Each Customer can have products sold to them at individual prices, which will auto load when selecting that product in any transaction.
Automatic discounting can be done at customer level, product level, groups of products or by date range. In fact there is over a dozen different ways discounts or mark-ups can be applied across the suite.
Unlimited number per individual customer or job, with one button conversion to invoice, sales order, repair, another quote, or smart order. Any special price quoted on for a customer can be automatically stored and always used as that customer's price for that product. Can be faxed, emailed, or printed in multiple formats, all from the quote screen.
If you buy the same product from different suppliers, you can list their codes for the product, as well as all their different prices for the same product. This can be extended to the purchase order for the supplier, as it will print their supplier code on the purchase order, even if your product code is different from theirs.
These can be done by a number of methods. 1. Directly entering the count into the program. 2. By exporting out to Microsoft Excel and adjusting the spreadsheet in Microsoft Excel, then importing the spreadsheet back into TrueERP and assigning an adjustment value account. 3. By the use of a handheld unit, this will interface directly with TrueERP. With the addition of a scanner, stock takes become a breeze to do and what would normally take a team of people eight hours to complete, can be accomplished in less than two hours with the scanner unit.
TrueERP will automatically track stock levels, changes and updates across multiple stores. These updates can be run real time or any set period you choose i.e. every hour, twice a day, end of day or even once a week. TrueERP will allow you to order stock for individual stores or bulk order for all.
Can be faxed, emailed or printed in multiple formats, all from the Purchase Order screen, The receipt of goods and the reconciliation of amount of invoice is all on the one form.
TrueERP will check your entire product list, including satellite stores and report on how may products you need to order for each store from each supplier. TrueERP will then automatically produce every Purchase Order for every different supplier as required.
An extensive and complete history of every quote, sales order, invoice, cash sale, statement, appointment etc that you have made with this customer. These can at any time be simply drilled into to open the original transaction that makes up the report.
Used as a confirmation of a sale prior to invoicing. TrueERP sales orders come with full picking slip and delivery docket capacity. These can also be easily converted to any number of options from invoices to smart orders etc.
TrueERP business accounting software gives you maximum flexibility from the creation of your Chart of Accounts and Cost Centres to Real Time Reporting and easy to use Graphical presentation of data.
Transparency of data is crucial to understand your accounts and your business accounting software should be about managing your business. Your business shouldn't be tied up managing your software.
TrueERP is all about your accounting data and provides drillable access throughout its extensive reports. Drill into your Balance Sheet or Profit & Loss down to individual transactions in real time. Full Audit Trail is provided to track all transactions ensuring data integrity which is one of the key functions of accounting software
The software comes with the complete list of accounts required for any business. This list can be added to, or deleted from, depending on your requirements. In addition, you can start from scratch with your own set of accounts, or simply merge together a combination of both.
Buying from or selling to overseas entities has never been easier. TrueERP business accounting software allows fixed foreign currency values per supplier and auto loading of currency adjustment values when payment is made. Products can also be pre-assigned to a supplier with fixed purchase price in the suppliers currency which auto loads and adjusts the local currency value to the foreign amount. Assign expenses and import costs directly to an item so that a full landed cost of the product is known including freight, customs and import duties.
Make and Receive Payments from any source, in any form and track all movements associated with these payments, including foreign.
Whether you are a manufacturer, wholesaler or retailer, management of your inventory is critical to controlling your costs and ensuring the smooth operation of your business.
TrueERP gives you maximum flexibility, combined with rock solid control over every aspect of your sales processes and cycles from the very first contact with a prospect, all the way through to them becoming a customer.
TrueERP gives you complete control of your purchasing and supply chain management. From automatic reorder triggers to auto selecting the cheapest supplier and tracking orders from shipping to stocking your shelves, TrueERP is the answer.
Eliminate stock outs and order duplication. Efficient supply chain management means reduced costs, better efficiency and happier customers.
Full control of Budgets by Department or Account. You can also create multiple or consolidated budgets. Create an unlimited number of budgets based on almost anything, from accounts to jobs, over any time line as required.
Define when to start your budget, over what time it will run for and in what periods ie daily, weekly, monthly etc.
Set a conservative or aggressive view of the budget, by departments or cost centers, if required.
Run reports comparing what has happened to what you had budgeted to happen. TrueERP will then give you a variation amount with percentages based on the variation.
Lead List Management
Assigning list segments to sales people Allowing list contacts to be called, emailed or faxed
Tracking responses
Creating Leads for the team
Customer History tracking
Service Call tracking
Employee To Do lists
Allowing customer contacts to be called, emailed or faxed
Customer Satisfaction tracking
Generating Reports
Complete details as required to keep an accurate customer database, which can be added to, or deleted from, depending on your requirements. The customer database is live to all areas of TrueERP which ensures that if any transaction involving a client is processed, the correct details including credit limits, pricing levels, past history, and contact and shipping details are automatically loaded and updated. No longer do you have to have multiple software packages to run your business.
An extensive and complete history of every quote, sales order, invoice, cash sale, statement, appointment etc that you have made with this customer. These can at any time be simply drilled into to open the original transaction that makes up the report.
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