Intuitive user-friendly navigation
Entire program designed with very intuitive, modern, fully Windows compliant user interface.  Familiar Windows environment drop-down menus used throughout.
All look-up windows utilize auto complete function to narrow down the search results quickly. 
All screens designed to maximize efficiency in responding to your customers needs, real-time answers to real-time questions. (click here to view screen shot)
 

Auto creation of Purchase Orders from within Sales Orders
Purchase Orders are automatically generated from within Sales Order line items and can be dropped shipped to your customer or directed to your main warehouse. (click here to view screen shot)
Multiple line items on a Sales Order, that need to be ordered, can be automatically consolidated (the program makes "a smart decision" based on line item supplier) and placed on a new or added to an existing incomplete Purchase Order.
Purchase Order and Sales Order line items are dynamically linked to provide at a glance detailed cross-reference information. (click here to view screen shot)
 

Real-time pricing based upon Customer Price Matrix
Utilizing real time replacement cost of inventory item, program can automatically calculate preferred selling price, based on a price matrix specific to the customer.  Multiple price matrixes can be assigned to a customer from sample matrix.  Any deviation from assigned price matrix will be visually indicated by an easily recognized color code. (click here to view screen shot)
Pricing can also automatically adjust based on order quantity, specific inventory item or specific customer.
 

Real-time costing based upon Vendor Price Matrix
Ability to specify vendor discount multiplier for a group of items to allow real-time cost calculation. Cost can also be set and locked for an individual item or automatically updated based upon last purchase price.
 

Auto creation of Purchase Orders for inventory replenishment
This function will auto create a new or add to an existing Purchase Order, all of the out-of-stock items, based upon predetermined reorder levels.  The line item quantities can be altered based upon changing sales conditions, meeting freight allowed requirements, total items invoiced within the past 90 days, etc..
Total shipping weight and dollar amount of order are dynamically totalized as items are selected. (click here to view screen shot)
 

Job Order module with unique flexibility to handle demanding service industry needs, i.e. ability to store digital photos, job status, etc....
Similar in appearance to the Sales Order module for ease of use yet very flexible.
For example:
1.  Unlimited length description fields.
2.  Ability to create Purchase Orders from within Job Order module to track and expense all job related purchases.  Miscellaneous items can be purchased just by entering generic description without adding new item to the inventory.
3.  Ability to store unlimited digital pictures per job order.  "A picture is worth a thousand words"
4.  Status bar to track job progress.
5.  User has a very unique function that allows them to exclude line item detail from job order quotation or invoice yet maintain correct inventory levels and expense item in General Ledger.
6.  User has the ability to track multiple independent jobs for the same customer and combine for billing purposes into one invoice.
7.  Job Order quotation can be created and faxed from within same screen.
8.  Repair tag generated to identify and track item throughout your repair facility.
9.  Service ticket generated for outside service personnel with detail of problem as reported by customer.
10.  Ability to print a sticker with Job Order number and company information for later identification and possible warranty verification.
11.  Ability to print map and directions for outside service personnel utilizing Microsoft MapPoint North America 2004™.
12.  Fully integrated Service Scheduler that warns user if customer is on hold or inactive when scheduling.
(click here to view screen shot)
 

Fully automated, personalized follow-ups on all quotations
Not following up on quotations is a lost opportunity to sell your customer.  In this module once the user creates a quotation, a follow-up letter is automatically generated and faxed to the customer at a future date selected by the user (click here to view screen shot), only if the quotation has not been converted to a sales order or the user chooses to disable the follow-up feature for this quotation only. (click here to view screen shot)
 

User-defined searchable fields for selecting inventory items
Very unique function that allows user to find an inventory item, without previously knowing part number, utilizing up to 14 drop-down independently searchable user defined fields.  Option search fields dynamically change to narrow down search.  This function although it is very easy to use, must truly be seen in action to realize how powerful, time-saving and helpful it is to identify and select an item.  (click here to view screen shot)
 

Easily set-up inventory items from integrated electronic Manufacturer's Catalog
Module that allows user to add inventory item from electronic Manufacturer's catalog.  Once item is selected within catalog it can then be added, with a click of the mouse, to inventory with correct pricing and nomenclature.  This feature not only saves an enormous amount of time doing data entry but virtually eliminates double entries caused by human error or inconsistent item descriptions. (click here to view screen shot)
Electronic catalogs contain a vast amount of searchable information.  Numerous new catalogs can be set-up to work within the system. (click here to view screen shot)
 

Digital Secretary
Program interface that gives the user the ability to fax forms from any module using a fax/modem and fax software.  In a multi-user environment only one workstation needs to have a phone line and fax/modem installed.  The Digital Secretary and faxing software both residing on this workstation work in harmony to fax all documents coming from various workstations. (click here to view screen shot)
If an outgoing fax is unable to be transmitted, the Digital Secretary will pop-up a message on the workstation that originated the fax and notify that user of the inability to transmit the fax.  The user at this point has the opportunity to correct the problem. (click here to view screen shot)
 

Digital Fax Assistant
Program module to allow the user to send a single fax to multiple recipients using the Digital Secretary, (i.e. Request For Quotation to multiple vendors, sales promo to group of customers).
 

