Point of Sales

The Point of Sale module brings a new level of automation to the retail sales process. It acts as a counter sales system and is dependent on the receivables module to function. Point of Sale can also interact with the Inventory Control and Customer Information modules to give you the power you need to operate your retail business more efficiently.

This module prepares taxable and non-taxable invoices for both cash and AR customers. Cash customer information can be transferred to the Customer Information module to allow you to gather data for future marketing campaigns. As invoices are entered, the system automatically knows what, if any, taxes to calculate and what, if any, discounts to automatically apply.

You have the ability to generate estimates or put an invoice on hold to be retrieved later for final processing. Picking tickets and receipts may be printed in either a 40 or 80 column format. The Point of Sale module also has an option to allow you to view item detail such as discounts, references, warehouse quantities and serial data. Preset items can be established and used to represent non-inventory items such as delivery or set up fees or presets can be a shorthand way of retrieving inventory items. Kits may be built on the fly for items that are priced as a package deal and you can control what detail prints on the invoice for a given kit.

The module can interface with electronic cash drawers, display bars, bar code scanners and can process credit cards in real time through an interface with the credit card processing software.

KEY FEATURES (Module Independent) :

  1. Allows for items to be sold from multiple warehouses
  2. Cashier drawer reconciliation supported
  3. Sick and vacation pay can be accrued on a user-definable basis
  4. Supports daily, weekly, biweekly, bimonthly, monthly and annual pay periods
  5. Create and print estimates, then turn them into live invoices
  6. Each type of transaction can be automatically routed to different printers
  7. Easily handles unlimited numbers of split payment types (cash, check, credit card, coupons and charges to account)
  8. Estimates can be saved and modified as needed
  9. Handles drawer paid outs
  10. Look–up windows help speed order processing
  11. Password protection and detailed audits provide security
  12. Real time credit card and check guarantee processing through interface with software
  13. Real time updates to Inventory and Accounts Receivable
  14. Send cash customer data to the Customer Information module to do marketing for repeat business
  15. Separate Full and Quick invoicing screens allow you to choose the level of control you want
  16. Serial numbers can be entered when invoicing
  17. Supports bar code scanners, electronic cash drawers and display bars



The Payroll module brings a new level of flexibility to the payroll process. It can handle everything from the simplest to the most complex payroll applications. It can be used stand-alone or integrated with any of Acceasy business solution.

Pay can be computed for hourly, weekly, monthly for commissioned and contract employees. Deductions can be established for taxes as well as elective benefits. Deductions can be flat amounts or can be calculated through user-defined tables. Deduction tables for all taxes could be prepared in user defined format.

The module computes and tracks not only employee deductions, but also employer costs for worker’s compensation and employee benefits such as sick and vacation time.

Additional employee information may be retained, such as comments on promotions or probation, review instructions and any statements that are not part of the regular employee data. An unlimited amount of data can be entered for each employee.

KEY FEATURES (Module Independent) :

  1. Accommodates pre-tax deductions
  2. Accrued totals can print on checks
  3. Automatically prints checks and displays net balances
  4. Can post default pay and deductions for each employee automatically-you only post non-standard detail
  5. Can track direct deposits for up to 4 accounts per employee
  6. Checks can include a detailed stub with all deductions
  7. Checks may be voided
  8. Computes payroll for: hourly, weekly, monthly for commissioned, contract, tipped and salary/coefficient employees
  9. Handles employees who work in multiple state and/or localities
  10. Handles special bonus checks
  11. Maintains a complete employee history showing deductions, raises and activity status
  12. Pay and deductions can be distributed to an unlimited number of cost centers
  13. Payroll checks may be edited and taxes recalculated as many times as you wish prior to printing
  14. Powerful deduction table feature allows for practically any complex deduction calculation
  15. Prints worker’s compensation reports
  16. Sick and vacation pay can be accrued on a user-definable basis
  17. Supports daily, weekly, biweekly, bimonthly, monthly and annual pay periods


Customer Relation Management

Acceasy provides a full suite of tools for managing the sales process, from powerful sales force automation, marketing automation, customer support and service, flexible customization and more. By drawing upon is various modules, Acceasy provides Customer Relationship Management systems used by corporations to establish strategies, manage day-to-day communication, and organize the sales/service effort. The Acceasy Sales and CRM system can take many forms, depending on the specific requirements.

Customer Module
This module establishes a master list of Customers, including various Ship To and Bill To addresses, and maintains all customer-related data. A basic requirement for most systems.

