General System Features |
| Global Accessibility - Anytime. Anywhere. |
| 10,000 Products/SKUs at no additional cost |
| Unlimited Virtual Registers at no additional cost |
| User Defined Dashboards |
| eBulletin (System Announcements) |
| Employee Time Tracking (clock in/out) |
| Automated Zip-Code prefill of City/State |
| Fully Customizable Security |
| Client Customizable Settings |
| Multiple Reports for Customer, Orders, Products and general accounting |
| Save User defined report templates (to easily re-run in the future) |
| Customer Relationship Manager |
| Full Demographics for Person or Entity/Business customers |
| Unlimited comments about customers/orders |
| Customer Account Management |
| Accounts Recievable follow up area |
| Customer Extracts for general marketing |
| Customer to Customer Relationships (used to store householding info, contacts, etc) |
| Generate and email Invoices |
| Generate and email Customer Ledger |
| Traditional Point of Sale |
| Walk-In Orders (no customer info needed) |
| Customer Sales Orders (current and history) |
| Product Purchase Summary (item counts, first last purchased dates) |
| Seamless (payments/refunds/receipts) |
| Generate Price Quotes (pending orders) |
| Copy Sales Orders for repeated customer orders |
| Innovative for order processing, inventory management, etc |
| Integrated Clear Text and Encrypted (credit card swipes) |
| General Order Discount Options |
| Happy Hour Pricing/Coupons/Free Item Tokens |
| Customer Tiered Pricing (Loyalty Programs) |
| Multiple Kitting Options (product grouping, packaging and optional discounts) |
| Rental/Lease Processing |
| Product Instance Tracking (create instances of product with specific Serial/Lot No) |
| Tracks Employee Commissions |
| Inventory Management |
| Customizable products with Multiple Pricing Options |
| Manage inventory at all locations separately |
| Restock Tool with options to update by Delta or Total |
| Update Actual Cost of existing inventory using Value, Average or Weighted Average |
| Integrated Purchase Orders (created from inventory, with search for low/out) |
| Email Purchase Orders to suppliers |
| Stock Transfer Management (between multiple locations) |
| Shipment Management (used for jobs, stock transfers, etc) |
| Print Shipping Labels |
| General Accounting Module |
| Unlimited Accounts (Cash, Asset, Liability, Shareholder Equity) |
| Unlimited Business Parters/Payees |
| Create scheduled (recurring) payments |
| Simple and Itemized Reconcile Process |
| General Ledger (Payment Summary) |
| Auto create payment to supplier when completing a purchase order |
| Entity Import/Export CSV data |
| Ability to import/export products |
| Ability to import/export customers |
| Ability to import/export inventory by location |
| Ability to export payments |
| Ability to export OrderItems (with order data repeated as header) |
| Advanced Invoice Management |
| Retain generated invoices (PDF) in the archive |
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| Download, email and manage previously generated invoices |
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| Auto-generate a sequential ID for all invoices |
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| Enter a custom Invoice Id, Due Date and Notes, all of which will print on the Invoice |
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| Search for customers by invoice status |
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| Customer File Management |
| Upload and store customer documents in the archive |
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| Workflow/Job Process Management |
| Save user defined searches (customer, order, shipement, transfer, accounting, PO, etc) with item status |
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| User defined/customizable workflows |
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| Job Processing (internal and external) |
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| Ability to specify customer delivery address for order |
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| Support for Drop Shiping orders from suppliers |
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| Integrated eCommerce |
| Traditional eCommerce storefront with shopping cart |
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| Traditional B&M Stores can use the same products used for the fySales retail store account, and just set an internet price |
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| Checkout by CC, with deposits going to the same account as your store |
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| Orders are submitted to the same back end fySales system used by your primary storefront |
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| Customer Appointment Management |
| Full scheduling capabilities for scheduling and documneting customer appointments |
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| Appointment links directly to the customer profile in the CRM |
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| View by day or week with user settings to configure the calendar |
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| Custom Integration |
| Use your existing eCommerce website to send orders to our back end processing and accounting system |
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| Use our imports/exports and alternate identifiers on the major entity types to sync data between legacy systems |
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| We have extensive development experience and can custom design an integrated solution for you |
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