Sales Orders
Negotiated, tiered customer pricing by category or item
Quantity discounts can be applied to multiple items
Pick from unlimited inventory locations
Quantity updates stock status as demand
Automatic back ordering
Quotations with copy or convert to orders
Invoices and quotations can be in customer currency
Instant invoicing and packing slips
Balance forward and open item statements
Batch invoices with emailing and/or printing
Invoices/Statements are archived in CRM customer account
Batch invoices are archived for review or printing
Customizable invoices, packing slips and quotations for each branch
Extensive Sales analysis by branch, salesman, min/max margins, etc.
Tiered category pricing can be modified as orders are entered
Flexible taxation options for USA, Canada, South Africa, UK, Australia, New Zealand and most other countries
Password security to create/edit cash sales, charge sales, returns, view cost and delete an order
Item exchange
View up to 11 branches of stock availability, on-order, in-transit and 18 months sales history
View customer aged analysis from sales orders
GL integration
Accounts Receivables
Control past due accounts in Sales Orders by credit limit, 1st, 2nd, 3rd and 4th period aging
View customer aged analysis while in the customer account
Generate finance charges, optionally place as Sales Orders
View customer aged analysis while in the customer account
Customers link directly and opens the CRM Customer
All transactions drills down to complete history
Batch statements with emailing and/or printing
Statements are archived in customer account in CRM
Batch statements are archived for review or printing
CRM and customers update each other when changes are made
Individual currency exchange rate for each customer
Inventory
Standard costing
Category Codes controls security to enter items below minimum margin
Discount Codes control percentage over cost or discount from list
Category negotiated pricing by customer
Item negotiated pricing by customer, customer type, branch or date range
Quantity price breaks
Item exchange maintenance
Group price changes
Serialized Item Numbers
Item Types: Purchased/Service/Kit
Bill of Materials
Assign cost and list multipliers for over cost or discount from list
Rush, Minimum, Maximum
days supply quantities are calculated for each item in each branch
Assign Taxable or Tax-exempt
Attach PDFs and images to each item for online shopping
Tracks the item history for all sales, purchases, transfers, adjustments, etc.
Stock taking allows business to continue while recording system stock quantities at the time of counting
Unlimited branch locations
Purchasing
A single Purchase Order can order the same item for up to 11 branches at the same time
A Purchase Order can have central receiving and branch transfers
Direct ship up to to 11 branches on one Purchase Order
Returns to vendors (debits)
Maintains vendor purchase history with lot quantities, cost, list, etc.
Direct ship from vendor to customer
POs and Receiving copies are printed automatically
Item Adjustments
Cycle counting
Branch transfers
Set quantities for beginning of year balances
Auto-receive at each branch location, then adjust items as necessary
View available, on-order, in-transit, min and max quantities at each branch
Optionally view 18 months of sales history at each branch
View item transaction history for each branch
Work from vendor list, multiplier for your cost to your multiplier and list price
Update item master file with current cost, multipliers and list prices while in purchasing
Print POs, Receiving copies and Distribution copies while in a Purchase Order
Email Purchase Orders
Order lot quantities and stock individual items
Each receipt creates an Invoice Matching transaction
Match invoices and cost your material
Make item, quantity and costing adjustments while in Invoice Matching
Process the Invoice Matching transaction and move the transaction to Accounts Payables
Purchase Orders can be in vendor currency
The same item can be purchased from many suppliers
Invoices can be entered as a cost of a shipment for apportionment between the items
POs can be entered for non-stocking items
Accounts Payable
Maintain multiple bank accounts
Check register with drill-down to source documents and general ledger
Bank reconciliation
Aged Payables while in check processing
Memorized transactions
Apply invoices to any combination of branches, auto-apportioning between each branch
Consolidate Invoices to manage credits
Vendors link directly and opens the CRM Vendors
Consolidate Invoices to take credits
Vendor invoices can be entered against multiple GL codes
CRM and vendors in constant synchronization
Check printing
Bank accounts can be in any currency
Vendors are assigned their own currency
General Ledger
Create multiple years for calendar year, fiscal year, seasonal year, etc.
Create custom years with closing periods 4-99 for seasonal or slack periods
Review any account over any period
Post journal entries into any number of periods ahead or periods behind
Automated posting: No separate process to post general ledger transactions
Accounts can be grouped using relational methods
Balance Sheet, Income Statement and Trial Balance can be customized through the Report Editor
Accounts are grouped using relational methods
GL Register drills-down to source document
Balance Sheet, Income Statement and Trial Balance can be run for any branch or HQ consolidation
System
Set default branch code
Automated database maintenance
Home currency definition
System menu security and specific program security options
Single security value attaches to employee to determine functionality throughout Visions accounting software
Configured for multiple languages
Customizable landing pages
Scrolling capability within maintenance accounts
Report Editor:
WYSIWYG editor creates HTML documents
Create new, customizable templates for forms and reports
Construct complex formula calculations, subtotals, rounding, decimals, etc.
Insert images, hyperlinks, embedded media and email links within templates
Easily copy templates to a new template to save creation time
Report templates auto-add in the Reports menu
All Forms and Reports export to PDF and Printer; Reports export to CSV
All Report settings can be stored to a user’s “My Reports” menu
A User’s ID audit trail is maintained for all transactions in Visions
Users can customize their own default rows to display on their landing pages, language and theme colors
User’s auto-log into Visions CRM
Open the Visions Help Center by selecting the Visions’ logo from the main menu
Import CSV File for data migration
Live-update
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