• Text-Based or Windows Functionality on the Same System
  
• Integrated Help
  
• Quick Program Access
  
• System-wide Security Options
  
• Online Software and Manufacturer Price Updates
  
• Numerous Electronic Parts Catalog Interfaces  (See Electronic Interfaces – Parts Catalogs)
  
• Vendor P/O Communications
  
• Integrated Credit/Debit Card Processing
  
• Multi-Store
  
• Reporting – Print or View On Screen
  
• Layaways
  
• Overall Business Status at a Glance
  
• E-Mail or Post Card Notification Programs
  
• Wholegood Floor Plan tracking and reporting
  
• Archived Report Viewer

• Advanced Customer Search Functions - Search by Name, Number or up to five telephone numbers
• Access Maps and Driving Directions
  
• Edit and Add Customers during Point of Sale
  
• Save & Hold Transaction in Progress
  
• Create & Store Quotes
  
• Convert Quotes to Active Invoice
  
• Accept and Apply Deposits
  
• Multiple Payment Types on Single Invoice
  
• Complete History for Wholegoods, Units, A/R and all Sales Activities
  
• Item Search Capability by Number or Description
  
• Automatic Part Number Supersession
  
• View Detail Item Information
  
• Bar Code Scanning
  
• Advanced Comprehensive Pricing of Parts, Wholegoods and Units
  
• Warn if Selling Below Cost or Below Set Minimum
  
• Inventory is Allocated and Instantly Relieved
  
• Highly Flexible Pricing Structures
  
• Automatic Tax Calculation
  
• Backorder Items Directly from Invoice
  
• Designate Backorder Items as Emergency Order
  
• Receive Trade-Ins Directly to Inventory
  
• Future Dating
  
• Print Picktickets with Item Locations
  
• Print Full-Size or Cash Receipt Invoices
  
• Invoice print on Plain Paper or Professional Pre-Printed Form
  
• Laser Invoice print with Customized Headings
  
• Standardized Function Keys
  
• Record Lost Sales Directly from Invoice
  
• Recall, Display or Reprint Invoices
  
• Access Profit Analysis from within an Invoice
  
• Specify an Invoice Subtotal Amount
  
• Account Past Due and Over Credit Warning
  
• Password Protect Important Point of Sale Functions
  
• “Hot Key” Access to Maintenance Programs
  
• Automated Promotional Pricing
  
• Monthly Automated Billing
  Back to top

Shop Management

• Track Work Orders by Tag Number or Name
  
• Prioritize Work Orders
  
• Provide Pre-Repair Estimates
  
• Convert Estimate to Open Work Order
  
• Automatic Factory Warranty or Extended Service Policy Expiration Notice
  
• User-Defined Repair Sets
  
• Unlimited Common Service Procedures
  
• Automatic E-Mail Notification upon Completion or Customer Approval
  
• Warranty and Non-Warranty Service on Same Work Order
  
• Warranty Claim Tracking
  
• Warranty Form Print
  
• Retain Work Order History
  
• Technician Labor Tracking
  
• Time Clock
  
• Stolen Equipment Tracking
  Back to top

Accounts Receivable

• Balance Forward and Open Item Customer Records
  
• View Account Balances, Transaction Details and Histories
  
• Simplified Matching of Credits and Debits During Reconciliation
  
• Complete Detailed Customer Information
  
• Quick Payment Entry
  
• Optional Statements by E-Mail
  
• Up to Five Telephone Numbers and Two E-Mail Addresses per Customer
  
• Customer Notes Optionally Display During Point of Sale and Shop Jobs
  Back to top

