Manage your vendors and your bills with IntegraERP Accounts Payable. Control when payments need to be made to vendors to avoid late fees, and identify when to pay to take…
About the Module: Feature rich, yet easy to use. integraSoft Accounts Receivable provides today’s most requested features. It centers around your customer - providing instant…
About the Module: Many “good” software systems fall short of “great” in one critical area - the accounting modules. integraSoft does not fall short. Our Accounting modules…
About the Module: integraSoft Purchase Orders is designed for the business that wants greater purchasing control. The Purchase Order module tracks each PO from the initial…
Order Entry/ Customer Service
About the Module: When a customer needs answers, the integraSoft distribution system delivers. The information you need is always just a “Hot-Key” away! With over 20…
About the Modules: Inventory Control is fully featured to help you track quantities on hand including multiple warehouses, different units of measure, quantity price breaks,…
Manage your vendors and your bills with IntegraERP Accounts Payable. Control when payments need to be made to vendors to avoid late fees, and identify when to pay to take advantage of early pay discounts. IntegraERP Accounts Payable is designed for today’s global economy with currency conversion factors for your international vendors.
About the Module:
Feature rich, yet easy to use. integraSoft Accounts Receivable provides today’s most requested features. It centers around your customer - providing instant access to balance, history, payment patterns, and sales analysis information.
Customer lookup when customer number is unknown
Integration with Order Entry, Job Costing, Job Shop Manufacturing and General Ledger
Notes by Customer and by Ship To customer location
Full Customer setup and file maintenance during posting
Open item or balance forward tracking by customer
History inquiry in ascending or descending order and by invoice number or invoice date
Cash Receipts Unapplied Cash transaction
Identification of source and use of each credit transaction, including the date it was used
Stand alone invoice print based on posting date journal number or transaction type codes, providing an excellent technique for invoicing service charges each month end
User defined fields to capture and maintain information specific to the needs of your company
Ability to track different media types, such as cash, checks and credit cards
Credit Department Functions:
Customer credit contact name, credit reference, phone number, and fax number available
Average-days-to-pay is calculated each time an invoice is paid and is tracked on a year-to-date and life-to-date basis
Balance history for each period is maintained for the previous twelve months and the amounts are updated automatically during month end processing
Customer deposit processing
Aged Analysis with flexible dating categories
Credit Line Report
Hard Copy Inquiry
Sales By Salesman
Sales By Product Category
Sales By Customer By Category
Sales By Product
Salesman Commission Report
Benefit to You:
The Accounts Receivable module gives your credit department the power to monitor all customer accounts for past due balances, automatically add service charges, and forecast when cash will be received. With expanded credit reference information, along with user-definable customer notes, you now have the information at your fingertips to help insure that your customers keep their accounts current. Imagine how much easier it will be to collect past due accounts with management information easily available on your terminal.
The optional integraSoft Fax Interface module is integrated with all of integraSoft. This module provides the most convenient way to fax any of the AR reports, statements, customer information or invoices to your customers directly from the integraSoft Accounts Receivable module.
About the Module:
integraSoft Purchase Orders is designed for the business that wants greater purchasing control. The Purchase Order module tracks each PO from the initial input through receiving, costing and payment of the invoices through Accounts Payable. Decisions about what to buy, how much to buy and when to buy are made easier with this module.
Reporting is based on parameters entered at the time a report is run. Specific information is pulled from the system without generating large volumes of paper. Purchase Order reports provide insight to management about what is happening with product movement based on user selected purchasing criteria.
The “RRAR” or Recommended Replenishment Action Report, can be generated from the inventory control files based on Reorder Point, Standard Order quantity and Quantity on Hand. “RRAR” reports can also be generated for direct ship orders.
An Optional “Gordon Graham Module” is available to assist your company in managing your assets using the methodology of the Distribution Industry’s most quoted consultant.
Purchase Order and Line Item user-definable “Notes” available as required/mandatory or optional
Complete PO tracking through entry, receiving, back orders, costing, and vendor payments
Multiple order types for stock, direct ship, and credit memos
Single touch function keys for inquiries
Unit conversions for stock items purchased in different units
Purchase control for 1-99 warehouses
Single screen for entry and maintenance
Exception-based receiving and costing
Multiple receipts allowed against a single Purchase Order
Optional Serialized Inventory Module item tracking
“RRAR” Recommended Replenishment Action Reporting
Optional use of master reorder point or warehouse reorder point
Direct interface from Order Entry drop shipment and manual line items to Purchase Order eliminates the need to re-enter data
Optional use of order/line points or min/max quantities for ordering
PO’s by due date and overdue PO’s
Audit reports for PO Variance, PO Master, Vender Balance, and Inventory available
Purchase Order List
Open release report
Benefit to You:
The Purchase Order system provides you with a method to automatically enter a PO from the Order Entry function or the RRAR reports. You may also manually enter items needed for stock. Use Purchase Orders to improve customer service by providing timely information and effective inquiries. The optional integraSoft Fax Interface module is integrated with all modules and printing functions including Purchase Orders without leaving your workstation.
