WorkingPoint

WorkingPoint, previously known as NetBooks, is an accounting software for small to medium-sized, inventory-focused businesses. It’s an online solution streamlining various business functions such as marketing, sales, inventory, production, and finance.

WorkingPoint Key Features

Bookkeeping

• Instant invoice generation from billing requests.
• Streamlined credit card processing.
• Advanced financial reporting tools.
• Automatic sales tax calculations for the U.S.

Customer Relationship Management (CRM)

• Immediate access to customer history and issues.
• Custom pricing levels by customer type.
• Inventory level monitoring.
• Efficient tracking and resolution of customer service problems.

Inventory Management

• Manage inventory across multiple warehouses.
• Stock and monitor items in preferred units.
• Support for lot tracking, including FDA-mandated tracking.

Marketing

• Separate management for sales catalog and inventory.
• Targeted promotional campaigns.
• Integrated marketing tools with VerticalResponse.

Production Management

• Streamlined production process management
• Flexible product manufacturing methods
• Comprehensive cost tracking for production runs

Sales Management

• Assign and track tasks for sales agents
• Customizable pricing levels and sales order criteria
• Integration with web store for order importing

Shipping

• Efficient shipping process management
• Integration with carriers and UPS for streamlined operations
• Automatic customer notifications for shipment status

Vendor Relationship Management

• Detailed purchase history and vendor interaction tracking
• Team-based approach to managing vendor relationships

WorkingPoint Benefits

Boost Sales

• Efficiently manage sales across wholesale, retail, and online platforms
• Customizable pricing for different customer types
• Enforce pricing policies easily
• Enhance productivity of sales representatives and brokers
• Access customer order history and service issues quickly
• Immediate response capability for customer queries
• Team-based approach to customer service issues
• Detailed sales reports to evaluate performance

Expand Customer Base

• Identify and target key customers and prospects
• Consistent, effective outreach strategies
• Promotions based on customer purchase history
• Utilize VerticalResponse for email and postcard campaigns

Maximize Profits

• Flexible inventory stocking options
• Real-time inventory checks for customer commitments
• Automated back-order handling
• Comprehensive production management for various goods
• Detailed tracking of all purchased and produced items

Manage Cashflow

• Quicker invoicing and payment processes
• Email invoices and statements at no extra cost
• Seamless credit card pre-authorization
• Full-featured, easy-to-use bookkeeping system
• Updated tax rates for all U.S. sales tax jurisdictions