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Customer / Prospect Features |
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Click on image to Enlarge View
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Unlimited Customers and
Prospects |
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Customer templates can
be setup for quicker data entry of new clients |
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Supports user-defined
fields for Customer and Prospect Records |
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Supports multiple
contact info such as home phone, work phone, fax phone, email,
etc. |
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Easily locate a
customer based on invoice number, name, email, or any phone
number on file. |
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Unique "Sounds-like" feature for
searching customer or prospect names phonetically |
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Customer and
prospect information can be easily imported or merged from
other systems |
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Specific customer
fields can be disabled to customize and simplify customer data
entry |
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Multiple Ship To addresses per
Customer |
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Instant M-T-D
statistical customer sales history for present and prior years |
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Automatic auditing
of all field changes made to a customer or prospect record |
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Customer
Classifications permits grouping of customers (corporate,
reseller, end user, family, etc.) for reports and operations
throughout the program |
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Allows for
automatic duplicate customer checking to minimize data entry
errors |
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Prospects can be
easily converted to customers in one step |
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Prospects can be
imported from mailing lists |
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Imported prospect lists automatically filter out duplicates
and/or merges new information to keep your name lists
up-to-date |
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* Looking for a solution that can handle more than the features/limits mentioned above?
Please contact us to discuss our higher software editions which offer even more capabilities.
Visit www.managemore.com to learn
more about our Standard, Professional, and Complete Software Editions.
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Inventory Features |
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Click on image to Enlarge View
Click on image to Enlarge View |
* Looking for a solution that can handle more than the features/limits mentioned above?
Please contact us to discuss our higher software editions which offer even more capabilities.
Visit www.managemore.com to learn
more about our Standard, Professional, and Complete Software Editions.
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Point of Sale (POS) and Invoicing (A/R)
Features |
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Click on image to Enlarge View
Click on image to Enlarge View
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Fully integrated with
A/R, Inventory and G/L |
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Free Credit Card Processing
Integration |
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Allows for unlimited line items |
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Automatically updates
inventory levels and account balances |
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Supports
returns, redemptions, and other negative quantity line items during
POS entry |
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Support for electronic
cash drawers, receipt printers, pole displays, magnetic card readers,
and barcode scanners |
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Credit Card Authorization
supports AVS/CVV2/CVC2 |
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Handles multiple tender
types like cash, checks, credit cards, store credit,
etc. |
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User definable tender
type |
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Split tender capability |
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Cash Drawer reconciliation |
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Barcode scans item code or UPC |
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Bank deposit preparation |
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Summary/detail reports
for filing all taxes |
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Prevent or Warn user
of refunds on items past their return policy period |
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Instant Credit Card
Purchase History lookup allows customers to refund items without
a receipt |
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Promotional/Volume/
Customer-Level Pricing |
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Specific Customer Pricing |
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Allow changes to every
facet of invoice line items |
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Quotations, Proposals,
and Sales Documents |
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Easily email any
transaction to a customer as a PDF file attachment through
your own mail browser |
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Back Dates to allow
posting to correct accounting period |
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Easily find invoice
items by various means including unique Intellisearch lookup |
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Discounts can be handled
per line item or as a total amount for the document |
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Special comments, warranties
or instructions can be added to each invoice line item |
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Customer Shipping Instructions
can be included per document |
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Historical reports maintain
sales for an unlimited number of years |
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Alerts user when customer
credit limit exceeded |
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User definable invoice
terms and shipping methods |
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Process COD invoice
and track payment until receipt |
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Batch Invoice Printing |
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Item drill-down and adjustments can be done on-the-fly |
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* Looking for a solution that can handle more than the features/limits mentioned above?
Please contact us to discuss our higher software editions which offer even more capabilities.
Visit www.managemore.com to learn
more about our Standard, Professional, and Complete Software Editions.
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Purchasing and Payables (A/P) Features |
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Click on image to Enlarge View
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Purchase Quotes, Purchase
Orders, Back Orders, and Purchase Receipt capabilities |
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View Purchase History |
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Auto Generate Purchase
Orders based on max quantity levels, economical order quantity
or best fit |
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Check Vendor Payment
History |
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Memo alert feature for
special reminder when purchasing certain items |
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Configure Preferred
Vendors per Item |
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Create inventory items
on-the-fly while purchasing |
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Customizable payment terms |
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Maintain Item Quantity
Held, Committed, and Ordered |
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Quick Auto-fill of purchase
orders based on previous orders to same vendor |
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Automatically generates item labels for marked products in
inventory |
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Purchase orders can
be edited, printed, and reprinted at any time |
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Receive partial purchase
orders |
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Cancel all or a portion
of a purchase order |
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Automatic freight and
discount prorating on purchases for precise
inventory item costing |
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Numerous inventory reports
and sales charts to analyze inventory performance and help forecast
future ordering |
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Quick and easy Bills to Pay Feature can select invoices to pay
based on multiple criteria |
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Support for standard laser/inkjet check forms including
QuickBooks/PeachTree check formats |
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Memorized transaction feature can automatically generate
Purchase Orders and Receipts based on any schedule (i.e.
weekly, monthly, 5th of the Month, etc.) |
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* Looking for a solution that can handle more than the features/limits mentioned above?
