Features & Options
ORDER ENTRY
- Customer Status Warnings
- Credit Limits
- Credit Holds
- Shows Product Status
- On Hand
- Allocated
- Reserved
- Committed
- In Warehouse
- Coming In
- Available to Sell
- Available to Promise
- Multi-Level Pricing
- Contract Pricing
- Address Validation
- Avalara *
- ShipEngine *
- Credit Card Processing
- Fiserv *
- Counter Sales / POS
- Sales Tax Calculations & Reporting
- Standard
- Avalara AvaTax *
- Direct Shipment Automation
- Blanket Order Scheduling
- EDI *
- Unlimited UOM’s
- Variable Decimal Precision per Line
- Automatically Converts Quotes to Orders
- Integrates Quotations, RMAs, & Orders
- Duplicate, Split, Import, & Merge Orders
- Insert, Sort, or Renumber Line Items
- Expediting, Shipping & Delivery
- Signature Capture *
- CRM Opportunity Tracking *
- ShipEngine Integration *
- VendNovation Integration *
- Automatically Produces Backorders
- Order Delivery System
- Customer Invoice Routines
- Periodic Invoices
- Cash Receipts System
- Service Charges
- Customer Statements
- Customer Bin System
- Multiple Contacts per Customer
- Multiple Addresses per Customer
- Address Validation *
- Customer Notes System with Pop-Up Alerts
- CRM Actions & To-Do Lists *
- History Available on Every Screen
- Invoices - Open & Paid
- Checks & Payment History
- Credit Limit, Grace Period, & Credit Hold
- Unlimited Customer Class Groups, Classifications & Groups
- Customer Type - Lead, Prospect, or Customer *
- Lead Category - Unknown, Cold, Warm, or Hot *
- Salesperson Commissions by Invoice or Cash Receipts
- Import Customers
- Merge Customers History
- Hyperlinks (Email, Website, Linkedin)
- Reports, Inquiries, & Lists
- Master Customer for Billing, Contracts and Part Numbers
- PCI Compliant Credit Card Integration
- Vendor Invoice Routines
- Check Routines & Reconciliation
- Cash Requirements
- Vendor Certicate System
- Supports Accrued Payables
- Reports, Inquiries, & Lists
- Assign Tasks to Yourself or Others
- Contact Information
- Follow Up Date & Time
- Multiple Definable Actions
- Optional Popup Notifications
- Subject
- Description
- Action Priority
- To-Do Lists
- Action History
- Enter & Edit Prospects
- Lead, Prospect, or Customer
- Lead Category - Unknown, Cold, Warm, or Hot
- Quote Opportunity Value & Expected Close Date
- Multiple Denable Opportunity Funnel Stages
- Reports & Inquiries Designed to Help Sales Managers
- Product Sales Analysis
- Customer Sales Analysis
- Salesperson Sales Analysis
- Customer & Product Ranking Reports
- Commission Reports
SHIPENGINE INTEGRATION *
- Integrated Parcel Shipping
- Parcel Rate Quotes with shipping providers UPS, Fedex and USPS
- Tracking Number & Costs Immediately
- One Click Web Tracking in The Business Edge
- Emailed Invoices Include Tracking Numbers with Hot Links
- Shipping Label Creation
- Purchase Order Expediting
- Purchase Order Back Order Tracking
- Vendor Product History
- Vendor Request for Quotes (RFQs)
- Direct Shipment Automation
- Insert, Sort, or Renumber Line Items
- Fastener Supply Chain Network
- Processing Purchase Orders
- Internal & External Processes
- Complete Lot Control & Traceability
- Location & In Transit Tracking
- Automatically Creates RFQ’s, PO’s and Processing PO’s
- Based on Usage, Minimum, Maximum and Current Requirements
- Automatically Email, Fax or Print All Documents
- Fully Integrated Event Driven
- Multiple Period Processing
- Unlimited Financial Statement Formats
- Management Snapshot
- Cash Flow Report
- Executive Summary by Day, Month, Year
- Cost Centers
- G.L. Budget System
- Import Journal Entries
- Master Distributors
- Brighton-Best Int’l
- Kanebridge
- Lindstrom
- Star Stainless
- Stelfast
- XL Screw
- Inventory Sourcing Sites