Opportunity Tracking
The Opportunity Tracking Module is an essential tool for a Sales Department to manage and track their sales opportunities. Each Opportunity is identified with a Customer, Description, Salesperson, Amount, Expected Close, and so on. This is the primary module a sales department uses to organize its day to day leads.

Contract Tracking
This module provides a central place to store and track contracts with outside third parties, such as equipment providers, software maintenance, and so on. Automatic notification and reports when contracts expire and/or require renewal.

Quote Tracking
This module provides a mechanism for creating, printing, and tracking RFQs and Quotes.

Order Entry & Tracking
The Order Tracking module is used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order.

Standard Price Module
Provides the ability to setup standard, cross-customer pricing based on quantity break levels and other parameters.

Revenue Reporting
Provides various reports for analyzing and tracking revenue.

Customer Sales Forecast

Allows forecast data to be stored by period, and comparisons made between snapshot versions of the forecast. Maintains Initial Sales and Manufacturing versions of the forecast and displays data by sales amount or manufacturing quantity respectively.

Customer Satisfaction Overview
This module provides an overview of Customer Satisfaction. Each Customer is displayed with a color-coded Customer Satisfaction Level, Status Note, Account Manager Name, and so on. This module will be augmented with the Customer Satisfaction Survey system (in development).

Online Order Inquiry

This module allows customers to login to the system and view the real-time status of orders.

Customer Assignment
Assign employees to customer responsibility.

Field Service
This module is used to track Field Service calls to customer locations. Service records include Service Date, Technician, Machine Serial No, Problem/Complaint Description, Resolution and all other pertinent Data. Also tracks Spare Parts used and warranty status.

Commissions Tracking
The Commission Tracking system provides a framework for setting up a Commission structure for sales people. The system automatically looks up, calculates and records commission. Reports show the amount of commissions owed based on payment status of the customer invoice.

Competitor Database
This is a database of competitor intelligence, including a list of competitors, markets, personnel, capacity, strengths/weaknesses, and other marketing facts.

Special Price Request

A module, integrated into the CRM system, for tracking customer requests for special pricing.

Sales Force Coordination

This module provides the ability to track and coordinate the activities of a sales force.

Manufacturing Resource Planning

MRP II was developed with all the features of MRP I .There were also some other elements in addition to those contained in MRPI.


The significant feature of MRP II is the fact that the lay man in the industry will be able to realize its effects and hence be able to comment on the working. Any process is bound to achieve progress if and only it receives valuable criticism from reliable sources and more so preferably from end user. MRP II capitalizes on this advantage mainly.

Allocating reserves

The system of MRP helps to maintain a neat agenda for the manner in which the resources are to be allocated without any confusions. This means everybody will know what is expected from them within the stipulated deadline. Any discrepancy between the actual time taken and the one allotted is likely to affect the effectiveness of this operation.

Matching the requirements

MRP helps in deciding the ideal software requirements of the company. It is either calculated on the basis of minimizing investments or purchasing products that render benefits for a particular time or selecting sets of products based on the coincidence of factors among them .
Acceasy Manufacturing is a highly customizable software package for MRP, production scheduling, inventory control, shop floor control, purchasing, and other functions that support a manufacturing environment.

Acceasy Manufacturing places scheduled sales and forecasted demands into a Master Production Schedule. The system integrates the schedule with a bill of materials and considers lead times to create timely shop orders. The system determines net purchase requirements from existing inventory and vendor lead times to match the production schedule and creates purchase orders. Reports and views are available at any point to help make accurate, up-to-date manufacturing decisions.

Acceasy Manufacturing helps you to:

Schedule Shop Orders and Plan Purchases

  • Place Purchase Orders
  • Release Shop Orders
  • Reschedule Purchase or Production Orders
  • Change or Cancel Order Quantities
  • Plan and Adjust for Engineering Changes
  • Adjust for Unscheduled Production
  • Facilitate cost effective buying practices

Monitor Inventories

  • Take Physical Inventory
  • Correct Inventory Records
  • Reveal Production and Purchase Discrepancies
  • Display Inactive or Obsolete Inventory
  • Have material ready when required
  • Eliminate surplus inventory


Material Resources Planning

Material Requirement Planning

Proper management of materials makes manufacturing process efficient as it helps in
stocking the required raw material, achieving the production targets and on-time deliveries
of customer orders. Acceasy’s Material Resources Planning (MRP) allows you to achieve all
this on real time basis.

