Key Features

General Features


Click on image  to Enlarge View


Click on image to Enlarge View

 
32-bit Architecture
Supports MS Windows 2000/2003/XP/Vista
Over 600 pages of Comprehensive Online Help
Company setup wizard guides you through software implementation and includes over 100 business models for quick setup
Quickbooks® database conversion included for easy migration from other systems
Customizable data entry screens
Shortcut Keys and Toolbar definable by user
Training Mode allows user to practice or experiment without harm to database
Accounting handled behind the scenes on all documents, so no real bookkeeping knowledge needed
Email documents, reports, and statements easily
File Backup utility included
Global Field Search/Replace utilities for mass updates to database
Company Logo image can be added to all documents
Documents throughout program record employee, date and time
Simple one button Internet based software updates

 
Security can be set at the menu, window and field level throughout most of program
Audit all activities performed by a user
Over a hundred business reports to choose from or create your own savable custom reports with our built in report wizard tool
Reports can be output to Printer, Screen, PDF and Email
Query wizards which help you drill down on your data by any piece of information
Saved custom query lists
On-demand reporting of Query generated lists
Custom Data Views can be created for ad-hoc sorts and hiding / showing columns
Multi-Company Capable
Built-in Calendar
Built-in Calculator
Integrated Spell Checker
   
   

 

 

Accounting Features


Click on image  to Enlarge View


Click on image  to Enlarge View

 
General Ledger
Accounts Receivable
Accounts Payable
U.S. Payroll
Multi-tier Chart of Accounts
Bank Deposits
Bank Transfers
Bank Reconciliations
Multiple Bank Accounts
Budgeting
Unlimited Open Years
Check Printing
Customer Credit Hold
Customer Check Hold
Finance Charges
GL Account Drill-Down capabilities
Multi-tier Taxes
   
   

 
Integrated Time and Attendance system eliminates needs for Time Clock and integrates directly to Payroll
Supports Accrual or Cash Based accounting method
Automatic posting to GL (eliminates manual closing of periods)
Write-off bad debt feature
Recurring bill payments
Print or Electronically send  Vendor 1099's
Freely distributable Auditors Edition allows outside accountants to review/modify your financials from a remote office (i.e. similar to Quickbooks® Accountant Copy feature)
   
   
   
   
   
   
   

 

 

Customer / Prospect  Features


Click on image  to Enlarge View


Click on image  to Enlarge View

 
Unlimited Customers and Prospects
Customer templates can be setup for quicker data entry of new clients
Supports user-defined fields for Customer and Prospect Records
Supports multiple contact info such as home phone, work phone, fax phone, email, etc.
Easily locate a customer based on invoice number, name, email, or any phone number on file.
Unique "Sounds-like" feature for searching customer or prospect names phonetically
Customer and prospect information can be easily imported  or merged from other systems
Specific customer fields can be disabled to customize and simplify customer data entry
Multiple Ship To addresses per Customer

 
Instant M-T-D statistical customer sales history for present and prior years
Automatic auditing of all field changes made to a customer or prospect record
Support for both U.S. and international telephone and mailing address formats
Customer Classifications permits grouping of customers (corporate, reseller, end user, family, etc.) for reports and operations throughout the program
Jump to a map of the exact location of the customer/prospect  with our integrated Map button feature
Allows for automatic duplicate customer checking to minimize data entry errors
Prospects can be easily converted to customers in one step
Prospects can be imported from mailing lists
Imported prospect lists automatically filter out duplicates and/or merges new information to keep your name lists up-to-date
   
   

 

 

Inventory  Features


Click on image  to Enlarge View


Click on image  to Enlarge View


Click on image  to Enlarge View
Supports LIFO, FIFO, Last,  Average costing methods
Manage unlimited Tangible and Intangible(i.e. service) Items
Manage internal inventory office supplies
Manage serial number or lot based items when receiving or shipping
Up to 3 vendors per item
4 price levels per item
5 price breaks per level
Fractional Quantity capable
Item unit price precision to 4 decimal places
Track reorder point stock levels per item
Track  minimum/maximum stock levels per item
Track best/last cost, EOQ, and lead time per item
Inventory Templates for quick item additions
5 pricing calculations including markup, margin, reduction amount, fixed price and fixed percentage.
Quick on-screen price check feature for any item
Price Rounding to *.95, *.99, *95, *99, etc.

