System-Wide Features

•User-defined hot key access for your favorite functions
•Pop-up windows and aliases for easy look-up of codes
•Set up user-defined pop-up notes for customers, vendors and items to convey critical information
•Comprehensive audit trail
•Drill down options to see details of summary data
•Fax or e-mail orders, invoices, acknowledgments, letters directly from computer
•Extensive search and list capabilities
•Can handle multiple companies
•Virtually unlimited number of customers, vendors, items
•Ability to add customers, vendors, inventory items, etc., on the fly
•Retain orders, invoices, vendor invoices for many years with easy search and look up
•  Go paperless! Scan and store documents and link to orders, customers, or vendors

Quotations

•Store complete quote indefinitely
•Supports multiple quantities and vendors
•Order can be automatically generated from quote
•Request quotes from vendors
•User-defined automatic multiple pricing levels
•Prospect file with ability to move prospect to customer file
•Notes available
•Quote can be tracked and found by 11 search and look-up codes


Order Processing

•Complete order stored
•Instantly repeat an existing order
•Upload art files and include thumbnail on documents
•One screen order designed especially for the sales professional
•Special order form for wearables order to generate orders to both the decorator and the blank goods vendors
•Access to selected supplier catalogs including detailed description and specs, picture of product, and current pricing
•Supports multiple vendor orders
•Immediate credit reporting
•Multiple ship-to addresses
•Instant access to customer, vendor and order notes
•Extensive access to history for follow up and analysis
•Flexible special pricing options including multilevel for different price groups (wholesale/retail), End quantity, specific price for an item
•  Order status update through ePSA



Order tracking and scheduling

•Set up your own steps in the life of the order
•Mark steps complete as soon as finished
•Instant access to current order status from any workstation
•Automatic scheduling of each step with ability to manually override



Customer Invoicing

•Generated automatically from order processing
•Complete invoice stored
•Search for an invoice 10 different ways
•Credits and miscellaneous billing can be entered directly
•Prebill feature
•Royalty reporting
•Comprehensive sales tax calculation and reporting
•Supports split shipments
•Allows individual or batch printing of invoices



Accounts Receivable

•Automatically posted through invoicing
•Enter adjustments and sales tax corrections directly
•Credit history
•Credit limits and collection letters control bad debt
•Supports cash discounts
•Option to automatically calculate service charges
•Monthly statements (all or selected)
•One-step reconciliation with G/L
•Supports payments through credit cards



Accounts Payable

•Vouch against order detail to directly compare expected and actual costs
•Automatically set up recurring payments
•Automatic assignment of accounting codes
•Payment selection based on user-defined discount and due dates
•Supports payments through credit cards
•Controls prepaid invoices and deposits to vendors
•Supports handwritten checks
•Ability to void and reprint checks
•Multi-account distribution
•Automatically accumulates vendor rebate data
•Calculates and reports rebates earned, samples purchased, remaining rebates and order deadlines



Payroll

•Automatic salary and deduction computation
•Supports hourly and salaried pay types
•Complete tax computation and reporting
•Supports 401K plan
•Supports handwritten and void checks
•Advance earned income credit computation



General Accounting and Financial Statements

•Individualized chart of accounts & financial statements
•Multiple number of book periods open simultaneously
•Recurring and reversing journal entries
•Supports budget
•Financial statements programmable by user
•Comprehensive Management Overview Report



Inventory

•Supports customer-owned goods and reference only items as well as bill of materials and other special purpose items
•Supports FIFO
•Size and color codes
•Supports assembly/kits capability
•Reporting of inventory by vendor, customer or up to 9 inventory types
•Reporting of sales and gross profit by item and type of inventory
•Buying routines
•Extensive fulfillment program procedures and reporting



Program Tracking

•Excellent for safety and sales incentive programs
•Tracks points or dollars
•Up to five levels for each program
•Prints point checks or statements



Sales Commission

•Based on sales, gross profit, discount code or profit %
•Paid when orders placed, invoiced, collected or any combination
•Supports variable rates depending on accumulated sales/profit
•Automatically generated through order processing and invoicing and updated for any changes in the order
•Override capability
•Reserve account



Sales Reporting

•Automatically accumulated from order & invoice data
•Current month and year-to-date as well as prior year reporting
•Supports division reporting
•Customer Analysis - Ranking by sales volume as well as gross profit $ or %
•Recap by new, repeat and change
•Sales and gross profit reporting by company, salesman, customer, customer type, item and others



Marketing Letters and Labels

•Select addresses of customers, vendors, or prospects or from orders with many selection and sorting options to pinpoint recipients of the mail piece
•Produce letters, mailing labels, and shipping labels
•Mail-merge features
•Print, FAX, or e-mail letters
•Generate single letters such as new customer or thank you letters



Shipment Tracking

•Export shipping address data to UPS or FedEx shipping computer
•Import tracking data from UPS or FedEx shipping computer
•Import tracking data from ePSA update
•Manually enter tracking data for later reference
•Access tracking data by order
•Link to shipper's web site for tracking details



Create-A-Report

•Extract data from any file using up to 10 selection criteria and up 5 sort levels
•Create your own report using the extracted data
•Export extracted data to Excel or a flat file



Contact Management

• Schedule calls and appointments
•Enter date-stamped contact notes