System Wide Features

·  Built-In PDF Writer for Print Preview & Email Attachments

·  Activity Console: System Wide Information At Your Fingertips

·  Integrated MAPI Email Features

·  Stock Check: Pricing & Availability with a Click of Your Mouse

·  Fax Laser Quality Forms Directly from your Desktop

·  Up to 20 Levels of Security & Functionality Control Per Module

·  Document Management & Mail Merge Features

·  Automatic Secure Data Export for use with SQL Server

·  Print Laser Quality Forms & Reports to Plain Paper

·  Up to 100 Network Users w/Simultaneous Module Access

Quote, Order Processing & Invoice Management

·  Integrated Contact Management Features

·  Deny Sales Rep from Accessing Other Rep Accounts

·  Unlimited Ship To Locations w/Contact Information

·  Convert Quote to Order to Purchase Order &/or Invoice

·  User-Definable Fields & Demographic Information

·  Automatic Freight & Total Weight Calculations

·  Detailed On-Screen Quote, Order & Invoice History

·  Quotation & Sales Order Duplication

·  Lookup Items By Category, Item# or Description

·  Display Last Price Paid During Line Item Entry

·  Ability to Edit Description, Cost & Selling Price on the Fly

·  Rental Features during Invoicing

·  Control Printing & Sort Order of Line Items

·  Service & Work Order Features

·  Standard & Advanced Line Item Entry Modes

·  Support Up To 999 Inside/Outside Sales Reps

·  Allow for Commission Management on the Fly

·  Automatically Email PDF Quote, Order or Invoice to Customer

·  Easily Modify Invoice Description & Terms at Anytime

·  Reprint Any Quote, Order or Invoice, Anytime

·  Include Comments, Misc Charges & Labor

·  Provides Automatic Calculation of Sales Tax

Inventory Management Features

·  Real-Time Inventory Control Adjustments

·  Track Committed, On Hand, Available, On Order & Back Order

·  20 Character Item Number

·  Automatic Tracking of Manual & Physical Adjustments

·  400 Character Item Descriptions

·  Automatic Freight Calculations based upon weight

·  2-5 Decimals for Cost & Selling Price

·  Unlimited Secondary Vendors w/Part#’s & Cost

·  6 Automatic, Quantity or Manual Selling Prices Per Item

·  Define up to 3 Commissions per Item or Group of Items

·  Automatic Markdown From List or Markup From Cost

·  Manage Part, Labor, Generic, Consignment & Supply Items

·  Automatic Recalc of Selling Price when Cost Changes

·  Attach Photographs & PDF Documents to Items

·  Part Duplication & Transfer Features

·  Special Item Pop-up Note Displayed during Order Entry

·  On-Screen Sales, Purchasing & Receiving History

·  Last, Average, Standard or Factored Costing Methods

·  Global Selling Price Calculator & Update Features

·  4 User Definable Fields & 1 User Definable Table

·  User Definable 3 Level Product Categories

·  Import or Manually Enter Physical Counts

·  Multiple Warehouse Options

·  Off-Site Inventory Control Options

Purchase Order Management

·  Automatic Purchase Orders for Stock Buildup

·  Purchase Order Duplication Features

·  Create Drop Ship Purchase Orders from Sales Order

·  Blanket Purchase Order Features

·  Create Special Order Purchase Orders from Sales Order

·  Detailed On-Screen Purchase & Receiving History

·  Automatically Email PDF Purchase Order To Vendor

·  Integrated Contact Management Features

·  Attach Additional Documentation to Purchase Order

·  Include Additional Costs when Receiving

Manufacturing & Production Management Features (Optional)

·  Real-Time Inventory Control Adjustments

·  Automatic Sub-Assembly Production Orders if Stock Required

·  Just-In-Time, Stock Buildup or Custom Production Options

·  Pending, In Progress & Complete Production Status

·  Unlimited Components Per Bill of Material

·  Define Kits where Components Adjust Automatically when Sold

·  Up to 99 Sub Assemblies Per Bill of Material

·  Supports Throughput, Variable & Absorption Costing Methods

·  Track Component Serial & Lot Numbers*

·  Generate Automatic Purchase Orders Based Upon Requirements

·  Attach Detailed Production Documentation

·  Real Time Requirements Notification On-The-Fly

·  Define Template Bill of Material to Customize On-The-Fly

·  Detailed On-Screen Production History, Statistics & WIP

Serial Number Tracking Features (Optional)

·  Enter Serial Numbers When Receiving

·  Track Serial Numbers During Invoicing & Optionally Print

·  Enter & Track Serial Numbers Randomly or Sequentially

·  Track Serial Numbers Used in Manufacturing*

·  Detailed On-Screen Receiving & Sales History

·  Adjust Cost By Specific Serial Number Sold

Lot Number Tracking Features (Optional)

·  Track Specific Lots Sold on Specific Invoice

·  Can Track Stock & Non-Stock Items

·  Easily Perform Recall Processes

·  Track Lot Numbers Used in Manufacturing*

Custom Labeling Features (Optional)

