Select a topic below for more feature details:

Credit Hold

Customer Master

Order Entry & Special Order Processing

Order Dispatch

Point-of-Sale (Cashiering)

Rentals

Repairs

Download complete Advantage Feature List in Adobe Acrobat format.

• Automatically place accounts on Credit Hold:
  • when assigned credit limit is exceeded
  • an invoice is open beyond a preselected number of days (number days can be different than invoice due date)
• Manually assign customers to Credit Status that prohibits orders under user-defined conditions
• Process orders for customers on Credit Hold with a password override
• See warning message at beginning and end of order entry for accounts on Credit Hold
• Optionaly:
• prevent from printing pick lists for orders over-credit limit
• warn when printing picks that some orders are for customers on Credit Hold
• Review daily report of customers who have exceeded credit limits
• Seasonally adjust credit limits for groups of customers
• Print report of accounts on Credit Hold
• Print collections report with phone number and other information to easily contact customers
• Trackthe number of times per month:
  • an account goes outside of terms
  • bounced checks are received from a customer
• Use special Credit Manager's Screen to access centralized functions necessary to manage overdue accounts

• Lookup customers easily:
• cross-reference by any word in the customer name
• cross-reference by customer phone numbers
• cross-reference by any contact name
• cross-reference by city or zip code
• find hard to spell names with "sounds like" cross-reference ability
• find customers using user-defined cross-references like customer area code or abbreviation of customer name
• enter quote, order, or invoice number to retrieve associated customer
• Retain multiple phone numbers, contact names, e-mail addresses, etc.
• Use alternate billing address (bill-to) for responsible party (property manager, PO box, etc.).
• Add unlimited shipping addresses (ship-to) for each bill-to address
• Use contract pricing:
• by product
• by category by bill-to
• by category by ship-to
• by category by both bill-to and ship-to
• share contract prices between customers
• set contract pricing by dollar amount
• set contract pricing by cost plus list minus a percentage
• set contract pricing by quantity break level
• set contract pricing by matrix level
• Handle manufacturer credits for sales to a specific customer with rebate costing by item
• Add additional fields and links to other programs with built-in Amplexus Applications Generator (4GL)
• Define the format and pattern of the customer number - use letters, numbers, or a combination of the two
• Enter five and nine digit zip codes
• Enter any foreign postal code including Canadian ones
• Enter and view unlimited comments in the customer record
• Store sales history stored by ship-to customer and by bill-to customer
• Without leaving the customer master record:
• see status of all quotes, orders, future orders, backorders, and orders printed not shipped
• view all quotes, orders, future orders, backorders, and orders printed not shipped with details
• view status of customer special-order (non-stock) items
• enter or update an order or quote
• enter an immediate invoice
• view customer "ledger card" showing all unpaid and paid invoices with payment history
• view and update valid entries for all required fields such as ship methods and tax jurisdiction
• instantly view sales history and last 100 (or more) items purchased by the customer
• easily access the product master and vendor master
• view customer Average-Days-to-Pay (aging as of that moment)
• view Days Open for each invoice (aging as of that moment)
• view invoices (aging is as of that moment)
• provide instant "Quick Quote" on individual products
• Follow-up customer activities with integrated follow-up system
• See calculations for all customer discounts including price and how it was calculated
• Track sales history at both the ship-to and bill-to customer level
• Establish contracts for specific items by unit-of-measure with expiration date
• Access all customer documents from the customer record:
  • orders, quotes, printed-not-shipped items, invoices, special orders, back orders and future orders  

• Use the same order entry process to create:
  • immediate invoices (over-the-counter)
  • two-step orders (pick/pack slip with confirmation)
  • quotes/bids
  • future orders
  • recurring orders
  • rental orders
  • repair orders
  • returned goods (credit memos)

