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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.

  • Workstation CD

 

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