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° Inventory-Management & Service-Items
- When creating new inventory items, you can define their details, such as pricing,
captions, images and more. Sales representatives and indirect sales channels have
full views into inventory levels. Orders from the web will automatically be reflected
in inventory levels.
° Kit-Management -
Companies that assemble
products can use the Kit Item feature to create item groups. Once created, kits
can be used on transactions as an easy way to present multiple items.
° Price-Management
- Assign different
price levels for different types of customers. You can also assign different prices
for wholesale, retail or online sales. You can also add pricing discounts based
on volume purchases, and vary levels based on relationships.
° Alerts based on Reorder-Points
- Have
an email sent to your vendors and inventory manager when stock is running low and
itï time to reorder product.
° Calculate shipping costs
- Have shipping
costs calculated from the sales or purchase profile to show Shipping rates on invoices
and P.O.s. Add a tracking number and enable your customers to track shipping status
from their self-service portal.
° Financials
- Invoicing and Purchase
Orders with single-click approval, Commission calculations, Accounts Payable (AP),
Accounts Receivable (AR), and Gross Profit Loss Reporting. Set credit terms for
customers, and tax percentages on both customers and taxable items and kits.
° Time & Billing Software / Employee-Management
- Non-billable and Billable Time Entry, Expense Entry, and Leave
Request. Calculate employee commissions, pay rate, salary, and over-time pay. Have
billing rates suggest rates based on billing codes when making a billable time entry.
° Purchasing & Order-Management with support for Drop-Shipping
- Create stand alone Sales-Orders or from Purchase-Orders
with support for JIT drop shipping from vendor directly to the customer site. Select
Vendor to populate lists of only the items that vendor supplies, including vendor
specific product numbers.
° Vendor and Customer
Returns (RMA)
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