 Business Administration |
Financial accounting
All financial transactions, including general ledger, account setup and maintenance, journal entries, foreign currency adjustments, and budgets.
Bank transactions
All financial processing such as cash receipts, check writing, deposits, advance payments, credit card payments, and bank reconciliation.
Sales and distribution
Helps to create price quotes, enter customer orders, set up deliveries, update stock balances, and manage all invoices and accounts receivables.
Purchasing
Manages and maintains vendor contracts and transactions, including issuing purchase orders, updating in-stock numbers, calculating the value of imported items, handling returns and credits, and processing payments.
Outlook integration
Integrates with Microsoft Outlook so users can synchronize calendars, contacts, and tasks.
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| Customer Relationship Management |
Sales opportunity management
Records every sales opportunity, from the first phone call to the successful close of a transaction
Business partner management
Controls all information about customers, resellers, and vendors, including profiles, contact summaries, account balances, and sales pipeline analysis
Service management
Enables service operations, contract management, service planning, tracking of customer interaction, and customer support.
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| Manufacturing |
Material requirements planning (MRP)
Manages MRP through a wizard-based process that enables users to define a planning scenario and predict demand based on forecasts.
Reporting
Creates reports for nearly every aspect of an enterprise, including customer and supplier debt, sales, cash flow, customer-contact summaries, bookkeeping, warehouse stock, financial statements, pricing, and customer activity.
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| Financial Accounting |
Chart of accounts
Allows to define all accounts and their hierarchical relationships.
Journal entries
Allows to enter or find manual journal entries and automatically allocate each transaction to a project or profit center.
Transaction templates
Enables to save time and prevent mistakes when entering manual journal entries.
Recurrent journal transactions
Lets user create their own set of recurrent transactions, including automatic frequency reminders.
Exchange rate differences
Adjusts foreign currency accounts to the changes in local currency.
Trial balance report
Displays account balances and transactions, enabling user to view all financial reports in any desired currency and in each detailing level.
Profit and loss report
Displays income and expenses in the conventional way used by accountants.
Balance sheet
Displays assets and liabilities in the conventional way used by accountants.
Comparative reports
Allows all reports to be displayed in a comparative view between months, quarters, years, or any other period.
Budget
Helps define and track budget in any currency and view a summarizing budget report, which compares the actual versus the planned figures.
Financial reports designer
Gives user the power to create unlimited financial reporting templates.
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| Sales Opportunity Management |
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Reports
Allow user to analyze opportunities by lead source, territory, industry, customer, and item.
Forecasts
Enables user to manage forecasts and view anticipated revenue by a variety of date ranges, such as month and quarter
Lead distribution
Lets user view the distribution of leads by source over time to identify the most profitable lead generation activities.
Activities calendar
Offers a highly configurable scheduling tool that shows activity types, covers workdays, hours, and holidays, allows multiple users to access the same calendar, and provides a team dashboard calendar.
Service module
Addresses queues and territory management, allowing to define team queues, view service calls by queue, and manage territory hierarchies; covers service call activities, enabling to return serialized items for re-shipment, create credit memos from service calls, and monitor. response and resolution times.
Usability
Streamlines employee productivity through easy-to-use tools and features such as a win/loss opportunity table, open/closed opportunities, forecast reporting, and new fields such as territory, project, sales channel, source, owner, and number of open activities.
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| Business Partner Management |
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Cards management
Records all information about clients and vendors, including addresses, contact records, account balances, and more.
Contacts
Records telephone calls, meetings, or any interactions between user and their client or vendor.
Opening balances
Manages opening balances of customers and vendors.
Contacts summary
Displays user open customer contact records.
Sales opportunity
Records any sales opportunity, from first call to successful closure.
Opportunity analysis
Reports on opportunities in three main dimensions: by customer, per item, and per agent.
Sales pipe graph -- Displays a dynamic sales funnel that shows all sales stages from lead to order, enabling user to view a detailed report at each stage.
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| Bank Transactions |
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Bank transactions helps user handle all your financial processing, with tools for:
Receipt
Records any payment term given to user by a customer, such as checks, credit cards, cash, or bank transfers.
Payment to supplier
Issues a payment to suppliers, allocates payments to open purchase invoices, and automatically prints the check.
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Deposits
Enables user to deposit cash, credit cards, or checks to the bank.
