Business Pack B: comprehensive solution for the small business

• Accounts; Banking; Reports;


• Includes the predefined chart of accounts, which can be modified by the user, the particular accounts are linked to Sales, Purchases or Work Orders;
• Journal entries can be created by the user or generated automatically by the system upon processing of (Sales, Purchase) Orders;
• Sales and Orders automatically generate entries in the registry of the particular Account(s), update inventory levels and inventory dollar value; Express procedure for Cash Sales creates a single sale transaction for the set of sales (e.g. all sales conducted by POS during the day)
  
• Bank account details include all transactions, month balances and reconciliation information
  
• The system provides most commonly used reporting facilities


• Customer relations management; Appointments scheduling; Staff rosters;
  
  • Contacts/Partners
  • Contact Data
    • Sales information: can be exported from MYOB
    • Personal/Organisation Data
    • Contact Mechanisms: Telecom Number, Postal Address, Email Address, Web Page Address, etc.
  • Sales and Actions
    • List of Sales (Purchases), Work Orders submitted by the Trading Partners
    • List of invoices; payments overdue
  • Customers Appointments
    • The customers' appointments registered in the system will be copied across to the personal organiser of the relevant member of staff
    • The action records scheduled to be conducted for the Trading Partners, are copied to the personal organiser for the appropriate dates
  • E-Mail broadcasting
  • Use templates with different types of address
  • Sort and broadcast to the selected groups
  • Record the dates when the e-mail was sent

• Management of Inventory levels at the particular Location
• Inventory & Order Management
  • Inventory Location Management; Search for Inventory in the particular Location
  • Pick/Primary and Bulk Location Management, set thresholds for recommend replenishment stock moves, 'Stock Alerts List'
  • Inventory Management: Quantity On Hand & Available To Promise with Order Inventory Reservations and Item Issuance for Shipments
  • Pick & Pack Management with pick-list generation, can generate pick lists separately for different shipment methods
  • Order only included in pick-lists when sufficient inventory is on hand in pick/primary locations
  • Streamlined or detailed packing and shipping processes; label printing support
  • Full Stock change history with the name of the user who made the changes to Stock level and reference to the processed Orders, etc.
  • Inventory & Order cross-referencing

• Create catalogues for the particular Trading Partner
  
• Develop collections of products or categories, assigning them to their related catalogues
• Associate product with price, availability, features, etc.
  
• You can send a catalogue to your trading partner or publish on the web
  
• Product Categories
  • Specify what products or features will be gathered under what categories
  • Create categories as needed here
    
• Products
  • Define products
  • Describe products
  • Gather information on facilities, inventory, content, etc.; unlimited number of attributes per catalogue item
    
• Product Features: Add, delete or modify features in the catalogue for any product

• Search and view existing orders
  
• By Order ID or Customer ID
• By Product ID, Description, etc
• By Status, with Date Filter
  
• Order Entry
  • Sales Orders, Transfers, POS Orders, Returns, etc.
  • Purchase Orders
  • Work Orders: Quotes, Job Costing
  • Permanent Customer Discounts
  • Tracking color/size/model, stock item batch, item number
  • History of order changes
• Purchase Order Receipt Scheduling
• Generate a Purchase order from the Sales Order
• Express or Step procedures for processing of the Order

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