1. SYSTEM SETUP |
|
|
|
|
|
System Parameters |
|
|
|
|
|
Dropdown Setup |
|
|
|
|
|
Units/Currencies |
|
|
|
|
|
Delivery Setups |
|
|
|
|
|
Bin Locations |
|
|
|
|
|
Customer Surveys |
|
|
|
|
|
Accounting Setup |
|
|
|
|
|
Sales Tax Setup |
|
|
|
|
|
Standard Communication Letters |
|
|
|
|
|
Custom Communication Letters |
|
|
|
|
|
Policies and Disclamers Setup |
|
|
|
|
|
Bar-code Setup |
|
|
|
|
|
Budget Setup |
|
|
|
|
|
Print various Artifacts/Documents |
|
|
|
|
|
E-mail various Artifacts/Documents |
|
|
|
|
|
Fax various Artifacts/Documents |
|
|
|
|
|
2. USER & LOCATION ADMINISTRATION |
|
|
|
|
|
Predefined User Groups - 6 groups |
|
|
|
|
|
Custom User groups |
|
|
|
|
|
User Group Assignment |
|
|
|
|
|
Passwords |
|
|
|
|
|
Location Access |
|
|
|
|
|
Session Time |
|
|
|
|
|
Access Rights |
|
|
|
|
|
IP Security |
|
|
|
|
|
User Log |
|
|
|
|
|
User Login IP Address Tracking |
|
|
|
|
|
Details Transaction Log |
|
|
|
|
|
SPS Feature Comparison Sheet |
|
|
|
|
|
Multi Location Setup |
|
|
|
|
|
Inter Location Setup |
|
|
|
|
|
Parent & Multi Location Customer |
|
|
|
|
|
3. CUSTOMER MANAGEMENT |
|
|
|
|
|
Active/inactive Customers |
|
|
|
|
|
Customer Types |
|
|
|
|
|
Prospective Customers |
|
|
|
|
|
Customer Notes |
|
|
|
|
|
Multiple Shipping Addresses |
|
|
|
|
|
Credit Limits |
|
|
|
|
|
Customer Locks |
|
|
|
|
|
Customer Alerts |
|
|
|
|
|
Tax IDs |
|
|
|
|
|
Parent/Multi Location Customer |
|
|
|
|
|
4. PRODUCT MANAGEMENT |
|
|
|
|
|
Picture Catalog |
|
|
|
|
|
Alternate Names |
|
|
|
|
|
Base Colors |
|
|
|
|
|
Countries of Origin |
|
|
|
|
|
Reorder Levels |
|
|
|
|
|
Sizes and Weights |
|
|
|
|
|
Picking Units |
|
|
|
|
|
Price Levels |
|
|
|
|
|
Customer Specific Special Pricing |
|
|
|
|
|
Preferred Supplier |
|
|
|
|
|
Accounting Defaults |
|
|
|
|
|
Supplier Pricing |
|
|
|
|
|
Product Attachments |
|
|
|
|
|
5. INVENTORY MANAGEMENT |
|
|
|
|
|
Product Search |
|
|
|
|
|
Inventory Search |
|
|
|
|
|
Bin Number Search |
|
|
|
|
|
Create Transactions |
|
|
|
|
|
Inventory Reconciliation |
|
|
|
|
|
Inventory Adjustments |
|
|
|
|
|
6. BAR-CODE MODULE |
|
|
|
|
|
Types of Scanning |
|
|
|
|
|
Real-Time Scanning |
|
|
|
|
|
Batch Scanning |
|
|
|
|
|
Bar-Code Symboligies |
|
|
|
|
|
Bar-Code Labels |
|
|
|
|
|
Cycle Counts |
|
|
|
|
|
Inventory Reconciliation |
|
|
|
|
|
7. Quotes and Estimation |
|
|
|
|
|
Quotes Entry |
|
|
|
|
|
Quotes Follow-up and Reminder Letters |
|
|
|
|
|
Conversion Reports |
|
|
|
|
|
Quote Attachments |
|
|
|
|
|
Supplier Pricing |
