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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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