• Use customer sales history to inform (not dictate) sales process:
  • see automatically displayed customer last sale information including last purchase date, quantity, and price
  • view the last 100 (or more) items purchased by the customer
  • override ship-to address at order entry as necessary
  • automatically check customer credit before and after order is entered
  • include current open orders in credit check
  • automatically (or manually) place customers on Credit Hold
  • include returned goods (credit memos) on the same order as sales items
  • enter unlimited comments for each order entry line
  • sell suggestively with pop-up screen of accessory products for sales item, e.g. suggest batteries with a flashlight sale
• Monitor and adjust prices and charges:
  • assign a one-time special cost to an item during order entry with password
  • price items by the ship-to address or by the bill-to address
  • create invoice and instantly update accounts receivables
  • add freight and/or labor charges during order entry or at ship confirmation
• Create invoices with split terms and automatically generate multiple AR items
• Meet target profit margins with helpful aids:
  • see warning during order entry if an order line does not meet a defined profit margin
  • enter password to process an order line below a specified profit margin
  • determine the most competitive bid and desired profit margin by manipulating various combinations of pricing and costing during order and quote entry
• Automatically convert quotes to orders with one step
• Easily purchase and ship special order (non-stock) items with special features:
  • optionally send e-mail notification to purchasing person when special order items are ordered
  • optionally generate an automatic purchase order when special order items are ordered
  • make normal stock item a one-time special order item while ordering
  • mix direct (drop ship), special and stock items, and returns on the same order
• Quickly process drop-ship orders: vendor invoice triggers generation of customer invoice
• Take advantage of multiple warehouses:
  • ship each line on the order from a different warehouse
  • ship item from alternate warehouse if a customer's normal shipping warehouse is out of stock
  • view available inventory in all warehouses while entering an order
• Access the Product Master from order entry to see detailed product information.
• Consolidate like parts from different pick tickets/orders onto one invoice when confirming shipment
• Sort items on order by
  • category
  • department
  • extended price
  • price per unit
  • vendor number
  • description
  • location
  • customer part number
• Easily enter products on orders:
• find item using any word in the item description
• enter item using user-defined item number
• find item with multiple user-defined cross-references like an abbreviation of the item name
• enter a synonym part number which will automatically convert to internal part number
• enter item by reading bar code – great for counter sales
• automatically convert UPC or vendor bar code label to your item number
• add accessory and alternate items to order from quick entry pop-up screen
• add items from the contract prices list, list of most recent parts purchased, and more

• Dispatch service orders to service people in the field
• View on-screen and printed reports of dispatched and undispatched orders
• Enter unlimited service order comments and detailed job instructions
• Display summary or detailed customer information display

* May be an optional module, not included in the standard package (depending on dealer package for vertical market).

• Order a special order (non-stock) item and an e-mail message will notify designated (purchasing) person
• Automatically create PO for special order item tied to specific customer order
• Drop ship an item from vendor directly to your customer
• Automatically match PO with special order item pick slips
• Designate a stock item as a one-time special order item when ordering
• Review end-of-day non-stock purchase report and open special order report
• Check central screen to view all aspects of special order including detailed status display
• Access central special order screen form customer, vendor, or product records

• Sell over-the-counter with special integrated features
• Create and print immediate invoices for walk-in customer sales
• Use bar codes to input products into order
• For greater security, restrict access to other areas of the system (like accounts payable, payroll, etc.) from the sales counter
• Create customizable invoices, quotes, etc. from the sales counter
• Customize what prints on invoices by customer, item, and transaction
• Accept up to three payment types per sales transaction (cash + credit card + check)
• Use built-in cashiering functions to accept payments and take deposits

• Process rentals just like entering a regular order
• Include non-rental parts on rental invoices
• Rent multiple items with different rental cycles on the same invoice
• Allow partial/complete returns of rented items with automatic adjustment of subsequent billings
• Automatically report and bill overdue rentals until the item is returned
• Immediately review printed or on-screen overdue rentals report.

  * May be an optional module, not included in the standard package.

• Track repair history of items that the customer purchased from you or ones that the customer has purchased elsewhere but brought in for repairs
• Easily enter repair orders:
• enter and track repairs like a regular sales item or sell and track a repair as a purchased repair "kit"
• Use "repair-as-a-kit" template for a default list of repair components that can be modified at order entry
• Charge zero for some items (which may be under warranty) and charge actual price for other items
• Track and report components used for repairs in a number of ways:
• track all or a selected number of the components used for the repair
• optionally print repair components on work orders, pick tickets, invoices, quotes, etc.
• restrict printing of components by hiding zero price items, hiding items in a specific department, or by some other customized method
• keep part numbers, etc. "blind" from the customer
• Automatically price the repair:
• by the list of components used in the repair (including service charges)
• by a set price assigned to the repair
• Review extensive repair history and analysis:
• see every repair-related invoice, quote, comment, etc. ever generated on-screen
• track revenue generated and cost incurred to repair each item by fiscal period

 

Download complete Advantage Feature List in Adobe Acrobat format.

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