• Credit memo
• Quotes
• Consignment
• Rentals
• Future Orders
• Repairs
• HOLD
• RGA
• Invoice
• Salesperson Sample
• Order , may include :
  • Service Order
  • Back Order
  • Blanket Order
  • Work Order
  • Drop Ship Order
    • Regular
    • Immediate Ship
  • Special Order

DESIGN & LAYOUT

• Screens with easily accessible “Tabs”.
• Custom Reporting with Calculated fields and summary levels
• Drill Downs on fields.
• Flags for warnings.
• Sort Data in columns by clicking on Column Headings .
• Tracking.

• Add “customers/ Ship-Tos” on the fly.
• Back order items can exist with stock items on the same order.
• Back order codes by customer – Always BO, Never BO, Ship Complete!
• Change Terms per invoice (pop-up window).
• Clerk/Salesperson Fields Pop-up Windows. BMA can have multiple salespeople per each transaction.
• Contact Field.
• Copy Orders To another order. From one customer to another .
• Customer Changes – can edit customer record on the fly.
• Customer Lookup Pop-up Windows – Exact matches, partial matches, freeform matches! Name - Account #, User-Defined Field, Phone #, Zip Code Can ADD a New customer on the fly .
• Credit balance and limit amounts displayed.
• Date Delivery Field (appears in the Browse utility).
• Date of Invoice can be changed if entering previous day invoices .
• Date Required Field.
• Default ‘Bill-To’ for a “Ship-To’ .
• Delivery Method Field Pop-up Window: Multiple types by code.
• Hold Reason (when order is placed on hold). Hold orders are tagged and placed in table for retrieval later.
• ID entering operator and track this with order!
• Inquiry by customer to see: Items sold, Open A/R, Invoice Payment Transactions or Rental Status!
• Job field Pop-up Window: Multiple Jobs can be created and managed.
• Note Fields: Special Instructions and Hold Reason – linked to Customer Record (other notes can be private).
• Notes highlighted: First 60 characters from customer maintenance are highlighted at POS header.
• Online access to Customer ID or Inventory ID! Setting @ Customer Maintenance Screen (Edit Tab).
• Recurring Order Feature .
• Route ID/Route Sequence.
• “Ship Complete” automatically printed on an order when all items are shipped .
• Shipment from alternate warehouse can be PRICED OR CREDITED either from selling or shipping branch.
• Special Order Number Tracking
• Tax codes by invoice with many levels and with Pop-up Windows.
• Unlimited Ship to addresses Pop-up Window. ADD one on the fly.
• Validates entered data: Customer ID and Inventory ID!
• Zip code database (automatically populates city, state and county field when zip code is added).

• Order Acknowledgements sent to customer .
• PO Number: A pop up screen can ask for a PO if the customer has to have one (turn on by putting a “yes” in PO field in Customer Record).
• PO Number Duplicate Warning : Anytime a duplicate PO number is used at Order Entry, user has these three options (which are set by customer) – 1) Allow, 2) Display a Pop-up Window to Warn, or 3) Prohibit w/Pop-up.

