Easily synchronize your Web storefront with any changes or new items added on the Back-End/Accounting side
Auto creates order at back-end from Cart Checkout
Authorize Credit Cards Online or at Back-End Office
Attach pictures to your inventory for synchronizing back-office and Web storefront
True B2B capabilities which provides custom pricing per customer per item
Reporting
Combination of hundreds of comprehensive reports
Report wizard for creating your own savable reports
Custom report creation allows user-definable sort-orders, multi-level grouping, totaling, averaging and more
Report Favorites can be created for quick access
Reports can be output to Printer, Screen, ASCII CSV, ASCII Tab Delimited, PDF, and Email.
Quickly print reports to screen and electronically search for any information
Flexible print preview options
Shipping & Receiving
Packing Slips
Picking Lists
Bill of Lading
Freight Estimator
Integration with ShipStation
Record Package Tracking Numbers from Carrier
Personalized Email Notification of shipment with URL for customer tracking
Address Labels
CRM / Groupware
Tasks/Appointments/Reminders
Link Tasks to documents
Intra Company Mail
Customer/Vendor History Calendar
Document History Calendar
User Groups/Access Rights
Enterprise Wide Event Log
Company-wide Calendar
Customer Care screen facilitates instant inquiry access to a customer’s history of quotes, orders, invoices, payments, incidents, tasks, emails, etc.
Last 25 customers accessed can be re-visited anytime
True Email browser integration eliminates need for MAPI interface to products like MS Outlook
Manage multiple internal/external email accounts
Address Book to store and retrieve email addresses for employees, customers, vendors, prospects, etc.
Create personalized folders for organizing and prioritizing your emails
Easily forward email or set rules to route email to another account when you are not available
Setup shared email accounts that an entire department can respond to (e.g., sales@mybiz.com)
Quickly respond to email with user-defined templates and signatures
Allow sending/receiving of electronic file attachments like invoices, spreadsheets, documents, etc.
Schedule tasks (i.e., to do’s, appointments and call backs) for yourself or assign them to other employees or departments
Recurring tasks can be setup to remind employees of routine tasks that need accomplished at set times or intervals
Web-based interface for customers to make online payments and review transactions
Online Payroll with Time & Attendance
Integrated Time Clock feature manages employee times as they log in/out of program
Interface with popular nationwide online payroll service
Provides turnkey solution which eliminates data entry errors with automated transmittal of employee timesheets and electronic import of payroll journal entries
Online payroll solution eliminates tax filing penalties, reduces labor costs, provides conveniences like Direct Deposit, and requires no tax table software updates ever
No technical expertise needed
Administration
Documents throughout program record employee, location, date and time
Security Administrator with user-defined groups and rights
Security can be set at the menu, window and field level throughout most of program
Define Company Policy per document
Audit all activities performed by user
Allows creation of centralized purchasing for multi-store operations
Schedule management related reports
Notify departments/users of company meetings, trainings, policy changes, etc. through internal email
Task Management
Create tasks for yourself or assign them to other employees
Task templates can be created for Appointments, Jobs, Reminders, To Do’s, Call Backs, etc.
Recurring task capabilities
Task assignment can be done for an entire department
Instant list of all tasks completed or still pending per employee or entire company
Balances task workloads through round robin technique
Progress indicator lets others know percentage of task that is completed
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
Scanned documents can easily be configured to save in multiple file formats including PDF, TIFF, JBIG, etc.
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
Unique integration throughout program virtually eliminates the problem of mismanaged electronic filing
Supports electronic file management as well (i.e. spreadsheet files, Video/Graphics, Audio, Word documents, etc.)
Collections
Target overdue customers by criteria like aging, min. balance, customer, location, etc.
Create letters directly from a query you have generated
Auto-incrementing dunning message on letters
View/Create contact notes for each customer
Tag specific contact notes to auto-popup when customer is accessed
Create employee tasks for reminder and follow-up calls to overdue customers
Send customized emails to your overdue customers
Automatically generate a collections fee on all customers in your query
