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Need a strong Inventory
Control?
We have found that the number one
reason a company chooses to switch system is because
they need stronger Inventory Control. TeamBooks
prides itself of having one of the strongest Inventory
Control packages in the industry. Everything from
automatic re-ordering based on a user modifiable reorder
formula to extensive bar-coding we are confident we have
the features you are looking for.
Download a PowerPoint presentation by clicking
here
Some of the features available in
TeamBooks inventory control.
- Multiple warehouse
- Unlimited vendors per item.
- Kitting on the fly, you can
pre-define what components are in a kit and then
when you go to sell the kit you can override the
pre-defined raw components in the kit at the Sales
Order, Quote or Invoice stage.
- Bill of Materials allows you to
create finished products from a series of raw
components and add extra costs such as labour or
standard manufacturing overheads.
- Inventory search function by
keyword, price, product categories or manufacture or
vendor codes.
- Ability to link unlimited
different supplier or customer specific inventory
codes to yours for ease of cross reference
- Unlimited Quantity Purchase
Price Breaks; Sell 5 items at 1 price and 20 items
at another price.
- Unlimited unit of measure
conversion; i.e.: Each, Box or Case amounts.
- Unlimited Price Levels' Above
Cost or Below List to give your customer a special
pricing scheme.
- Fixed
Asset Inventory allows you to accumulated expenses
to inventory to increase Asset costs.
- Formula driven re-order formula
to do inventory restocking either by minimal,
maximum settings or based on movement of an item and
how long it has been sitting on the shelf and the
delivery time from your suppliers. This
formula also takes into account seasonal changes as
well.
- E-mail alert to your inventory
manager when popular parts are running low, this is
over and above the automatic re-stocking function.
- Extensive Bar-coding allows you
to keep your inventory accurate by reducing human
error.
- Picture per item
- Special contract pricing by
customer
- Sale dates, lets you schedule
when an item is going on sale and how long it will
be on sale for.
- Serialization, tracks
serial number from the time you purchase and item,
what is in stock and then who you sold it to.
- Lot number tracking to track
what lot numbers you purchased from your supplier
and who you sold that lot too or where it is
currently at.
- Bin Location Tracking
- Landed Costing to track actual
value of inventory which you receive which
i.e.: Cost + Currency Difference + Freight + Duty =
Value of item in stock.
- Inventory transfers and
automatic transfer calculations between warehouses.
Set up the specs on what each warehouse should be
stocking and you can do a massive re-order based on
the needs of all warehouses and then do an automatic
transfer out to the warehouses you need or just do a
restocking on a per warehouse.
- Inventory adjustments.
- Import function in import your
suppliers price updates or new inventory into your
system from a CSV or Excel file format.
- Selling price adjustment
function based on different query criteria's.
Purchase Orders
Much like our other modules we
have automated our purchase orders with Material
Requisition, automatic e-mailing your vendors when a
purchase is past due and automatic or manual
landed costing.
Reduce human error:
- Our purchase orders
can cross reference expecting sales orders where you
are doing a just in time inventory or a special
order, this way you know what customers are waiting
for this product.
- Barcode function to ensure
the correct product reaches the correct bin box.
This also automatically receives your packing slip
on your purchase order.
- Automatic Purchasing based
on a formula driven system that will look at your
History To Date, Year To Date, Last 3 months, Future
3 months, each of your suppliers delivery
time, amount of time on the shelf and the number of
invoices produced with this item. This ensures
you are stocking the amount of inventory you need
without having dead stock commonly found with human
error using a reorder minimal maximum system; but if
you wish you can use our minimal maximum
functionality instead!
- When receiving a purchase
order if there is backorders outstanding for
customers for this item the system will e-mail your
staff member as well as your customer asking if they
would like the product shipped now or with the next
order.
- TeamBooks will notify your
staff member by e-mail if product has been received
at a different cost which will change your profit
margin on that item.
Sales Orders
We understand that your order desk staff need
extreme speed when processing orders or doing inventory
lookups as they talk to your most precious resource ..
your customers! This is why we armed
your front line staff with a abundance of information on
the customer and status of your stock while also taking
speed in creating transactions into account. We
believe our system is faster than any other graphical
system you will encounter. With all the
information in front of your sales order staff they will
know history on the customer, likes and when, who has
talked to the customer in the past and what was said.
We have also thrown in a
scanning module that will print of barcodes labels for
your shipping containers such as boxes and encode into
the barcode the quantity that fits in each container
along with all the sales order information. With
this bar-coding function your staff will know exactly
what state the customers orders in whether its been
picked or shipped e.tc..
Other Features:
- Quotations
- Multi-Currency
- Display's stock information on a product and
what's coming in purchase orders as soon as you
select an inventory item.
- Backorder tracking and a display window that will
show you what items are currently backordered for a
customer.
- TeamBooks will notify your customer who is waiting
for product and you when the product is
received.
- Status bar displays all pertain information on
that customers preference.
- Unlimited notes and office documents such as
excel spreadsheets or word documents per customer,
important notes can be highlighted to alert your
staff.
- Inventory Items lookup by
description, part number, customers part number,
vendors part number, product category or manufacture
as well as price.
- Labor Tasks by the hour or Flat
rate
- Unlimited User Defined Fields
(Date, Numeric, Alpha-Numeric or Table List Items)
- Work-in progress reports
~
- Task Scheduling
- Re-Occurring sales order
scheduling
- Ability to generate a new sales
order from a pre-defined template
- Store a picture or fax in
each order which can be printed on Order form if
desired
- Tag orders to specific customer
equipment
- When tagging customer equipment
serial number to order will notify you if you ever
worked on it before.
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