Features

Full Feature List:

 

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┬ádaily 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