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Financials
Gain full financial visibility into your payables and receivables
with real-time access to outstanding invoices and bills. And once customers receive
your goods or services, you can quickly generate invoices from sales orders, reducing
paperwork and improving efficiency.
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• Online Sales Orders & Invoices – Automatically create sales orders and invoices from sales opportunities.
Once opportunities become deals, create invoices from all the line items of the
deal, including time and expense entered from ancillary modules that support time
and expense entry. Create Invoices from P.O.s.
• Online Purchase Requisition & Purchase Orders (P.O.s) – Automatically create Purchase Requisitions from Purchase
Opportunities, then issue P.O.s from completed purchase deals. Create P.O.s with
drop-ship directly to your customer’s warehouse.
• Accounts Receivables (AR) & Accounts Payable (AP)
information – Pull up reports that show amounts
owed and amounts due, based on P.O.s and Invoices in varying degrees of processing.
• Establish Credit Terms for Customers – Set net terms for customers, then enforce those terms from
the customer self-service portal. Also know where your customer debts are directly
from the customer profile.
• Gross Profit / Loss Reporting – Get a snap shot into your business’s financial health, by contrasting
sales against expenses and employee labor costs.
• Set taxable percentages based on customer or geography – Make inventory items taxable then calculate taxes against
customers with taxable percentages added to their profile, or set default tax rates
based on geography such as states and provinces that apply when orders are made
within the order entry page, or the shopping cart catalog.
• Total Price Management
- Create preferred organization pricing, volume discounts, or tiered discounts (i.e.
Distributor, Wholesale, Retail, etc..). Have price levels automatically calculate
based on customer profile when customer self orders from the shopping cart, or order
entry.
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