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Accounting |
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General Ledger |
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Accounts Receivable |
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Accounts Payable |
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Multi-tier Chart of Accounts |
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Bank Reconciliations |
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Budgeting |
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Fixed Allocations |
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Unlimited Open Years |
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Check Printing |
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Customer Credit Hold |
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Customer Check Hold |
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Finance Charges |
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Multi-tier Taxes |
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Tax on Tax capabilities |
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Taxing Authorities |
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Branch/Location Sensitive |
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Electronic check payments |
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On-screen customer aging |
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Supports Accrual or Cash Based
accounting method |
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"Behind-the-scenes" view of GL
Postings on transactions |
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Export Journal Entries to Quickbooks™ |
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Write-off bad debt feature |
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Recurring bill payments |
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Print or Electronically send Vendor 1099's |
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Freely distributable Auditors
Edition allows outside accountants to review/modify financials,
including Bank Reconciliations (i.e. similar to Quickbooks®
Accountant Copy feature) |
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Invoicing |
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Quotations, Proposals, and Sales
Documents |
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Back Dates to allow posting to
correct accounting period |
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Promotional/Volume/
Customer-Level Pricing |
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Specific Customer Pricing, per
Item/Category/Department with expiry date |
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Allows for Bill To and Ship To
Address Information |
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Prior year adjustments can be easily
made on Ledger |
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Allow changes to every
facet of invoice line items |
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Easily find invoice items by various
means including unique
Intellisearch lookup |
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Control entry behavior
of each item entered on invoice |
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Sales Commissions by percentage,
flat amount or gross profit calculation. |
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Tiered Sales
Commissions by Retroactive / Step Quantity, and Margin percentage |
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Each item supports Multi-level
Sales Commissions based on employee type |
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Returns allow changes
to unit cost if desired |
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Returns restrict cash
refund if original tender different |
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Discounts can be handled
per line item or as a total amount for the document |
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View inventory levels
at all locations while invoicing |
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Definable field for info unique
to your business |
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Special comments, warranties
or instructions can be added to each invoice line item |
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Customer Shipping Instructions
can be included per document |
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Selecting a customer
for document can preset Tax, Terms, Ship to, Bill to, Shipping Instructions,
etc. |
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Analysis reports show
cost of sales, gross profits and percentages, etc. |
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Returned items are
held for easier allocation later on (return to Vendor or
Stock, Discard
Item, etc.) |
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Alerts user when customer
credit limit exceeded |
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User definable invoice
terms and shipping methods |
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Process COD invoice
and track payment until receipt |
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Service type
invoice format can suppress unit prices to reflect grand totals
only |
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Batch Invoice
Printing |
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Point-of-Sale |
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Fully integrated with A/R, Inventory
and G/L |
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Automatically updates inventory
levels and account balances |
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View inventory levels
at all locations during sale |
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Supports trade-in items, returns,
redemptions, and other negative quantity line items during POS entry |
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Support for electronic cash drawers,
receipt printers, pole displays, magnetic card readers and barcode
scanners |
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Credit Card Authorization supports
AVS/CVV2/CVC2 |
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Handles multiple tender types like
cash, checks, credit cards, store credit, gift certificates, etc. |
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User definable tender type |
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Split tender capability |
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Cash Drawer reconciliation |
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Suggestive Cross Selling (Similar/Alternate/Add-on
Items) |
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Barcode scans item code, UPC, or
other alias codes |
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Price levels can be easily changed
during sale |
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End of day reports summarizes daily
sales by store or employee |
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Bank deposit preparation |
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Summary/detail reports for filing
all taxes |
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Auto-Logout feature after each
sales transaction |
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Prevent or Warn user of refunds
on items past their return policy period |
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Instant Credit Card Purchase
History lookup allows customers to refund items without a receipt |
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Manufacturing |
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Supports creation of
Bill-of-Materials with unlimited Assemblies and Sub-Assemblies |
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Allows for work flow processing
from pending work order to final completion of work order. |
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Work Orders allow deviation
from original Bill of Materials |
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Bill of Materials support labor
charges, start/stop dates on components and scrap considerations. |
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Follows proper cost accounting
standards with variance adjustments |
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Supports Serialized Inventory
and automatic labeling of merchandise |
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Inventory Control
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Multi-location inventory management |
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Supports LIFO, FIFO, Last, Average
costing methods |
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Manage unlimited Tangible and Intangible