- Nationwide Fastener Directory
- FCH *
- ILS *
- PartsBase *
- Strategic Partners
- 8x8 *
- Avalara AvaTax *
- Fiserv *
- ShipEngine *
- VendNovation *
- Mobile App
- Remote Order Entry
- Smart Phones & Tablets
- Efficient Single Scan Ordering
- Upload via Internet or Bluetooth
- Complete Customer Usage Reporting
- Supports Consignment Inventory
- Rapid Customer Service with Quick Entry Screen
- Bar Code Entry
- Cash Drawer
- Change Making Calculation
- Print Invoice
- Fiserv Credit Card Transaction Processing *
- All Smart Phones & Tablets
- Seamless Integration to Enterprise System
- Customer Inquiry
- Product Inquiry
- Signature Capture
- Vendor Managed Inventory (VMI)
- Corrective & Preventive Action System
- Pareto Analysis of Problems
- Daily Reminders of Past Due Items
- Calibration Records of Measuring Devices
- Daily Reminders of Assigned Tasks
- Approved Vendor List
- Product Inspections
- Maintenance Logs
- Critical Product Specications
- Preventive Maintenance Schedules
- Device Calibration Entry & Status Tracking
- Analysis Reports & Inquiries
INVENTORY SYSTEM
- Tracking by Product
- Location
- Lot Number
- Tag Number
- Manufacturer Lot Number
- Manufacturer Heat Number
- Manufactured Date
- Country of Origin
- Melting Country
- RoHS
- DFARS
- Expiration Date
- Multiple Locations per Product
- Multiple Products per Location
- Random Warehousing Supported
- Merge Product History
- Multiple Units of Measure per Product
- Product Categories
- Group
- Family
- Classification
- Multiple Part Numbers Per Product
- Customer
- Catalog
- MS Number
- Vendor
- Competitor
- NAS Number
- Up to 39 Character Part Number
- Unlimited Product Description Length
- Import Products
- Create New Products
- Update Existing Products
- Electronic Cardex System
- Physical Inventory System
- Fastener Supply Chain Network
- Enforces Receipts of Required Certificates
- Automatically Attached to Product & Lot
- Automatically Includes Certicates, MTR’s and Other Required Documents with Shipments & Invoices
- Documents Available in Inquiry Screens
- Scan Documents, Receive Faxes, & Drag-n-Drop PDF’s
- Over 26 Document Types
- Certicates Attached to Lots
- Drawings Attached to Products
- View, Print, Fax, & Email All Documents
- Fully Integrated
- Manufacturing Requirements Report Based on Demand
- Component Usage Based on Finished Goods Sales
- Labor & Resource Hour Reporting
- Labor & Resource Costs Applied
- Manufacturing Cost & Variance Reporting
- Materials Resource Planning
- Capture All Product Movements with Barcodes
- Dramatically Improves Order Picking Time & Accuracy
- Manual Adjustments & Physical Inventory from Scanners
- Supports Mobile Label Printers
- Real Time Tracking
- Single Scan License Plate Ensures Accuracy
- Optionally Enables Random Warehousing
- Manage Containers and LCL Shipments
- Track On-the-Water Inventory
- Apply Landed Cost to Products
- Enter Container Information
- Track Shipping & Receiving of Containers
- International Product Maintenance
- Tariff Codes and Rates by Country
- Port Information
- Web Developer Friendly Suites
- JSON or XML
- Industry Standard Tools
- Allows You to Create
- Shopping Cart Systems
- Customer Portals
- Business Intelligence Dashboards
- Custom Applications
- Drawings of Products Print on Labels
- Multiple Label Colors & Sizes
- Datamax & Zebra Printers
- Custom Customer Labels
- View All Branches Inventory
- View Individual Branch Inventory
- Branch Transfer System
- Purchasing From Main Branch, Satellite Branches or Both
- Reports & Inquiries by Single Branch or Company Wide
- Customer Consignment Branches
* Denotes option is not included in the base system and may require the purchase of additional third party licensing.