
General Features:
- Works with Wireless Networking
- Multiple tax codes per Customer, per Invoice, per Inventory item (with tax cap).
- Bar Coding. (Optional. Sold separately)
- Optional cross-reference add on.
- Optional individual Manufacturer price books.
- Optional interfaces to PartSmart, PartsManagerPro, Case-New Holland OPC & more.
Invoicing: (Point of Sale)
- Separate 'Bill To' customer
- Multiple 'Ship To' customers for each Invoiced customer.
- Customer Purchase Order number
- 'Completed' invoices post immediately to the Accounts Receivable. No daily batch processing.
- Inventory immediately reserved when part is added to the invoice, and reduced when order is completed.
- Salesperson who took order.
- Salesperson that order belongs to.
- Multiple Salespersons per order.
- Per Invoice shipping weight for Sold parts.
- Variable Invoice status, i.e. Hold, Backorder, Completed, etc.
- Back order parts for customer from Invoice.
- On sale parts recognized at time of sale.
- Take a Trade In at time of sale.
- Part and Serial returns.
- Multiple taxes per item capable.
- Multiple payments per invoice.
- Miscellaneous charges defined by user.
- Invoice notes and notes per part sold.
- Link to Graphical parts lookups.
- Add new parts to inventory and invoice from price file at same time.
- Multiple sale discounts per customer capable.
- Pull parts from multiple locations.
- Software generated Invoice or optional Pre-Printed Invoice.
- Print to 40-column ticket printer. (Optional. Sold separately)
- Cash drawer. (Optional. Sold separately)
- Bar code scanner (Optional. Sold separately)
- Built in links to Mapquest: Get Maps and Directions with the Click of a Button.
Work Orders: (Service / Repair)
- Most of the features in Invoicing
- Multiple work order type: Customer, Mixed Customer/Warranty, Warranty, or Internal.
- Multiple Labor Codes per Work Order Invoice.
- Print Invoice, Work Order or Work Sheet from same screen.
- Assign Employee that wrote service order.
- Assign Employee to service unit.
- Multiple Employees per unit and labor breakdown
- Look-up service and orders based on employee.
- Repair History for Customer or by Whole Good
- Notes from Customer for work to be done.
- Notes from Service Technician on work done.
- Build your own Symptom code database.
- Build your own Labor Codes with BOM.
- Warranty Provider options.
- Reports - Pickup/Delivery, Work Order progress and Profit.
Inventory Control:
- Inventory separate from Price Books.
- Fuzzy search part locator.
- Multiple options for price markup including Multi-Level.
- Multiple locations available for each part.
- Optional integrated parts cross-reference.
- Run monthly sales specials with On Sale section.
- Salesman commission by Inventory classes.
- Integrated Serial items (Available, Sold, Attachments, Serviced, Demo).
- Serial Service history (if Work Order is installed).
- Part usage history.
- Part Weight.
- Bar Codes.
- Superceded Parts
- Kits / Assemblies
- Part return Orders (integrated with optional Accounts Payable)
- Purchase Orders (receives regular parts and serial items directly into inventory)
- Automate purchasing based on inventory min/max or actual sales.
- Reports - Low stock, Stock value, Physical Inventory, Usage history, Backorders, Labels, On Sale items, Serial Items (Available & Sold), Parts for return and Zero quantity.
Accounts Receivable w/ QuickBooks Interface:
- Payments
- Apply payment against account
- Apply payment against specific invoice
- Pay Multiple invoices with one check
- Statements
- Reports - Aging reports by Customer, Salesman and Warranty provider
- Reports - Account summaries by Customer and GL accounts
General Reports:·
- Employee Productivity
- Invoice Summary
- Receipt Summary
- Cost Of Goods/Labor
- Sales Tax
- Account Summary
- Customer Labels
- Total Sales (Includes Hhigh sales by customer or part)
- Sales Commissions
Cross Referencing: (Optional Module)
- Ability to cross OEM parts and prices to After-market companies.
- Also create your own personal cross-references.
- Quick and easy access to inventory.
- Cross References Available:
- Rotary
- Stens
- Prime Line
- OOEP (Silver Streak)
- A & I
- Sparex
Interfaces: (Graphical and/or parts order)(Optional)
- ARI's Partsmart
- Snap-On PartsManagerPro & eConnect
- CNH Online Parts Catalog
- Tisco Purchase Order Export
- Kubota Purchase Order Export
- Honda Purchase Order Export
- Kawasaki Powersports Purchase Order Export
- Arctic Cat Purchase Order Export
- Case-New Holland Purchase Order Export
- Stens Purchase Order Export
- CODIS Online Ordering System
- UPS / FedEx
Workstation Hardware Requirements:
- Pentium, AMD (or equivalent) 1 GHz+ processor
- 1 GB RAM (Actual memory requirements vary by operating system and other application usage)
- Broadband Internet connection (Cable, DSL, T-1, T-3)
- Minimum 800 x 600 screen resolution
- 16x CD-ROM
- Laser or Inkjet Printer Recommended (Dot-Matrix Printer Possible)
- Networking - 100 Base T Ethernet
- Uninterruptible Power Supply (UPS)
- Microsoft Windows XP Pro, Vista Business/Ultimate, Windows 7 Pro/Ultimate
Installation Media
Preinstalled server machine supplied by Pathfinder Computer System, Inc.
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