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Features & Options

ORDER ENTRY
  • Customer Status Warnings
    • Credit Limits
    • Credit Holds
  • Shows Product Status
    • On Hand
    • Allocated
    • Reserved
    • Committed
    • In Warehouse
    • Coming In
    • Available to Sell
    • Available to Promise
  • Multi-Level Pricing
  • Contract Pricing
  • Address Validation
    • Avalara *
    • ShipEngine *
  • Credit Card Processing
    • CloverConnect *
  • Counter Sales / POS
  • Sales Tax Calculations & Reporting
    • Standard
    • Avalara AvaTax *
  • Direct Shipment Automation
  • Blanket Order Scheduling
  • EDI *
  • Unlimited UOM’s
  • Variable Decimal Precision per Line
  • Automatically Converts Quotes to Orders
  • Integrates Quotations, RMAs, & Orders
  • Duplicate, Split, Import, & Merge Orders
  • Insert, Sort, or Renumber Line Items
  • Expediting, Shipping & Delivery
  • Signature Capture *
  • CRM Opportunity Tracking *
  • ShipEngine Integration *
  • VendNovation Integration *
  • Automatically Produces Backorders
  • Order Delivery System
ACCOUNTS RECEIVABLE
  • Customer Invoice Routines
  • Periodic Invoices
  • Cash Receipts System
  • Service Charges
  • Customer Statements
  • Customer Bin System
  • Multiple Contacts per Customer
  • Multiple Addresses per Customer
  • Address Validation *
  • Customer Notes System with Pop-Up Alerts
  • CRM Actions & To-Do Lists *
  • History Available on Every Screen
    • Invoices - Open & Paid
    • Checks & Payment History
  • Credit Limit, Grace Period, & Credit Hold
  • Unlimited Customer Class Groups, Classifications & Groups
  • Customer Type - Lead, Prospect, or Customer *
  • Lead Category - Unknown, Cold, Warm, or Hot *
  • Salesperson Commissions by Invoice or Cash Receipts
  • Import Customers
  • Merge Customers History
  • Hyperlinks (Email, Website, Linkedin)
  • Reports, Inquiries, & Lists
  • Master Customer for Billing, Contracts and Part Numbers
  • PCI Compliant Credit Card Integration
ACCOUNTS PAYABLE
  • Vendor Invoice Routines
  • Check Routines & Reconciliation
  • Cash Requirements
  • Vendor Certicate System
  • Supports Accrued Payables
  • Reports, Inquiries, & Lists
CRM ACTIONS *
  • Assign Tasks to Yourself or Others
    • Contact Information
    • Follow Up Date & Time
    • Multiple Definable Actions
    • Optional Popup Notifications
    • Subject
    • Description
    • Action Priority
  • To-Do Lists
  • Action History
  • Enter & Edit Prospects
    • Lead, Prospect, or Customer
    • Lead Category - Unknown, Cold, Warm, or Hot
  • Quote Opportunity Value & Expected Close Date
  • Multiple Denable Opportunity Funnel Stages
  • Reports & Inquiries Designed to Help Sales Managers
SALES ANALYSIS
  • Product Sales Analysis
  • Customer Sales Analysis
  • Salesperson Sales Analysis
  • Customer & Product Ranking Reports
  • Commission Reports
SHIPENGINE INTEGRATION *
  • Integrated Parcel Shipping
  • Parcel Rate Quotes with shipping providers UPS, Fedex and USPS
  • Tracking Number & Costs Immediately
  • One Click Web Tracking in The Business Edge
  • Emailed Invoices Include Tracking Numbers with Hot Links
  • Shipping Label Creation
PURCHASE ORDER SYSTEM
  • Purchase Order Expediting
  • Purchase Order Back Order Tracking
  • Vendor Product History
  • Vendor Request for Quotes (RFQs)
  • Direct Shipment Automation
  • Insert, Sort, or Renumber Line Items
  • Fastener Supply Chain Network
SECONDARY PROCESSING & KITTING
  • Processing Purchase Orders
  • Internal & External Processes
  • Complete Lot Control & Traceability
  • Location & In Transit Tracking
AUTOMATIC REPLENISHMENT SYSTEM
  • Automatically Creates RFQ’s, PO’s and Processing PO’s
  • Based on Usage, Minimum, Maximum and Current Requirements
  • Automatically Email, Fax or Print All Documents
GENERAL LEDGER
  • Fully Integrated Event Driven
  • Multiple Period Processing
  • Unlimited Financial Statement Formats
  • Management Snapshot
  • Cash Flow Report
  • Executive Summary by Day, Month, Year
  • Cost Centers
  • G.L. Budget System
  • Import Journal Entries
FASTENER SUPPLY CHAIN NETWORK
  • Master Distributors
    • Brighton-Best Int’l
    • Kanebridge
    • Lindstrom
    • Star Stainless
    • Stelfast
    • XL Screw
  • Inventory Sourcing Sites
    • Nationwide Fastener Directory