• Add New Item to Inventory Record on the fly.
• Allocation Option - Inventory quantities can be allocated manually or automatically (with or without salesperson override) when entering orders.
• Alternative and Equivalent Item recommendations – related products follow a product sold which the order taker may retain or delete!
• Automatic Email acknowledgement !
• Back Orders – Generate pick ticket for remaining items not shipped.
• Bar coding
• Bill To/Ship To Option .
• Calculator
• Companion Item Recommendation !
• Credit card authorization with So your transactions are secure!
• Corporate Accounts - Maintain “corporate accounts” with multiple billing addresses.
• Credit Card Processing – through VeriSign.
• Can access multiple credit cards numbers during order entry!
• Credit Card sales supported!
• Magnetic reader supported!
• Verification through outside credit card data center!
• Credit Control – Flags per customer: Past Due, Over Credit Limit, and Customer On-Hold. For orders when customer goes over credit limit, there is an option to put order on hold for another to review later.
• Customer Item Cross Reference – Can use multiple customer product numbers for same item!
• Commissions:
• Breaks based off of Sales or Profit!
• Computed by either sales or receipts!
• Percentage based option - based on percentage of quota reached!
• Counter Sales
• Allows balancing cash drawer!
• A/R payments supported (process cash received)!
• Faxing invoice to Billing address supported!
• Integrates with Cash Registers, Credit Card Reader, Bar Code Reader, and Signature Capture Device!
• Picks immediately while customer waits!
• Prints invoice at cash register!
• Support s Point of Sale!
• Tax codes for pick up orders in place of tax codes based on customer location!
• Deposits – apply within order entry .
• Discounts: Automatically calculated – linked to Customer Record.
• Drop Ship items - can be added to Order with inventory items and a PO can be created automatically .
• Edit Item Cost: Can be done on the fly.
• Email – auto Email customers and employees when order is processed.
• Fax Numbers – There is available a default fax number per each customer by transaction type.
• Freight Charges with Custom ” Mark-up” Table (where a percentage or dollar adder can be calculated on freight prices).
• Freight billed separately!
• Freight carrier automatically assigned by customer!
• Future Orders!
• Handling Charge!
• Hold and Release feature – can add or change items on an invoice even after it is printed ( see screen on right ).
• Item Lookup by: Competitor product number, Vendor bar code, customer product number!
• Job Phases . INVOICE HOLD/RELEASE SCREEN
• Job number inquiry!
• Kits can be created on the fly!
• Lead time information based on historical performance by item!
• Line item GM or discount override on fly.
• Manager Override for Credit over Limit Flag.
• Multiple Locations/branches - show stock available!
• Multiple Transaction Types on same ticket.
• Multiple Invoices can be created from the SAME single order .
• Non-returnable items flagged!
• Partial or decimal Quantities
• Past Due Accounts “Lock out”:
• Payments – apply with in order entry. Up to five (5) decimal places to right of decimal.
• Pricing plans
• Adjustments by: Family pricing, $ amount, Quantity, Price level by category, discount by category, adding a percentage to cost, calculating a discount from retail, inputting desired GP% for an item, Customer price List (contract)!
• Automatic price changes by category with effective date!
• Assigned by “ship-to” locations option .
• Best Price: automatically provide the customer with the best price when there are multiple applicable pricing alternatives! (System initially recommends best item price for customer!)
• Calculates price change by dollar amount or percentage change!
• Changes and Exceptions allowed by Operator or Supervisor!
• Contract pricing & terms!
• Cost of Item available on OE screen ! (if user has that security option)
• Cost Methods: FIFO, LIFO, Average, Landed Cost, Standard Cost, Replacement!
• Customer specific!
• Displays next price automatically!
• Exception reports fro price changes beyond user-defined limits!
• First Price vs. Best Price: Automatically provide the customer with the first price that applies or a contract price instead of the best price!
• Future Prices – which automatically become current as of an effective date!
• Gross-margin displayed online when substitute items are suggested!
• Job or Project specific pricing!
• Quantity “what-if’ scenarios: Pricing options can be explored in quantity “what-if” scenarios!
• Price breaks can be by order!
• Promo or Sale pricing!
• Rounds price changes to price points!
• Store process as: Dollar amounts or discount percents!
• Vendor price updates from CD-ROM, update service, Internet service, or Flat file!
• Can be created on fly for back orders etc!
• Automatically created for drop or direct-shipments!
• Shows pending PO with expected receiving dates! 
• Quantity Breaks display when entering the order!
• Rental Option on same order (see RENTAL SECTION D-1)
• Reprint Invoice.
• Restocking charges supported
• Restrictions – Customer can be restricted from purchasing specific products via customer authorization to purchase!
• Restrict delivery ticket printer by user.
• Returns: Multiple designations plus defective return tracking.
• Salespeople: Multiple salespeople by invoice.
• SCAC Code Definition (Standard Carrier Alpha Code ) : Delivery Tickets, Pick Tickets, and Packing Slips can show the Ship via SCAC code definition. Table is user-defined.
• Serial Numbers - Set serial number handling settings by item. Track serial numbers for sold and rented items. View list of serial numbers in stock, on sales order, invoiced, and on return good authorizations.
• Service for a Customer:
• Send a notice upon shipping of product as an EDI, ASN, Email, fax, or printed form!
• Tax ID number.
• Service level acceptable by customer is tracked by order!
• Shipping requirements for customer automatically assigned!
• Shopping List Window – A customer’s most frequently purchased items with display in a Window based on a certain criteria that would be set up in the administration module. This handy sales tool will improve customer service.
• Sort Data by clicking on columns .
• Special Order Items – differentiate “stock” items from ‘non-stock”.
• PO Number Duplicate Warning : Anytime a duplicate PO number is entered at OE, user has these three options (which are set by customer) – 1) Allow, 2) Display a Pop-up Window to Warn, or 3) Prohibit w/ Pop-up. C ustomer Maint. Screen (Edit Tab).
• Split Payments: Combination of cash, bankcard, A/R, or check allowed.
• Search Hierarchy – when searching inventory database by item number.
• Item number, 2)Vendor item number,3)Auxiliary number, 4)Manufacturing number,5)Customer number
• Tax ID and other Certification Numbers
• Tax Exempt: Track sales tax exemption certificate expiration dates!
• Indicate that a customer requires product certification test reports, manufacturer’s certification of compliance, or critical inspections to be performed by distributor!
• EIN and other Certifications: Track numbers and expiration dates!
• Sales tax matrix to override sales tax rules per customer tax group, product price group, customer tax group, individual product, individual customer, product tax group, or individual customer, or product combination!
• Tax Exemption by line item!
• Tax Rates based on ship-to-address!
• Tax Rate can be different by item.
• Template of previous items ordered can be created and copied to another transaction : Last Invoice, Quote, Order, Credit Memo, Invoice, and RGA!
• Ticket Discount: Can recalculate ticket with a discount, 3 options :
• Recalculate ticket with a % off apply it to the transaction total. (Example $50 – 10% off =$50-$5 - $45 total).
• Recalculate ticket with a dollar off and apply it to the transaction total. (Example $50 - $1 =$49 total).
• Recalculate ticket with either two options and apply it by recalculating the sales prices on every line.
• Updates inventory immediately for quantities committed!
• UPS or FEDEX tracking # Entry (can scan # in with bar code scanner ).
• Vendor or Alliance inventory availability check through Dynamic Link when out of a product !
• Warehouses – Items can be entered from multiple warehouses or office locations .
• User ID attached to all documents .

