Infusion Service Manager Pro - Manage Your Business, Workshop and Accounting System.

Features

• customers
• invoices, quotes, backorders
• deferred payments for customers
• job management
• tracking of work in progress
• monitoring of job and staff performance
• head office accounts
• acceptance and management of trade-ins
• unlimited products
• multi location (up to 98)
• kit sets - single and multi level
• support for landed cost
• 8 selling price levels
• promotional prices and quantity price breaks
• suppliers
• purchase orders
• cashbook – unlimited bank accounts
• download of transactions directly from your bank account
• general ledger – extensive reporting
• export of data directly to your accountant
• design and mail merge of letters directly to your clients/suppliers
• credit management
• data imports (available for selected packages)
• single or multi user
• tracking and reporting on your assets
• management of service and warranty information

Customers

• invoicing and quotes
• multiple delivery addresses per customer
• unlimited contacts per customer
• customer specific layouts (invoice, statement, etc.)
• email of invoices, statements, receipts, quotes to multiple contacts
• marketing/referral capturing and reporting
• recurring charges, customer rates, backorders
• customer item management
• head office billing
• date driven reports
• product build-up’s on invoices and quotes
• standard descriptions for invoicing and quotes
• customer document library
• auto order for out of stock items
• predictive orders
• trade-ins
• deferred payment terms
• surveys and marketing

Products

• unlimited products
• 8 selling prices, 2 cost prices, promotional prices, quantity breaks
• unlimited / multiple suppliers per product
• general ledger breakdown by location and product code
• up to 98 stock locations
• serial number tracking
• barcode printing (customisable)
• product catalogue (with pictures)
• stocktaking
• kitset products single and multiple level
• transfers between locations
• pricebooks

Suppliers

• keep track of what’s on order
• multiple suppliers per product
• multiple barcodes per product
• landed cost, latest and average costs supported
• product image and warranty tracking
• purchase orders, backorders
• select multiple packing slips to match to supplier invoices
• create a customer invoice from the supplier’s purchase order
• unlimited suppliers
• extensive purchase analysis reporting
• electronic banking
• unlimited supplier contacts
• email of purchase orders and remittance advice to multiple contacts
• specific purchase order layouts per supplier
• standard descriptions for purchase orders
• supplier document library
• supplier EDI supported

Financials

• date sensitive ledger system
• 4 financial years open at all times
• extensive reporting
• structured chart format allowing multi level reporting
• general ledger budgets
• export directly to your accountant
• recurring journals
• auto reversing journals
• non printing general ledger codes

Cashbook

• unlimited bank accounts
• import transactions directly from Internet banking
• bank reconciliation
• GST – supports invoice basis and payments basis
• cashbook transaction import from other packages
• print cheques
• make payments by direct credit

Staff

• unlimited staff
• restrict access to software
• multiple security levels
• option to restrict the ability to discount and alter billing rates

Letters

• user created letters
• mail merge with customers and suppliers
• customer based account letters for overdue accounts
• email and print options
• audit log to track letters sent

Job Management

• create and manage jobs
• allocate products, labour and disbursements
• track jobs by type and status
• convert customer quotes to jobs
• multiple invoicing methods
• work in progress reporting
• staff and job performance reports
• budget performance reporting
• progress claims
• document library
• template and recurring jobs
• warranty jobs