Sales
- Sales opportunity management
- Lead source tracking
- Sales funnel & forecast reporting
- Quote & proposal generation
- Order entry
- Lead management
- Email list generation
- Purchase history visibility
- Support history visibility
- Sales activity score carding
- Sales commission reporting
- Team selling
- Document management
- Customer org chart creation
- Relationship management
- Email tracking
- Sales process management
- Sales dashboards
Project Management
- Job costing
- Flexible labor burden rates
- Real-time WIP reporting
- Real-time time billing entry
- Off-line time entry
- Internal change order automation
- Customer change order quotes
- Gantt charting
- Consolidated material ordering
- JIT Procurement
- Budget to actuals management
- Time reconciliation
- Schedule & task management
- Reminder notifications
- Subcontractor management
- Project QA checklist templates
- Project delivery templates
- Real-time profitability dashboard
- Task conflict management
- Task dependencies
- Customer web-portal
- Schedule of Values Invoicing
- Drop shipping
Full Accounting
- General ledger
- A/R ledger
- A/P ledger
- Flexible chart of accounts
- Segments & sub-segments
- Custom financial reporting
- Multi-currency
- Multi-company
- Multiple budgets
- Billing automation
- Revenue recognition automation
- Deferred revenue automation
- Inventory allocation tracking
- Bank reconciliation
- Cash receipts
- Tax district management
- Print 1099 forms
- Reversing journal entries
- Recurring journal entries
- Accounting period flexibility
- Credit card processing – optional
- Advanced project accounting
- Collections management
- Fixed asset tracking
- Financial dashboards
- Financial ratio reporting
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Purchasing
- Automated PO creation
- Purchase history tracking
- Purchase accruals
- Check printing
- Bill payment automation
- Back order management
- Approval routing & workflow
- Partial receipt tracking
- Receiving
- Accounts payable aging
Order Fulfillment
- Margin analysis
- Sales tax automation
- Partial shipments
- Availability to promise
- Drop shipping
- Quoting
- Order routing & workflow
- Pick/pack/ship
- RMA management
- Sub-customer tracking
- Order history
- Order location tracking
- Sales & purchase order links
Service Dispatch
- Equipment list management
- Service ticket management
- Resource scheduling
- Recurring inspection scheduling
- Flexible queue based call mgmt
- Dispatch management
- Skills based dispatching
- Dispatch zone management
- Time tracking & job costing
- Customer web portal
- Workorder management
- MSP integration
- SLA management
- Mapping integration
- Service alerts
- Helpdesk knowledge-base
- Billing automation
- Block time management
- Block amount management
- RMA tracking & management
- Advanced warranty replacements
- Service inventory management
- Service call workflow control
- Document management
- Maintenance contracts
- Email capture & call creation
- Email notifications
- Profitability tracking on calls
- Partner ticket tracking
- Service level entitlement
- Service dashboards
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Human Resources
- Labor burden rate management
- Certification tracking
- Skill acquisition tracking
- Asset/Articles tracking
- Emergency contacts
- Benefit tracking
- Schedules & paid leave management
- Review & feedback tracking
- Emergency contact tracking
Reporting
- Real-time dashboards
- Real-time workflow diagrams
- Built in PDF converter
- Standard reports & admin
- Saves searches
- Report export options
- Spreadsheet* integration
- Email* integration
- Advanced analytics
- KPI reporting
- Ad hoc report writer
- Web publishing automation
General Setup
- Role’s based setup
- Extensive custom permissions
- Developers interface – open API
- Always on auditing
- Comprehensive online help
Inventory
- Valuation reports
- Physical count processing
- Unit of measure translation
- Master part numbers
- Part images & documents
- Item kits
- Multi-tiered pricing
- Audit trail for adjustments
- Replenishment warnings
- Multi-location warehousing
- Truck stock management
- Multiple units of measure
- Vendor tracking & ranking
- Bar-code scanning & printing
- Warranty management
- RMA tracking
- Mass price adjustments
- Vendor integration
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