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| Invoicing and Order Processing Features |
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Automatic invoice numbering - ability to set own starting number or re-number at any point
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Alternative invoice numbering systems: Add prefixes/suffixes, re-start counts each year, etc. |
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Automatic invoice date insertion (date may also be altered if needed) |
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Handles drop shipments by checking the "Drop Shipment" box
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Two different customer pop-up lists (regular & irregular customers) activated for easy address entry
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All pop-up lists accessed by one of three methods: clicking a button, double-clicking, or via keyboard
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Ability to translate printed invoice into other languages
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Capability to create new invoices and enter customers via the Customer Command Center
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Special paste: Copy an address from an email or document & drop the entire address on the invoice
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Special paste: Copy data from PayPal email message and drop directly into invoice without typing
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Special paste: Paste a tab separated address (from a spreadsheet) & drop it in place on the invoice
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Special copy: Copy the entire address (name, address, city, etc.) & paste it in a word document or email
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Special copy: Copy the entire address as a series for use with clipboard programs & website forms
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Special copy: Copy the entire address in a tab separated format to drop into a spreadsheet program
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Entire Invoice may be copied to the clipboard and pasted into a word processing or email message
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Paste directly from the Primary Contact Manager which holds prospective customers
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Change Case feature. Consistently format addresses: lower case, upper case or title case
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Program automatically inserts "Same" when the billing & shipping address are the same
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Ability to indicate whether invoices are open (still unfinished) or closed (finished)
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Ability to lock invoices to prevent accidental changes |
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Capability to bookmark invoices and return to the invoices at a later time
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Invoice Coding: Invoices can be coded for mailing lists, sales activity, etc.
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Invoice Coding: You can create a list of invoice codes with names & activate a pop-up list for quick entry
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Invoices can be coded for tracking advertising campaigns (You can define codes & activate pop-up list) |
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Invoices can be coded to assign sales to sales personnel (You can define codes & activate pop-up list) |
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PO Dates & other dates can be entered directly or you can activate a pop-up calendar and select date
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Two methods of entering products: via spreadsheet (Item Area) or via form (Alternative Entry Screen)
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Enhanced product entry: Allows for quantity fractions such as length & weight measurements
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Products can be entered directly or selected from a product pop-up list |
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Products can be entered on the invoice by scanning the product's barcode |
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Obtain detailed product information on any product listed in the Item Area by clicking button
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If desired, a catalog number may entered and program will automatically enter the rest of the information
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Program automatically calculates total price (quantity x price @) as products are entered
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Product spreadsheet may be expanded which allows you to discount different items individually |
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Product spreadsheet accepts different pricing codes (i.e. retail, wholesale, distributor's cost, etc.) |
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Product speadsheet columns may be adjusted in size |
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Variety of sales codes available to indicate returns, damages, consigned items, credits, promos, etc.
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Program keeps track of the number of products listed & total quantity and shows this info below Item Area
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Products may be individually discounted or the entire list of products may be discounted |
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Extra precision (7 decimal place precision) for individual discounts. Calculations accurate to the penny.
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You may also indicate a dollar amount of discount instead of a percentage discount |
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Calculate Discount: Ability to work back. Enter total amount & program calculates proper discount
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Sales, VAT, Provincial tax automatically calculated & added to the total by clicking on "Taxable" |
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Variable tax rates are available and may be selected from a pop-up list (can set-up own tax rate codes)
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Tax calculation system - works for difficult tax situations, including European VAT & Canadian GST/PST
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For partial taxable sales: Products may be selectly removed from being taxed |
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Enhanced shipping method field: Create your own list of shipping methods & select from a pop-up
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A variety of invoice terms messages are available |
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Enhanced invoice terms: Ability to define your own invoice terms & provide early payment discounts
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S-date field can be used to enter shipping date or use for a subscription date |
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Shipping Amount Field: You may indicate whether shipping is charged or not charged to the customer |
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Program will automatically calculate the total weight of an order |
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Email Field: Your email program is activated (with customer's address in place) by clicking button
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Email Field: Email options dialog box can be activated to send customers a pre-written message
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Phone Field: Your computer automatically dials the customer's phone number by clicking button
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Credit Card Field: Credit cards can be verified (a preliminary number check) prior to processing
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Credit Card Field: Credit card numbers can be encrypted
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Payment Box: Enables you to immediately see whether a particular invoice has been paid or not paid
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Payment Box: You can indicate how the invoice was paid: check, credit card, PayPal, etc.
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Basic invoice search: Find invoices by searching for invoice number or name
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Advanced invoice search: Search for anything: PO numbers, product names, dates, amounts, etc.
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Find & Replace feature provides you with the ability to change product names, customer names, etc.
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Notes Area: Write notes to yourself about the invoice (the notes are only seen by you)
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Notes Area: Write notes to your customer to appear on the printed invoice
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Ability to copy selected information from older invoices to a new invoice |
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Set-up invoice defaults so that each new invoice created includes this information
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Find invoices from a look-up list |
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Find invoices by scanning the invoice barcode |
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Find invoices by scanning the shipper's tracking number
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Ability to convert amounts on the invoice to different currencies |
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Ability to filter a working set of invoices based on customer name, products & dozens of other choices
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Ability to count invoices based on the criteria you enter (dozens of choices available)
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Ability to add your own user defined fields |
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Back Order Processing: Ability to indicate back ordered items & basic back order processing
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Back Order Processing: Enhanced back order processing & ability to create back order report
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