Number of Customers |
∞ |
∞ |
Sales Invoices & Delivery Notes |
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Sales Orders & Quotes |
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Business Intelligence Sales Reporting |
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Freehand Quotes |
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User Approvals on Freehand Quotes |
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Create Purchase & Sales Documents on The Fly |
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Multiple Shipping / Delivery Locations |
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Create Delivery Routes & Assign Deliveries to Drivers/Vehicles with Full Manifest Printing |
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Receipts Facility with Deposits |
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Set Unlimited Upsell Items with Screen Alerts/POPs |
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Save / Amend / Recall Invoices with Audit Trail |
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View Full Sales & Order History from all Processing Documents & Copy Required Info to Current Document |
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Bookmark Documents for Easy Recall or Copy |
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Print Delivery Note |
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Inline Spellcheck on Documents |
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Control Cancelled Customer Orders with Full Reason Codes & Manager |
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Link Customers to Unlimited Pricelists |
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Change Customer Pricelists on Stock Recieving/Manufacturing on Pre-Defined Stock Group Mark-Ups |
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Link Customers to Sales Persons |
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Link Customers to Sales Persons |
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Customer Terms / Credit Control & Adjust as Document Cover |
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Hire Purchase (HP) Terms with Contract Creation and Printing |
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Set Backorder Rules per Customer to Allow/Warn/Block |
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Attach Due Invoices with Email Statements |
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Keep Track of Sales Persons & Targets |
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Recurring Invoices (Contract Billing) |
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Sales Person Recording at Document Header or Document Line Level |
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Recall Sales Invoices in Bulk (Recurring) |
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Automatic Credit Note Facility from Invoice |
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Credit Note Authorisation and Return Reasons |
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Bookmark Documents for easy Recall or Copy |
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Customer Item Discounts (Discount Pricing Matrix) |
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Apply Payment Discounts Automatically |
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Warehouse Integration |
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Allocate Transactions to Departments & Profit Centres |
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Allocate Invoices, Order & Quotes to Projects |
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Keep Track of Customer Backorders |
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User Security Per Customer Category |
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Cycle Billing (Subscription / Repetitive Billing) |
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Interest Billing (Overdue Accounts) |
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Recievables Account Browsers with BI & Excel Integration |
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Process Invoices Remotely (Remote Sales Terminal) |
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Yes*** |
Comprehensive Terms System at Document Level |
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Optional Document Fields to Fit Any Business |
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Optional Document Fields at Header and Line Level |
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Sales “in-Document” Price-Override Processing Authorisation Options with Override Reason Codes |
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Document Validations for Blank or Duplicate Reference Fields |
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Document Validations for Blank Departments or Sales Representative Fields |
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Allow for Multiple Tender Types or Payment Splits on Customer Invoicing for Accurate Cash Control |
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Display Unshipped or Open Quantity Field Added to Sales Orders |
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Convert Multiple Sales Orders to One Invoice |
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Create Deliveries from Sales Orders then Convert to Invoices |
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Optionally View GPs within the Sales Documents at time of Processing |
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Maintain Minimum GPs by Item Category |
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Optionally Convert Sales Orders to Sales Quotes on Overdue or over Credit Limit Customers |
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Maintain Temporary Customer Credit Limits |
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Unique Sales Form Layouts Per Customer |
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National Account Management |
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Invoice Customers Using their Codes |
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Display Item Weights on Sales Documents |
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Attach Item Documents on the Fly with Emailed Sales Statements |
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Open Order Cancellation Management |
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Set Delivery Charges Automatically |
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