DESIGN & LAYOUT

• Screens with easily accessible “Tabs”.
• Custom reporting with calculated fields and summary levels.
• Customer Record efficiently organized to just one screen
• Drill Downs on fields.
• Flags for warnings.
• Tracking.
• Unlimited Customer Contacts per account.
• Unlimited Customer Contact phone numbers.
• Unlimited Notes with “date” and “time stamp.
   
  Features and Functions
  Drill downs
  Flags
  Tracking
  Printing Reports

• Account Utilities : For setting jobs, contract pricing, taxes, etc.
• Aging : Automatic aging per customer by invoice date or by due date. Uses user-defined aging! Easy look-up.
• Balance Forward Accounting .
• Backorders : Tracking by customer. See other PO for an item on the fly.
• Batch Invoice Option (if you want to hold invoice printing until later).
• Bonds – Notification of Bond expiration !
• Carrier Set up (SCAC) : Standard Carrier Alpha Code) this code will display in POS and OE on the Header page and can at that time be overridden with the appropriate permissions.
• Cash Receipts – Projects cash receipts based on due date and graphically on screen ! Applied to multiple invoices!
• Change customer # - transfers all histories.
• Charge Offs – Allows charge-off of differences during cash receipt entry!
• Collection – Retains collection comments on customer Record or integrates with CRM system.
• Assistance with identifying to call for cash collection!
• Record cash collection call and maintain history (Integrated with CRM module) !
• Ability to enter a call back and promise date, when calling for dollars !
• Consolidator Table : Set up and added to customer record and automatically appears at POS.
• Contacts : Multiple contact records within each customer record.
• Credit Analysis
• Credit Hold and POS lockout. Or convert to cash automatically.
• Credit Memos :
• Customer Class Code Tracking: For categorizing your customers for reporting and tracking purposes.
• Debit Memos: Available.
• Departments : Multiple “Department” storage and tracking per customer.
• Discounts – Allows
  • 1) Percentage set for each customer!
  • 2) Percentage set by product type!
  • 3) Percentage set by total invoice amount!
• Drill Downs –. [See “Drill Down” section below]
• Dunning Message Utility & Dunning Letter editor provided within A/R!
• Easy Pay: From oldest forward posting of payments.
• Email – Place to store emails for a customer contact.
• Fax Statement Option
• Finance Charges : Multiple finance charge calculation can be applied selectively for each customer!
• Flexible Fields : Rename fields for your purpose.
• Invoice Achieving: Invoices stay in the system. Query on detail and reprint if desired.
• Invoice Message Utility
• Invoice & Statement Writer Program – create a customer invoice for each customer and for each transaction type. Include:
• Bar Codes - Special Calculations
• Logos - Sort Invoices by “Ship To” location
• Sub Totaling Functions - Different headers for each copy of an invoice.
• Item Cross Reference Program: For cross-referencing the names of your in-house inventory items and categories to the names that the customer prefers the items and categories to be called. For example, the same item could have multiple item numbers and category numbers based on the way they are linked to different customer records.
• Jobs : Multiple “Jobs” storage and history tracking and per customer. The same Job Number can be used for different customers if desired. Analysis of dollars billed to Job ( full Job costing module )!
• Late Customers – System allows each late customer invoice to be individually evaluated by Problem Type!
• Look-up : by name, account number, phone number, or zip/postal code.
• Late Charges : Generated by customer for their invoices.
• Mailing Labels - can be created on the fly.
• Multiple Locations : Ability to assign a “default” company or location for each customer in order for that customer’s sales to be organized by that location.
• Notes : Maintain Chronological notes for every customer and each entry is “ date’ and “time” stamped. Point-of-Sale automatically when that customer is pulled up, the other areas are stored with the customer record.
• Open Item Accounting
• Outstanding Invoices : Can be viewed by customer through an easy lookup screen. The user can drill down on an
• Invoice to see all order and item level detail.
• Paid Invoices : All paid invoices are stored and can be retrieved for each customer through an easy lookup screen.
• Payment History – Customer payment history flags a returned check and integrates with CRM !
• Payments : Payments can be applied or unapplied, partial or full. A user-friendly feature allows you to display all outstanding invoices with a click of a mouse for quick payment. A running dollar amount is automatically calculated and displayed 1) total invoices selected-to-be-paid, and 2) check amount remaining that can be spent.
• Checks – Allows one check to be applied to invoices from multiple customer accounts within the master account!
• Different Bill-to – Supports payments from payer different from bill-to name !
• Installment – Accepts installment payment by invoice !
• Method – Records payment method: Cash, check, credit card, Electronic
• Partial – Accepts partial payment by line item !
• Posting : Payments can be posted for dates outside of the current date.
• Pricing Plans : For each customer, use a combination of the following:
• ID if desired. Can copy range of entries from one pricing plan to another one if desired.
• Pricing Plans examples : For each customer, use a combination of the following:
  • 1) Quantity breaks: by item number (dollar or percentage off),
  • 2) Custom Pricing Plans: (combination of Vendor, Class or Item Number), Rename price field.
  • 3) Contract Pricing plans: (dollar, percentage with expiration date),
  • 4) Contract Pricing Calculator: (calculate contract cost and/or contract sell price from an existing price level)
  • 5) “Default” pricing level: (use one of the inventory price fields)
  • 6) Terms Discounts: (day’s date, etc.)
• Unlimited number of pricing levels per item exclusively by customer.
• Phone : Unlimited display of phone numbers for each Account Contact.
• Pop-up Window Flags: Automatic pop-up windows for Point of Sale [see “Flag’ section below].
• Recurring Invoices can be generated weekly or monthly !
• Reverse Transaction: This is a special feature to allow you to reverse an invoice and properly adjust inventory quantities without having to perform a return at Point-of-Sale and enter each line individually.
• Rebates: Tracked by customer and vendor (e.g. Phillips light program)
• Route ID & Route Sequence Field – Integrates with BMA Dispatch Module.
• Salespeople : Multiple “Default” Salesperson assigned option. Sale, Cost, and Gross Margin Analysis per customer by period or by year.
• Sales History : Get weekly sales history many years in the past.
• Ship to : Multiple “Ship-To” storage and tracking per customer.
• Tax - Multiple levels of tax codes can be designated for each customer (for City, State, Local, etc) and includes override GL account if applicable.
• Tax by Customer Location – allows multiple taxes per customer based on location of delivery with unlimited jurisdictions and unlimited tax rates for each jurisdiction!
• Tax Exempt : Multiple designations plus a field to house tax-exempt number.
• Terms : Unlimited Multiple Terms coded by cash, days, day or dates.
• Terms Discounts : Automatic handling of them.
• Utility : Customer number change utility available.
• Utility : Customer Deletion utility available.
• Utility : Customer Default Screen for mass entering.
• Voids : Voided Invoices by Customer Tracking.

