Home |  Products   | About Everest ERP   | Contact Us  | News & Events | Sitemap |  Navigational Link : Home » Products » Everest ERP » Integrated Features   Integrated Features EverestERP Integrated Features List   Accounting General ledger Accounts receivable Accounts payable Financial statements Check printing Bank reconciliation Multi-tier sales taxes Job costing Budgets Chart of accounts Automatic credit hold based on overdue invoices and exceeded credit limits Calculate finance charges for outstanding balances Multi-tier departments Customer/vendor statements Multi-currency Multiple open years Provisional posting Recurring documents for services View all entries for a transaction in a single window Journals list unpaid documents for selected accounts Short/over amounts for transactions are displayed Job explorer for quickly viewing profitability of a specific job Prompt or automatically apply job codes to documents Security for using expired job codes Security for using job codes belonging to a different customer Sales Quotations Sales order/back order Instant profit analysis (item/document level) Promotional/volume/ customer-level pricing Specific customer pricing (per item/category) Store/validate credit card information Multiple shipping/contact addresses Credit card processing option (requires ICVERIFY®*) Commission calculation Sales commissions Pole display and cash drawer support Fax cover & letters for proposals Lease/rental pricing on quotes Security code (CVV2) processing for fraud prevention Improved batch payment processing Accept payments on back ordered documents Apply overpayments as miscellaneous deposits or give change due Apply multiple payments at once from inside documents Prompt with related items when out of stock items are selected Prompt with add-on items for up selling User defined freight rates Modify quantities in unposted sales invoices and credit memos Stock status beside line items to indicate product availability Special pricing based on document total Special pricing for an item tracking selection Special pricing for freight rates Simplified pricing for related items Advanced kit pricing Negative pricing allowed in documents Special pricing for customers of a specific pricing level Special pricing for customers of a specific state Promotion based pricing Sales Force Automation Opportunity management Track lead source/stage/ priority/grade Sales projections Sales pipeline Sales funnel Re-assign sales representatives Inventory Control Serial number tracking Graph inventory levels Barcode printing Item label designer Price protection Item images Item kits Multi-level categories Item grouping/profiling Item code aliases Multiple stock areas (serialized items only) Item upgrades/downgrades Batch-fill sequential mfg. serial numbers Manage non-serialized items Lot tracking Item matrix (color, size, pattern, etc.) Audit trail for inventory adjustments Stock transfer Categorize stock areas as standard, in process, scrap or repair Service Service orders Hourly billing rates Appointments and availability calendar Generate efficiency reports Start/stop/pause timer in document notes Marketing Advanced customer tracking/customer profiling Bulk export to MAPI e-mail clients Instant graphical analysis Promotion tracking Custom fields for customer profiling Track demographic/buying patterns Track return on investment on media spend Management Force profit margins for documents Custom reports (Crystal Reports® required) Comprehensive security per user/group Enterprise wide event log Define document policy per customer/document Purchasing View purchase history Cost camouflage (for commissions, etc.) Vendor payment history Purchase orders/back orders Batch generate POs Purchase order Maintain item quantity on reserved, committed, ordered and customer/vendor RMAs Freight cost distribution (per line item, based on quantity, weight, volume and value) Generate/assign serial numbers on purchase orders Purchase multiple items with matrix view Generate purchase orders from inside a sales document Link purchase orders to sales orders for drop ship items Return Authorization (RMAs) Issue return authorization numbers Generate outstanding RMA reports Restocking fees Manage customer/vendor return authorizations Negative quantities on documents Set return acceptance rules for online sales with warranty periods Generate credit orders from a sales invoice Generate debit orders from a purchase receipt Service items Serial number tracking Trace serial numbers to purchases Trace serial numbers to invoices Track defect rates with purchase to return ratios Shipping & Receiving Print packing slips Record package tracking numbers Drop ship Blind ship documents Automated freight estimation StarShip™* shipping manifest support# Pick lists CRM/Groupware Link multiple tasks Contact manager Personal/company-wide calendar Tasks/appointments/reminders Intra company mail Customer/vendor history calendar Document history calendar Auto preview and preview pane options in task browsers Create tasks in a single click General Multi-user options Extensive sample company data Comprehensive online help Time clock management Data import/export Individual browser properties saved Custom fields Attach files to most master records Keyword search Telephone/postal code formats Support for freight amount write backs Support for shipment tracking number write backs Reports Customizable reports (requires Crystal Reports®*) Several output formats (HTML/XLS, etc.) Full range of built-in reports E-Mail Communication Everest E-Mail Send and receive e-mail using Everest All e-mail is linked to customer, vendor and employee accounts Light manufacturing Bill of materials Assembly Work orders Production notes Integrated Options Everest E-Commerce Running webstore operations Real-time integration with back-end accounting and business operations Powerful e-commerce without programming knowledge Multiple high-end templates ASP source code provided for customization Powerful search engine Banner advertisement rotation based on items or categories Shopping cart save for a later visit Real-time order/quote creation in the back-end from cart check-out Customer specific pricing Multi-currency transactions Creation of A-Z listing Number of payment processors supported Address Verification System (full) CVV2/security code/fraud protection Real-time account management Website administration Site statistics Customer online statement reports User documentation Storefront management Search engine solution (add-on to be purchased separately) Managing shoppers Dynamic pricing based on shopper's account Real-time customer account history Enabling of product restrictions on certain shopper accounts Storing of multiple shipping addresses Secured login for each shopper Customer profiling during check-out Shopping privileges for exclusive members Multiple payment terms and methods User account code or e-mail id as sign-in Single account multiple contact support mechanism Question/answer for forgotten password authentication Secured account management (SSL) Credit card security (AVS & CVV2) RMAs Shop administrator Support unlimited products Multiple level pricing Affiliate tracking management Promotion code/coupon Downloadable items Wish list/gift registry Shop by brand Analyzing shoppers and tracking ROI Most to least popular sold items/categories Average time spent window-shopping Number of unique shop visitors per defined period Total web orders taken per defined period Affiliate tracking/source code Selling products online Full product selection Price rounding for markup Kit configuration and upgrade/downgrade items Displaying of stock items by quantity or availability Products linked to the manufacturer Attaching of images, audio and video Multiple image sizes such as thumbnail and actual sizes Storing of item descriptions in HTML Extensive image library to speed up set up process Listing of price as 'call' for specific items Item matrix (color, size, pattern, etc.) Multi-currency Taking orders online Real-time order creation in the back-end Real-time order status and shipment tracking Real-time customer return authorizations Automated order notification via e-mail Adding of special notes per order by shopper Setting of minimum value for web orders Capturing of credit card information Calculates shipping charges Order tracking Offered SSL Security Customer management Integration with payment processors US Payroll # Automates regular & supplemental payroll Auto-fill payroll forms Handles third party payments and fringe benefits MailBridge E-mail sent or received using Outlook shows up in Everest Links all e-mails associated with customer accounts Integrates with Outlook to display customer account information in your inbox Point of sale Track inventory in real-time Capture customer information for improved customer service Retain information on past transactions Information is immediately available in Everest financial reports Reports made specifically for the retail environment to manage your business Integrated credit card processing Flexible product pricing configuration Touch screen PageBoost Additional websites Multiple companies CRM Studio Pocket Everest DataBridge • Freight Rate Import • Sales Order Import • Third Party Catalog Import * Requires third party/payment gateway/authorization software/service # Available for USA only

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