- Manage the sales cycle from quotation through to order placement with step-by-step customer communication.
- Select the desired product for the customer and ensure correct pricing.
- Verify pricing and discounts from the customer’s last order.
- Verify availability of the product as the order is taken.
- Ordering and back-ordering is a breeze!
- Each transaction posted to the general ledger when processed.
- Three open fiscal years of detail available.
- Income statements, balance sheets, trial balance to judge progress and collect information for Corporate Tax Filing.
- General Ledger postings can be locked prior to a determined date.
- Accounts Receivable tracking of customer invoices, contact information and payment history.
- Track customer payment terms.
- Credit-on-hold control to prevent further sales until a customer is in good standing.
- Set credit limit for customers.
- Accounts Receivable aging.
- Prepare open item, balance forward or statement/invoices for outstanding balances, then email for payment reminder.
- Add finance charges to statements.
- Accounts Payable automates the recording, tracking and payment of invoices received from vendors.
- Track vendor details in Vendor Memo Pad and record conversations and incidents in Vendor Client Contact.
- Bank reconciliation.
- Document all information about items your company builds, buys and/or sells.
- Control stock levels.
- Extensive reporting.
- Multiple Bin Locations Inventory Tracking.
- Easily take stock with barcode scanning.
- Cycle counting of selected groups and areas to minimize risk of theft.
- Lists all recently ordered items for particular customer.
- Print, email or fax to customer.
- Presented on entry screen at time of order.
- Accelerates the ordering process and ensures that customer does not forget to order items.
- Overall and per line discounting.
- Selected pricing for customer groups.
- Price/quantity breaks.
- Daily specials and one-time offers.
- Price multiplier.
- Tag-along sales and giveaways.
- ECO fees, taxes and other extra fees.
- Point of Sale transactions.
- Web, Phone and Mail Order Payments.
- Repetitive Contract Sales and Memberships.
- Seamlessly updates financial records.
- Pre-authorized payments.
- Sell groups of products as a package.
- See alternative product options.
- Email quotations directly to the customer.
- Turn the quote into an order.
- Divisional accounting and reporting.
- Stock transfers.
- Track inventory at each location.
- “Stock replenishment” claculator for mobile sales.
- Reporting based on product sales or re-order points.
- Access all information remotely on your laptop or iPad.
- Make sales, accept orders remotely and transmit to warehouse for picking, packing and shipping.
- Email order confirmation to customer.
- Scan and print pricing and shelf label barcodes.
- Support for RF Wireless devices.
- Receive inventory from an original Purchase Order.
- Select products for reordering.
- Take stock.
- Record products for shipment on a customer’s order.
- Purchase, inventory, sell and track items according to their associated sizes and colours.
- Receive, inventory, sell and track items according to their associated lots and serial numbers.
- Calculate employee earnings.
- Print pay-checks.
- Track salaries, wages, bonuses, tax withholdings and deductions.
- Financial reports for tax-related forms.
- Payments for taxes withheld.
- Personnel Management: seniority, birthdays, position.
- Payroll Memo Pad to record training records, family information, disciplinary action, etc.
- Employee Client Contact area to record conversations and incidents.
- Yearly updates on new tax rates and regulations as they go into effect.
- Track buying patterns.
- Identify opportunities for product sales.
- Retains details on every customer transaction.
- Use customer and prospect databank to email, direct mail or call customers.
- Memo Pad to record customer information.
- Client Contact area to record conversations, emails, etc.
- Retains detail on every sale to each customer.
- Use customer and prospect databank to email, direct mail or call customers.
- Track trends in employee performance.
- Track revenue forecasts, quotation win rate and length of sales cycle.
- Commissions calculated based on sliding scale for the sales margin of product group or the value of the sale.
- Commissions based on orders from first-time customers versus orders from existing customers.
- Make sales to drop-in customers.
- Cash and carry sales.
- Import web orders and process orders through Sales Order Taking/Invoicing.
- Process EDI orders through Sales Order Taking/Invoicing.
- Invoice for services on routine basis (weekly, monthly, quarterly, semi-annually or annually).
- Add one-time extra charges to the invoice.
- Charge for meter readings.
- Check printing.
- Electronic Payment Processing (EPP).
- Remote access to print checks.
- Reduce fraud incidence and errors.
- Create orders for goods and services.
- Auto-generate purchase orders based on re-order points and order quantities.
- Receive and record vendor invoices.
- Forecast expense and revenue figures.
- Monitor the entire company.
- Monitor divisional performance.
- Sell and purchase globally with different currencies.
- GL recorded in domestic currency.
- Generate purchase orders in vendor’s currency.
- Process invoices in customer’s currency.
- Set-up currencies and respective exchange rates.
