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 |