MRP also assists in the overall process of managing materials. MRP ensures proper
management of the materials for any given production job in ways that are essential to keep
the production going as per schedules and without any excessive or diminishing inventories that
are either way harmful to the business. You can check the status of all necessary materials at
any given time, so that you could more accurately plan and execute daily manufacturing

An MRP system is intended to simultaneously meet three objectives:

  1. Ensure materials and products are available for production and delivery to customers.
  2. Maintain the lowest possible level of inventory.
  3. Plan manufacturing activities, delivery schedules and purchasing activities.
  4. Companies need to control the types and quantities of materials they purchase, plan which products are to be produced and in what quantities and ensure that they are able to meet current and future customer demand, all at the lowest possible cost. Making a bad decision in any of these areas will make the company lose money. A few examples are given below:
  5. If a company purchases insufficient quantities of an item used in manufacturing, or the wrong item, they may be unable to meet contracts to supply products by the agreed date.
  6. If a company purchases excessive quantities of an item, money is being wasted – the excess quantity ties up cash while it remains as stock and may never even be used at all. However, some purchased items will have a minimum quantity that must be met, therefore, purchasing excess is necessary.
  7. Beginning production of an order at the wrong time can cause customer deadlines to be missed.
  8. MRP is a tool to deal with these problems. It provides answers for several questions:
  9. What items are required?
  10. How many are required?
  11. When are they required?
  12. MRP can be applied both to items that are purchased from outside suppliers and to sub-assemblies, produced internally, that are components of more complex.

Key Features :

1) Improved on-time Production

Manufacturing organization using MRP should be able to achieve on-time production because no delays for lack of raw materials. On-time completion helps improve customer service and profitability.

2) Reduced inventories

Inventory falls – typically by 20-35 per cent – because raw materials are not ordered when needed.

3) Capacity requirements planning data
Work center capacity requirements can be planned for many periods into the future.

4) Improved labour productivity
Fewer shortages means significantly less lost time and less disruption to production.

5) Improved productivity of support staff
MRP assists the procurement staff to ensure timely deliveries of raw materials

6) Total business planning

MRP allows you to take total command of planning to production, which means it allows you to effectively plan and deliver when needed that in turn results in increase of staff efficiency and higher profits.

Inventory Management

Inventory is goods purchased by seller (retailers, wholesalers, distributors, manufacturers, assemblers, etc.) for the purpose of being sold to customers. The cost of the goods purchased but not yet sold is reported in the account Inventory . Inventory is reported as a current asset on the company’s balance sheet. Inventory is a significant asset that needs to be monitored closely. Too much inventory can result in cash flow problems, (increased expenses e.g., cost of storage, blocked cash, insurance cost, etc.), and losses if the items become obsolete or the prices of stock items have come down. Too little inventory can result in lost sales and lost customers. Efficient Inventory management is the key to the success of any business.

Inventory & Warehouse management

Inventory Module provides you with accurate information on all aspects of inventory to manage and control inventory in the most cost-effective manner possible.

You can maintain items using different Valuation methods like Wt. Average, FIFO, LIFO, Market Value, Last Purchase Rate etc. It allows you to track your items based on Serial No, Batch / Lot No. Barcode generation and scanning is used for retail industry.

Item attributes like Color, Size, Style, Brand etc… can be defined in the master to generated reports based on product attributes.

Stock Control & Costing

Acceasy keeps a total control on flow of your inventory items from the stores. Be it control of quantity or value, Acceasy does it accurately and within no time. Track of negative inventory, costing of items on Wt. Average, FIFO, LIFO, Market Value, and Last Purchase Rate methods, Re-ordering, Aging of stocks and Stock movement are some of the salient features in the inventory management. Plus a comprehensive ledger of incoming an outgoing stock gives you complete view of movement of each item.

Multi-Warehouse Stock control

The masking of voucher give you control of stock movement department/warehousewise. Keep track of the inventory lying at each warehouse and transfer items from one warehouse to another to keep warehouse stock control.

Batch/Size-wise stock control

Acceasy offers batch-wise stock control specific to pharmaceuticals/ food / textile industry.Reports for these features includes batch/size wise stock availability, Expired Stock, Good stock etc… Its flexibility allows you to integrate and track essential information from the point of creating itemized budget through the ultimate replenishment.

Automated Order / DO tracking

Acceasy Keeps track of the pending orders to be delivered / invoiced. Pending order can be recalled in the data entry and multiple orders / vouchers can be selected for delivery / invoice. A list of reports like Pending Sales / Purchase Orders, Pending Delivery Orders and Pending sales Invoices are available to keep complete track of orders and deliveries.