Items |
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Manage Items that require Serialized/Lot
tracking |
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Manage Matrix Inventory items (i.e. item with similar characteristics that might only vary in color, size, style, etc.) |
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Manage internal inventory office
supplies |
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Item codes can be up to 16 characters
in length |
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Up to 3 vendors per item |
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8 price levels per item |
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5 price breaks per level |
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Fractional Quantity capable |
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Item unit cost precision to 5
decimal places |
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Item unit price precision to 4
decimal places |
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Track reorder point stock levels
per item |
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Track minimum/maximum stock
levels per item |
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Track best/last cost, EOQ, and
lead time per item |
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Inventory Templates for quick item
additions |
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5 pricing calculations including
markup, margin, reduction amount, fixed price and fixed percentage. |
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Price Rounding to *.95, *.99, *95,
*99, etc. |
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Graph Inventory Levels |
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Bar Code Printing |
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Price Protection |
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Unit Measure Conversion |
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Auto Fill Sequential Manufacturer
Serial No. |
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User-definable attributes (i.e.,
size, style, color, etc) |
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Global Price change with price import feature |
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Attach Images, Streaming Audio,
Streaming Video to Items |
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Item Kits |
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Automatic Item discontinue feature
when product is depleted from inventory |
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Multi-level Categories |
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Item Code Aliases |
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Instant on-screen M-T-D, Q-T-D
and Y-T-D statistics on sales, purchases, adjustments, transfers,
returns, discards, and COGS per item |
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Audit Trail for Inventory Adjustments |
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Stock Transfer capabilities |
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Auto Suggest Stock Transfers from
main holding facility to other Locations/Branches |
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Inventory Import/Export feature
in various formats |
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Quick on-screen price check feature
for any item |
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Item codes can be assigned weight
for freight calculations when invoicing |
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Allows automatic item code generation
per category |
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Item code additions can generate
check digit for reduced data entry errors |
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Reconciliation can create count
worksheets and auto-adjust variances |
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Cycle counting with ABC
Analysis |
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Supports data collectors for
faster inventory counts |
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General |
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Supports MS Windows 32-bit or 64-bit OS including XP/Vista/7/8/2008/2012 |
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Video Tutorials |
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Comprehensive Online
Help |
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Company setup wizard
guides you through software implementation and includes over 100
business models |
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Data Import/Export |
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Quickbooks®
database conversion included for easy migration |
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Multi-store Design |
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Multi-user Ready |
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Multi-company Capable |
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Multi-tasking Infrastructure |
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Sample Data Provided |
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Customizable data entry
screens |
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Shortcut Keys and Toolbar
definable by user |
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Training Mode allows
user to practice or experiment without harm to database |
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Accounting handled
behind the scenes on all documents |
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Email documents, reports,
and statements easily |
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Integrated Spell
Checker |
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File Backup
utility included |
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Global Field Search/Replace
utilities for mass updates |
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Company Logo image
can be added to documents |
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Built-in Query wizard finds
data sets by boolean expressions (greater than, less than, not equal,
equal, etc.) |
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Saved custom query
lists |
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On-demand reporting
of Query generated lists |
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Custom Data Views can
be created for ad-hoc sorts and hiding / showing columns |
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"Sounds-like" feature
for searching customer names |
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Customer templates
can be setup for quicker data entry of new clients |
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Address Lookup and visual map during
data entry |
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Purchasing |
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Purchase Quotes, Purchase Orders, Back
Orders, and Purchase Receipt capabilities |
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Cost Camouflage Feature |
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View Purchase History |
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Auto Generate Purchase Orders using intelligent predictive analysis or traditional item quantity levels |
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Generate/Assign Serial Numbers
on Purchase Receipts |
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Check Vendor Payment History |
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Drop Shipping |
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Auto-fill Sales Order |
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Configure Preferred Vendors per
Item |
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Create inventory items
on-the-fly while purchasing |
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Maintain Item Quantity Held, Committed,
and Ordered |
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Quick Auto-fill of purchase orders
based on previous orders to same vendor |
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Purchase orders can be edited,
printed, and reprinted at any time |
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Receive partial purchase orders |
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Cancel all or a portion of a purchase
order |
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Automatic freight and discount
prorating on purchases for precise
inventory item costing |
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Numerous inventory reports and
sales charts to analyze
inventory performance and help forecast future ordering |
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Billing
