Ideal Features Summary
Point of Sale |
Customer Information/Mailing |
Inventory Information |
Accounts Receivable |
Purchasing |
Reports |
Work Orders |
Accounts Payable |
Payroll |
General Ledger |
Multi-store |
Finance & Insurance |
Interfaces |
Other
Point of Sale
- Search for customer by name or number
- Add customers
- Hold transaction in progress
- Create/store layaway sales
- Create/store quotes
- Deposits on orders
- Multi-tender options
- History for whole goods, accounts receivable, sales
- 3rd party billing
- Search items by number or description
- Automatic part number supersession
- View item details
- Bar code scanning at POS
- Pricing by item, customer or group
- Warning if selling below cost
- Inventory relieved instantly
- Discounts by line item or by invoice
- Automatic tax calculation
- Multiple sales tax (including GST and PST)
- Backorder items directly from invoice
- Look up orders by name, number, item number
- Sell kits or assemblies
- Receive trade-ins directly to Inventory
- Future dating
- Print pick tickets, show location
- Print full-size invoices or cash ticket invoices
- Print on plain paper or pre-printed
- Easy to use function keys
- Status bar instructions
- Amortization schedule
- Record lost sales directly from invoice
- View or re-print invoices at any time
- Available interface to PartSmart
Customer Information/Mailing
- Customer lists
- Multiple search options (Name, Zip, Account #)
- Print mailing list
- Purchase date & amount tracking
- Limit customer purchases
- Password protection
Inventory Information
- Inventory shown as stocked or non-stocked
- Lot pricing (single, case, barrel, etc)
- Related Items available for any inventory item
- Core charge and freight charge itemization
- Kits and assemblies
- Supplier part numbers
- Freight & core refund
- Item sales/purchase/lost sales tracking
- Seasonal minimums and maximums
- Price items individually, by group, or by price range
- Price items based on MSRP or from cost
- Serial number tracking
- Floor Plan tracking and reporting
- Print price labels with or without barcodes
- Physical Count Worksheet
- Automatically calculate seasonal min and max
- Product Categorization
- Price lists
- Bin location
- Password protection
Accounts Receivable
- Apply finance charges
- Print statements
- Account adjustments
- Preview customer statement
- Paid on account entry
Purchasing
- Product Categorization
- Order Recommendation report
- Purchase Order Entry
- Purchase Order Receiving
- Track any order/back order by part # or PO #
- Open PO reports/inquiry
- Purchase history
- Price labels
- Transmit PO electronically
- Floor planning
- Password protection
Sales Reports
- Sales Summary (Financial)
- Sales Summary (Quantity)
- Non-stocking Sales Report
- Salesperson Sales Summary Report
- Sales Tax Report
- Serial Number Sales Report
- Customer Purchase Frequency Report
- Customer Sales Summary Report
- Lost Sales (Quantity) Report
Inventory Reports
- Inventory Status Report
- Floor Plan Report
- Inventory Valuation Report
- Inventory Turnover Report
- Serial Number Aging Report
Purchasing Reports
- Order Recommendation Report
- Purchase History
- Receiving report
- Open purchase order
Work Order Reports
- Status Report (All, Pending, Hold, Complete)
- Employee Labor Report
- Labor Efficiency Report
- Work Order History Report
Other Reports
- Aged Receivables Report
- Customer Special Order Report
Optional Reports
- Cash Receipt
- Cash Disbursement
- Journal Entries
Work Orders
- Standard, trade-in, internal, or assembly
- Track work orders by name, number, or tag number
- Customer equipment history search
- Comments for each work order
- Codes to define common services
- Combine codes for complex services
- Flat-rate codes
- Work Order history
- Warranty and non-warranty items on same order
- First notified/last notified dates shown
- Flag a work order for high priority
- Warranty claim tracking
- Warranty form printing
- Password protection
Accounts Payable
- Pay by due date
- Pay by invoice
- Select discounts
- Add/adjust invoices
- Cash requirements report
- Accounts payable aging report
- List invoices selected for payment
- Print/reprint checks
- Print check register by supplier, check # range, date range
Payroll module
- Customize payroll to your operation
- Unlimited earning and deductions categories
- Multiple payroll capability
- Calculate taxes, quarterly tax reports, print W-2's
- Yearly federal, state and EIC tax tables available on diskette. Set up your own local tables
- Routinely updated to keep up with changing state and federal regulations
General ledger
- Customize to your needs - totally flexible
- Track profit centers
- Split expenses among profit centers and partners
- Produce complete audit trail
- Handle multiple businesses
- Maintain multiple budgets
Multi-store capability
- Shared customer information
- Shared accounts receivable
- Shared accounts payable
- Shared work order history
- Shared serial number history
- With general ledger, generate income and expense reports for each store, combined balance sheet
- View inventory status of each location in real time
- Separate end-of-day reports for each location
Finance & Insurance
- Multiple unit sales
- Sell up to 3 extended service policies on one deal
- Payment rollback / Out-The-Door price calculator
- Supports up to 45 forms
- Calculates pre-paid finance charges
- Calculates add-on interest and more
Interfaces
- e-dn.com
- Cat Tracker (Arctic Cat)
- Hondanet (Honda)
- ICVERIFY
- JDPoint (John Deere)
- New Holland P.A.L.
- PartSmart
- Stihl Southeast
- TradeRoute
- RBI Dialin
- Transnet
- CODIS
Other
- Print customer lists through mail merge
- Pre-printed invoices, statements, work orders, checks
- Track profit centers (eg: sales, service, parts)
- Communications/EDI interfaces
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