DASHBOARD

• Notifications & upcoming calendar events that all your team can view

• View service and preventative maintenance calls at-a-glance

• Monitor quotation status and your sales pipeline

• Keep an eye on staff and field technician performance, including call status & travel time

• Stay on top of production/manufacturing at-a-glance

• Customizable to meet your needs

INTEGRATIONS

• Seamlessly integrate with Quickbooks Online

• SuccessByEmail.com – Email marketing & automation

• Google Maps - Map your deliveries

• Calendars - Schedule events to your calendars

• Couriers: Canada Post, UPS, FedEx, Ship Station

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PURCHASING

• Creation and management of POs

• Track supplier lead times

• Track and communicate with your producers/suppliers

• Detailed PO status and backorder reporting

• Multi-currency support

• Track open POs (items not yet received) along with all other status

• Create POs directly from sales orders

• Manage factors such as supplier surcharges and freight

SUPPLIER MANAGEMENT

• Full producer and supplier management

• View associated products and purchase orders

• Track supplier lead time history and PO status

• Link supplier documents and communication notes

• Support for multiple supplier locations/warehouses

• Detailed product, price and fulfillment history per supplier

INVENTORY

• Multiple Inventories/Warehouses

• Transfer between inventories

• Detailed inventory tracking & movement of items between inventories

• Scan barcodes with smart phone

• Detailed reporting on inventory quantities and reorder points

• Detailed First-In-First-Out (FIFO) inventory management so you can see your true costs and profit for each order

• Detailed Inventory log that clearly shows how your inventory values came to be

• Link inventory consumption to accounting GL

• Tracking of back orders

• Support for negative inventory

• Reserve inventory for customers

• Inventory count sheets and ability to dynamically adjust inventory values

• Parts requisition process & ability to track requested parts/inventory

PRODUCT/SKU MANAGEMENT

• Create new products, product categories and associated details

• Make-To-Stock & mixed cases - Create bundles from existing inventory

• Parent-Child product relationship support

• Accounting integration to GL

• Case lot management

• Product category management

• Retail and trade pricing

• Inventory reorder points and alerts

• Detailed product inventory reports

• Inventory quantity adjustments

• Item back-order management

• Price list creation

• Bundle items

• Define equivalent items (items that could be substituted)

• Price Protection Validation (make sure you get your contract pricing)

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CUSTOMER MANAGEMENT (CRM) & MARKETING

• Detailed customer relationship management

• Flexible contract/special pricing management

• Reserve inventory for customers

• Flexible purchasing rules based on terms, AR status, etc.

• Associate customer signatures for easy inclusion on relevant documentation

• Competitor tracking

• Customer purchasing history profile & analysis

• Review customer aging accounts receivables, sales and payments

• Commission management

• Create prospects then convert them into customers

• Customer segmentation and grouping

• Send targeted and measurable emails to your customers and segments

• Track potential customer cold calling efforts

• Track customer sales opportunities

• View quotes, sales and history for any given customer

• View associated customer equipment and service history
  
  FIELD SERVICE MANAGEMENT

• Easy-to use drag-and-drop visual scheduling calendar

• Ability to have multiple scheduling calendars, including service calls and installations

• Ability to define your service fleet and technicians

• Mobile application for technicians to receive & complete service calls, schedule follow-ups, record parts consumed against service call

• Integration with Google maps

• Track technician call status, driving time between calls and other variables

• Collect customer signatures from mobile phone

• Conduct and record site surveys

• On-site preventative maintenance forms that can be complete on mobile device