Sales
Maintains a complete customer information, including alternate ship-to-addresses
Maintains customer current balance, open credit, last payment, last invoice #
Keeps track of customers open credits and deposits
Displays two (2) year of historical data, unlimited on file
Allows three (3) different classification of customer: industry, state and class
Keeps notes per customer
Provides open statement formats on customers with optional user define aging information
Prints invoices, credit memos, statement and all other documents on plain paper
Tracks sales by customer, salesman and technician
New customers can be added "on the fly" during transaction entry
Maintains individual Ledger Account Receivable per customer
Maintains Currency per customer
Alerts you when a customer exceeds the credit limit
Customer cannot be deleted if it has an open transaction or open balance
Allows beginning and ending notes on invoices, sales order, repair order and rental order
Allows discount on a line-by-line basis
Accepts payments and additional discount at the time of invoicing
Allows five types of payments: manual, automatic, semiautomatic, by invoice and others
Allows previously entered cash posting to be voided
Allows up to 99 bank accounts to receive payments
Open credits can be applied to invoices
Allows previously applied credits to be voided
Allows you to write off bad debt and to refund invoices
Allows you to delete sales quote not approved by "N" months off the system
Maintains recurrent billing to customers
Convert sales quotes to sales orders and convert sales orders to invoices instantly
Convert repair orders to invoices instantly
Convert rental orders to invoices instantly
Allows prepaid orders
Allows differed payments from customers
Allows partial shipment of sales order
Recommends substitution for out of stock items
Post to Required & To Order in Sales/Repair/Rental Order when out of stock items
Limits invoicing on Available stock of items
Limits sales order modification on shipped orders
Limits invoices modification on paid invoices
Tracks Items In Shop from Warehouse to Repair Shop
Tracks received, estimated, approved, repaired, notified and shipped dates in Repairs
Tracks equipment/tool serial numbers, repair time, failure with or without warranty Tracks productivity by technician in Repair
Tracks rental items with or without serials, salvage price, deposit price and insurance price
Track four (4) different types of input in a Repair Order: product, time, travel and expenses
Customer Table
The main customer maintenance function is where you have all the characteristics for each customer that you will keep track in your system. To make it easier to work with the high number of fields needed to store the data, the window has four pages:
The Information page contains the most relevant data for a customer. Some data fields are informative only while others are editable.
The Settings page contains supplemental information about your customer.
The Notes page, you can enter any text that relates to your customer.
The Sales page, shows the sales amount that your customer has generated through the current and prior year.
Invoicing
To easily create your Invoices , this window has three pages:
The Invoice page holds your customer’s data. At the bottom you will find a set of fields that will show the running totals for the invoice. The Detail page contains a list of items charged to this invoice. Every invoice should have, at least, one merchandise item sold to the customer. The Payment and Notes page lets you change the payment type and add beginning and ending notes.
The Invoice page holds your customer’s data. At the bottom you will find a set of fields that will show the running totals for the invoice. The Detail page contains a list of items charged to this invoice. Every invoice should have, at least, one merchandise item sold to the customer. The Payment and Notes page lets you change the payment type and add beginning and ending notes.
Repair Order
Repair orders help you keep track of defective goods received from customers, either for normal repair service or due to warranty compliance repair (or exchange). The repair order includes a number of setup functions that control technicians and activities performed by the technicians.
To help you entering the data, the Repair Order maintenance window has three pages or Tab: The Repair Order page holds your customer’s data, the product to repair and the different services and status of the order. The Detail page contains a list of the items used to repair the product listed on the repair order page. The Payment and Notes page will show you where you can add a beginning and a ending notes.
To help you entering the data, the Repair Order maintenance window has three pages or Tab: The Repair Order page holds your customer’s data, the product to repair and the different services and status of the order. The Detail page contains a list of the items used to repair the product listed on the repair order page. The Payment and Notes page will show you where you can add a beginning and a ending notes.