Service Manager includes all the main features of
Sales Manager, but is tailored to the automotive industry with the following features:
- Lot number receiving and sales
- Booking Orders
- Acts like a quote that allow partial shipments
- Can report on future booked orders
- Order editable Bill-To address
- Allow use to change the bill-to address on this order only
- Batch based invoicing
- Can turn this feature on if they want the invoices editable by security setting until posting at day end
- In order history
- Shows all historical item sold, or just items on this order with one keystroke
- Reports integrated in each module
- Displayed data can be sent to reports
- In order inventory status
- Highlighted item on an order shows onhand, committed, Backordered, On order and next due date
- On the fly form change
- When clicking order print or invoice print, user can select from any of the forms including selecting the printer and number of copies
- Displays the user that added and last edited each line of an order
- Conversion factors for selling units of measure
- Can add environment taxes and levies to inventory items
- Service or shop charges can automatically be charged
- Displays accounts receivable info on the order
- Shows average and current cost on the order line
- Sales taxes can be set by item by customer
- Customer and inventory messages can be set to ‘popup’ and/or print when added to an order
- Lookup inventory by any word in the description
- Lookup customers by any characters or word in the name
- Highly configurable history lookup
- All lists are sortable by any column
- Any list column can be removed
- Any list column can be moved
- Highlight and print several orders at once
- Set filters as to what orders you want to see
- Ie: Quotes, Open, Closed, Booking, standing, held, and just your own orders
- Colorize Customer name
- Direct connect to Google Maps from customer edit
- Sales history with reports from customer edit
- Customer history shows invoice line details
- Price Matrix that is highly configurable
- Ie: Set specific prices by customer, territory, customer type
- Specific prices and be set as price, discount or margin which can have minimum quantities
- Can set date range on specific price and have another date range for the future
- Reasons can be added to the specific price. Ie: Flyer or a contract number
- Colorize Inventory description
- Pack size field
- Conversion factor for sell units
- Lot numbered receiving and sales
- Inventory statistics show month by month year by year Sales, Cost, GP and GP%
- Inventory adjustments to address write-offs
- Image can be edited using default image program from within the item
- Mass edits can be done on groups of items ie: editing all selected items product code at the same time
- Multiple UPC codes for each item
- Sales history with all columns sortable ie: sort by customer
- Receipt history with all columns sortable ie: sort by supplier
- Includes drill down to Purchase Order
- Items can be set as non stock so that inventory is not relieved
- Ie: for labor or other services
- Accessories can be set so that when selling an item it adds an additional item or kits of items to the order
- Alternate part number can be set so that when item is out of stock, it substitutes with alternate