• Alternate Item Search: For substitutions. If an alternate item exists for the item you are currently viewing, the header of this screen will enable an “Alt Item” button to view those alternate items set up in Inventory. The Search Item screen displays the QOH.
• Equivalent Item Search – for Up-selling.
• Manufacturer’s number
• Multiple location lookup
• Price Lookup for another Customer – Can be done on fly.
• Select Vendor on fly while entering an item . A default vendor for that P/L will appear, but you have the option to override the vendor.
• UPC

• Customer Sales History – purchase date, quantity and price of each item.
• Extended Descriptions - 3 different extended text descriptions may be maintained for each item (customer, salesperson, and purchase order).
• Favorites List (add an item from this to an order) clicking item).
• GM% - Running total by order (switch can turn this off).  
• Images –unlimited pictures of product being ordered.
• Item Detail:
• Running Gross Margin % of Order Item QOH (Quantity on hand),
• Avail (Quantity Available), QOO (Quantity On Order),
• VBO (Vendor Back Order), CBO (Customer Back Order).
• Open Quotes (for an item when entered)
• Orders or Invoices containing a specific item.
• Purchase Orders with expected receipt date of product being placed on order.
• Price Lookup: i ncluding Contract Price, Custom Pricing Plans, and all Quantity Breaks.
• Quantity Levels @ any location.

• Consolidated invoice option!
• Different form for each customer by each transaction type!
• Freight can be billed separately automatically when the freight amount is not known until after the initial invoice!
• Invoice Number
• Automatic Computer Generate #
• Self Generated #
• Same # (Use the Order # for the invoice #)
• Lump sum or Item detail option by invoice.
• Permit customer to be designated for daily, weekly, or monthly invoice print cycles!
• Batch Invoicing

Four (4) Types of Note Field per Order can be printed anywhere on form.

• Line item notes
• Body notes
• Header notes
• Extra Notes

PRINT ON ORDER/INVOICE & INTERNAL:

• Customer’s picking location – help your customers fill their warehouse.
• Order Line: Editable by sales or counter people about specific item (appears under item line)!
• Notes: Editable by sales or counter people about specific order (appears in invoice body)!
• Document Message: Editable (Default by customer – and has a Pre-defined Message table that can be maintained) by sales or counter people about specific order (appears under last item line).

INTERNAL ONLY NOTES:

• Customer : Non-editable to provide information about customer.
• Inside Sales: Editable by sales or counter people about customer.
• Purchase Orders: Non-editable to provide information about PO as is relates to item.
• Customer Messages : Editable (Date and Time stamped) about customer (appears when user is in Order Entry or in Accounts Receivable).

All of the same features that are available when building an order are available when making a quote.
Once quote is created,you can edit it or convert to an order.

• Check availability and price without identifying the customer!
• Convert Quotes into orders, invoices, credit memos, RMAs etc!
• Convert a prospect quote into a customer quote and then convert it to sales!
• Copy quotes from one customer to another with option to re-price the item(s) based on the customer you are creating the quote for!
• Email, fax, EDI and print quote directly from system!
• Expiration dates!
• Faxed quotes are marked with date & time, and retained “as sent”!
• Look up quotes by: Sales rep, Customer, or Quote number!
• Master Quote can be created and then copied many times!
• Prospect quotes can be created without creating a customer record!
• Receive requests for quotation from the customer by telephone, EDI, or Internet E-Commerce module!
• Retain quote even though it has been updated into a sales order option!

