Software Features

General

  • Supports MS Windows 32-bit or 64-bit OS including  XP/Vista/7/8/10/2008/2012
  • Video Tutorials
  • Comprehensive Online Help
  • Company setup wizard guides you through software implementation and includes over 100 business models
  • Data Import/Export
  • Quickbooks® database conversion included for easy migration
  • Multi-store Design
  • Multi-user Ready
  • Multi-company Capable
  • Multi-tasking Infrastructure
  • Sample Data Provided
  • Customizable data entry screens
  • Shortcut Keys and Toolbar definable by user
  • Training Mode allows user to practice or experiment without harm to database
  • Accounting handled behind the scenes on all documents
  • Email documents, reports, and statements easily
  • Integrated Spell Checker
  • File Backup utility included
  • Global Field Search/Replace utilities for mass updates
  • Company Logo image can be added to documents
  • Built-in Query wizard finds data sets by boolean expressions (greater than, less than, not equal, equal, etc.)
  • Saved custom query lists
  • On-demand reporting of  Query generated lists
  • Custom Data Views can be created for ad-hoc sorts and hiding / showing columns
  • Customer templates can be setup for quicker data entry of new clients
  • Address Lookup and visual map during data entry

Accounting

  • General Ledger
  • Accounts Receivable
  • Accounts Payable
  • Multi-tier Chart of Accounts
  • Bank Reconciliations
  • Budgeting
  • Fixed Allocations
  • Unlimited Open Years
  • Check Printing
  • Customer Credit Hold
  • Customer Check Hold
  • Finance Charges
  • Multi-tier Taxes
  • Tax on Tax capabilities
  • Taxing Authorities
  • Branch/Location Sensitive
  • Electronic check payments
  • On-screen customer aging
  • Supports Accrual or Cash Based accounting method
  • “Behind-the-scenes” view of GL Postings on transactions
  • Export Journal Entries to Quickbooks
  • Write-off bad debt feature
  • Recurring bill payments
  • Print or Electronically send Vendor 1099’s
  • Freely distributable Auditors Edition allows outside accountants to review/modify financials, including Bank Reconciliations (i.e. similar to Quickbooks© Accountant Copy feature)

Point of Sale

  • Touch Screen Capable
  • Gift Card sales and redemptions
  • Customer Loyalty/Rewards programs to entice repeat business
  • Fully integrated with A/R, Inventory and G/L
  • Automatically updates inventory levels and account balances
  • View inventory levels at all locations during sale
  • Supports trade-in items, returns, coupons, redemptions, and other negative quantity line items during POS entry
  • Support for electronic cash drawers, receipt printers, customer displays, magnetic card readers and barcode scanners
  • Credit Card Authorization supports AVS/CVV2/CVC2
  • Handles multiple tender types like cash, checks, credit cards, store credit, gift certificates, etc.
  • User definable tender type
  • Split tender capability
  • Cash Drawer reconciliation
  • Suggestive Cross Selling (Similar/Alternate/Add-on Items)
  • Barcode scans item code, UPC, or other alias codes
  • Price levels can be easily changed during sale
  • Automatic Promotional pricing for Percent Off, Fixed Sale Price, BOGO, Mix and Match, and more.
  • End of day reports summarizes daily sales by store or employee
  • Bank deposit preparation
  • Summary/detail reports for filing all taxes
  • Auto-Logout feature after each sales transaction
  • Prevent or Warn user of refunds on items past their return policy period
  • Instant Credit Card Purchase History lookup allows customers to refund items without a receipt

Manufacturing

  • Supports creation of Bill-of-Materials with unlimited Assemblies and Sub-Assemblies
  • Allows for work flow processing from pending work order to final completion of work order.
  • Work Orders allow deviation from original Bill of Materials
  • Bill of Materials support labor charges, start/stop dates on components and scrap considerations.
  • Follows proper cost accounting standards with variance adjustments
  • Supports Serialized Inventory and automatic labeling of merchandise