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Recurring and incidental Billing |
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Templates allows for billing
various services to customer |
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Multiple billing periods allow
you to bill as often as needed |
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Multiple billing terms (i.e.,
weekly, monthly,
bi-monthly, quarterly, annual, etc.) |
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Support for 28-day billing
periods |
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On-screen bill presentment |
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Customer statement reprint for
any prior billing period |
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Several professional statements
to choose from |
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Export statement info to third
party printing service |
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Suppress printing of bills for
certain customers |
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EFT integrated in billing process
workflow |
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Email customer bills
(HTML) |
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Allow template customization of
electronic HTML bill |
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Allow dunning messages to appear
on statements |
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Allow Bill P.O. Reference |
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Suppress bill printing based on
min. balance, customer type, location, etc. |
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Company Logo printing |
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Watermark printing |
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Optical Mark Recognition support
for Pitney Bowes bill sorting equipment |
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Barcode printing on statement for
faster batch payment processing |
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Sub-Account feature can support
departmental group breaks on one customer bill |
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Sales Order
Processing |
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Manage any kind of order
document-- Work Orders, Web Orders, Service Orders, Layaways, and
Contract Pricing documents |
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Allows partial shipment of sales
orders |
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Allows comments, misc. charges,
and labor charges on sales orders |
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Accepts payments and deposits at
time of order |
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Allows prepaid sales orders |
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Future Date orders to be invoiced
at a later time |
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Cancel all or a portion
of a sales order |
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Sales orders can be edited, printed,
and reprinted at any time |
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Fulfillment screen can display all
pending orders in FIFO with availability status for completion to
make invoice |
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Generate pick tickets |
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Warn user of low stock levels |
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Alerts user when customer credit
limit exceeded |
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Return Authorization
(RMAs) |
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Manage Customer/Vendor
Return Authorizations |
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Track Warranty Information |
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Auto-Generate Return
Authorization Numbers |
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Generate Outstanding
RMA Reports |
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Restocking Fees |
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Exchange Documents |
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Negative Quantities
on Documents |
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Returns can be forced
to require RMA approval |
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RMA's can be edited, printed and
reprinted at any time |
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RMA's can be given
disposition so that user is aware of customer request |
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RMA Reason Codes |
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Multi-Location
Remote Connectivity |
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Manage Unlimited Number of Locations |
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Satellite office can remotely operate effectively with as little as 100k
bandwidth |
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Optimized for Cloud Computing using MS Terminal Services |
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Transactions, Customers, Incidents, and more
are logged to originating location |
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User can be assigned to a location/region or
choose their location on-the-fly |
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Dozens of affordable ISAAS Hosting providers to choose from or set up your own internal Cloud Server to administer your multi-location operation |
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Most POS equipment and printers can be setup
to work properly over remote session |
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Marketing |
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Bulk Email |
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Customer Tracking/Profiling |
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Prospect Tracking/Profiling |
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Track Return on Investment using
Advertising Codes |
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Imported prospect lists
automatically filter out duplicates and/or merges new information
to keep your name lists up-to-date |
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Integrated mail-merge
capabilities |
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Supports printing to dozens of
common address label formats or create your own |
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Export database contents for mail-merge into MS Word or MS Excel |
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Collections |
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Target overdue customers
by criteria like aging, min. balance, customer, location, etc. |
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Create letters directly
from a query you have generated |
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Auto-incrementing
dunning message on letters |
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View/Create contact
notes for each customer |
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Tag specific contact
notes to auto-popup when customer is accessed |
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Create employee tasks
for reminder and follow-up calls to overdue customers |
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Send customized emails
to your overdue customers |
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Automatically
generate a collections fee on all customers in your query |
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eCommerce |
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Real-time Integration with Back-end
Accounting/ Operations |
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Powerful eCommerce without Programming
Knowledge |
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Flexible Shopping Cart |
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Multiple professional ecommerce
template choices |
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Open Architecture for Template
Customization |
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Easily synchronize your Web storefront
with any changes or new items added on the Back-End/Accounting side |
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View Cart, Cart Checkout, Instant
Cart Contents |
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Auto creates order at back-end
from Cart Checkout |
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ISP hosted design eliminates possible
concerns of computer security breach |
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Automatic Order Notification via
Email |
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Authorize Credit Cards Online or
