Basic Receivables
• Keep detailed
records for
receivables,
including aging and
sales statistics
• Record
transactions using
sales, finance
charge and cash
receipts journals
• Record
transactions
automatically in the
General Ledger
Sales Invoicing
• Record sales
invoices and credit
memos automatically
• Print invoices on
plain paper or on
pre-printed Navision
forms
• Store all details
of posted invoices
and credit memos
• Integrate with
Inventory, General
Ledger, Purchases &
Payables
• Integrate with
Jobs
Sales Invoice Discounts
• Assign discounts
to the invoice
totals
• Base discount
rates on invoice
amounts
• Define tiered
levels of service
charges
Customer / Item
Discounts
• Set up discounts
for specific
combinations of
customers and
inventory
• Every item and
each customer can
have its own set of
discount
combinations
Sales Order Management
• Automate the
entire sales
process, including
quotes
• Blanket orders,
sales orders,
shipments, and back
order processing
• Copy details from
posted or unposted
orders, shipments,
or invoices
• Reserve inventory
items on-line when
you place the order
• Post orders
individually or in
batch
Sales Tax
• Handle all aspects
of US sales and use
tax
• Collect sales tax
for an unlimited
number of
jurisdictions per
transaction
• Handle federal,
state, county,
parish, city
Customer Care
• Manage credit
information from one
screen, including
open orders
• Manage aged
receivables, and
prior comments
• Review order
status by order or
order line
• Manage shipments
from one screen
• Keeping track of
quantities and
shipping information
