Intelliware Software 

A COMPLETE Business Management and Accounting Solution for small & medium size companies in the wholesale/retail and service industries.  Our mission is to help small and medium sized businesses realize greater profits in their business by fully utilizing our fully integrated core accounting solution.  We provide easy online access to transaction history for each application.  Our goal is to provide an automated toolset to improve customer service and employee productivity.  Our clients tell us that our application software has typically reduced personnel requirements to operate the business.

 

 

 

Billing, Invoicing

·                     *Branch reporting

·                     *Selectable user restrictions in Order Entry

·                     *Customer search

·                     *Item search from order screen

·                     *Item identification by manufacturer #

·                     *Counter orders

·                     *Work orders

·                     *Quote Creation/Print/Conversion to Billing Order

·                     *Automated backorder process

·                     *Interactive pricing functions

·                     *On-line credit checks, credit hold

·                     *Multiple shipping addresses

·                     *Sophisticated Pricing methodology allowing multiple pricing scenarios

·                     *Automated item substitution

·                     *Multiple payment discounts and terms

·                     *Order discounts

·                     *Credit returns post against original invoice

·                     *Multiple cost fields

·                     *Automated warehouse transfer function

·                     *Remote Customer Order Entry, Item Inquiry, Order Status Inquiry

·                     *More than 50 daily, weekly, and monthly reports

·                     *Order status inquiries

·                     *Invoice history inquiries and reprint capability

·                     *Customer inquiries

·                     *Sales history inquiries

·                     *User-selected history purge

·                     *Global price change function

·                     *Automated warranty returns

·                     *Order merge function

·                     *Interfaces with GL

·                     *Supervisor approval: order deletion, credit limit

 

Accounts Receivable

·                     *Branch reporting

·                     *Open item or balance forward

·                     *Interactive payment entry

·                     *Off-line transaction entry

·                     *Detailed aged trial balance

·                     *Summary aged trial balance

·                     *Delinquency letters (6 levels)

·                     *Monthly and demand statements

·                     *A/R collection reference report

·                     *Aging by salesman report

·                     *More than 60 A/R reports

·                     *User-selected history purge

·                     *Automatic late charge generation

·                     *Interfaces with GL

 

Inventory Management

·                     *More than 1000 item classes

·                     *36 purchasing sub-groups per vendor

·                     *Automatic item substitutions

·                     *Alternate item reporting

·                     *Vendor price tape load

·                     *Interactive entry & edit

·                     *Inter-store transfers

·                     *Inventory transaction register

·                     *Physical count worksheet

·                     *Physical count analysis by item

·                     *Item margin exception report

·                     *Item balance exception report

·                     *Inventory value report

·                     *Profit margin report by item

·                     *Inventory analysis report

·                     *Item inquiry

·                     *Inventory detailed transaction review inquiries

·                     *Customer inquiries

·                     *User-defined history purge

·                     *Serialized inventory management

·                     *Cycle counting

·                     *Interfaces with GL

 

Purchasing

·                     *Multiple warehouse purchasing

·                     *Instant access to item status & movement history for all warehouses

·                     *Automatic calculation of order point & quantity

·                     *Multiple vendor P.O. capability

·                     *Miscellaneous vendor capability

·                     *Partial receipt handling

·                     *Item sub-group ordering

·                     *Inventory turn targets by vendor

·                     *Inventory turn targets by sub-group

·                     *Lead time calculation from history

·                     *Fixed minimum & maximums at item level

·                     *Single P.O. prints and reprints

·                     *Batch P.O. prints

·                     *Electronic P.O. capability

·                     *P.O. label option

·                     *Vendor shipping performance reporting

·                     *Items on order report

·                     *P.O. aging report

·                     *Purchasing worksheet for manual review

·                     *P.O. status inquiry

·                     *P.O. history inquiry

·                     *Item history database for transaction review

·                     *Billing history database for item demand

·                     *Automatic purchasing

·                     *Inter-warehouse transfer

·                     *Online PO passed due notification at buyer level

 

Sales Analysis

·                     *Customer sales analysis - MTD & YTD

·                     *Customer sales analysis - current vs. previous

·                     *Salesman/customer sales analysis

·                     *Salesman sales summary

·                     *Salesman order performance report

·                     *Salesman quarterly sales report

·                     *Item class sales analysis and summary

·                     *Inventory analysis

·                     *Vendor sales analysis and summary

·                     *Gross profit report

·                     *Vendor/customer sales ranking report

·                     *Customer sales history

·                     *Item transaction history

 

Accounts Payable

·                     *Multiple distribution of invoice charges

·                     *Manual check handling

·                     *Credit memo handling

·                     *Open payables reversal function

·                     *Multiple bank accounts capability

·                     *Automated recurring invoice defaults

·                     *Check reversal handling

·                     *Duplicate invoice verification

·                     *Purchase journal listing

·                     *Cash disbursement journal listing

·                     *Cash requirements report

·                     *Check register listing

·                     *Check reconciliation report

·                     *Vendor analysis

·                     *Automatic calculation of discount date and due date

·                     *1099 handling

·                     *Open payables by vendor or date

·                     *Detail or summary aged payables

·                     *Interfaces with GL

 

General Ledger

·                     *Double entry accounting

·                     *On-line chart of accounts search

·                     *Tracking by journal reference number

·                     *User-defined financial statement formats

·                     *Detailed trial balance

·                     *Summary trial balance

·                     *Budgeting worksheet (multi-scenario)

·                     *GL master balance report

·                     *Month-to-date GL listing

·                     *Year-to-date GL listing

·                     *Current year plus previous year history

·                     *Simulated history inquiry

·                     *Flexible period definition

·                     *12/13 period accounting

·                     *Multi-year concurrent accounting

·                     *GL account renumbering

·                     *Prior period posting

·                     *Expense anaylsis spreadsheets

 

Service Management

·                      

·                     *Automated customer search

·                     *Multiple service provider billing

·                     *Service order status inquiries

·                     *Service invoice history inquiries and reprint capability

·                     *Quote creation/print/conversion to service order

·                     *Flexible service call rates

·                     *Master Calendar for tracking service calls

·                     *Detail individual technician calendars

·                     *Automated estimated service call time requirements

·                     *Automated schedule conflict warning

·                     *Daily work schedule papp_gl.htmrinting

·                     *Technician service history reporting

·                     *Technician service payroll reporting

o                                            *Multiple technician pay rates

o                                            *Multiple skill set tracking by technician

o                                            *Technician schedule blocking

·                     *Item search from service order screen

·                     *Item identification by manufacturer, and model #

·                     *Item tracking by serial and alternate serial #s (access cards, CAMs, RIDs, etc.)

·                     *Inventory tracking at truck level

·                     *Interfaces with GL