• Designed for easy input

• Special simpler form for cash register type sales

• Easy flexible methods to retrieve customers and inventory

• Easy to add customer and inventory data

• Mandatory entry of data necessary for rental control

• Automatic generation of data that is most likely to be entered

• Automatic asks for data needed to maintain financial records correctly

• Recognizes stages of rental process:

Held Reservation

Active Reservation

Contract Out

Contract Back In and Posted

Contract Can Still Be Revised after It’s Posted

• Prints reservations, credit card processing forms, advance invoices, pick lists, and final invoices

• Provides means to control production:

You select orders from a list of those you have marked as ready to be processed and the system will provide at your option

Printed orders

Picking lists

Printed Summaries

When production is done the system will keep track of the orders that were done

When the orders are back in, the system allows you to review them

• Tracks item availability / bookings i.e. items reserved and/or out:

One click can show you item availability for a given week

Another click will show you what orders have the item booked on a given date

• Provides means to track unreturned items

Report lists orders that included the item for a date range as far back as you need to go

• User may enter items not from inventory with long descriptions, a price, a cost, a discount rate, its tax status and a ledger category

• System provides for many notations and messages including the following:

Invoice general message to all customers

Message for the customer (appears on advance invoices and final invoices)

Notation about the customer

Message for "ship to" directions

Notation about "ship to" location

Message about the order

Notation about the order

Messages about items in the order

• System can calculate delivery charges based on weight

• System handles deposits as a separate accounting entry from A/R and sales

This keeps it off the books as a taxable item

This allows the deposit to be held without processing and returned when order is back in

• System keeps latest credit card information on file

• System alerts you when customer is behind on payments

You determine the number of days late that triggers the alert

System allows order to be entered for customer on credit hold

System automatically presents an overview of the customers aged receivables when alert is triggered

System allows user to easily override the hold status

• System allows an order to be held for reasons other than credit

User sets up those reasons

System reports orders that are on hold for any reason

• Allows easy access to orders for a specified customer

You can scroll backward and forward through a customer’s orders

You can do this while processing a new order for them

• When order is back in and the final invoice is printed, all the accounting files are updated automatically

• System automatically tracks and displays activities including:

Customer dollar volume of sales by the month for the current year and the previous year

Inventory rental and sales quantities by the month for the current and previous year

Year-to-Date totals for current and previous year

Account payment status

• System provides means to verify and edit general ledger information to ensure that double entry accounting balances are maintained.

• Reports include:

Orders to be done

Orders on hold within a user specified date range

Orders being done

Orders that are out

Orders that are due back in

Orders that are booked in a specified date range

Orders for a user specified customer within a user specified date range

A recap of invoices for a user specified date range

A recap of A/R activity for a user specified date range

A report of all accounting activity by ledger code for a user specified date range

A summary of the ledger activities showing only the totals for each category either daily

Inventory price lists

Inventory value lists

Inventory detailed activity

Reported in a user specified order

Reported for a user specified part of the inventory

Inventory detail of bookings on a user specified date

 

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