|
|
|
|
|
Inventory Availability |
|
|
|
|
|
Quote Revisions |
|
|
|
|
|
8. JOBS MANAGEMENT |
|
|
|
|
|
Jobs |
|
|
|
|
|
Contracts |
|
|
|
|
|
Job Tickets |
|
|
|
|
|
Print Selections Letter |
|
|
|
|
|
Job Attachments |
|
|
|
|
|
Custom Job Documents |
|
|
|
|
|
Remnant Handling |
|
|
|
|
|
Piece Route Dashboard |
|
|
|
|
|
Custom Dashboards |
|
|
|
|
|
9. SCHEDULING |
|
|
|
|
|
Template Scheduling |
|
|
|
|
|
Install Scheduling |
|
|
|
|
|
Job Field Calendar |
|
|
|
|
|
Shop Scheduling |
|
|
|
|
|
Shop Calendar |
|
|
|
|
|
Route List |
|
|
|
|
|
Cell Phone Text Engine for Route List |
|
|
|
|
|
10. Homeowner Walk-in |
|
|
|
|
|
Homeowner Walk-in |
|
|
|
|
|
Walk-in Calendar |
|
|
|
|
|
Reopen Old Selections |
|
|
|
|
|
Print Selections letter |
|
|
|
|
|
11. HOLDS |
|
|
|
|
|
Holds Tracking |
|
|
|
|
|
Reference Information |
|
|
|
|
|
Hold Information Letter |
|
|
|
|
|
Homeowner Information Letter |
|
|
|
|
|
Hold Expiry Letter |
|
|
|
|
|
Homeowner Expiry Letter |
|
|
|
|
|
Hold Summary Letter |
|
|
|
|
|
Holds Archive/Log |
|
|
|
|
|
12. SALES ORDERS |
|
|
|
|
|
Sales Order Tracking |
|
|
|
|
|
Fulfillment Quantity |
|
|
|
|
|
Print Various Sales Order Documents |
|
|
|
|
|
Receive Deposits |
|
|
|
|
|
Special Orders |
|
|
|
|
|
13. DELIVERY HANDLING |
|
|
|
|
|
Delivery Status |
|
|
|
|
|
Delivery Calendar |
|
|
|
|
|
Delivery Management |
|
|
|
|
|
Sold as Name |
|
|
|
|
|
Print Delivery Documents |
|
|
|
|
|
Truck Scheduling |
|
|
|
|
|
Truck Loads and Routes |
|
|
|
|
|
14. Purchasing |
|
|
|
|
|
Create Purchase Orders |
|
|
|
|
|
Purchase Packing list |
|
|
|
|
|
Lot Specific Information |
|
|
|
|
|
Bar-Code Printing |
|
|
|
|
|
15. ACCOUNTING |
|
|
|
|
|
General Ledger |
|
|
|
|
|
Accounts Receivable Management |
|
|
|
|
|
Accounts Payable Management |
|
|
|
|
|
General Journal Entries |
|
|
|
|
|
Reverse Entries and Periodic Journals |
|
|
|
|
|
Non Inventory Vendor Management |
|
|
|
|
|
Customer Payments and Deposits |
|
|
|
|
|
Payments and Checks |
|
|
|
|
|
Bank Reconciliation |
|
|
|
|
|
Budget Analysis |
|
|
|
|
|
16. REPORTS AND ANALYSIS |
|
|
|
|
|
Customer Reports |
|
|
|
|
|
Inventory Reports |
|
|
|
|
|
Accounting Reports |
|
|
|
|
|
Purchasing Reports |
|
|
|
|
|
Financial Statements |
|
|
|
|
|
Sales Reports |
|
|
|
|
|
+ ADDON MODULES |
|
|
|
|
|
Inward Consignment |
|
|
|
|
|
Outward Consignment |
|
|
|
|
|
CRM Customer Management |
|
|
|
|
|
Cell Phone Module |
|
|
|
|
|
Website Connect |
|
|
|
|
|
Customer Login |
|
|
|
|
|
Supplier Login |
|
|
|
|
|
|