• Back Order Release Module: Allows you to see all outstanding back orders, pick the ones where quantity is NOW available to ship, and double click on that order to take you right to Point-of-Sale to invoice it. Take care of particular customers first before running the Auto Back order release utility.
• Auto Back order Release: Automatically allocate B/O and print picks. This can be performed for all back orders or just certain product lines. It will allocate the orders starting with the oldest back order first.
  • Back Order Release Screen
  • Auto Back order
  • Release Screen
    • Regenerate a pick ticket on remaining items on back order.
    • Ship Complete or Partial
    • Continual Status Window of all orders available to be shipped.
• Cash Drawer
• Copy Quote to another Quote
• Customer Core Bank
• Customer Sales History (Item Search Utility/Purchase Verification) The description of an item can be displayed by clicking on <print>
• Customized part number cross referenced by customer
• Deposit Tracking .
• FEDEX & UPS Rate Tables – can be imported to POS
• Internet Order Entry
• Item Search Utility/Purchase Verification (customer sales history).
• Lost Sales Tracking.
• Multi-store lookup.
• Order Search Utility: Can track down any order by Item Number, Customer, Sales Rep, Sales ID, Item Description, or Date. You can control how many days you want to search back.
• Order (or other Transaction) Browse Utility: Right at POS, can view orders, quotes, work orders, transfers, invoices, back orders, holds, etc. using six different browsing parameters displayed at the bottom of the screen. A search key (‘F5’) allows you to find a specific order.
• Print to practically any printer
• Remote Order Entry: Order from a computer outside your location.
• Sales Analysis and Purchase History Utility
• Search & Sorting Orders : Many Options - Order Number, Account Number, Sales ID, Ship Name, Job Number, and Customer PO Number. Can isolate the order search by the Order Status (Open, Ordered, All, Backordered, Hold, or Invoiced only). Can drill down to the actual order detail screen by double-clicking on the highlighted order, quote or invoice.
• Search by Items in a field (e.g. customer name): Just by pressing question mark, can search for items in a field or find a list of names. Can search by entering just a part of the name by pressing (‘F5’) key.
• Serial # Search and Display Utility
• Shipment Tracking Utility (track UPS, FedEx, etc tracking #s)
• Shipping Labels Utility
• Special Order Control: Can be entered within a transaction with other non-special order. Can track Special Order Items. Can add deposits. Can set deposit by Inventory Item. Plus, it adds Cost and List of SPO Item on the fly.
• Transfer Orders
• UPS World Ship Link (Dynamic Link)
• Warnings: Pop up windows alert you of over credit limit, etc.

• Repair item designated as “REPAIR” and description denotes item.
• Labor is added to order.
• Parts are added to order.
• Repair items have no cost or qty allocated.
• Notes recorded at bottom by line item – which would print under the line item on the order.
• Can also add more notes by going to note tab that would print in the body of the order.
• Notes can be date and time stamped.

• Billing: can maintain different billing and hourly cost rates per employee!
• Bill of Materials: provides access to a Bill of Materials showing parts required for equipment commonly repaired!
• Change description – to make it unique
• Extended Warranties supported!
• Interfaces to inventory in order to requisition parts for repair orders!
• Labor items can be added to an order.
• Loaner Equipment tracked!
• PO: Interfaces to PO for parts not in stock!
• Repair Work: Can initiate repair work within sale order entry!
• Serial Number Tracking (asks for a unique item number for a repair item automatically)
• Service Contracts!
• Teardown Warning: Notifies repair personnel when teardown analysis is complete so estimated cost can be communicated to customer!
• Work orders : allows proposed work order entry during preparation of repair quotation!

By clicking on the “ lookup ” button or by clicking on a vendor defined icon you can:

• Attach an order number to an auto or project.
• Multiple orders can be tagged to the same project.
• One can view all the projects for a particular customer.
• Fields user-defined .

• Current period and year-to-date results compared to prior years!
• Current period and year-to-date results compared to budget and forecast!
• Gross Profit Analysis can be generated by customer, product, product groups, sales person, or branch!
• Sales Analysis generated by customer, product, product groups, sales person, or branch!

• Pick Ticket (will show serial numbers entered)
• Back Order
• Packing Slip
• Special Order
• Delivery Ticket
• Drop Ship