Company Details
Password protected. Store company related data and the names (shown in the screen shot as A, B, C etc.) of electronic price guides to be used from suppliers when creating orders. Up to 5 EPG's may be used.

Company Details

Data from this file are used to provide data for all reports. The installed or on-line price guides allow a user to select products from a given supplier based on the supplier's or manufacturer's part number when an order is being entered.

Data Entry

Additional navigation is available from the Data Entry and More Data Entry menus. Below is a screen shot of the data entry menu.

Data Entry

Employees

The employee screen allows data entry for all company employees including digital signature, which can then appear on quotations or other reports. Data for a particular employee can only be changed by an authorized person via the use of the appropriate password. The password access button appears at the top of the screen.

Employees

Inventory

Track items on order, on hand, reorder level, stock value, last purchase price etc.

Inventory

Customers

Track customer data and link to form letter

Customers

Invoicing

Used to enter orders and to create invoices, worksheets, quotations, credit applications, credit memos, Performa invoices, over-the-counter receipts, packing lists, schedules, service contracts, service contract quotations, maintenance/service worksheet and customer statements. Select bill-to and ship-to data from drop-down lists, quick search feature to find particular invoices, password protected feature to view real-time P&L with breakdown and graphical analysis. Memo field for every invoice. Scheduler for work to be performed with calendar interface. track payments. Customizable sales tax data. Auto numbering for invoices, Select product per line item from drop-down list based on supplier's on-line catalog, view product status per line item (on order, ETA, in stock, Purchase order data etc.), Unlimited number of items per invoice, and much, much more.

Invoice

Purchases

Create purchase orders. Select supplier from drop-down list. Auto create purchase order numbers, Apply to specific GL account. Apply line items to specific order, track PO status per line item, Apply payments, print purchase order and much, much more.

Purchase Order

Returned Merchandise Authorizations

Track RMA's by date bought, from whom, on what purchase order, on which supplier's invoice, who was the customer for the item, type of RMA (Credit, exchange or repair), date the item was sent out date the RMA was redeemed, quantity and value. Select item to create RMA for from drop-down list of recent purchases etc. Linked to RMA reports.

More Data Entry

Additional navigation is available from the Data Entry and More Data Entry menus. Below is a screen shot of the More Data Entry menu.

More Data Entry

Technicians

Manage data on all service/technical personnel. Track pay rate/hr, type of work qualified for, billing units and discount and regular unit cost.

Technicians/Service personnel

Suppliers

Keep information on your various suppliers

Suppliers

Service/Maintenance

Enter service and maintenance calls and keep historical data on each call made. Track work done costs and return for warranted and non warranted items and much more.

Service/Maintenance

A full compliment of reports are included as standard with the package as outlined above. In addition, various batch reports are accessed from the reports menu shown below. Note: the reports menu handles batch reports; other reports are available directly from the various data entry screens. To view report samples click on any of the red highlighted buttons on the menu below.

Reports Menu

If you would like to see a demonstration of this application or would like to have further information please contact us by clicking on the contact link on this page.