Deferred checks
Automatically displays the deferred checks that should be deposited that day.
Checks for payment
Issues checks for vendors, employees, or other creditors -- and can write and print a check and update the creditor balance accordingly.
Reconciliation
Gives user fully automatic bank reconciliation, so user can reconcile debit versus credit transactions or reconcile your data with your bank's records.
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| Sales and Distribution |
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Quotation
Allows user to automatically issue a price quote to customers, measure gross profit for the quotation, update stock levels, and report the customer's current balance.
Order entry
Enables user to enter customer orders, automatically reserve the item ordered, and notify your warehouse of the delivery date.
Delivery notes
Enables user to order merchandise related to a quotation and update stock balances.
Returns
Lets user record stock entry returned from clients.
Invoicing
Automatically creates the invoice and records the stock and journal transactions, while issuing an automatic receipt in case customers are paying any part of their bill instantly.
Reserve invoicing
Allows user to issue an invoice without changing the stock balances.
Auto summary wizard
Summarizes into one invoice all former accounts receivable documents related to all customers.
Drafts
Gives user the ability to print, edit, and manage documents that were saved as drafts.
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| Purchasing |
Purchase order
Allows user to issue a purchase order to vendors for materials or services, update the available amount for the items ordered, and notify the warehouse manager of the expected delivery date.
Purchase delivery note
Updates the actual in-stock amount without affecting the vendor's account balance.
Purchase return
Records goods returned to suppliers.
Purchase invoice
Records supplier invoices and simultaneously records a stock entry.
Purchase credit note
Credits suppliers upon return of goods or for any other reason that would require such credit.
Import
Calculates the landed value of imported goods and helps allocate different types of costs and expenses such as shipping, insurance, and customs.
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| Outlook Integration |
Data synchronization
Provides a broad range of synchronization options and allows users to schedule synchronization activities.
Save e-mail as activity
Allows users to choose manual association when automated association is unsuccessful; provides alias lists for multiple e-mail addresses.
Usability
Streamlines employee productivity through context-sensitive menus, a synchronization preview window, and an Outlook "speed bar" that makes it fast and easy to access frequently used functions.
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| Service Management |
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Service call
Enables users to manage, track, and resolve customer questions and deal with item-related problems.
Customer equipment card
Provides service technicians with detailed information about an item sold to a customer, such as a manufacturer's serial number, replacement serial number, and all service call history.
Service contract
Allows users to create a regular support or warranty contract for items or services sold to a customer.
Rate tables
Allows you to enter your foreign currency rates and indexes or auto download rates from the Web, which can then be used in reports and data entry.
Knowledge base
Helps service reps resolve problems and optimizes their performance.
Service reports
Enable users to view and analyze data related to service contracts, customer equipment, and service calls.
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| Material Requirements Planning |
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Define forecasts
Allows users to predict demand based on forecasts, foresee future demand for the product, and adjust material planning accordingly.
Planning wizard
Steps users through the creation of planning scenarios in five easy steps. Users define the planning horizon, which can be viewed in weeks or days. Scenarios can be run for a range of items or item groups.The user selects the desired criteria inscenario, such as existing stock levels, open purchase orders, sales orders, work orders, and inventory that reached its minimum stock level, as well as predefined sales forecasts. Once a scenario is executed, the solution presents a make-or-buy recommendation. Drill-down options allow planners to view the net requirement calculations and view the actual documents driving the gross requirements. Exception warnings and visual cues help users identify orders that need to be expedited.
Order recommendation report
Allows planners to automatically select recommended production orders and purchase orders for automatic creation; if an item needs to be outsourced, planners can easily convert a production order to a purchase order .
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| Warehouse Management |
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Item management
Manages all item information, including name and code, barcode, trademark, measures, prices, and even the item's picture.
Item query
Gives user a quick view of item details.
Price lists
Lets user define as many price lists as user need and associate them with each customer or vendor.
Special prices
Records prices for unique customers or from unique vendors and enables user to set quantity-sensitive prices that change according to quantities purchased.
General receipt/release from stock
Allows user to record a stock entry or release not connected directly to an AP/AR document.
Transfer between warehouses
Enables user to record all transfers between warehouses.
Stock transactions
Maintains opening balances for stock items and updates stocktaking data
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