Intelliware

Billing, Invoicing
*Branch reporting
*Selectable user restrictions in Order Entry
*Customer search
*Item search from order screen
*Item identification by manufacturer #
*Counter orders
*Quote Creation/Print/Conversion
*Automated backorder process
*Interactive pricing functions
*On-line credit checks, credit hold
*Multiple shipping addresses
*Sophisticated Pricing methodology allowing
  multiple pricing scenarios
*Automated item substitution
*Multiple payment discounts and terms
*Order discounts
*Credit returns post against original invoice
*Multiple cost fields
*Automated warehouse transfer function
*More than 50 daily, weekly, and monthly reports
*Order status inquiries
*Invoice history inquiries and reprint capability
*Customer inquiries
*Sales history inquiries
*User-selected history purge
*Global price change function
*Automated warranty returns
*Order merge function
*Interfaces with GL
*Supervisor approval: order deletion, credit limit
Service Management
*Automated customer search
*Multiple service provider billing
*Service order status inquiries
*Service invoice history inquiries and reprint capability
*Quote creation/print/conversion to service order
*Flexible service call rates
*Master Calendar for tracking service calls
*Detail individual technician calendars
*Automated estimated service call time requirements
*Automated schedule conflict warning
*Daily work schedule printing
*Technician service history reporting
*Technician service payroll reporting
*Multiple technician pay rates
*Multiple skill set tracking by technician
*Technician schedule blocking
*Item search from service order screen
*Item identification by manufacturer, and model #
*Item tracking by serial and alternate serial #s
  (access cards, CAMs, RIDs, etc.)
*Inventory tracking at truck level
*Interfaces with GL

Accounts Receivable
*Branch reporting
*Open item or balance forward
*Interactive payment entry
*Off-line transaction entry
*Detailed aged trial balance
*Summary aged trial balance
*Delinquency letters (6 levels)
*Monthly and demand statements
*A/R collection reference report
*Aging by salesman report
*More than 60 A/R reports
*User-selected history purge
*Automatic late charge generation
*Interfaces with GL
Inventory Management
*More than 1000 item classes
*36 purchasing sub-groups per vendor
*Automatic item substitutions
*Alternate item reporting
*Vendor price tape load
*Interactive entry & edit
*Inter-store transfers
*Inventory transaction register
*Physical count worksheet
*Physical count analysis by item
*Item margin exception report
*Item balance exception report
*Inventory value report
*Profit margin report by item
*Inventory analysis report
*Item inquiry
*Inventory detailed transaction review inquiries
*Customer inquiries
*User-defined history purge
*Serialized inventory management
*Cycle counting
*Interfaces with GL
Purchasing
*Multiple warehouse purchasing
*Instant access to item status & movement history
  for all warehouses
*Automatic calculation of order point & quantity
*Multiple vendor P.O. capability
*Miscellaneous vendor capability
*Partial receipt handling
*Item sub-group ordering
*Inventory turn targets by vendor
*Inventory turn targets by sub-group
*Lead time calculation from history
*Fixed minimum & maximums at item level
*Single P.O. prints and reprints
*Batch P.O. prints
*Electronic P.O. capability
*P.O. label option
*Vendor shipping performance reporting
*Items on order report
*P.O. aging report
*Purchasing worksheet for manual review
*P.O. status inquiry

*P.O. status inquiry
*Item history database for transaction review
*Billing history database for item demand
*Automatic purchasing
*Inter-warehouse transfer
*Online PO passed due notification at buyer level
Sales Analysis
*Customer sales analysis - MTD & YTD
*Customer sales analysis - current vs. previous
*Salesman/customer sales analysis
*Salesman sales summary
*Salesman order performance report
*Salesman quarterly sales report
*Item class sales analysis and summary
*Inventory analysis
*Vendor sales analysis and summary
*Gross profit report
*Vendor/customer sales ranking report
*Customer sales history
*Item transaction history
Accounts Payable
*Multiple distribution of invoice charges
*Manual check handling
*Credit memo handling
*Open payables reversal function
*Multiple bank accounts capability
*Automated recurring invoice defaults
*Check reversal handling
*Duplicate invoice verification
*Purchase journal listing
*Cash disbursement journal listing
*Cash requirements report
*Check register listing
*Check reconciliation report
*Vendor analysis
*Automatic calculation of discount date and due date
*1099 handling
*Open payables by vendor or date
*Detail or summary aged payables
*Interfaces with GL
General Ledger
*Double entry accounting
*On-line chart of accounts search
*Tracking by journal reference number
*User-defined financial statement formats
*Detailed trial balance
*Summary trial balance
*Budgeting worksheet (multi-scenario)
*GL master balance report
*Month-to-date GL listing
*Year-to-date GL listing
*Current year plus previous year history
*Simulated history inquiry
*Flexible period definition
*12/13 period accounting
*Multi-year concurrent accounting
*GL account renumbering
*Prior period posting