• 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.

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