• Simplify product file maintenance by updating product, costs, and suggested prices automatically via data file supplied by vendor
• Choose which information to update and which to keep
• Update information using manufacturer/vendor product numbers which will automatically be converted to your part number
• Use saved template for each vendor to streamline update process

• Access a contact list personalized for each user
• Contact list includes comments, phone numbers, follow codes, etc.
• Easy contact lookup with multiple search features:
• cross reference by any word in the contact name, phone number, and e-mail
• cross reference by "sounds like" words
• cross reference by additional user-defined lookup words
• Fax and email to contacts using optional integrated fax and email system
• Lists can serve as distribution lists for mailings, follow-up, etc.
• Easily add new contacts "on the fly"
• Print contact report

• Build a job:
• from your quote or bid
• directly from an order—no quote required
• by adding an order to a job
• Use a preexisting job to create a quote to be sure to bid correctly
• Modify jobs easily:
• Add parts to a job
• Add labor hours to a job
• Link to job cost from order entry
• Change orders become fully integrated with little effort
• Add/change line items in order entry—simply assign the order to the job
• Monitor costs and materials:
• Add miscellaneous costs to the job directly from accounts payable entry
• Automatic link between accounts payable and job cost master
• Easily control materials required by your customer
• Track cost overruns on screen and by report
• Rely on estimated cost to complete a job - it takes into consideration bid cost, revised cost, cost history to date, and remaining balance to complete
• Manage cash flow requirements with screen display of remaining cash vs. remaining cost
• See quick summary of the job by phase and/or by task
• Bill by phase and/or by invoice
• Create an unlimited number of concurrent jobs per customer

• Copy quotes to sales order or to another customer's file
• Save quotes and use as an order template to reduce order entry time
• Request for Quotes feature speeds your purchasing process from vendor
• Use any pricing method for a quote

• Sell products in one unit of measure and price in another, e.g., sell by the each and price by the dozen with the same part number
• Track costs with multiple cost files for each item - accounting cost, replacement cost, etc.
• Protect cost, price, and profit information with multiple levels of passwords
• Maintain separate costs for products by warehouse
• Maintain multiple quantity breaks for each product
• Maintain pricing by:
  • Customer Price level number
  • Columnar (matrix pricing by customer price level number)
  • Detailed Pricing and Standard discount lists both supported
  • Contracts by customer, by product or product category with an expiration date
  • Pricing by warehouse location
  • Quantity break pricing discounts with support for consolidated aggregate pricing (example: buy two of one item and three of another to receive the five lot price)
  • Advertised pricing by location with expiration date
• Prices can be
  • a discount percent from list
  • a markup percent from cost
  • based on Gross Margin
  • a fixed dollar amount
• Pricing can be customized for the customer, product, or product category:
  • Special add-on discounts by customer, product, or product category
  • Overall discounts can be applied for individual customers
  • Date sensitive pricing
  • A minimum discount percent regardless of the quantity purchased
  • Quantity break pricing can be turned off for selected customers
• Multiple price book formats available
• Price books can be sorted alphabetically, even if products are not in sorted order
• Quickly change prices for categories and subcategories of products
• Pricing can limit the discount percent to maximum level regardless of the quantity purchased
• Pricing updates from vendors can be integrated into the pricing and costing functions
• Automatically track and report all price overrides and highlights low margin sales:
  • password protect selling an item below a specified margin% set by product category
  • Manual price overrides at order entry (with optional password)

• Calculate commissions by profit by line or a percentage of gross by line
• Pay commission based on invoice date or collection date
• Track commissions paid on overdue customer accounts with "Decommission" report
• Customize commission system to meet your needs
• Decrease commission percentage automatically if the product is discounted below user defined levels (commission take back based on line item profit)
• Recalculate commissions as necessary if cost changes are made to the invoice -- even after ship confirmation
• Manually adjust commissions line by line as necessary to process special situations
• Enter a user defined cost in order entry that will apply for commission purposes on a single order line only
• Calculate commission while taking into account rebated manufacturing costs that may apply for sales of a specific item to a specific customer during a specific time period
• Define different commission rates for each sales representative on each commission class of product

• Use remote desktop technology to access the Amplexus system from anywhere via the Internet
• Review pricing, sales/product use history, and product availability at your customer’s place of business
• Create quotes and orders just as if you were in the office
• Optional PDA-sized application is feature-rich in a small package

• Manage unlimited mail lists of prospective customers
• Assign codes to track prospects through the sales cycle
• Use personalized Contact Lists to maintain contact with prospects
• Create full prospect records with multiple contacts, comments, company type, assigned sales person, etc

Sales Route Analysis Report

• Use report to analyze customer sales history by displaying:
• several weeks or several months worth of purchase history
• last sales information
• new pricing changes
• See four periods of purchase history: weekly, monthly, two weeks, and two months.
• Benefit from the evaluation of the use-rate of the items purchased by your customer and projected out-of-stock date based on the last purchase quantity
• Evaluate more than one customer at a time, including "routes" (groups of customers)
• Automatically incorporate Increased lead times for special order items
• Review special sales comments before making a sales call
• Report shows:
• part number /description
• unit of measure
• list price
• four periods of quantity history
• use rate per week or month (calculated)
• last invoice number
• last invoice date
• last quantity
• the current sell price to the customer
• a date if the list price of the product has changed since the last invoice
• a buy recommendation field and a projected run-out-of-stock date
• Use calculated price (the same as regular order entry price) which, includes:
• contract pricing
• quantity discounts
• price by customer pricelist number rules
• most recent price change date