Web-based Software Solutions

Transcription

1 Web-based Sftware Slutins Clud r Server-based platfrms Pint-Of-Sale Quickly handle special rders, Layaways, Wrk rders, Custmer Depsits and Refunds, On Accunt Payments, Stre Credits and mre. Available Prduct types are Stck, Serialized, Service, Nn-Stck r Kits. Real time On-Hand infrmatin allws yu t check t see if yu have an item in stck, prmised t anther custmer r en rute frm a supplier. Scan prducts by SKU r UPC r lkup by name, vendr, manufacturer, vendr part number r fuzzy lgic. Keep track f all yur custmers, their Purchase and Prduct histry, Special Orders, Layaways, and Stre Credits. Lkup custmer by Name, Hme r Wrk phne, address r fuzzy lgic. Receive purchase rders using a scanner fr serial number input. Multiple language interface, sales rep wrk in English/French and dcuments are printed/ ed in the language f the custmer. Physical cunt allws yu t take a snapsht f inventry n a given day and imprt cunted stck and serial numbers frm handheld devices r Excel. Get a true financial picture n a daily basis. Daily sales cash lg (with clseut) prcesses and updates all daily sales t A/R and General Ledger Print r (PDF frmat) multiple cpies f all Qutes, Layaways, Invice and Custmer statements n preprinted frms r plain paper. SKU numbers can be linked t messages r ther prduct which will autmatically be called up (i.e. warranty refusal, cables, etc) Check inventry, sales and reprts anywhere there is an Internet cnnectin. Additinal Features Easy t integrate a web stre Multiple payment methds Barcde Label Generatin Tuch screen ready. Independent Multi-Stre Inventries Knw what's in stck, Inventry Mnitring & Replenishment Cntrlled Return/Exchange prcessing Charge and Layaway Accunts Drill dwn frm the transactin screen In/Out prduct tracking fr staff Invices can be paid with mre than ne methd f payment Enter referrals fr advertisement tracking September Specificatins are subject t change withut ntice. Mntréal Trnt Cpyright All rights reserved.

2 Web-based Sftware Slutins Clud r Server-based platfrms EDI Fulfillment Need t expand yur business and sell t majr retailers like Walmart, Lblaw s r Hme Dept, Canadian Tire r Target then yu'll need EDI (Electrnic Data Interchange) prcessing capabilities. RSA prvides cmplete integrated EDI rder, invice and payment prcessing as well as partnering with Cmmprt Cmmunicatins Internatinal s data netwrk t prvide yu with a ne-stp surce fr all yur EDI requirements. We supprt mst EDI dcuments, here are sme examples are listed belw. SEND 810 Invice (VICS) 880 Invice (UCS) 856 Advanced Shipping Ntice 882 Summary Invice (UCS) 997 Functinal Acknwledgement RECEIVE 820 Remittance Advice 824 Applicatin Advice 830 Planning Schedule with Release Capability 850 Purchase Order (VICS) 852 Inventry Stck Status 864 Invice Text Messages 875 Purchase Order (UCS) 997 Functinal Acknwledgement EDI DOCUMENTS 810 Detail Invice (line item detail) 812 Debit Credit Adjustment 820 Remittance Advice 850 Purchase Order 856 Advance Shipment Ntice 882 DSD Summary Invice September Specificatins are subject t change withut ntice. Mntréal Trnt Cpyright All rights reserved.

3 Web-based Sftware Slutins Clud r Server-based platfrms Prjects/Jb Csting The Prject/Jb Csting mdule prvides an effective slutin fr prject managers in cnstructin, jb service and ther prfessinal industries, allwing them t mnitr and cntrl revenue, csts and prject status. Assign unlimited cst categries t each prject and autmatically calculate cst and revenue estimates per cst categry. Assign as many as eight prgress status categries t each cntract and prject. Chse frm estimate, apprved, active, inactive, in prcess, cancelled, n hld, cmpleted. Clse a prject t revenue and/r csts at any time. Enter csting entries directly t prjects r frm the riginating vucher in the Payable, Receivable r Invicing mdules Enter direct csting entries specifying the quantity (e.g., hurs), unit cst r billing rate (fr time-and-materials prjects) fr each staff member, material (inventry item), subcntractr, equipment, miscellaneus item, and verhead expense allcated t the prject. Review the status f each f the prject, prfitability, and estimate-t-actual cmparisns. Pst r mdify entries t prjects even after riginating vucher has been created. Search fr prject entries by riginating mdule, vucher number r GL accunt number. Additinal Features Multi currency expense and revenue per prject Unlimited prject types (time and materials, cst plus, fixed cntract, etc) Unlimited csting categries Search prject by type and status Assign each categry t ne f six cst types (labr, material, equipment, miscellaneus, verhead, and subcntractr) Drill dwn t the riginating transactins September Specificatins are subject t change withut ntice. Mntréal Trnt Cpyright All rights reserved.

