Feature List

 
Contact or Entity Centred Views
You can see all the notes, Activities, Cases, Documents, Campaign Waves linked to each Entity or by Contact record. You get both a Contact and an Entity View or filter. EG in the General tab you see all notes but when looking at a contact and the notes tab it will just show the notes linked to the contact you are looking at.
360 Degree Views of Customer Transactions and Activities.
See all Notes, Emails, Cases, Opportunities, Campaign Waves, Activities like Meetings, Calls, Call Backs, To Dos, Document Attachments, Custom Pricing with Qty breaks, Transaction History, Outstanding Orders/Quotes, Recent Sales, Aged Debt Analysis etc. in one form.
Track & Manage Leads
Leads are effectively like buying a database or web enquiries
Track & Manage Prospects
Prospects are hot leads and some specific contact has been made with regards to their requirements.
Convert Leads to Prospects or Customers & Opportunities
With one click you can convert a lead to both a Prospect & Opportunity.
Calendar Views for Meetings, To-Dos, Calls, Call Backs & Cases.
When scheduling a meeting or resource you can see other peoples availability.
Mark Calendar Items as Private
These can be marked as private so people can see your busy but not what you are doing.
Calendar Filters & Grouping
Most Calendar items can grouped and filtered by any criteria.
Case Management Dashboard & Escalation
You can see outstanding cases that are overdue in red, half way through the SLA as amber and overdue in red. Cases can also be grouped, filtered and sorted using any criteria like assigned to.
Call Out or Job Sheet
A print out can be done if an on site call out is required with relevant case details and area for the customer to sign.
User Defined Stages
You can define your own sales cycle stages. EG you could have Quote, Meeting, Awaiting Order or Another Meeting Required.
Link to Document or Quote or Multiple Quotes
It depends what your service or product is to decide how you use opportunities. You could just enter an opportunity with details and enter an order value. You could also attach a word document or spreadsheet to the opportunity. If you are a product that can quote using the quote form then this can be assigned to the opportunity. When you convert a quote to an order it will automatically complete the opportunity as well.
Opportunity Value based on Quoted or Margin Revenue
Customer Enquiry can see all Assigned Opportunities
Quote using Stock, Kits, Matrix Items & Free Text Items
Quote with Special Pricing
Convert Quotes to Orders with the click of a button.
Print, Fax or Email quotes direct from the system
Create Target lists from Leads, Prospects & Customers
You can chose to pick main contact or all contacts within a Prospect or Customer.
Use any fields including custom fields to filter the list
Use sales and quote history
If you want to see who you quoted but did not buy a particular item or items from a product group or just people who bought a type of item. EG lets say you got lots of keyboards in the warehouse which you want to get rid of then a good idea is to market an offer to people who have bought keyboards from your before or any computer base units or monitors.
Target lists can be easily exported to Excel or csv
You can create a list to use in email sending software easily or for smaller numbers email, fax or print (letter merge) from Interprise directly.
Campaigns can group numerous Waves together
Waves can be for email, fax, calls, and printed letter. These are based on target lists.
Outbound Call Management
Outbound Calls are assign to a User and a user has a call interface to say got through, call back etc.
Email Client for sending Documents such as statements, invoices, order etc.
Not designed as a replacement for Outlook but a user can send simple emails as well as documents.
Emails can be marked as private or public.
When viewing a customer or supplier you can see the emails, faxes sent.
Lowest Cost Route
When sending a document the system can decide to send by the lowest cost route, i.e. if they have an email address it will email them, of they don’t then fax them, of they don’t have a fax then print it off to be sent by post.
Standard Reports & Custom Reports
There are standard reports but you can create your own using the report generator.
Dashboard View for Cases, Quotes etc
Document Management
Memos or a central storage of documents can be done using the document management feature.
 
