ADDRESSES
Record and search for a client’s contact information using a variety of filters
Multiple contacts can be added for each client
Code accounts for territory and commission purposes
Use “Paperless” tool to upload a PDF or JPEG to the client’s profile, such as their resale certificate and/or business license
CLIENT ACCOUNTS
Filter with any number of parameters to obtain information at a glance
Search for a client’s history with a particular vendor, look up specific order numbers, or view quotes by product code
Generate a new quote, convert a quote to an order, open and modify existing orders, and more
QUOTES, ORDERS & INVOICES
Access these modules through Client Accounts landing page or directly from the lefthand menu
PRODUCT CATALOG
Upload SKU data via CSV file for a product line or manually add individual items
Can include product images with each SKU
Easily add items to a quote or order from the catalog
CONSIGNED INVENTORY
Helps catalog consignment pieces on showroom floor without affecting actual inventory
Reporting tools help produce sales analysis on display pieces
REMINDERS TOOL
Set follow up reminders specific to an order or quote
Communicate with the showroom team, allowing different users to assign tasks to colleagues
RECEIPTS
Allows user to post and apply payments and commissions to orders
Works with Showroom Bill Lines (products to buy and resell) and Manufacturer Bill Lines (commissionable products)
DISBURSEMENTS
Generate payments to vendors
JOURNALS
Fully functioning general ledger system that allows you to view, create, modify and delete entries
ACCOUNTING FUNCTIONS
Allows for bank reconciliation, ensuring program is posting properly
DASHBOARD
Order Summary provides visibility on current month’s quoting and orders, year-to-date performance and prior year’s total orders
Access at a glance Cash Analysis, Client Activity and Stripe Payment Dashboard
ROBUST REPORTING TOOL
Variety of options for reporting on sales, quote activity, clients, cash, commission, taxes and shipped orders
Reports can be added and/or customized during the onboarding process
Includes financial reports such as P&L, Balance Sheet and Trial balances