Please contact us to discuss our higher software editions which offer even more capabilities.
Visit www.managemore.com to learn
more about our Standard, Professional, and Complete Software Editions. |
Billing Features |
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Click on image to Enlarge View
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Recurring and incidental
Billing |
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Templates allows for
billing various services to customer |
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Multiple billing periods
allow you to bill as often as needed |
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Multiple billing terms
(i.e., weekly, monthly, bi-monthly, quarterly, annual, etc.) |
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Support for 28-day billing
periods |
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On-screen bill presentment |
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Customer statement reprint
for any prior billing period |
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Several professional
statements to choose from |
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Export statement info
to third party printing service |
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Suppress printing of
bills for certain customers |
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EFT integrated in billing
process workflow |
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Email customer bills
(HTML) |
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Allow template customization
of electronic HTML bill |
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Allow dunning messages
to appear on statements |
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Allow Bill P.O. Reference |
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Suppress bill printing
based on min. balance, customer type, etc. |
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Company Logo printing |
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Watermark printing |
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Optical Mark Recognition
support for Pitney Bowes bill sorting equipment |
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Barcode printing on
statement for faster batch payment processing |
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Auto-incrementing dunning
messages |
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View/Create incident
notes for each customer |
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Tag specific
incident
notes to auto-popup when customer is accessed |
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Create employee tasks
for reminder and follow-up calls to overdue customers |
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* Looking for a solution that can handle more than the features/limits mentioned above?
Please contact us to discuss our higher software editions which offer even more capabilities.
Visit www.managemore.com to learn
more about our Standard, Professional, and Complete Software Editions. |
Customer Relationship Management (CRM)
Features |
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Click on image to Enlarge View
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Tasks/Appointments/
Reminders capabilities |
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Intra Company Mail |
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Customer/Vendor History
Calendar |
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Customer Care screen
facilitates instant inquiry access to a customer's history of
quotes, orders, invoices, payments, incidents, tasks, emails,
etc. |
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Last 25 customers accessed
can be re-visited anytime |
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True Email browser integration
eliminates need for MAPI interface to products like MS Outlook |
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Manage multiple internal/external
email accounts from within system |
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Address Book to store
and retrieve email addresses for employees, customers, vendors,
prospects, etc. |
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Create personalized
folders for organizing and prioritizing your emails |
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Easily forward email
or set rules to route email to another account when you are not
available |
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Setup shared email accounts
that an entire department can respond to (e.g.,
sales@mybiz.com) |
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Quickly respond to email
with user-defined templates and signatures |
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Schedule tasks (i.e.,
to do's, appointments and call backs) for yourself or assign them
to other employees or departments |
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Recurring tasks can
be setup to remind employees of routine tasks that need accomplished
at set times or intervals |
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* Looking for a solution that can handle more than the features/limits mentioned above?
Please contact us to discuss our higher software editions which offer even more capabilities.
Visit www.managemore.com to learn
more about our Standard, Professional, and Complete Software Editions. |
Order Entry Features |
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Click on image to Enlarge View
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Manage any kind of order
document-- Work Orders, Web Orders, Service Orders, Layaways,
and Contract Pricing documents |
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Create sales quotations or estimates and easily convert them
to invoices |
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Allows partial shipment
of sales orders |
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Allows comments, misc.
charges, and labor charges on sales orders |
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Accepts payments and
deposits at time of order |
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Allows prepaid sales
orders |
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Future Date orders to
be invoiced at a later time |
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Cancel all or a portion
of a sales order |
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Sales orders can be
edited, printed, and reprinted at any time |
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Fulfillment screen can
display all pending orders in FIFO with availability status for
completion to make invoice |
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Generate pick tickets |
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Warn user of low stock
levels |
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Alerts user when customer
credit limit exceeded |
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* Looking for a solution that can handle more than the features/limits mentioned above?
Please contact us to discuss our higher software editions which offer even more capabilities.
Visit www.managemore.com to learn
more about our Standard, Professional, and Complete Software Editions. |
Marketing / Analysis Features |
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Click on image to Enlarge View
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* Looking for a solution that can handle more than the features/limits mentioned above?
Please contact us to discuss our higher software editions which offer even more capabilities.
Visit www.managemore.com to learn
more about our Standard, Professional, and Complete Software Editions. |
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Copyright © Intellisoft Solutions, Inc. All Rights Reserved
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