Inventory Control

  • Multi-location inventory management
  • Supports LIFO, FIFO, Last, Average costing methods
  • Manage unlimited Tangible and Intangible Items
  • Serialized/Lot tracking
  • Manage Matrix Inventory items (i.e. item with similar characteristics that might only vary in color, size, style, etc.)
  • Manage internal inventory office supplies
  • Item codes can be up to 16 characters in length
  • Up to 3 vendors per item
  • 8 price levels per item
  • 5 price breaks per level
  • Fractional Quantity capable
  • Item unit cost precision to 5 decimal places
  • Item unit price precision to 4 decimal places
  • Track reorder point stock levels per item
  • Track minimum/maximum stock levels per item
  • Track best/last cost, EOQ, and lead time per item
  • Inventory Templates for quick item additions
  • 5 pricing calculations including markup, margin, reduction amount, fixed price and fixed percentage.
  • Price Rounding to *.95, *.99, *95, *99, etc.
  • Graph Inventory Levels
  • Bar Code Printing
  • Price Protection
  • Unit Measure Conversion
  • Auto Fill Sequential Manufacturer Serial No.
  • User-definable attributes (i.e., size, style, color, etc)
  • Global Price change with price import feature
  • Attach Images, Streaming Audio, Streaming Video to Items
  • Item Kits
  • Automatic Item discontinue feature when product is depleted from inventory
  • Multi-level Categories
  • Item Code Aliases
  • 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
  • Audit Trail for Inventory Adjustments
  • Stock Transfer capabilities
  • Auto Suggest Stock Transfers from main holding facility to other Locations/Branches
  • Inventory Import/Export feature in various formats
  • Quick on-screen price check feature for any item
  • Item codes can be assigned weight for freight calculations when invoicing
  • Allows automatic item code generation per category
  • Item code additions can generate check digit for reduced data entry errors
  • Reconciliation can create count worksheets and auto-adjust variances
  • Cycle counting with ABC Analysis
  • Supports data collectors for faster inventory counts

Invoicing

  • Quotations, Proposals, and Sales Documents
  • Back Dates to allow posting to correct accounting period
  • Promotional/Volume/Customer-Level Pricing
  • Specific Customer Pricing, per Item/Category/Department with expiry date
  • Allows for Bill To and Ship To Address Information
  • Prior year adjustments can be easily made on Ledger
  • Allow changes to every facet of invoice line items
  • Easily find invoice items by various means including unique Intellisearch lookup
  • Control entry behavior of each item entered on invoice
  • Sales Commissions by percentage, flat amount or gross profit calculation.
  • Tiered Sales Commissions by Retroactive / Step Quantity, and Margin percentage
  • Each item supports Multi-level Sales Commissions based on employee type
  • Returns allow changes to unit cost if desired
  • Returns restrict cash refund if original tender different
  • Discounts can be handled per line item or as a total amount for the document
  • View inventory levels at all locations while invoicing
  • Definable field for info unique to your business
  • Special comments, warranties or instructions can be added to each invoice line item
  • Customer Shipping Instructions can be included per document
  • Selecting a customer for document can preset Tax, Terms, Ship to, Bill to, Shipping Instructions, etc.
  • Analysis reports show cost of sales, gross profits and percentages, etc.
  • Returned items are held for easier allocation later on (return to Vendor or Stock, Discard Item, etc.)
  • Alerts user when customer credit limit exceeded
  • User definable invoice terms and shipping methods
  • Process COD invoice and track payment until receipt
  • Service type invoice format can suppress unit prices to reflect grand totals only
  • Batch Invoice Printing

Purchasing

  • Purchase Quotes, Purchase Orders, Back Orders, and Purchase Receipt capabilities
  • Cost Camouflage Feature
  • View Purchase History
  • Auto Generate Purchase Orders using intelligent predictive analysis or traditional item quantity levels
  • Generate/Assign Serial Numbers on Purchase Receipts
  • Check Vendor Payment History
  • Drop Shipping
  • Auto-fill Sales Order
  • Configure Preferred Vendors per Item
  • Create inventory items on-the-fly while purchasing
  • Maintain Item Quantity Held, Committed, and Ordered
  • Quick Auto-fill of purchase orders based on previous orders to same vendor
  • Purchase orders can be edited, printed, and reprinted at any time
  • Receive partial purchase orders
  • Cancel all or a portion of a purchase order
  • Automatic freight and discount prorating on purchases for precise inventory item costing
  • Numerous inventory reports and sales charts to analyze inventory performance and help forecast future ordering
  • Automatic Item discontinue feature when product is depleted from inventory
  • Multi-level Categories
  • Item Code Aliases
  • Instant on-screen M-T-D, Q-T-D and Y-T-D statistics on sales, purchases, adjustments, transfers, returns, discards, and COGS per tem
  • Audit Trail for Inventory Adjustments
  • Stock Transfer capabilities
  • Auto Suggest Stock Transfers from main holding facility to other Locations/Branches
  • Inventory Import/Export feature in various formats
  • Quick on-screen price check feature for any item
  • Item codes can be assigned weight for freight calculations when invoicing
  • Allows automatic item code generation per category
  • Item code additions can generate check digit for reduced data entry errors
  • Reconciliation can create count worksheets and auto-adjust variances
  • Cycle counting with ABC Analysis
  • Supports data collectors for faster inventory counts