    • FCH *
    • ILS *
    • PartsBase *
  • Strategic Partners
    • 8x8 *
    • Avalara AvaTax *
    • CloverConnect *
    • ShipEngine *
    • VendNovation *
VENDOR MANAGED INVENTORY *
  • Mobile App
  • Remote Order Entry
  • Smart Phones & Tablets
  • Efficient Single Scan Ordering
  • Upload via Internet or Bluetooth
  • Complete Customer Usage Reporting
  • Supports Consignment Inventory
COUNTER SALES *
  • Rapid Customer Service with Quick Entry Screen
  • Bar Code Entry
  • Cash Drawer
  • Change Making Calculation
  • Print Invoice
  • CloverConnect Credit Card Transaction Processing *
TBE MOBILE *
  • All Smart Phones & Tablets
  • Seamless Integration to Enterprise System
  • Customer Inquiry
  • Product Inquiry
  • Signature Capture
  • Vendor Managed Inventory (VMI)
QUALITY MANAGEMENT SYSTEM *
  • Corrective & Preventive Action System
  • Pareto Analysis of Problems
  • Daily Reminders of Past Due Items
  • Calibration Records of Measuring Devices
  • Daily Reminders of Assigned Tasks
  • Approved Vendor List
  • Product Inspections
  • Maintenance Logs
  • Critical Product Specications
  • Preventive Maintenance Schedules
  • Device Calibration Entry & Status Tracking
  • Analysis Reports & Inquiries
INVENTORY SYSTEM
  • Tracking by Product
    • Location
    • Lot Number
    • Tag Number
    • Manufacturer Lot Number
    • Manufacturer Heat Number
    • Manufactured Date
    • Country of Origin
    • Melting Country
    • RoHS
    • DFARS
    • Expiration Date
  • Multiple Locations per Product
  • Multiple Products per Location
  • Random Warehousing Supported
  • Merge Product History
  • Multiple Units of Measure per Product
  • Product Categories
    • Group
    • Family
    • Classification
  • Multiple Part Numbers Per Product
    • Customer
    • Catalog
    • MS Number
    • Vendor
    • Competitor
    • NAS Number
  • Up to 39 Character Part Number
  • Unlimited Product Description Length
  • Import Products
    • Create New Products
    • Update Existing Products
  • Electronic Cardex System
  • Physical Inventory System
  • Fastener Supply Chain Network
CERTIFICATE MANAGEMENT SYSTEM *
  • Enforces Receipts of Required Certificates
  • Automatically Attached to Product & Lot
  • Automatically Includes Certicates, MTR’s and Other Required Documents with Shipments & Invoices
  • Documents Available in Inquiry Screens
DOCUMENTCONNECTION™ *
  • Scan Documents, Receive Faxes, & Drag-n-Drop PDF’s
  • Over 26 Document Types
  • Certicates Attached to Lots
  • Drawings Attached to Products
  • View, Print, Fax, & Email All Documents
SHOP FLOOR DATA COLLECTION *
  • Fully Integrated
  • Manufacturing Requirements Report Based on Demand
  • Component Usage Based on Finished Goods Sales
  • Labor & Resource Hour Reporting
  • Labor & Resource Costs Applied
  • Manufacturing Cost & Variance Reporting
  • Materials Resource Planning
WIRELESS WAREHOUSE *
  • Capture All Product Movements with Barcodes
  • Dramatically Improves Order Picking Time & Accuracy
  • Manual Adjustments & Physical Inventory from Scanners
  • Supports Mobile Label Printers
  • Real Time Tracking
  • Single Scan License Plate Ensures Accuracy
  • Optionally Enables Random Warehousing
CONTAINER RECEIPTS *
  • Manage Containers and LCL Shipments
  • Track On-the-Water Inventory
  • Apply Landed Cost to Products
  • Enter Container Information
  • Track Shipping & Receiving of Containers
  • International Product Maintenance
  • Tariff Codes and Rates by Country
  • Port Information
RESTful APIs *
  • Web Developer Friendly Suites
  • JSON or XML
  • Industry Standard Tools
  • Allows You to Create
    • Shopping Cart Systems
    • Customer Portals
    • Business Intelligence Dashboards
    • Custom Applications
ABLE LABEL *
  • Drawings of Products Print on Labels
  • Multiple Label Colors & Sizes
  • Datamax & Zebra Printers
  • Custom Customer Labels
BRANCH SYSTEM
  • View All Branches Inventory
  • View Individual Branch Inventory
  • Branch Transfer System
  • Purchasing From Main Branch, Satellite Branches or Both
  • Reports & Inquiries by Single Branch or Company Wide
  • Customer Consignment Branches

* Denotes option is not included in the base system and may require the purchase of additional third party licensing.

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