• 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

• 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