4 Web-based Sftware Slutins Clud r Server-based platfrms Warehusing Management The Warehusing mdule prvides a cmplete integrated slutin fr managing yur entire inventry and reprting requirements. Thrugh the use f wireless handheld devices and paperless rder picking, realtime inventry becmes a reality. User-defined Order prcessing stages include Release rders t be picked, Assign picker, Inspectin Prcess, Assign shipment tracking inf and Invice creatin. Manage multiple warehuses and bin lcatins. Handle regular stck, special rder items, lt numbers, lt + expiratin, serial & kits. Inter warehuse transfers (Prepare shipment/receiving dcuments) 4 barcdes per prduct (Barcde, UPC, inner pack and pallet) At the custmer level, individualized SKU and UPC barcdes. Purchase prducts in ne unit f measure (case) and sell by anther (each), with each level having its wn cst. Prducts gruped by department and classificatin. All prducts have Tariff numbers and cuntry f rigin. Stck cunts and pricing up t 6 decimal places. Custmer based pricing, with discunt $, discunt %, fixed price, time limited discunts. Individual price lists can be maintained by custmer. Prduct specificatins (text bx), case units, inner pack, pallet, cube, net weight, grss weight, frmat, stacking & shelf days. Track stck mvement by warehuse, bin lcatin, lt, expiratin and serial number. Ability t track shipments t perfrm prduct recall. Restructure warehuse pallets and labeling by pallet. Receive rders by cntainer r individual purchase rder. Custmer preferences n packing slip printing and back-rder handling. Use handheld devices fr Picking, Put-aways and Stck mvements, with Guided Picks and Putaways. Lt# and bxing inf entered at the time f picking, with prductivity analysis by picker. Print receiving wrksheet / checklist and inventry labels n receiving. Print Bill f Lading, ASN and UUC128 Labels. September Specificatins are subject t change withut ntice. Mntréal Trnt Cpyright All rights reserved.

5 Web-based Sftware Slutins Clud r Server-based platfrms Service Billing The Service Billing mdule allws autmatic invicing, accrding t a yur predetermined billing cycles. This mdule is useful fr businesses that manage lng-term rentals, subscriptins, service prviders and renewals. It als allws yu t created Jb Estimates, which can be cnverted in a Jb/Order and then inviced, withut any data re-entry. Create user-defined billing cycles (Weekly, Semi-mnthly, Mnthly, Quarterly, Semi-annually, Annually, etc) that allws yu t decide hw many times per year a custmer gets billed. Current rder and Invice autmatically gets updated with new term f service dates. Create estimates with material, labr and prfit calculatins. With ptinal Jb/prject mdule yu can track a breakdwn f estimated csts versus actual csts; the jb csting reprt gives yu detailed rundwn n materials, labr, utside services, and miscellaneus csts as they relate t each jb. Easily review which jbs and estimatrs are making yu mney. Create billings fr service resellers, displaying service address lcatin and calculating pricing and discunts by custmer, prduct grup r individual prduct. Lad user selected billing cycle int the billing batch. Changes made will be added t current invice as well as future rders. Multiple pricing update can be dne based n type f service, current cst and new fee schedule. Invices ed r printed in batch run, as determined by custmer preference and language. Print invice batch reprt fr apprval prir t creating invices and create invices in advance with user determined billing date. Allws fr multiple ways t handle jb billing, whether yu d partial billing, billing upn cmpletin, cllect a percentage r dllar amunt up frnt. Creates a separate invice (related back t the riginal rder) fr each billing phase. All yur imprtant dcuments such as cntracts can be scanned and attached t yur custmer s Accunt. N lnger have t spend half-a-day lking fr that piece f paper t knw hw much t bill. Gives yu the flexibility t meet the diverse billing cmbinatins and calculates invices accurately accrding t yur business rules (multiple currencies, sales taxes and payment terms). Batch imprt f cash receipts fr custmers that pay with direct depsit. Add NSF charge t accunts when psting returned payments. Rute management fr scheduled maintenance, with ruting pririty. Save time and minimize data entry, thanks t cmplete integratin with the Accunts Receivable and General ledger, which is updated autmatically with each billing cycle. Mntréal Trnt September Specificatins are subject t change withut ntice. Cpyright All rights reserved.