Billing

  • Recurring and incidental Billing
  • Flat Rate and Usage-Based Billing
  • Templates allows for billing various services to customer
  • Multiple billing periods allow you to bill as often as needed
  • Multiple billing cycles (i.e., weekly, monthly, bi-monthly, quarterly, annual, etc.)
  • Support for 28-day billing periods
  • On-screen bill presentment
  • Customer statement reprint for any prior billing period
  • Several professional statements to choose from
  • Completely customizable statement format
  • Export statement info to third party printing service
  • Suppress printing of bills for certain customers
  • Auto Bill Pay via Credit Card integrated into billing process workflow
  • Email customer bills (PDF, HTML)
  • Allow customization of electronic bill
  • Allow dunning messages to appear on statements
  • Allow Bill P.O. Reference
  • Suppress bill printing based on min. balance, customer type, location, etc.
  • Company Logo printing
  • Watermark printing
  • Optical Mark Recognition support for Pitney Bowes bill sorting equipment
  • Barcode printing on statement for faster batch payment processing
  • Sub-Account feature can support departmental group breaks on one customer bill

Return Merchandise Authorizations (RMA's)

  • Manage Customer/Vendor Return Authorizations
  • Track Warranty Information
  • Auto-Generate Return Authorization Numbers
  • Generate Outstanding RMA Reports
  • Restocking Fees
  • Exchange Documents
  • Negative Quantities on Documents
  • Returns can be forced to require RMA approval
  • RMA’s can be edited, printed and reprinted at any time
  • RMA’s can be given disposition so that user is aware of customer request
  • RMA Reason Codes

Multi-Location Remote Connectivity

  • Manage Unlimited Number of Locations
  • Satellite office can remotely operate effectively with as little as 100Kbps bandwidth
  • Optimized for Cloud Computing using Microsoft Remote Desktop Services
  • Transactions, Customers, Incidents, and more are logged to originating location
  • User can be assigned to a location/region or choose their location on-the-fly
  • Dozens of affordable ISAAS Hosting providers to choose from or set up your own internal Cloud Server to administer your multi-location operation
  • POS equipment and printers can be setup to work properly over remote session

Marketing

  • Integrated Web-Based Email/SMS Marketing
  • Internal Bulk Email Capabilities
  • Customer Tracking/Profiling
  • Prospect Tracking/Profiling
  • Track Return on Investment using Advertising Codes
  • Imported prospect lists automatically filter out duplicates and/or merges new information to keep your name lists up-to-date
  • Integrated mail-merge capabilities
  • Supports printing to dozens of common address label formats or create your own
  • Export database contents for mail-merge into External Systems

eCommerce

  • Real-time Integration with Back-end Accounting/ Operations
  • Powerful eCommerce without Programming Knowledge
  • Flexible Shopping Cart
  • Multiple professional ecommerce template choices
  • Open Architecture for Template Customization
  • Easily synchronize your Web storefront with any changes or new items added on the Back-End/Accounting side
  • View Cart, Cart Checkout, Instant Cart Contents
  • Auto creates order at back-end from Cart Checkout
  • ISP hosted design eliminates possible concerns of computer security breach
  • Automatic Order Notification via Email
  • Authorize Credit Cards Online or at Back-End Office
  • Attach pictures to your inventory for synchronizing back-office and Web storefront
  • Ready to go with popular WordPress/WooCommerce or Zen Cart open source carts

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 allows changing output printer, tagging specific pages for printing, and zooming
  • Scheduler can launch reports at set times or intervals to print or email
  • Scheduler can launch groups of reports on demand
  • Report Favorites can be setup per employee
  • Optional ODBC capability for creating custom reports using other tools (e.g., Crystal Reports)

Shipping & Receiving

  • Packing Slips
  • Picking Lists
  • Bill of Lading
  • Freight Estimator
  • Shipping Manifest which interfaces directly with UPS Worldship
  • 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