Point of Sale
- Sell floor stock directly and manage sales with barcoding.
- Park Sale for later recall.
- Turn Sale into an Order if client changes to want delivery or later pickup.
- Up-sell and suggest related products via automatic product attachments.
- Daily till reconciliation for one or multiple terminals.
- Integration with Ingenico EFTPOS Cloud terminals.
- Built in exchange facility.
- Gift Receipt option.
- Choose to Email rather than print receipts or if printing choose docket printer or laser printer.
- Print End of Day report to reconcile with til. Setup the end of day report to automatically email accounts department.
CRM
- Refer to CRM section which is included within Options ERP.
Quotes
- Quotes formatted to suit your requirements.
- Print images on quotes.
- Choose to hide grand total on quote if giving multiple options.
- Hide/View lines to allow for changes.
- Track Project name.
- Track Estimated sale value which may differ from Quote total.
- Easy follow up in Actioning Dashboard.
Sales Orders
- Automatically generate supplier purchase orders from customer orders.
- Track multiple deposits and outstanding balances on multiple orders.
- Up-sell and suggest related products via automatic product attachments.
- Sell and track gift vouchers.
- Convert quotes to sales orders without re-keying.
- Manage order progress from purchasing to invoicing.
- Reserve items for customers from supplier orders and incoming stock.
- Group orders into delivery runs for automated invoicing.
- Retain full sales order history for reporting.
- Attach multiple documents to sales orders and generate customer sold labels.
Purchasing
- Support for foreign currency purchasing and costing.
- Create stock orders from sales orders or manually.
- Track overdue stock and send ETA requests to suppliers.
- Manage delivery and special instructions for each purchase order.
- View real-time stock data, including quantity on hand, allocated stock, and on-order quantities.
- Automatically allocate importing costs (e.g. freight, duty, insurance).
- Automated purchase orders based on recent sales, stock levels, or lead times.
- Track estimated selling margins for foreign currency orders.
- Attach documents to purchase orders.
- Consolidate multiple purchase orders onto a shipment.
- Pre-print stock labels.
- Easy follow up and Track Purchase Orders via Actioning Dashboard.
Invoicing
- Support for credit notes and integrated stock returns.
- Option for customers to receive only delivery dockets with a combined monthly invoice.
- Automatically generate bank deposit slips including POS and account sales payments.
- Track finance company sales and attach multiple documents to invoices.
Stock Setup
- Multiple types of stock setups available to account for simple products through to complex products with many options and variations.
- Many fields available that can be customised for own setup.
- Up to 15 standard cost and sell levels - customisable to own names - these can update to different levels of other companies if they are linked.
- Unlimited contract pricing available per product or per range or per customer.
- Multiple Barcode fields - can use supplier barcode or user defined barcode.
- Choose what fields/products are to update your Website with Options API.
- Choose own Product Group ranges for reporting and analysis.
- Price Updates Company available to allow pre-setup of new pricing or to update other companies.
- Supports multiple images/videos/pdf's per product.
- When browsing through products view product images in browse screen.
- Attach warranty or assembly information pdf per stock code which can automatically be attached to invoice being emailed.
- Master-Child product selections allow you to create a Master Item that you can look up and then select various options for. Each combination of options is linked to a Child Item that the system will then use on Point of Sale, Quotes, Sales Orders and Purchase Orders. Use drop-down menus to select options required and the related child item will be returned.
- Bundles & Bundle Substitutes: sell Bundles at a reduced price automatically compared to individual pricing. Have substitutes setup to swap out part of your bundle.
Inventory / Stock Control
- Transfer stock between branches, manage barcoding and stock catalogues.
- Support for serialised stock control and average costing.
- Group components for assembly, ensuring correct stock levels and prices for finished products.
- Multi-location processing and transfer slips for ease of stock movement between locations.
- Print stock labels with barcode, description, and price information.
- Use multi-bin facilities to organise stock in separate bin locations.
- Enhanced stock tracking for options and pricing variations.
- Ability to see stock in other linked companies.
- Cross company ordering and automatic invoicing between companies available.
- Stock Taking module fully integrated.
- Refer to Options Wireless for optional WMS ability.
Stock Transfers
- Auto build stock transfers based on orders and stock allocations.
- Stock transfers can be setup in advance of stock arriving.
- Have multiple transfers open and add to as required.
- Tracking of Stock Transfers in Pending or Sent mode in Actioning Dashboard
Deliveries
- Automated delivery scheduling and tracking via barcoding.
- Automate customer pickups and generate invoices by delivery date.
- