Example Demo
CRM
- Target Lists
- Opportunity Management
- Case Management
- Reps, Teams, Territories
- Leads, Prospects
- Notes, Documents
- To Dos, Call Backs, Meetings
- Extended Activities View
- Outbound Call Campaigns
- Ask the Customer Prompts
Customer
- Quotes
- Sales Orders
- Drop Ship
- Back to Back
- Special Order
- Allocate Stock
- Confirm Pick or Dispatch
- Consolidated Invoice
- Special Pricing
- Returns
- Debtors
- Debtor Letters
- Statements
Supplier
- Purchase Orders
- Requisitions
- GRNs Goods Received
- Bills
- Returns
- Payment Runs
- Special Order
- Drop Ship
- Creditors
Banking
- Bank Reconciliation
- Foreign Currency
- Bank Payments
- Bank Receipts
- Transfers
- Petty Cash
- Deposits
Accounting
- Nominal Codes
- Trial Balance
- Profit & Loss
- Making Tax Digital
- Bad Debt Provision / Write off
- Prepayments/Accrual
- Stock Revaluation
- Multi Currency Revaluation
- Retrospective Reporting
- Prior Year Adjustments
- Closed Period Journals
Stock Control
- Multi Warehouses
- Multi Locations
- Adjustments
- Transfers
- Stock Take
- Profit Analysis
- Assembly
- Kits
- Matrix Items
- Serial / Batch Traceability
- Price Lists, Retail, Wholesale
System Manager
- User Roles
- Shipping Methods
- Terms
- Plugin Manager
- Who’s Logged in
- Import Wizard
Paperless Bills
- Save Printing Bills
- Save Time Filing Bills
- Save Time Searching for Bills
- Save Space having to store bills
- Save Shredding Cost
- Improve Data Accuracy Reduce Errors
- Improve Speed
- Improve Productivity
Carrier Integration / Own Deliveries
- Scan Pick Note to Print the Carrier Label
- Auto Select Carrier based on Weight, Value, Shipping method etc.
- Integrate with Carriers via Shiptheory, CCL, Metapack
- Integrate with Own Delivery TrackPOD, Maxoptra
- Stop typing in Addresses
CTI Computer Telephony Integration
- Screen Pop Answer call and Open record
- Dial from Records
- Dial from Call Campaigns
API Integration
- Create a B2B Web site
- Orders flow into Interprise
- POST Sales Orders from your Web site
- GET Stock Qty, Selling Prices, Stock Information etc
- Logged in Customer can see Quotes, Orders, Statement of Account, Special Prices, Cases, RMAs, Usual Ordered Items etc.
- Integrate with Magento 2, Shopify, etc.
Trade Counter
- Touch Screen
- Barcode Scan +1
- Wild Search
- Retail Cash Now Customers
- On Account Customers
- Signature Pad
- Capture Email Addresses
- Credits
Project Costing
- Projects
- Cost Headers
- Timesheets/Misc
- Purchase Orders, GRNs, Bills
- Sales Order / Staged Payments
- Linked Actvities
WMS Barcode Picking
- Pick Next Order
- Picking by Route/Bin
- Confirm Location / Confirm Item / Confirm Batch Serial
- Stock Take by Location
- Pick Multiple Orders / Packing Mode
- Surface Device Required
Alerts
- Get Alerts by Email
- Get Alerts by Activity
- Auto Send Documents like Statements, Invoices
- Auto Actions
More Features
Cant see what you need?
Ask to see our Knowledge Base
- 365 Email Integration
- MailChimp Integration
- Customer Feeds
- Supplier Feeds
- Multi Company Consolidation
- Asset Manager
- Simple MRP
- Commercial Invoice
- Print Labels
- Head Office Receipt
- etc.
