Live chat by AliveChat
 

 

 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.