Inventory Control

• Supersedes and Alternate Part Numbers
  
• Lost Sale Tracking
  
• Popularity and Demand Tracking
  
• View Part Number Statistics and System Calculated Stocking Levels
  
• Categorize Parts for Sales Analysis
  
• Automatic Calculation of Seasonal Stocking Maximums
  
• Price Items Based on MSRP or Cost
  
• Wholegood Floor Plan Tracking and Reporting
  
• Physical Count Worksheets
  
• Bin Locations
  
• Print Stock and Lobby Labels with Bar Codes
  
• Comprehensive Serialized Inventory Tracking
  
• Component Assembly and Sales Feature
  Back to top

Purchasing and Returns

• Evaluates Stock, Demand and Seasonal Requirements to Generate Orders
  
• Automatic Orders for Customer Backorders
  
• Easily Modify and Edit Purchase Orders
  
• Discount an Entire Purchase Order
  
• Combine Purchase Orders
  
• Electronic Purchase Order Transmissions (See Electronic Interface – Purchase Orders)
  
• PSP Integration with Instant Order Status and Confirmation
  
• Multiple Print Formats for Purchase Orders
  
• Supersede Parts During Purchase Order Check-in
  
• View Order History and Statistics
  
• Detailed Stock Check-In Report
  
• Automated Purchase Order Creation on Selected Days
  
• Average Cost Calculation
  
• Stocking Maximums, Line Point or EOQ Ordering Options
  
• Suggested Inventory Stock Item Returns
  
• Snap-On EDN Integration
  Back to top

Reporting

• Invoice Register
  
• Part Inventory Sales Analysis
  
• Labor Sales Analysis
  
• Daily Cash Drawer Totals
  
• Sales and Gross Profit by Customer
  
• Sales and Gross Profit by Product Line
  
• Daily Sales and Profitability
  
• Inventory Sales Analysis
  
• Sales Tax Summary
  
• Counterman Price Change Analysis
  
• Sales and Gross Profit by Salesman
  
• Labor Summary
  
• Customer Backorder Listing
  
• Open Repair Order Status
  
• Shop Efficiency
  
• Open Vendor Warranties
  
• Repair Orders - Work in Process
  
• Inventory Adjustment Log
  
• Inventory in Transit
  
• Count List
  
• Dead Stock
  
• Investment by Part Number
  
• Fill Percentages by Product Line
  
• Lost Sales
  
• Sales by Zip Code
  
• Inventory Need Maintenance
  
• Stock Outs
  
• Pre-Season Parts Order Advise
  
• Purchase History Analysis
  
• Inventory Demand Analysis
  
• Unit Stock Report
  
• Investment by Units
  
• Product Line Investment
  
• Purchase Order Analysis
  
• Customer Deposits Outstanding
  
• Customer Mailing Labels
  
• Customer List, Full or Summary Format
  
• Vendor Flooring Report
  
• Warranty Transactions Outstanding
  
• Manufacturer Recall Contact List
  
• A/R Trial Balance
  
• A/R Statements (Paper or E-Mail)
  
• Chart of Accounts
  
• G/L Trial Balance
  
• A/P Trial Balance
  
• Many More...
  Back to top

Unit Tracking

• Comprehensive Unit Tracking and History
  
• Detailed Unit Information
  
• Attach Factory and Dealer Installed Accessories
  
• Complete Flooring Payable Information
  
• Track and Display All General Ledger Entries
  
• Track Sales History and Demand
  Back to top

Distributor Functions

• Automated Back Order Fill
  
• Credit Hold
  
• Credit Approval
  
• Outstanding Wholegood to Dealer Inventory Tracking
  
• Automated Pick Ticket Creation
  
• Future Ordering
• Split Pick Tickets by Warehouse Zone
  
• Dealer School Attendance Tracking
  
• Dealer Product Line Authorization
  Back to top

Rental

• Selectable Options to Tailor the Rental System to your Needs
  
• Create Reservation then Easily Convert to an Active Contract
  
• Include Operational and Safety Specs on Contract
  
• Multiple Check-In Options
  
• Long Term Contract Feature
  
• Sell a Rental Item
  
• Integration to Shop System for Internal Repairs
  
• Interface to General Ledger
  Back to top

General Ledger

• Daily Automated Posting from Point of Sale and Rental
  
• Available QuickBooks Interface
  Back to top

Accounts Payable

• Track Payables and List Cash Requirements
  
• Set Up Recurring Payables
  
• Standardized Check Forms
  
• Integration to Purchasing
  Back to top