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) :
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) :
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.
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.
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.
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.
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.
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.
Assign employees to customer responsibility.
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.
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.
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.
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.
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
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:
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 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 :
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 :
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 :
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 :
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:
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 :
Acceasy is a high-performance business management solution that provides the core financial needed to manage routine accounting processes along with extended capabilities needed to optimize end-to-end business processes. A comprehensive and integrated set of tools are provided to manage all financial processes of an organization. Acceasy provides all key accounting processes such as
General Ledger (GL) is an extremely powerful yet flexible module that constitutes the central “Account Book” of your financial system. GL gives access to complete, accurate, and up-to-date financial picture, enabling you to make timely business decisions needed to ensure successful running of your business. It is fully integrated with all the modules.
Cash & Bank
Cash & Bank Management is one of the modules of financial management which is fully integrated with rest of the modules, General Ledger, Accounts Receivable and Accounts Payable. It allows users to create and maintain unlimited Cash & Bank Accounts.
PDC scheduling & Posting is one of the key features of Bank Management
Accounts receivable (AR) are amounts a company has to collect from its customers for the sold goods or services on credit terms. In the balance sheet, AR is reported as a current asset and is considered part of working capital. The management of accounts receivable is an extremely important function since the collection of outstanding receivables constitutes the single most important source of cash for all organizations selling goods or services on credit terms.
AR module fully manages your customer accounts, maintaining a complete history and receivables status of each customer. Customer balances and history are immediately updated as transactions are entered elsewhere in the system. Aged Receivable Lists and Customer Statements can be generated at any time, for any specified date, allowing instant and accurate data to improve collections and detect payment problems. It makes credit management and customer account administration effortless for the business as well as it assists in improving cash flow.
The due dates for each invoice are computed automatically and can be different for each customer. You can print the minimum payment due and custom messages on customer statements. Receivables can be aged into user-defined format as well as selectively print service charges.
AR can be used stand-alone or can be integrated with Point of Sale, Billing/Order Entry, Job Cost and Time Billing. Each of these modules pull customer data as well as information about sales departments, salespersons from AR, while also updating invoice transactions to receivables. In turn, AR can then update consolidated postings to General Ledger for the receivables side of business.