 
Graph Inventory Levels
Bar Code Printing
Price Protection
Unit Measure Conversion
User-definable attributes (i.e., size, style, color, etc)
Item Kits
Automatic Item discontinue feature when product is depleted from inventory
Instant on-screen M-T-D, Q-T-D and Y-T-D statistics on sales, purchases,   adjustments, transfers, returns, discards, and COGS per item
Audit Trail for Inventory Adjustments
Stock Transfer capabilities
Inventory Import feature
Reconciliation can create count worksheets and auto-adjust variances 
Supports data collectors for faster inventory counts
Flexible tax setups on each item
Item label designer
   

 

 

Point of Sale (POS) and Invoicing (A/R)  Features


Click on image  to Enlarge View


Click on image  to Enlarge View


Click on image  to Enlarge View

 
Fully integrated with A/R, Inventory and G/L
Free Credit Card Processing Integration or choose from popular 3rd party card processing  tools like PC Charge or IC Verify to link to your existing merchant account
Allows for unlimited line items
Automatically updates inventory levels and account balances
Supports trade-in items, returns, redemptions, and other negative quantity line items during POS entry
Support for electronic cash drawers, receipt printers, pole displays, magnetic card readers, signature pads, and barcode scanners
Credit Card Authorization supports AVS/CVV2/CVC2
Handles multiple tender types like cash, checks, credit cards, store credit, gift certificates, etc.
User definable tender type
Split tender capability
Cash Drawer reconciliation
Barcode scans item code or UPC
End of day reports summarizes daily sales by store or employee
Bank deposit preparation
Summary/detail reports for filing all taxes
Prevent or Warn user of refunds on items past their return policy period
Instant Credit Card Purchase History lookup allows customers to refund items without a receipt
Promotional/Volume/
Customer-Level Pricing
Specific Customer Pricing, per Item/Category/Department with expiry date
Allow changes to every facet of invoice line items

 
Quotations, Proposals, and Sales Documents
Easily email any transaction to a customer as a PDF file attachment through your own mail browser
Back Dates to allow posting to correct accounting period
Future Dates to allow for upcoming charges (i.e., payment plans, financing)
Easily find invoice items by various means including unique Intellisearch lookup
Sales Commission Tracking
Discounts can be handled per line item or as a total amount for the document
Special comments, warranties or instructions can be added to each invoice line item
Customer Shipping Instructions can be included per document
Historical reports maintain sales for an unlimited number of years
Alerts user when customer credit limit exceeded
User definable invoice terms and shipping methods
Process COD invoice and track payment until receipt
Batch Invoice Printing
Item drill-down and adjustments can be done on-the-fly

 

 

Purchasing and Payables (A/P)  Features


Click on image  to Enlarge View


Click on image  to Enlarge View

 
Purchase Quotes, Purchase Orders, Back Orders, and Purchase Receipt capabilities
Cost Camouflage Feature
View Purchase History
Auto Generate Purchase Orders based on max quantity levels, economical order quantity or best fit
Check Vendor Payment History
Memo alert feature for special reminder when purchasing certain items
Configure Preferred Vendors per Item
Create inventory items
on-the-fly while purchasing
Customizable payment terms
Maintain Item Quantity Held, Committed, and Ordered
Quick Auto-fill of purchase orders based on previous orders to same vendor
Automatically generates item labels for marked products in inventory
   
   

 
Purchase orders can be edited, printed, and reprinted at any time
Receive partial purchase orders
Cancel all or a portion of a purchase order
Automatic freight and discount prorating on purchases for precise inventory item costing
Numerous inventory reports and sales charts to analyze inventory performance and help forecast future ordering
Quick and easy Bills to Pay Feature can select invoices to pay based on multiple criteria
Support for standard laser/inkjet check forms including QuickBooks check formats
Memorized transaction feature can automatically generate Purchase Orders and Receipts based on any schedule (i.e. weekly, monthly, 5th of the Month, etc.)
   

