entry. Enter payments with the following detail:

Amount and method of payment. Check # in case of check. May also be an ‘adjustment’ to correct to specific balance as required.
Notes. To describe any special circumstances.
Beginning & Ending Balance. Always displayed to guide the correct payment.

Statements. MillBooks™ offers integration with Microsoft Word to print attractive, customized statements for mailing to your customers with outstanding balances.

Credits/Returns

Credits/Returns. It is common when delivering that a few bags of merchandise may be damaged or the full order, for whatever reason, is not delivered.Option is provide to view or disregard from reports.

Associated with delivery.Enter a credit/return if it is not possible to modify the invoice, or does not fit with your process, enter a credit/return.
Miscellaneous. . It may not have anything to do with a particular delivery, you may enter a standalone credit/return.

Reports

MillBooks™ offers an extensive array or reports, all in terms of $ or weight. Again this is the MillBooks™ secret sauce. Base your salesmen's compensation on weight not $.

Ledger
Aging
Sales Reports
- By Salesman
- By Customer, in Total or by Product or Product Category.
- By Inventory Item or Category.
- YTD, month-over-month, and year-over-year comparisons.
Daily Reports
- Weights
- Misc Sales
- Bulk
Pricing history. MillBooks™ keeps a record of changes to all pricing, for the general public as well as special pricing, and you can review the pricing for any customer or inventory item over a selected period of time.
Customizable. MillBooks™ will work with you to get you the report you need.

Mailings

Statements. Print out monthly statements to send to your customers.
Labels. Print out labels for customer mailings.

Operations

Operations. Not strictly part of AR, the orders and invoices created in AR ideally will flow into the manufacture and delivery of the product to fulfill those orders.

Milling. MillBooks™ provides a Mill Worksheet on demand that totals each of the products across all orders for that day or a particular day to direct the manufacturing or acquisition of products necessary for delivery in the near future. Reporting by product category or overall.
Loading & Routing. After the optimal truck routes have been selected, MillBooks™ makes copies of each order/invoice as loading & routing tickets so that the bags can be loaded from inventory and routed to the appropriate truck.
Shipping & Route Optimization. After the orders for a day’s delivery are finalized, you have to design a (hopefully) optimal selection of trucks and allocation of customers to trucks and ordering of customers in each truck’s route. MillBooks™ has under development a Route Optimization module to help design the optimal routes.

Accounts Receivable