 |
Accounting See video
|
| Assign multiple invoices to a purchase order. |
| Auto create credit memos. |
| Auto fax credit memos. |
| Batch reconciled purchase orders. |
| Compare what was ordered to what was delivered to what was invoiced. |
| Create a reconciled Purchase order. |
| Create credits and credit memos. |
| Even out balances during reconciliation. |
| Import reconciled purchase orders into Quickbooks. |
| Real reconciliation (compare apples to apples). |
Category management See video
|
| Create, search and edit an unlimited amount of categories assigned to sub departments. |
| Create, search and edit an unlimited amount of departments. |
| Create, search and edit an unlimited amount of sub departments assigned to departments. |
Facility Management See video
|
| Add facility Kosher restrictions. |
| Add facility vendor account numbers |
| Add, edit search facility contact. |
| Assign three digit codes to display on purchase orders. |
| Assign whether a facility has a budget or not. |
| Budgeting per facility by department by dollar or by census. |
| Create, search and edit an unlimited amount of facilities. |
| Edit facility contacts restrictions and login rights. |
| Facility budget reports. |
| Facility can enter census information via facility login. |
| Facility can view and submit order guides |
| Facility logins for order history and order placing. |
| Inventory management per facility. |
| Par levels per facility. |
| Warning email if budget is exceeded. |
Order management See video
|
| Add internal notes. |
| Add purchase order notes. |
| Allow facilities to search through past purchase orders. |
| Auto fax Purchase orders. Facility gets a confirmation without pricing info, vendor gets a complete PO. |
| Auto pick cheapest vendor allowed to ship to given facility. |
| Billable purchase orders. |
| Change Past purchase orders. |
| Compare actual quantities for lowest cost. |
| Compare faxed Purchase orders to existing purchase orders. |
| Create order guides displaying item numbers. |
| Create past purchase orders for items like milk that deliver without a actual purchase order. |
| Create unlimited amount of order guides. |
| Email Purchase orders. |
| Import order guides into a web based facility order. |
| Import order guides into an order internal order. |
| Input items into orders using item numbers. |
| Line item notes. |
| Menu management (Coming soon). |
| Multiple facility logins and Web based ordering. |
| Order from 1 vendor only. |
| Order pages save data utilizing AJAX. This means pages don’t refresh. |
| Par level management. |
| Prevents human error with multiple tier check system. |
| Restrict auto order picking to 2 vendor or three vendors etc. |
| Search past purchase orders by purchase order numbers, order number, date range, vendor, items ordered, and facility. |
| Set delivery dates, and purchase order creation dates. |
| View and print order guides. |
| View pending faxes, fax status and refax purchase orders. |
Product Management See video
|
| Assign a preferred vendor to a product. All orders will auto pick the preferred vendor. |
| Assign a product as being flagged. Get an email when a flagged item is ordered. |
| Assign Items to 1 category or multiple categories. |
| Combine two items that are the same. This combines the items it the past on orders. |
| Create, search and edit an unlimited amount of Items. |
| Import products via spreadsheet. |
| Kosher tracking. Assign what type of kosher seal an item has. |
| Mass edit products. |
| Prevent duplicate item entry with multiple tier duplicate item check system. |
| Product management page allows for adding, and editing prices by product. It’s a do it all in one page. |
| Search for products by item code, vendor number, item description, first few letters of item description, part of the item description by vendor, and by category. |
Reporting See video
|
| Export reports to Microsoft excel for pivot reports and graph manipulation. |
| Items report by date range. |
| Items report by facility. |
| Items report by vendor. |
| Order guide report. |
| Pricing by category. |
| Pricing by vendor. |
| Purchase order report by date range. |
| Purchase order report by facility. |
| Purchase order report by vendor. |
| Total, items and category report. |
| Totals by department and category. |
| Totals by department. |
| Totals by facility, and item. |
| Totals by facility, items, and vendors. |
| Totals by item. |
| Totals by vendors, and item. |
Vendor Management See video
|
| Add, search edit, and deactivate prices. |
| Allow or disallow vendor to ship to certain facilities. |
| Assign a vendor to multiple categories. |
| Assign account numbers per facility. |
| Assign vendor terms and then vendor preferences based on terms. |
| Choose auto fax or never fax to a vendor. |
| Choose purchase order delivery type fax, or email. |
| Deal with kick outs from uploads. |
| Preferred vendors per item. |
| Search edit, and add vendors. |
| See and edit all prices by 1 vendor or multiple vendors. |
| See prices by vendor report. |
| Upload prices from a spreadsheet. |
| Vendor login for past history, and reports and item editing. |
| Vendors, and pricing by items. |
