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 Features
| Modules |
Sales & Customer Services |
Run Your Entire Business |
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SFA ( Sales Force Automation) |
| Manage Contacts, Leads, Accounts and Opportunities |
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| Manage and Share Calendars |
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| Opportunity management |
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| Forecast and Sales Plan |
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Account and contact management with seamless
integration with Customer Care |
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| Integrated calendar and scheduler |
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| Competitor tracking |
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| Customized pricing and promotions management |
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Mobile handheld device order processing with bar
code scanning and remote printing |
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| Single point customer set-up |
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| Multiple price list capability |
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| One click conversion from price lists and quotes to sales orders |
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| Comprehensive sales commission calculation |
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Sales and Gross Margin analysis with drill down
capability to individual transactions |
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| Manage Cases and Solutions |
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| Document Management |
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CRM ( Customer Relationship Management) |
Customer setup, quotes, sales orders, and credit
status in dynamic screens |
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Record and review current and past conversations,
satisfaction index, personal information,
customer wish list, and competitive data in one central location |
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| Calendar and scheduler for customer interaction and follow-up |
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| E-mail or print quotes, sales orders, invoice, and statements |
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Price and discount overrides during sales order creation
with gross margin display |
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| Credit limit and inventory availability warning |
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| Put order or customer on hold |
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| Force prepayment of order before delivery |
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| Track price list, quotes, sales orders and open invoices for customers |
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| Order tracking and delivery capture on mobile handheld device |
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| Commissions tracking for sales |
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| Links to FedEx and UPS websites to track shipping |
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| Customer purchasing trend indicator |
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Purchasing |
| Requisitions convert to POs at the click of a button |
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Creating and tracking of purchase orders for inventory,
non-inventory and service items for multiple locations |
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| Drop-ship to customer |
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| Unit of Measure (UOM) conversion |
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Unlimited notes and memos in line items with
flow-through from purchasing to inventory and sales |
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| Warning when credit limit exceeded |
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| Purchase request authorization includes digital signature |
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| Vendor price list management |
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| Electronic transfers of POs to vendors |
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| Backorder visibility |
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| Item association to multiple vendors |
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Inventory |
| Unlimited number of items |
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| Create inventory items on the fly from transaction entry screens |
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| Standard and average costing |
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| Item serialization |
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| Multiple pricing and discount levels with quantity tier |
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| Soft allocation of items |
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| Reorder point and minimum order quantity |
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| Inventory adjustments for quantity and cost |
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Return Materials Authorization (RMA) with one
click Material Receipt and Credit Memo |
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| Inventory handling for multiple locations with transfer capability |
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Kitting and de-kitting of inventory and service
items with automatic cost calculation |
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Automatic buyer notification of items below reorder
levels and pending requisitions |
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Payables |
| Print checks |
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| Track expenses |
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| Add vendors |
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| User-defined periods for ageing |
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| Multiple AP control accounts |
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| Batch check printing |
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| Void Check with automatic reversal of GL entries |
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Multiple payment capability - Checks, Wire Transfers,
Credit Cards |
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| Records and tracks credit card purchases |
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| Payment and/or purchase hold |
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| Prepayments without invoice |
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| Automatic or manual application of payment |
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Advance payment with automatic application
to invoices |
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| Debit Memo for returns, discounts and other reasons |
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| Early payment discounts with Vendor Discount Analysis |
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| 1099 vendor reporting |
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| Miscellaneous bill creation and payment |
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Receivables |
| Create and send invoices |
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| Charge sales tax |
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| Track payments |
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| Create estimates |
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| Time tracking and billing by customer |
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| Delayed billing |
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| Recurring billing |
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| Accept credit cards3 |
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| Single click creation of invoices from packslips |
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| Unlimited ship-to addresses |
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Full fledged sales tax rules engine, with State, County,
City and Zip demarcation tax rates, handling item and
customer sales tax exemptions and exceptions |
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| Credit memo for sales returns or discounts |
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| Returned checks |
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| Freight calculated automatically |
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| Advance receipt and auto apply of advances |
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| Multiple GL control accounts |
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| Customer aging and statements |
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| Sales outstanding and collection analysis |
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General Ledger |
Seamless integration with automatic posting of entries by
other modules - immediate or deferred |
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| 24-digit account numbers |
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| Bank reconciliation |
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| GL detail reporting with drill down to individual transactions |
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| Unlimited number of accounts through chart of accounts |
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| Custom grouping of accounts for reporting |
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HR ( Human Resources) |
| Track employee information |
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Link employees with departments and divisions for
sales commission, data security rules and reporting |
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| Unlimited job description |
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| Restrict employee interaction with the system based on job roles |
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| Hire dates |
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| Salary information, including raise history |
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| Emergency contact |
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| Employee lookup |
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| Benefits selection |
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| Time card printing |
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Outlook Integration |
| Contacts Synchronization |
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| Calendar Synchronization |
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| Email Synchronization |
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| Schedule Meetings |
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Other features:
| Features |
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Run Your Entire Business |
| File Storage per Organization |
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500 MB |
| Additional 100 MB Storage (USD) |
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$5 / month |
| Additional 250 MB Storage (USD) |
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$10 / month |
| Additional 500 MB Storage (USD) |
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$19 / month |
| Additional 1GB Storage (USD) |
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$30 / month |
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