 

 

Billing  Features


Click on image  to Enlarge View


Click on image  to Enlarge View

 
Recurring and incidental Billing
Templates allows for billing various services to customer
Multiple billing periods allow you to bill as often as needed
Multiple billing terms (i.e., weekly, monthly, bi-monthly, quarterly, annual, etc.)
Support for 28-day billing periods
On-screen bill presentment
Customer statement reprint for any prior billing period
Several professional statements to choose from
Export statement info to third party printing service
Suppress printing of bills for certain customers
EFT integrated in billing process workflow
Email customer bills (HTML)
Allow template customization of electronic HTML bill
Allow dunning messages to appear on statements
Allow Bill P.O. Reference
Suppress bill printing based on min. balance, customer type, etc.

 
Company Logo printing
Watermark printing
Optical Mark Recognition support for Pitney Bowes bill sorting equipment
Barcode printing on statement for faster batch payment processing
Auto-incrementing dunning messages
View/Create incident notes for each customer
Tag specific incident notes to auto-popup when customer is accessed
Create employee tasks for reminder and follow-up calls to overdue customers
   
   

 

 

Customer Relationship Management (CRM)  Features


Click on image  to Enlarge View


Click on image  to Enlarge View

 
Tasks/Appointments/
Reminders capabilities
Intra Company Mail
Customer/Vendor History Calendar
Customer Care screen facilitates instant inquiry access to a customer's history of quotes, orders, invoices, payments, incidents, tasks, emails, etc.
Last 25 customers accessed can be re-visited anytime
True Email browser integration eliminates need for MAPI interface to products like MS Outlook
Manage multiple internal/external email accounts from within system
Address Book to store and retrieve email addresses for employees, customers, vendors, prospects, etc.

 
Create personalized folders for organizing and prioritizing your emails
Easily forward email or set rules to route email to another account when you are not available
Setup shared email accounts that an entire department can respond to (e.g., sales@mybiz.com)
Quickly respond to email with user-defined templates and signatures
Schedule tasks (i.e., to do's, appointments and call backs) for yourself or assign them to other employees or departments
Recurring tasks can be setup to remind employees of routine tasks that need accomplished at set times or intervals
   

 

 

Order Entry  Features


Click on image  to Enlarge View


Click on image  to Enlarge View

 
Manage any kind of order document-- Work Orders, Web Orders, Service Orders, Layaways, and Contract Pricing documents
Create sales quotations or estimates and easily convert them to invoices
Allows partial shipment of sales orders
Allows comments, misc. charges, and labor charges on sales orders
Accepts payments and deposits at time of order
Allows prepaid sales orders
Future Date orders to be invoiced at a later time
Cancel all or a portion of a sales order
Sales orders can be edited, printed, and reprinted at any time
Fulfillment screen can display all pending orders in FIFO with availability status for completion to make invoice
Generate pick tickets
Warn user of low stock levels
Alerts user when customer credit limit exceeded
   

 

 

Manufacturing (BOM)  Features


Click on image  to Enlarge View


Click on image  to Enlarge View

 
Supports creation of Bill-of-Materials with unlimited Assemblies and Sub-Assemblies
Allows for work flow processing from pending work order to final completion of work order.
Work Orders allow deviation from original Bill of Materials
Bill of Materials support labor charges, start/stop dates on components and scrap considerations.
Follows proper cost accounting standards with variance adjustments
Supports Serialized Inventory and automatic labeling of merchandise

 

 

Marketing / Analysis  Features


Click on image  to Enlarge View


Click on image  to Enlarge View

 
Customer Tracking/Profiling
Prospect Tracking/Profiling
Track Return on Investment using Advertising Codes
Integrated mail-merge capabilities
Supports printing to dozens of common Avery® address label formats

 
Built in Lists and Labels Feature allows you to design your own custom labels, business cards, business forms, bar-coded Employee ID cards, etc. 
Salesperson Performance Charts
Best and Worst Sales Item Charts
Sales Trends Charts
Advertising Statistics Chart
Profit Analysis Chart
   

 

 

 

 
   

 
   
Home|Buy| Company|Downloads|Sales|Support| My Account|Sitemap
Business Software|Business Forums
Copyright © Intellisoft, 2007. All Rights Reserved
Privacy Policy | User Agreement