| Description |
| GENERAL LEDGER |
| Add General Ledger account |
| Assign Departments to account |
| Enter General Ledger budget amounts |
| Create a General Journal Entry |
| Reconcile the checkbook |
| Track General Ledger to budget |
| Transfer funds between bank accounts |
| Customizable Financial statements |
| Print Transactions |
| Print Detail Trial Balance |
| Print Financial statements |
| INVENTORY |
| Add/Edit inventory Item |
| Add/Edit Inventory Item's default vendor, warehouse, etc |
| Check Inventory Item's current Status or Activity |
| Add/Edit Inventory Item's Bill of material |
| Add/Edit Inventory Items's Labor task routing |
| Add Inventory Types to organize items |
| Standard cost rollup |
| Copy item number, bom, and routing |
| Add a Warehouse Location that can be conneced to a Vendor |
| Print inventory value |
| Link vendor's part number to an Item |
| Lookup where an item is used in BOM's |
| Print Bill of Materials or Bill of material availability |
| Search and replace or Delete BOM component utility |
| Record a single Inventory adjustment or a complete Physical count |
| Standard cost rollup |
| Track serial/lot number history |
| Transfer list of Items to different warehouse |
| View inventory transaction history |
| Link customer's part number to an item |
| Set up multi-tier item customer pricing |
| Attach Documents to Item record |
| Add "to do" Historical note for an Item |
| PURCHASING |
| Create Request for quotes |
| Create a New or Copy an existing Purchase Order |
| Create a New Make-From Purchase Order |
| Create Purchase outside services to work orders |
| Decide what to order - PO ReOrder report |
| Print Purchase Order |
| Received items on a PO |
| QC Inspection of received items |
| Record a Vendor Price Quote that the PO automatically looks up |
| Track Vendor performance |
| Assign serial/lot number to purchased items |
| Attach Documents to PO record |
| Add "to do" Historical note for a PO |
| PAYABLES |
| Add a Vendor with Multiple Contacts |
| Enter PO invoices that connect to PO receipts |
| Enter Other invoices |
| Generate re-occurring invoices |
| Look up vendor invoice history |
| Automatically create checks for bills by due date |
| Print AP aging |
| Print 1099 forms |
| Record a manual AP check |
| Void AP check |
| Email link to vendor contacts |
| Add "to do" Historical note for a Vendor |
| Attach documents to Vendor file or AP invoices |
| MANUFACTURING |
| Add a Work Center(Resource) different labor rates |
| Labor task templetes |
| Figure out what is below reorder level - MO ReOrder |
| Figure out what is needed to build/order with MRP |
| Issue Material or Backflush inventory to Work Order |
| Print Material/Labor/Overhead in wip |
| Print Resource backlog for scheduling |
| Create a Work Order(MO) |
| Print Work Order traveler |
| Receive Completed production |
| Assign serial/lot number to manufactured items |
| Job costing |
| Machine References |
| Tool References |
| Add "to do" Historical notes on the order |
| Attach documents to mfg order |
| SALES ORDERS |
| Estimate item with BOM and Tasks cost plus markup |
| Create a quote to a customer then convert to order |
| Create a New or Copy an existing Sales order |
| Sales Configurator |
| Print Order Acknowledgement |
| Convert SO to work orders (MO) |
| Enter shipment |
| Print Packing Slip or Bill of Lading |
| Print Shipping labels |
| Create an Invoice from Sales Orders |
| Track commissions per sales person |
| Track sales per customer or per item |
| Add user defined freight Carrier |
| Assign serial/lot numbers to items sold |
| Add "to do" Historical notes on the order |
| Attach documents to sales order |
| RECEIVABLES |
| Manage Customer Information |
| Multiple Ship-to address' per one customer |
| Receive customer deposit for a sales order |
| Apply a customer deposit to an invoice |
| Look-up customer's invoice history |
| Create quick invoice |
| Print/Email Invoice |
| Charge interest on outstanding invoices |
| Print AR aging |
| Record payment from customer |
| Print Statements |
| Add "to do" or History note for a customer |
| Attach documents to customers |
| PAYROLL |
| Create/Void Employee Pay Check |
| Editable payroll tax tables |
| Print w2 forms |
| Record time to work orders then transfer to Payroll |
| Transfer payroll liabilities |
| SYSTEM UTILITIES |
| Custom SQL statements per module |
| Multiple company databases |
| Database maintenance utilities, including ODBC connection |
| Set up security by user and menu item |
| Setup Multiple Bank accounts |
| Import vendors, vendors, General Ledger accounts and items |
| QUALITY SYSTEM |
| Audit Logs |
| Customer Complaint Entry and Log |
| Non-Conformance Entry and Log |
| Change Control (e.g. Engineering Change Orders) |
| Corrective Action / Preventive Action (CAPA) |
| Training Records |
| Quality items ( a way to reference non part items like Procedures) |
