Business Administration

Order Processing: Requests for Proposal, Purchase Orders, Quotations, Invoices and Change Orders are all handled from one familiar screen. A Request for Proposal is easily changed to a Purchase Order when you have confirmed your purchase information is complete. A Quotation can be changed to an Invoice when the prospect becomes a customer. 

• Order processing can be configured to handle Back Orders, Consignment and Evaluation product sales, Wholesale and Retail Inventory, Time Billing and Installment Billing. Packing slips can also be created. Printed invoices can be in a format for products or professional services.
  

• To facilitate one click of the mouse posting of an invoice to accounting, a cross reference operation is handled, by the user, in the Order Processing Properties. This process consist of matching a designated purpose such as Gross Revenue, Cost of Goods or Sales Tax with the account the user wants to designate for that purpose . 
  

• Posting is performed by one click on the "Book" menu item or automatically while receiving payments. Each line item of the invoice having a quantity greater than 0 is automatically posted to the proper account.  
  

• Payment by check, credit card, draft and cash can be processed. The person recording the receipt of a payment is entered with that payment for tracking purposes.
  

• Reporting in both systems includes Aging, Statements with envelopes, Sales Tax and many other tracking reports. Through the use of the internal report writer, you can design additional formats in each system.

Inventory Control: 

• This is a product or service inventory with retail and wholesalr price breakdowns for scheduled quantity purchases. As product is invoiced or returned, inventory quantities are updated. Daily, weekly, monthly and annual totals are kept for reporting.
  

• Receipt of inventory through a functional module updates item status and indicates back orders that can be filled. 
  

• Reporting includes Stock Status, Daily Activity and Summary Activity.
  

Accounting:

Transactions:

• All transactions which are modified or voided produce a copy of its original in the audit trail.
  

• The capability to develop transaction Templates makes transaction entry very easy. A template can be built for all your regularly used transactions.
  

• Regular Payments can be used to make your rent or other transaction recording easier.
  

• Transaction entry includes a cross reference to the contact record for tax recording, invoice for job costing and vendor recorded. It can be related to a company or it can be personal, and tracking can be done by an entity or a combination. For tracking purposes, you can instruct the system to require recording of the code of the individual creating each transaction.
  

Check Writing: 

•  Multiple check formats are available, each of which can be modified. Check designs can be configured to reflect the design of your checks. 
  

•  A check is not recorded in the books until the system is told that an actual check has been printed. Until that point, it remains a working item and is not related. 
  

•  Checks can be created field by field, using a transaction template or to pay a payable transaction that exists.
  

Reporting: Numerous report types exist, including an audit report and, through the use of the internal report writer, you can design additional formats.

Automated Processes :  Fully automated financial reporting combines a mixture of any financial report that the system produces with selection criteria and frequency. Use of this can facilitate building of a model that easily and efficiently supplies timely information necessary to run your business. Get your "Profit and Loss" statement on the first of the month . . . automatically. This facility, combined with the automated process implemented for Contact Management can afford you an extremely powerful system that gives you a business model  which you and we can continually grow.

Go Back