Chart of Accounts View
Allows you to see trial balance and defineable profit and loss and balance sheets with full drill down to groups and nominal transactions. This Month, This Month Last Year, This Month Budget, Year to Date Actual, Year to Date Last Year and Year to Date Budget.
Nominal Code or GL Code
Budgets to compare Actuals
Nominal Transaction Drill Down
User Defineable & Easy Creation of Nominal Codes & Segments
Journals can be taxable or none taxable
Journal Templates by Percentage or Value
Prepayments & Accruals Wizard
A simpler routine to create prepayments for those of us who are not used to doing journals for prepayments or accruals.
Bad Debt Provision Routine
Write off Routine based on values.
Can be used to write off small values before a statement run.
Multi Currency Revaluation Routine.
This allows you to revalue debts and provision for potential and actual foreign currency loss or gains across customers, suppliers and bank accounts.
Batch Posting Routine & Log.
Recurring Journal Routine
Stock Revaluation Routine
Allows you to prove the value of your stock and revalue it. Based on costing methods of FIFO, Average or Standard costs. The system keeps track of all GRNS without confirmed costs and will use this to value stock in the absence of a confirmed or Billed cost.
Month End Wizard
This prompts a user to take relevant reports and postings.
Period Based Accounting
Fully defineable periods. Each period can be from a day to unlimited date range. Standard periods are Calendar. 4 weekly periods is easily accommodated. Periods ahead of the current period can be amended as required if your company changes its year end.
Audit Trial Enquiry
Prior Year Adjustments
This allows you to change last years figures, automatically changing the retained profit and brought forward balances, when you get them back from the accountant usually 3-6 months after the year end as been run.
Closed Period Adjustments
When a period end is run this is the only way to post back into a closed period. This is so we can see who and what was changed as this will affect reports all ready taken for month ends.
Automatic Cost of Goods Sold Postings (COGS)
Options to use default nominal accounts or By Customer, By Item, By Product Group, By Item or By Product Group.
EC Sales List
Intrastat SSD Analysis
VAT Return
Hyperlink Drilldown on transactions
Grouping, Sorting by columns
Chose columns to display
Advanced search options
Ability to pick multiple items in search screens at once
Mouse and Keyboard Supported menu options
Report Previews, Report Writer & Wizard
Business Intelligence
Unlimited Companies
Multi Currency
Fax Integration out of the box (web service so no modems or set-up required)
Email Integration out of the box
Lowest Cost Routing for batch document production for Email/Fax/Print
Assigned To Filtering – My / List / Team / or All Options
 
360 Degree View of Customer & Contacts
See all Notes, Emails, Cases, Opportunities, Campaign Waves, Activities like Meetings, Calls, Call Backs, To Dos, Document Attachments, Custom Pricing with Qty breaks, Transaction History, Outstanding Orders/Quotes, Recent Sales, Aged Debt Analysis, Transaction Disputes, Buying Patterns etc. in one form.
Customer Terms
Can have different terms for each customer. You can also have different term groups which enables us to offer multiple payment terms to a customer based on the type of customer. This allows a customer via eCommerce to decide how to pay.
Active flag so they do not appear in searches if marked as inactive
Unlimited number of customers
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Sales Order Processing Management
Pick multiple items from search list. Sell stock, none stock items, matrix items, kit items etc. You can also edit stock descriptions if required on the fly. If a customers part code or description has been entered in setup then these will be used as well. We have due dates on every item line. Audit trial of changes to the order so you can see who did it and amended it.
Allocate or promise stock qty to a customer as taking the order
Drill down on allocations
On Purchase Order Qty so you can see who stock has been promised to and to see when more stock is coming in so you can tell the customer when they may get the stock if you don’t have any in.
Special Selling interface for Matrix items
Special Selling interface for Kit Items
Order Entry Cross Sell & Up Sell Prompts
Prompts the user to prompt the customer and add these items to the order easily.
Order Entry Accessories & Substitutes
Prompts the user to prompt the customer and add these items to the order easily.
Profit Calculation by item line and overall
Drop Ship option and default by item line
This allows you to create a purchase order on the fly or process them all in bulk later on.
Allow Back Order option set by customer and can be overridden on each order
Allow multiple payments against the same order
You can also process the credit card online as an option.
Status Driven Order Processing
You decide if you want separate credit approval, pick notes and invoices.
Print and Process orders in Batches or Individually
Auto Allocation of Stock Routine
So you can pick by warehouse by Delivery Route, Customer Rank, Sales Order number, Item Due Dates, Item and then allocate stock to orders.
Detailed Confirm Pick and Pack Routine
Allows for re-picking non found items or changing qty, locations etc
Consolidation of Orders
Allows you to create one invoice for the same customer with relevant information on item lines like source document, customer order numbers etc.
UK SSD Analysis / Intrastate
Agent & Sales Rep Management
Can see linked transactions and orders pending and commission paid.
Agent & Sales Rep Commission Calculation Routine
Pay commission by percentage of invoice value or based on profit value. You can also sort by invoices paid so you only pay commission on paid invoices. You can split one invoice between many Sales Reps on order entry. Agents can be linked to a supplier account and a Bill can be created automatically if required. Commission remittance sheet can be produced for each commission run and emailed to the Agent or Rep.
Credit Control Management
With send copy invoices feature, enter notes and payment promised dates.
Overall Aged Debtor Enquiry
Showing all debtors including foreign currency ones in base values.
Predicted Cash Flow
Based on average number of days that individual customers have historically paid applied to their outstanding debts.
Statement & Debtor Letter Production
With Lowest cost routing of documents
Pricing Methods
There are many ways to deal with pricing. There is retail or wholesale price as default combined with Mark up% on last cost, Product Group Discount Bands, Last Price they paid, Special Price List with Qty Breaks by Unit of Measure, Promotional pricing and Specific Customer prices on specific items for this customer overriding other prices.
Export and Import Customer Price Lists
You can then edit the price lists in Excel and them import them back or edit them within the program.
Multi Currency Price Lists
RMA Returns Management
Return Options like Qty Good (Back into normal Stock) and Faulty (into faulty location)
Credit Note Management
From RMA or Invoice or Manual Entry
Recurring Sales Orders Routine when customers have repeats at regular intervals
Ship To or Delivery Address View of Customer
Service Contracts with SLAs
Hyperlink Drilldown on transactions
Grouping, Sorting by columns
Chose columns to display
Advanced search options
Ability to pick multiple items in search screens at once
Mouse and Keyboard Supported menu options
Report Previews, Report Writer & Wizard
Business Intelligence
Unlimited Companies
Multi Currency
Fax Integration out of the box (web service so no modems or set-up required)
Email Integration out of the box
Lowest Cost Routing for batch document production for Email/Fax/Print
Assigned To Filtering – My / List / Team / or All Options
 
