Invoices:
- customer search
- custom date
- unlimited items
- payment tracking
- layaways
- tax tracking with multiple tax codes
- printed receipts
- delivery receipt option
- custom logo on printed receipt
- employee tracking
- custom financing options
- email invoice
- select existing inventory for stock items
- add custom ordered items or SKU items
- employee fraud prevention
- active/completed invoice status
- view invoices where all items received
- quotes that can be converted to invoice
Items:
- unlimited items
- vendor tracking
- cost tracking
- status tracking
- item repair tracking
- order store inventory
- print barcode labels
- supports UPC (barcoded) items
- SKU for in-store model tracking
- import store inventory
- verify store inventory
- filter to find items easily
- sub status for custom status tracking
- inventory verification
- item category for reporting
- commissionable/non-commissionable
Customers:
- import customers
- export customer List
- show invoices for customer
- get directions to customer address
Vendors:
- import Vendors
- track vendor invoices
- purchase orders for ordering items
- directly fax purchase orders to vendor
- directly email purchase orders to vendor
- track multiple vendors for each item
- auto assign default finisher to builder on PO
- purchase order approval system
Receiving:
- print list of items on order
- bar codes for easy status update
- partial received items for incomplete order
- print labels for all items received on shipment
|
Reports:
- automaticly emailed daily sales report
- email or print reports
- reports available:
- accounts receivable
- total sales
- daily sales
- sales by employee
- taxes collected
- items by builder
- item profit
- vendor pickup list
- daily sales tender tracking
- discounts given
- deliveries scheduled
- payments received
- quotes by employee
- category sales by salesperson
- employee timeclock
- upc reorder list
- pos sales
- pos transactions
- pos payments received
- custom reports
Dashboard:
- items with payment overdue
- items with layaway payment due
- items overdue for receiving
- sales by year comparison graph
- total payments due
- items by status quick numbers
- employee sales chart (when user logged in)
- store sales total
- store commissionable sales total
UPC Point of Sale
- Standard ‘Cash Register’ for barcoded items
- Uses standard receipt printer & cash drawer
- Use barcode scanner
- Create purchase orders for UPC items
System:
- Employee Timeclock
- Gift Card tracking
- Automatic backup
- Network Drive
- Local PC
- Cloud Drive (Google Drive, box.com, etc)
- Unlimited Database Size
- Multiple computers
- Multiple Store Locations
- Data Import
- Employee Timeclock
- Label printer support (DYMO)
- Send faxes through OrderTrac
- System log for tracking problems
- Customizable Permissions sytem
- set a role for each user
- examples of areas to restrict by role:
- deleting payments
- viewing a report
- viewing sensative cost data
- dashboard reports
|