Set Up
• Business Operation cost centre
• Mark Up Management
• Sales Budget
• Terms & Conditions Form
• Payment Terms
• Price List Manager
• Back Up System
• Plus more
Customers
Click here for details about Customer Features
• Import Customers from current data base
• Multiple Contacts for the one organization
• Email Customers
• Full Customer History
• Customer Profit Analysis
• Customer Contact Log
• Customer Type Marketing
• Plus more
Suppliers
• Import Suppliers from current data base
• Import Suppliers Component lists
• Import Suppliers Product lists
• Multiple Contacts for the one Supplier
• Full Supplier history
• Plus more
Enquiry Management
• Record enquiries
• Enquiry register for follow up
• Turn enquiries into quotes or sales
• Re-Contact
Import Wizard
• Import Current Customers
• Import Component Catalogue Fast
• Import Product Catalogues Fast
• Import customers and products
from other systems
• Plus more
• Click Here for Details
Component Management
• Import Component Catalogue Fast
• Inventory Control System
• Adjust prices to allow for freight amortization
• Attach any files to components.
• Sell Part of Component Wizard
• Component Variation System
• Generic Parts
• Get Quote System
• Find Component by Component Type
• Search Any Word
• Component Sales Analysis
• Complete Inventory Control
• Stock Picking System
• Stock Ordering System
• Adjustment Notes
• Stocktaking Management
• Plus More
Product Management
• Import Product Suppliers Catalogues
• Automatic Catalogue Price Lists
• Manage Mark Up from Product Type
to Individual Products
• Full Pricing Flexibility
• Product Price Matrix for Qty Break
Discounts
• Attach any Files to Products:
• Full and flexible Bill of Materials
• Find Product by Product Type
• Product Sales Analysis
• Add Processes to Products
• Create Value add Lists for Products
• Analysis Product Performance
• Plus more
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Process Management
• Create Process Types: Laser
Engraving, Sand Blasting etc
• Create Processes: Laser Engrave
Name Tag, Etch Sml Glass Trophy, Etch
Metal Plaque
• Process Sales Analysis
• Process Price list including Qty Break
• Embed Processes into Products
• Plus more
Quote Management
• Create and Monitor Enquiries
• Provide quotes to your customers via
printout, e-mail or fax
• Turn quotes into orders with one
button click
• Quote Management Tracking
• Plus more
Sales Management
• Write Sales Orders
• Manage Multiple Contacts for each
Customer
• Add Products, Processes or
components
• Modify Product Breakdown to Suit
Customer Needs – fast
• Duplicate Line Item
• Duplicate old job and edit for new
order
• Automatic Stock Management
• Attach Line Item Notes, Manufacturing
Instructions
• Attach Job Notes
• Attach any type of File
• Print or email Order Confirmation
• Print High Detailed Job Sheets
• Print file Attachments
• Look Up Customer Sales History
• Customer Card Management on the fly
• Record Customer Payments
• Invoice Job
• Plus more
Production Management
• Create Detailed Job Sheet
• Always upto date Job Schedule
• Filter Job Schedule by Each Department
• Job Tracking and Stage Check Off
• Individual Job Planning
• Production Management
• Process Management
• Plus more
Stock Management
• Manage Customer Orders that require
multiple suppliers and build purchase
orders for each supplier
• Creates Stock Picking List
• Adjust generated stock lists
• Stock Picking List
• Creates Purchase Orders
• Print or E-mail Purchase Orders to
Suppliers with Attachments if required
• Automatic Purchasing for Stocked
Items when inventory gets low
• Inventory Management System
• Order Inventory on the fly
• Plus more
Accounts Management
• Export Sales Records for Your
Accounting Program Data Entry
• Manage Payments for Invoices or
Orders in real time
• Reports for Orders, Sales, Income,
Accounting Information, and Inventory
Information
• Customer Statement Generation
• Accounts Receivable with Aging
• Plus more
Management
• Set Default Mark Up and Tweak at
every stage
• Cross the Board or Product Type or
Price List - Increase/decrease prices
by % factor
• Volume Price Management
• Staff Registration
• Staff Security Levels
• Easy Backup System
• Print Avery labels for mailing labels,
and envelopes
• Use as many or as few functions to
suit your own needs
• Connects straight to Outlook
• Powerful Sales analysis
• Plus more
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