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Features Overview Option Comparison
1. SYSTEM SETUP
System Parameters Yes Yes Yes
Dropdown Setup Yes Yes Yes
Units/Currencies Yes Yes Yes
Delivery Setups Yes Yes Yes
Bin Locations Yes Yes Yes
Customer Surveys Yes Yes Yes
Accounting Setup Yes Yes Yes
Sales Tax Setup Yes Yes Yes
Standard Communication Letters Yes Yes Yes
Custom Communication Letters Yes Yes
Policies and Disclamers Setup Yes Yes
Bar-code Setup Yes Yes
Budget Setup Yes
Print various Artifacts/Documents Yes Yes Yes
E-mail various Artifacts/Documents Yes Yes Yes
Fax various Artifacts/Documents Yes Yes Yes
2. USER & LOCATION ADMINISTRATION
Predefined User Groups - 6 groups Yes Yes Yes
Custom User groups Yes Yes
User Group Assignment Yes Yes Yes
Passwords Yes Yes Yes
Location Access Yes Yes Yes
Session Time Yes Yes Yes
Access Rights Yes Yes Yes
IP Security Yes Yes
User Log Yes Yes Yes
User Login IP Address Tracking Yes Yes
Details Transaction Log Yes
SPS Feature Comparison Sheet Yes Yes Yes
Multi Location Setup Yes Yes
Inter Location Setup Yes Yes
Parent & Multi Location Customer Yes Yes
3. CUSTOMER MANAGEMENT
Active/inactive Customers Yes Yes Yes
Customer Types Yes Yes Yes
Prospective Customers Yes Yes Yes
Customer Notes Yes Yes Yes
Multiple Shipping Addresses Yes Yes Yes
Credit Limits Yes Yes Yes
Customer Locks Yes Yes Yes
Customer Alerts Yes Yes Yes
Tax IDs Yes Yes
Parent/Multi Location Customer Yes Yes
4. PRODUCT MANAGEMENT
Picture Catalog Yes Yes Yes
Alternate Names Yes Yes Yes
Base Colors Yes Yes Yes
Countries of Origin Yes Yes Yes
Reorder Levels Yes Yes Yes
Sizes and Weights Yes Yes Yes
Picking Units Yes Yes Yes
Price Levels Yes Yes Yes
Customer Specific Special Pricing Yes Yes
Preferred Supplier Yes Yes Yes
Accounting Defaults Yes Yes Yes
Supplier Pricing Yes Yes Yes
Product Attachments Yes Yes
5. INVENTORY MANAGEMENT
Product Search Yes Yes Yes
Inventory Search Yes Yes Yes
Bin Number Search Yes Yes Yes
Create Transactions Yes Yes Yes
Inventory Reconciliation Yes Yes
Inventory Adjustments Yes Yes Yes
6. BAR-CODE MODULE
Types of Scanning Yes Yes
Real-Time Scanning Yes Yes
Batch Scanning Yes Yes
Bar-Code Symboligies Yes Yes
Bar-Code Labels Yes Yes
Cycle Counts Yes Yes
Inventory Reconciliation Yes Yes
7. Quotes and Estimation
Quotes Entry Yes Yes Yes
Quotes Follow-up and Reminder Letters Yes Yes Yes
Conversion Reports Yes Yes Yes
Quote Attachments Yes Yes
Supplier Pricing Yes Yes
Inventory Availability Yes Yes
Quote Revisions Yes Yes Yes
8. JOBS MANAGEMENT
Jobs Yes Yes Yes
Contracts Yes Yes Yes
Job Tickets Yes Yes Yes
Print Selections Letter Yes Yes Yes
Job Attachments Yes Yes
Custom Job Documents Yes Yes
Remnant Handling Yes Yes Yes
Piece Route Dashboard Yes Yes
Custom Dashboards Yes Yes
9. SCHEDULING
Template Scheduling Yes Yes Yes
Install Scheduling Yes Yes Yes
Job Field Calendar Yes Yes Yes
Shop Scheduling Yes Yes Yes
Shop Calendar Yes Yes Yes
Route List Yes Yes Yes
Cell Phone Text Engine for Route List Yes
10. Homeowner Walk-in
Homeowner Walk-in Yes Yes
Walk-in Calendar Yes Yes
Reopen Old Selections Yes Yes
Print Selections letter Yes Yes
11. HOLDS
Holds Tracking Yes Yes Yes
Reference Information Yes Yes Yes
Hold Information Letter Yes Yes Yes
Homeowner Information Letter Yes Yes Yes
Hold Expiry Letter Yes Yes Yes
Homeowner Expiry Letter Yes Yes Yes
Hold Summary Letter Yes Yes Yes
Holds Archive/Log Yes Yes
12. SALES ORDERS
Sales Order Tracking Yes Yes Yes
Fulfillment Quantity Yes Yes Yes
Print Various Sales Order Documents Yes Yes Yes
Receive Deposits Yes Yes Yes
Special Orders Yes Yes Yes
13. DELIVERY HANDLING
Delivery Status Yes Yes Yes
Delivery Calendar Yes Yes Yes
Delivery Management Yes Yes Yes
Sold as Name Yes Yes
Print Delivery Documents Yes Yes Yes
Truck Scheduling Yes Yes
Truck Loads and Routes Yes Yes
14. Purchasing
Create Purchase Orders Yes Yes Yes
Purchase Packing list Yes Yes Yes
Lot Specific Information Yes Yes Yes
Bar-Code Printing Yes Yes
15. ACCOUNTING
General Ledger Yes Yes
Accounts Receivable Management Yes Yes Yes
Accounts Payable Management Yes Yes Yes
General Journal Entries Yes Yes
Reverse Entries and Periodic Journals Yes Yes
Non Inventory Vendor Management Yes Yes
Customer Payments and Deposits Yes Yes
Payments and Checks Yes Yes
Bank Reconciliation Yes Yes
Budget Analysis Yes
16. REPORTS AND ANALYSIS
Customer Reports Yes Yes Yes
Inventory Reports Yes Yes Yes
Accounting Reports Yes Yes Yes
Purchasing Reports Yes Yes Yes
Financial Statements Yes Yes Yes
Sales Reports Yes Yes Yes
+ ADDON MODULES
Inward Consignment Yes Yes Yes
Outward Consignment Yes Yes Yes
CRM Customer Management Yes Yes
Cell Phone Module Yes Yes
Website Connect Yes Yes Yes
Customer Login Yes Yes
Supplier Login Yes Yes
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