·  Design/Print Mailing Labels Using POSTNet Bar Codes

·  Use One of 1700 Predefined Formats or Design Your Own

·  Design/Print Custom Inventory Bar Code Labels

·  Interactively re-size bar codes to fit the exact space available

·  Print Item Labels While Receiving on Purchase Order

·  Supports over 20 different bar code symbologies

·  Print Customer Item Labels based upon items Shipped

·  Guides, Rulers, Multi-Level Undo, Grouping & more

Customer Equipment Tracking & Service History Features (Optional)

·  Track Manufacturer Name, Model#, Part# & Serial#

·  Starting/Ending Service Contract Dates

·  Track Warranty Expiration Date

·  Track Primary User's Contact Information

·  Automatically Manage Detailed Service History

·  Print Service History During Entry of Service Ticket

·  Review Customers Up For Service Renewal

·  Detailed On-Screen Sales & Purchasing History of Equipment

Customer Contract/Special Pricing Features (Optional)

·  Define Special Selling Price Per Item

·  Duplicate Contract Price Grid for Another Customer

·  Define Special Selling Price % By Product Line

·  Automatically Create Contract Prices From a Quote

·  Set Expiration Date of Special Selling Price

·  Unlimited Special Contract Prices per Customer

Credit Card Processing Features (Optional)

·  Automatically Process Credit Card From Sales Order

·  Automatically Displays Approval Code On Screen

·  Support For Full & Partial Shipments, Deposits & Charges

·  Supports Most Dialup & TCPIP Merchant Account Providers

·  Complete Management of other Credit Card Transactions

·  Detailed On-Screen Transaction History

eCommerce Import Engine Features (Optional)

·  Automatically Import Shopping Cart Orders

·  Easily Process eCommerce Orders for Fulfillment

·  Detailed On-Screen Transaction History

·  Export Customer, Inventory & Setup Data to Shopping Cart

General Ledger Features (Optional)

·  Complete Audit Trails of All Transactions & Adjustments

·  Import Account Information & Journal Entries

·  Combine Multiple Companies for Consolidated Financials

·  Departmentalized Accounting with up to 999 Departments

·  Automatic Budget Calculation For Faster Budget Setup

·  Maintain Recurring Journal Entries to Save Data Entry Time

·  Allows Batch Posting For Recurring Entries

·  Detailed Descriptions For Journal Entries

·  Import/Export Journal Entries & Adjustments For CPA

·  Provides Flexible Financial Statement Setup

Accounts Receivable Features (Optional)

·  Track Invoice Discount Date, Discount Amount & Due Date

·  Track Sales by Customer, Sales Rep & Sales Account

·  Assign Finance Charges on Specific Customers or Globally

·  Flexible Setup of Recurring Invoices

·  Group Payments into Bank Deposits For Reconciliation

·  Calculates Finance Charges Anytime During a Month

·  Provides Balance Forward & Open Item Statement Formats

·  Process Customer Statements on the Screen at Anytime

·  Reprint Credit Memos & Debit Memos Anytime

·  Enables Previously entered Payments to be voided

Accounts Payable Features (Optional)

·  Unique A/P Posting Accounts on vendor-by vendor basis

·  Print Consolidated or Individual A/P Vendor Checks

·  Track Discount Dates, Amounts & Due Dates

·  Allows Automatic Distribution of invoices to multiple Accounts

·  Setup Recurring Payables that Post Automatically

·  Automatically or Manually Select Invoices For Payment

·  Permits Partial Payment of Invoices.

·  Generate either Detailed or Summary Payment Stubs

Payroll Features (Optional)

·  Pay Hourly, Salaried, Commissioned, Piece rate employees

·  Task Codes can Allocate Expense to Multiple G/L Accounts

·  Weekly, Biweekly, Semimonthly & Monthly Pay Cycles

·  Track Overtime, Holiday, Advances, Draws, Base, Misc. & More

·  Tracks Employee Compensation ("comp") Time

·  Tracks Total Dollars & Hours on Time Card Reports

·  Use Cash Management Accounts to Generate Payroll Checks

·  Track Allowances, Reimbursements & Bonuses

·  Calculate Workers’ Compensation Deductions

·  Manage Employee-paid & Company-paid Deductions

·  Standard Time Cards For Staff Paid the Same Each Period

·  Allows After-the-fact Payroll Recording by Using Hand-checks

·  Generates Checks with Fully Detailed Check Stubs

·  Electronically Deposits Payroll to Employee Bank Accounts

·  Includes All Federal & State Tax Tables

·  Tracks State & Federal Tax Liabilities & Deposits

·  Calculates All Federal & State taxes Automatically

·  Allow Tax Deposits to include Penalty & Overpayment Amounts

·  Prints Tax Deposit Checks For 941, 940, SUI, & SDI

·  Alerts you if you have a tax Deposit Liability to be Paid

·  Prints W-2 Forms After the Close of the year

·  Prepares Summary Information For Government Reports