Client Tools
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- Manage Client Information
- Store Multiple sites for a client
- Store Multiple Contacts for a client
- Advanced search functionality for locating specific clients or client groups (e.g. all Clients within certain postal area)
- Mail Merge, Bulk Emails
- Client Discounts
- Assign different price structures for clients ( e.g - Trade, Retail, Discount )
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Point Of Sale (POS)
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- Toggle between Product Names, Graphics or Digital Images to locate stock
- Select Client from system or Cash client for ad-hoc customer
- Use Bar Code Scanner to locate stock and add to order
- Admin Override of Item Cost
- Select Client Price Guide
- Two different POS screens available; standard and minimal
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Stock Management
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- Create linked stock items
- Place Orders based upon current levels of stock
- Advanced ordering functionality to place orders based on future stock levels
- View all Open Orders held within package
- Edit Orders whilst awaiting Delivery Date
- Create Temporary Orders
- Record stock deliveries
- Store Stock Items within Ranges
- Keep track of which user processes an order
- Apply Delivery charges to orders
- Store Trigger levels against stock to inform user when availability has reached a pre-set minimum level
- Print Picking Lists
- Print Delivery Notes
- Print Invoices
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Purchase Orders
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- Manually Create Purchase Orders
- Select stock based on Supplier
- System can be set to automatically create a PO if not enough stock is available
- View all outstanding Purchase Orders
- View History of Purchase Orders
- Warehouse can confirm each product has arrived when deliveries are made
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New Orders
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- Create Orders based on Stock Levels
- Automatically generate Purchase Orders for Non available Stock
- Store Open Orders in system until Delivery Date and Stock levels are correct
- Complete Part Orders, keeping all other stock items within Open Orders
- Generate Delivery Notes / Picking Lists / Pro Forma Invoices / Quotes
- Create Orders based on future supplier deliveries
- Send Open Orders into Sage as SOP's
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Additional Features
- Store Supplier Contact Information
- Search for Suppliers using Postcode or Name
- Edit Existing Supplier Details
- View all Orders against supplier
- Assign Reminders against other Users
Pop-Up option forcing reminder to automatically open at specified date and time
- Integrate with Sage Line50
- Analysis Reports/Graphs created using Crystal Reports.
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More Screen Shots
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ed back to your PC and uploaded into Sage.
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