Supplier Record 360 Degree View of Supplier & Contacts
See all Notes, Emails, Activities like Meetings, Calls, Call Backs, To Dos, Document Attachments, Custom Pricing with Qty breaks, Transaction History, Outstanding Orders/Requisitions, Recent Purchases, Aged Credit Analysis etc. in one form.
Can have separate Supplier Trading Terms
Active / Not Active Flag so it will not appear in the search lists
Requisition Management & Conversion to Purchase Order
Supplier Purchase Order Processing
Buy Stock & None Stock or Free Text Items
Due Dates on every Item Line
Audit trial on each order to see who edited or changed it
Stock Qty information
Special Pricing for Each Supplier with Qty Breaks by Unit of Measure
Printing in Batches or Individually, also filter Unprinted only
Manage Goods Received (GRNs) by Warehouse, by Supplier
Match Purchase Invoices to single GRN or Multiple GRNs
Purchase Invoice Price Query / Qty Query options to create a Debit Note
UK SSD Analysis & Intrastat
Recurring Purchase Orders Routine
Drop Ship Purchase Order Routine
Puts the customer delivery address into the supplier delivery address.
Special Order Purchase Order Routine
These are for items we do not want to stock either because they cost a lot or take up a lot of room and we can get them quite quickly so we just buy to order. This would be identified on the stock item.
Auto Generate Purchase Order Routine
This can work in numerous ways, A simple way is to order what you need to fulfill your sales orders e.g. in stock – on sales order + on purchase order already + In Transit to the warehouse from other warehouses = Potential Stock. If this is negative then we need to order to fulfill our sales orders. Another option is using what we call Sales Trends which adds to the previous calculation Average Sales x Lead Time as this gives us the qty of stock we need to order so we do not run out before we have to order again. This produces a list of items to order and you can click on the hyperlinked qty to see how it was arrived at.
Supplier Returns Routine
Remittance Advice Production with Lowest cost routing options
Cheque & Remittance production routine
Remittance and Bank File production routine
Bank file layout can be defined for each bank account in banking.
Hyperlink Drilldown on transactions
Grouping, Sorting by columns
Chose columns to display
Advanced search options
Ability to pick multiple items in search screens at once
Mouse and Keyboard Supported menu options
Report Previews, Report Writer & Wizard
Business Intelligence
Unlimited Companies
Multi Currency
Fax Integration out of the box
Web service so no modems or set-up required
Email Integration out of the box
Lowest Cost Routing for batch document production for Email/Fax/Print
Assigned To Filtering – My / List / Team / or All Options
 