Order Entry/ Customer Service
About the Module:
When a customer needs answers, the integraSoft distribution system delivers. The information you need is always just a “Hot-Key” away! With over 20 inquiries embedded in the order processing logic, you simply need to press the “Hot-Key” to obtain the information you need. Imagine being able to tell the exact stage of an order from a Quote to the Invoice with the push of a key. The heart and trademark of the integraSoft Order Processing System - the “Hot-Key” - eliminates frustration: yours and the customer’s.
Multiple Order Types: Quote, Stock Order, Direct Order, Future Order, Back Order, Cash Sales, Credit Memo, COD Order, Lost Business
Complete Order Tracking status by “STAGE” and “TYPE”
“Hot-Key” Inquiries include: Customers, Products, Order and Invoice Information, Purchase Orders, Serial Numbers, Warehouses, Ship To’s, Kits, Special Pricing and Discounting, Last Buy, Substitute Products and Vendors, History Transactions, and Warehouse Transfers
Automatic Back Order Creation and Tracking System
Full File Maintenance of Customers Ship-To’s and Products during the order entry processes
Menu jumping for experienced operators
User definable “Notes” on orders, order line items, customers, products, and vendors
Multiple Ship To and Multiple Warehouse Processing
Complete Departmentalized G/L Update based on Salesman, Warehouse, or Route
Matrix Special Pricing and Discounting
Order Acknowledgments, Order Exceptions and Order List
Inventory, Order Master and Customer Audits
Tax Analysis and Tax Register
Inventory Projections based on “Quotes”
Product Ship Report
O/E Recovery Journal
Benefit to You:
Provides Customer Service at levels your competition can only dream about. User defined fields in the customer master file allow you greater flexibility in determining what is important to track. Average-days-to-pay calculation shows you customer payment trends and provides a forecast of incoming receipts. The mandatory/optional note capability supports an on-line diary of pertinent customer information.
About the Modules:
Inventory Control is fully featured to help you track quantities on hand including multiple warehouses, different units of measure, quantity price breaks, serial number tracking, bar code UPC cross reference, superseded items, and unique customer stock numbers.
Inventory Control is fully integrated with the other integraSoft modules including Order Entry, Counter Point, Job Costing, Production Management, Purchase Orders and Database Management. All product movement is tracked from the time the product is ordered from the vendor until it is sold to the customer. A complete posting history is provided for each inventory stock number.
The Inventory Management module gives you the ability to freeze on-hand levels when physical inventory counting is needed and provides management reporting. History on each product for the past 24 periods is included and is interfaced to the Purchase Orders “RRAR,” Recommended Replenishment Action Report.
Track products in 1 to 99 Warehouses
Full serialized inventory capabilities
Automatic price and cost change logic
Multiple unit conversions by stock number
Multiple Substitute stock items and Alternative Vendor Tracking
Set up Related/Companion Stock Items that improve customer service and add to your bottom line
Bar Code and Trade Service cross reference
Cross reference for Supersede and “Customer’s Own” stock numbers
Automatic pricing routings - Multiplier, Straight, Quantity and Cost plus methods
Multiple pricing Matrix by customer, customer ship-to, customer type, product number and category
Stock inquiries by stock number, vendor, product category, short name or description
History displayed in Ascending or Descending order
Electronic Bar Code Reading interface available
Product number notes setup and inquiry from other modules
User defined information file for non-standard information
Departmentalized G/L Update based on Warehouse
Inventory Valuation Report
Stock Status and Lead Time Reporting
Buyer’s Guide Reports
All Activity Reports
Hard Copy Inquiry for inventory items
Price Book and Product List
All reports can be displayed and not printed
Benefit to You:
The Inventory Control module contains numerous report programs that provide you with up-to-the-minute information including stock status, buyers guide reports, multiple warehouses, lead time, price book
and product listings. Quick and easy inquiry routines give even the untrained inventory clerk easy access to information about individual products.