Key Features :

  1. All transactions entered in the system are available for review at any time. performance of the system is not affected by number of transactions.
  2. Allows for warehouse transfers and other quantity adjustments
  3. Alternate items can be specified for substitution when an item is out of stock or has been discontinued.
  4. Can automatically update item pricing and discounts
  5. Integration with other system such as purchase order, accounts receivable and manufacturing uses the same source information and reduces data entry requirements from multiple sources.
  6. Minimum quantities calculate based on any re-order frequency you choose
  7. Monthly summary information can be tracked by item and by warehouse including; sales amount, sales quantity and cost.
  8. No limitations on the number of inventory warehouses, items or locations that can be created.
  9. Pricing can be rounded to a user-defined factor or set to a specific suffix
  10. Produces a re-order report based on minimum stock quantities
  11. Provides a great deal flexibility in performing life cycle inventory management for a variety of customer requirements.
  12. Reports the best and worst selling items
  13. Supports an unlimited number of units of measure for use in any inventory based transaction. Conversion between different units of measure is performed automatically by the system.
  14. Tracks unlimited vendors per item and recommends a ‘best’ vendor
  15. Transaction information is tracked for an item including; transaction date, cost, price, quantity, customer, and vendor.
  16. Unlimited additional descriptions can be added to items


Purchase Management

The Purchase Orders module goes to extraordinary lengths to keep your purchasing headaches gone for good. Never again will you have to wonder where your materials are, how much you will need and who gave you the best price on a certain item the last time you ordered it. This module is designed to prepare orders to send to vendors for both stock and non-stock items.

With the Purchase Orders module, you can review your level of activity with each vendor, giving you leverage in negotiating better pricing. Purchase orders can be generated automatically or manually and can be changed or deleted at any time. You can order and receive stock for several locations and the program will even help you plan for future scheduled deliveries. Product can be received into stock and made available for sale with or without an invoice from your vendor.

While the Purchase Orders module can be used stand-alone, it really shines when interfaced with Inventory, Accounts Payable, Job Cost and Order Entry, giving you complete control over the purchasing of your stock.

Key Features :

  1. Allows processing of both inventory and non-inventory items
  2. Allows you to copy and update your AP vendors to the PO module to eliminate double entry
  3. Allows you to purge expired Pos
  4. Automatically creates orders for items below minimum quantity
  5. Bar code scanners can be used to receive items
  6. Can print the vendor’s SKU on the purchase order
  7. Costs may be edited at time of receiving
  8. Helps you plan for future deliveries
  9. Orders and receives items for multiple warehouses
  10. Posts orders and receipts to Inventory in real time
  11. Print receiving forms to streamline the movement of inventory into stock
  12. Prints a complete audit of items ordered and received
  13. Prints a forecast of items to be received
  14. Receiving can be posted by exception for large orders with just a few back orders
  15. Set up recurring POs for items purchased regularly, including declining balance blanket POs
  16. Tracks item and purchase order status by item, department and vendor


Sales Management

The primary goal of any commercial entity is to grow profitably by maximizing sales. Earning customer satisfaction and long-term loyalty is only possible when customers get fast responses for price offers and ordered goods are delivered promptly. Quotes and sales orders enable the vital coordination of activities between your sales people, warehouses and plants, shipping and accounting teams. Execution of these tasks facilitates efficient management of accounts, shipping, invoicing and commissions.

Acceasy sales management module improves both the efficiency and effectiveness of your sales and services. It ensures that customers are serviced fast, orders are efficiently processed and accurate, timely order fulfillment, while maximizing sales through instant access to information about stock availability, prices and possible substitutions. It has the features to produce accurate estimates, streamline your quote-to-cash cycle, calculate reliable estimates and improve customer service. By streamlining the sales process, centralizing access to products, pricing, pipeline, and customer information, orders can be processed with a minimal number of steps. Efficient customer service results in increased sales productivity, through accuracy during the request for quotation and order process stage.

Key Features :

  1. A variety of flexible pricing models are included standard and an unlimited number of user defined pricing models can be created.
  2. All transactions entered in the system are available for review at any time, and performance of the system is not affected by number of transactions.
  3. Allows substitution of alternate stock items
  4. Applies freight, service and miscellaneous charges
  5. Automatically fills in most fields based on setting in customer and product files.
  6. Can key in one-time ship to address.
  7. Can record inventory items, non-inventory items, and miscellaneous charges.
  8. Can see customer’s aging and account details before order is processed.
  9. Can set option to automatically place orders on hold if customer exceeds credit limit.
  10. Checks on current availability, prices, substitutes, etc. during order entry
  11. Create sales quotations which can be converted to a sales order or invoice with one click.
  12. Create straight invoice directly without using sales order or create invoices automatically from sales orders as goods are shipped or services are performed.
  13. Has the facility to create standard orders and copy details from one order to another
  14. Maximizes profits with profit margin checking and powerful pricing tools
  15. Provides instant look up windows to find data quickly so customers can be served professionally and efficiently
  16. Quick entry quotes allow for quotations on-the-fly which can be converted to an order
  17. Real time credit limit checking occurs at time of entry can place orders automatically on-hold. Additional credit limit checking can occur at time of invoicing.
  18. Sales commission amounts can be based on user defined rules such as combination of customer, item, item classification, and salesperson. Commission can also be based on the entire invoice amount.


