Quotes, Orders, Invoices
Features Include:
- Items are auto filled as they are located in an alphabetized drop down list
- Item list can be narrowed down to a list by item category type
- Item prices are auto calcuated and inserted, based on selected customer, job, item grouping, etc
- Item descriptions are auto filled and can contain 100's of extra lines if desired
- Items can be auto shipped/reserved to save time
- Add new inventory items to the inventory list on the fly
- Assembly Items (sometimes referred to as a finished good or inventory kit) can be auto assembled (with each sub-component being depleted from inventory) and/or edited on the fly
- Multiple Line Item Templates are available to instantly change the line item display to 1, 2, 3 or 4 lines of detail--per line item (effectively showing or hiding additional fields such as qty previously shipped, qty on back order, supplier, GL account, Job, item cost (fifo/lifo/average), profit margin, item grouping, sort order, etc.)
- Quotes can be auto converted into a Sales Order or an Invoice
- Multiple invoices can be created with one click--based on the sales orders that have been fulfilled
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