at Back-End Office |
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Attach pictures to your inventory
for synchronizing back-office and Web storefront |
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Ready to go with popular Zen Cart open source cart |
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Reporting |
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Combination of hundreds of comprehensive
reports |
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Report wizard for creating your
own savable reports |
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Custom report creation allows user-definable
sort-orders, multi-level grouping, totaling, averaging and more |
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Report Favorites can be created
for quick access |
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Reports can be output to Printer,
Screen, ASCII CSV, ASCII Tab Delimited, PDF, and Email. |
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Quickly print reports to screen
and electronically search for any information |
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Flexible print preview allows changing
output printer, tagging specific pages for printing, and zooming |
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Scheduler can launch reports at
set times or intervals to print or email |
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Scheduler can launch groups of
reports on demand |
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Report Favorites can be setup per
employee |
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Optional ODBC capability for creating custom
reports using other tools (e.g., Crystal Reports) |
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Shipping & Receiving |
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Packing Slips |
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Picking Lists |
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Freight Estimator |
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Shipping Manifest which
interfaces directly with UPS Worldship |
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Record Package Tracking Numbers
from Carrier |
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Personalized Email Notification
of shipment with URL for customer tracking |
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Address Labels |
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CRM/Groupware
|
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Tasks/Appointments/
Reminders |
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Link Tasks to documents |
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Intra Company Mail |
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Customer/Vendor History Calendar |
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Document History Calendar |
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User Groups/Access Rights |
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Enterprise Wide Event Log |
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Company-wide Calendar |
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Customer Care screen facilitates
instant inquiry access to a customer's history of quotes, orders,
invoices, payments, incidents, tasks, emails, etc. |
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Last 25 customers accessed can
be re-visited anytime |
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True Email browser integration
eliminates need for MAPI interface to products like MS Outlook |
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Manage
multiple internal/external email accounts |
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Address
Book to store and retrieve email addresses for employees, customers,
vendors, prospects, etc. |
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Create
personalized folders for organizing and prioritizing your emails |
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Easily
forward email or set rules to route email to another account when
you are not available |
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Setup
shared email accounts that an entire department can respond to (e.g.,
sales@mybiz.com) |
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Quickly
respond to email with user-defined templates and signatures
|
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Allow
sending/receiving of electronic file attachments like invoices, spreadsheets,
documents, etc. |
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Schedule
tasks (i.e., to do's, appointments and call backs) for yourself or
assign them to other employees or departments |
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Recurring
tasks can be setup to remind employees of routine tasks that need
accomplished at set times or intervals |
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Web-based interface for
customers to make online payments and review transactions |
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Online Payroll
with Time & Attendance
|
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Integrated Time Clock feature
manages employee times as they log in/out of program. |
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Interface with popular nationwide online payroll service |
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Provides turnkey solution which
eliminates data entry errors with automated transmittal of
employee timesheets and electronic import of payroll journal
entries. |
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Online payroll solution
eliminates tax filing penalties, reduces labor costs, provides
conveniences like Direct Deposit, and requires no tax table
software updates ever. |
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No technical expertise needed |
| |
Administration |
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Documents throughout
program record employee, location, date and time |
|
|
Security Administrator
with user-defined groups and rights |
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Security can be set
at the menu, window and field level throughout most of program |
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Define Company Policy per document |
|
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Audit all activities performed
by user |
|
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Allows creation of centralized
purchasing for multi-store operations |
|
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Schedule management related reports |
|
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Notify departments/users of company
meetings, trainings, policy changes, etc. through internal email |
| |
Task
Management |
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Create tasks for yourself or
assign them to other employees |
|
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Task templates can be created
for Appointments, Jobs, Reminders, To Do's, Call Backs, etc. |
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Recurring task capabilities |
|
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Task assignment can be done for
an entire department |
|
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Instant list of all tasks
completed or still pending per employee or entire company |
|
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Balances task workloads through
round robin technique |
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Progress indicator lets others
know percentage of task that is completed |
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Tasks can include up to 16
user-defined fields |
| |
Document
Management |
|
|
Create a paperless office
environment with integrated features that allow scanning, storing
and retrieving of all company documents on your existing hardware |
|
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Scanned documents can easily be
configured to save in multiple file formats including PDF, TIFF,
JBIG, etc. |
|
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Easily create virtual filing
cabinets and drawers with security rights, multiple repository
locations, and template based rules |
|
|
password protect sensitive
documents with 128-bit encryption strength |
|
|
Advanced document searching
capabilities supports various search techniques for quick
retrieval |
|
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Unique integration throughout
program virtually eliminates the problem of mismanaged electronic
filing |
|
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Supports electronic file
management as well (i.e. spreadsheet files, Video/Graphics,
Audio, Word documents, etc.) |
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