Item Centred View
Shows in stock, sales order allocation, free stock, on back order, what is on purchase order and other locations for the item.
Unlimited Warehouses
Costing Methods are Standard, Average or FIFO
(Landed Costs available by Interprise UK Plugin)
Accessories & Substitutes
Categories or Product Groups
Units of Measure like Each, Dozen, Kg, Litres i.e. user defineable
(Qty breaks can be done by UM)
Active Flag so does not appear in searches if Inactive
eCommerce Software Integration
If you click show on web on an item and then refresh the web page it will appear. All maintenance for a stock item is done in stock control even images.
Normal Stock & None Stock Free Text Item Types
Matrix Item Types
Easy generation of combinations that can occur as well as adding them later. EG T Shirts could have a style, colour and a size. You decide which combinations are valid and then it will create them. When selling these items they display in a grid format for easy ordering.
Assembly / BOM Item Types
This allows you to detail a list of components that make up an Assembly item. You can then take all the components out of stock easily and put the finished item into stock.
Kit Item Types
This allows you to specify groups of options that can make up an item. EG if selling a computer the user can decide on the motherboard, hard disk size, ram size etc to make up a finished item.
Stock Take Routine
by Warehouse, By Location, By Item, By Number of Days Cycle
Stock Adjustments In or Out
Internal Stock Movements between Bins or Warehouse
Stock Assembly Build Routine
Supplier Price Lists
Customer Price Lists by UM with Qty Breaks
Currency Price Lists
Promotional Pricing with Date Range
Retail and Wholesale Prices
Product Group Discount Bands
Mark up on Last Cost Price
Supplier Last Cost Price
Customer Last Cost Price
Hyperlink Drilldown on transactions
Grouping, Sorting by columns
Chose columns to display
Advanced search options
Ability to pick multiple items in search screens at once
Mouse and Keyboard Supported menu options
Report Previews, Report Writer & Wizard
Business Intelligence
 
Balance Information
Unlimited Bank Accounts with Multi Currency
Overdraft Information & Alert if making payment over limit.
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Bank Reconciliation
With option to add charges and interest without having to close form
Transfer Money Between Bank Accounts and Petty Cash accounts
Separate Deposit Cheques option so can tie together a batch of receipts
Bank Payments & Bank Receipts
Recurring Bank Payments & Receipts
User defineable Bank csv file layouts for each bank account
Hyperlink Drilldown on transactions
Grouping, Sorting by columns
Chose columns to display
Advanced search options
Ability to pick multiple items in search screens at once
Mouse and Keyboard Supported menu options
Report Previews, Report Writer & Wizard
 
New Company Set-up Wizard
Defaults are Created depending on your country. Default Logo used across all documentation like invoices & Reports.
Import Routines
There are standard options for importing opening balances for most parts of the system. We also have procedures for converting data from Sage Line 50, 100 and 200.
Unlimited Payment methods & Settlement discount
Unlimited Shipping methods
Based on order values, weight values or default flat rate.
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Teams, User Roles, User Menus & Access Rights
You assign a user role to a user and this decides what menu options and features are available to that user.
Field Level Security
Data Dictionary Custom Fields & Labels
You can create custom fields and each form usually has a section for custom fields. You can reorganise the standard fields as well.
Help Management
Multiple Skins or Look and Feel
Hyperlink Drilldown on transactions
Grouping, Sorting by columns
Chose columns to display
User Roles, Access Rights, Tailorable Menus
Advanced search options
Ability to pick multiple items in search screens at once
Mouse and Keyboard Supported menu options
Report Previews, Report Writer & Wizard
Business Intelligence
Unlimited Companies
Multi Currency
Fax Integration out of the box (web service so no modems or set-up required)
Email Integration out of the box
Lowest Cost Routing for batch document production for Email/Fax/Print
Assigned To Filtering – My / List / Team / or All Options
ODBC Links
Smart Client technology
Connect via the Internet or LAN. Native XML Application & Support Web Services
Field Level concurrency for Multiple User environments
Non Persistent Connection to the Server for greater scalability and performance
i.e. Not constant server chat
Hosted or On Premises Deployment
Microsoft SQL Express or Full Blown
Plugin Amendability
SDK Available
N Tier Architecture
Built on Microsoft .Net technology