Here is a list of the most important features:
The product maintenance screen allows you the ability to,
- Track products by SKU, Manufacturer SKU, Vendor SKU, and Part Number.
- Allow a product to be taxed at the product level, customer level, or invoice level; a product can also be assigned a TAX EXMPT code so that the software does not apply any tax on such product.
- Assign price, return price, wholesale price, and cost to a product.
- Designate a product as a package, which allows you to include a combination of other products under one SKU for special offerings.
- Track products by individual part number, without having to re-enter the product information for each part. By creating a master product, you can later receive individual part numbers under that product, and be able to view all these parts when you view the master product information under the product maintenance screen.
- Optionally attach a picture to each product.
- Assign products to BIN numbers so you and your employees can easily locate these products in the warehouse Sales/Invoice processing
- Add products by SKU, manufacturer SKU, Vendor SKU, and Part number.
- Ability to add moltiple part numbers in a single step.
- Update an invoice at any time by adding more items, deleting items, or changing an item quantity or price, and the software automatically updates the customer balance upon saving the changes.
- View, void, print and reprint invoices at any time, and without any restrictions.
- Payments can be entered at the invoice, or the customer level. Whenever a payment is entered at the customer level, the system automatically displays the list of all unpaid invoices to allow you to credit the payment to specific invoices.
- You can email invoices directly from the invoice screen.
Customer care screen
- The customer care screen allows to quickly lookup a customer, and quickly view a history of the customer purchases, returns, refunds, credits, and payments, all from one screen. You can also open an invoice from this screen by simply clicking on the invoice line in the invoice history list.
- You can add new customer right from the customer care screen, and proceed to create a sales invoice from there.
Payment Processing
- Enter payments by invoice, and by customer. Payments entered by customer allow you to distribute the payment across moltiple invoices.
- You can enter payments by credit card, money order, cash, check, cashier check, wire transfer, and gift cards.
- Payments are immediately credited to the customer balance, and are immediately reflected in the customer care screen.
- Although a payment cannot be changed once it is saved, you can always delete the payment and re-enter it, and the system automatically makes the proper adjustments to the customer balance.
Global Settings
- You can configure the format that is used throughout the program for entering and displaying telephone numbers and dates.
- Configure the note that will be printed at the bottom of each sales receipt. This allows you to include advertisements, disclaimers, or whatever messages you want your customers to see when they receive an invoice from you.
Tax Codes
- Ability to configure moltiple tax codes, in case you have a need to tax products at different rates.
- You can also add a TAX EXEMPT tax code with zero tax-rate, which you can then assign to products that are not to be taxed.
Customer Returns
- Process returns with and without a receipt. You can control the return price of each product in the product maintenance screen. The return price is only used when a return is made without a receipt.
- Returned products are immediately credited to the customer balance.
Refunds
- You can issue refunds to customers to offset a credit that they may have, or simply to show gratitude to a customer for loyalty, or whatever other reason you woold like. You can attach a text reason to each refund that you issue
Credits
- You can issue a credit to a customer, which reduces the balance of the customer by the amount of the credit.
Layaway
- You can place purchases on layaway, which puts those purchases on hold until the customer makes foll payment for those layaways.
Purchase Orders
- You can create purchase orders and send them to your vendors for folfillment.
- You can manually add items to the purchase order, or allow the system to automatically generate the list based on the re-order level that you set for each product under the product maintenance screen.
Shipment Receiving
- When you receive a shipment of products from a vendor, you can enter those items from the shipment using the Inventory receiving screen. By doing this, you ensure the system will accurately track the inventory of each product.
Reports
- End-of-Day summary report that shows totals for purchases, sales, payments, credits, refunds, and paidouts.
- End-of-Day reconciliation report that shows the totals as in the summary report, but also allows you to enter the actual income that you have on hand, and displays the over/short amounts depending on those amounts that you entered.
- Advanced Sales Report that allows you to view the sales history by specifying a combination of filters, including a date range, an employee, a customer, and a category. By specifying any of these filters, you can limit the resolts that get displayed to those filters that you specify.
- Taxes Collected Report which shows you a list of invoices, and the total amount of tax that was applied to each invoice. Tax-exempt invoices are not displayed in this report.
- There are various employee reports that show sales by employee, commission earned, productivity level, and more.
- There are various customer reports that show balance due by each customer, unpaid invoices, customers that are due in 30, 60, 90, and 120 days.
- Marketing campaign reports which allow you to send marketing campaigns to your customers by email, mail, etc.
- Label generation utilities that allow you to print address and return labels for all your customers, or print general labels for any name and address.
- Inventory reports that show the current inventory levels.