Digital Sourcing Assistant
Program module to allow the user to compile list of vendors to source material based on inventory sub-category or manufacturer, using auto-updating, self-maintaining database.  Each vendor sourced can then be sent a personalized R.F.Q. (single fax, multiple vendors) utilizing the Digital Fax Assistant. (click here to view screen shot)
 

Digital Salesman
Offers you the ability to stay in touch with your customers.  The function of this program is to identify and group customers that haven't done business with you for a selectable period of time and entice them back with a sales promotion (i.e. additional discount, coupon offer, etc...).  The Digital Salesman can automatically personalize (using contact information from Customer database) each document and send it via fax. (click here to view screen shot)
 

Digital Collection Agent
A fully automated program to assist your accounts receivable personnel with collections.
This program can automatically identify and group all customers owing monies beyond the net terms of each invoice; then systematically create a personalized (using contact information from Customer database) collection letter based upon the severity of the lateness (i.e. over30, 60 or 90 days late) listing each invoice detail; then proceeds to fax each letter.  The date sent is recorded and stored for comparison.  The next time you choose to run the Digital Collection Agent, a check of the date will be made to ensure that no other collection letter was sent prior to user selected time interval.  The Digital Collection Agent may be run every day without having to worry about annoying or offending your valuable customers. (click here to view screen shot)
 

Visual representation of line items on backorder, shipped, pricing variations, incoming and outgoing freight charges  (click here to view screen shot)
Various colors, listed in color legend, are used throughout the program to alert the user of tasks yet to be completed.  For example:
1.  When a line item is backordered on a Sales Order, a color change alerts the user that a Purchase Order needs to be generated.  If a P.O. is generated, then the color on that line item reverts to normal.
2.  If a line item that is in stock on a Sales Order has not shipped or has not been picked-up by the customer,  the user is alerted by a color change in the shipped quantity column and can then take the appropriate action (contact customer for pick-up, ship item out, etc...).
3.  For customers that have a price matrix assigned,  should the user override the calculated price either accidentally (overcharging) or intentionally (competitive situation), the price displayed will change color from black to red if less than or black to green if more than assigned price.  A very handy tool that allows a manager to quickly scroll and verify sales orders or invoices for pricing accuracy without having to duplicate the math.
4.  Billing department personnel can be alerted to invoice customer for costly incoming and outgoing freight charges by using individual colors on a per line item basis.
5.  If a Sales Order line item is drop shipped, the color of the Purchase Order number field changes.
 

When receiving Purchase Orders the user has the ability to prioritize shipment
In an effort to maximize efficiency the shipping and receiving department can at the time of receiving a Purchase Order preview all open Sales Orders that contain the specific item being received and reallocate the item to a Sales Order generated at a later time but having a higher priority of need.  (click here to view screen shot)
 

Fully integrated with Microsoft MapPoint North America 2004®
Either customer or vendor database can be used as a source for generating maps and driving directions.  There is no need to re-enter address, just click the mouse to setup map. (click here to view screen shot)
 

Unique method of vendor bill verification and overpayment report
Vendor bills are typically entered against an existing Purchase Order.  The user can simultaneously view quantity and dollar amount of items received on a Purchase Order in comparison to vendor bill being entered.   A listing and total dollar amount of all bills entered for this Purchase Order can also be seen on the same screen.  Should the total amount of all invoices entered exceed the total value of the original Purchase Order, an entry will be made on the overpayment report when printed.  The itemized entry of freight charges during bill entry are simultaneously recorded and stored with original Purchase Order for later viewing. (click here to view screen shot)
 

Manage customer collections with detailed report feature
Offers the user the ability to automatically identify and simultaneously place all customers owing monies beyond a selected time period on "HOLD".  User thereafter, can only quote and record receipt of payments to these customers.  Creating new Sales Orders or Invoices will be prohibited. (click here to view screen shot)
 

Unlimited customer additional contacts
You can add unlimited contacts with phone and fax numbers that can be used at a later time to personalize correspondence.
 

Ability to merge customers
Handy utility to combine all company data when two of your customers merge into one.