• Checks – see what invoices a check paid.
• Debit or Credit Memo.
• Invoice (item detail and invoice balance will display).
• Payment by Cash (CA), CC or PMTO, MISC.
• Unapplied Payment (UA).
• MOST EVERY OTHER FIELD

• Credit “On-Hold”
• Collection Review Notes – that would be E-mail or displayed on A/R Managers screen for review .
• Over Credit Limit
• PO Required
• PO Duplicate Warning (settings include – “Warn”, “Prohibit”, “Allow” by customer )

• Every “NOTE” entered in unlimited Notes Field is “Date” and “Time” Stamped .
• Historical Sales, Cost and GM information by month or any number of years.
• Open Item or Balance Forward type accounting .
• Unapplied Payments
• Unlimited Contacts for each Account or Customer
• Unlimited Phone Numbers for each Account or Customer
• UPS or FEDEX tracking numbers and freight dollar amounts automatically .

• Any report that you want with the Report Writer .
• Aged A/R trial balance can be printed by assigned Collector, in Descending dollar amount, or by Salesperson!
• A/R data is available by Branch, Territory, or Sales Rep!
• A/R data may be sorted by any available identifier or field!
• Can print bar code on Statement stub!
• Collection Review Notes – these notes can be displayed on A/R Managers screen for review or E-mailed .
• Consolidated invoice per customer’s required frequency !
• Customers may be designated as: Paper; Fax: Email!
• Interfaces with a word processor to print dunning letters!
• Prints collection comments/notes on aged trial balance!
• Promised payment not received in specific time !
• Statements - Can be printed for selected customers! Or Printed for bill-to or corporate ID!
• Statements for a single bill to can be sorted by Job Code within that organization!
• Zero balance statements can be selected not to print!