Order Management

The Order Management module sets the standard for flexibility. Separate processes for order entry and billing gives you the ability to have one group responsible for posting shipments into the system and another group responsible for shipping to and invoicing the customer.

In addition to orders, you can prepare estimates for customer approval before the order is actually placed into the processing stream. When the estimate is approved it can be turned into an order with a few keystrokes. After allocating the inventory item and reducing the quantity available for sale, the module can produce reports based on Inventory data which tell you what items need to be purchased to fulfill outstanding orders. Picking tickets can be produced that give your warehouse personnel a clear picture of which items to pull and where they are. After the pulled items are posted as picked, the order is ready to be transferred to Billing for shipment and invoicing. If necessary, Order Entry can also generate Purchase Orders for drop shipments, thereby ensuring your customers get what they ordered. Service data, such as a problem description and resources assigned to the order, can be entered.

The credit security feature of Order Entry helps you monitor customers who have exceeded their assigned credit limit or are over a user-defined number of days past due. This allows you to catch possible credit risks before they become major headaches.

Key Features :

  1. An item’s quantity available is reduced as orders are entered
  2. Back order notices can be printed to keep your customers informed of the status of their orders
  3. Bar code scanners can be used to enter picked items
  4. Brief descriptions can be entered for service order data
  5. Can create purchase orders for drop ship orders
  6. Choose to update payments immediately or when the order is invoiced
  7. Customer’s outstanding balance and aging may be displayed during order entry
  8. Freight charges can be automatically calculated
  9. Inventory allocations controlled by user
  10. Inventory item status and availability can be reviewed
  11. One or several salespersons can be assigned to each order


Accounts Payable

Account Payable (AP) module records company debts and liabilities that have been accrued but not paid and this debt gets listed as a current liability in the balance sheet.

AP module has four main purposes:

  1. Provide up-to-date creditors data to management.
  2. Ensure efficient and effective management of disbursements.
  3. Minimize unnecessary or premature expenditures.
  4. Review of supplier’s history and its current transactions status.

The AP module controls and manages supplier accounts in an efficient and accurate manner to control cash disbursement promptly and in user defined payment schedule. AP shows the whole payable situation in up to the minute and in precise details as to whom and what is owed. You can pay suppliers at any time, in any currency. Appropriate transactions entered elsewhere in the system automatically update supplier accounts.

User could post credit invoices manually to a supplier’s account or update from the Purchase Order module. Pay as many as invoices as you like with one cheque. In a user defined format generate aging, forecasting reports detailing the amounts owed.

Purchase Orders can create invoices in AP for received goods; Job Cost can apply payable data to specific work orders and functions; General Ledger can be updated with either detailed or summarized invoice or cheque data; and Bank Reconciliation can gather cheque from AP.

AP aging report is a good cash management tool that should be prepared periodically as it helps you plan the timing and amount of your cash requirement.

In essence, AP module provides complete, convenient payable management, resulting in more control of your business.

Key Features :

  1. Allows Partial Payments.
  2. Allows user selection of specific bills to be paid during cheque generation.
  3. Cheques can be voided after printing.
  4. Maintains detailed cheque register of both unprinted and printed cheques
  5. Credit invoices can be applied against future balances
  6. Full detail Supplier Account History and Unpaid Items report.
  7. Handles manual cheques
  8. Handles multiple cash accounts
  9. Individual bills can be expensed to any number of expense accounts
  10. Informs user when to pay bill based on supplier terms.
  11. Integration with job cost and purchase order modules allow automatic and efficient aggregation of payable expense transactions to the source documents
  12. Invoices can be flagged as on hold or for automatic disbursement
  13. Keeps track of recurring charges
  14. No limitations on creating account type, account classes or vendors.
  15. Pays invoices automatically on a user-defined basis
  16. Processes cheques on an individual or batch basis
  17. Provides an on-screen aging to help you plan future cash needs
  18. Provides great flexibility in managing payments for diverse customer situations and expense management requirements.
  19. Provides great flexibility in recording payables management activities.
  20. The amount of data you retain is limited only by the size of your hard drive
  21. Tracks which cheques were applied to which bills.
  22. Updates either detailed or summarized entries to General Ledger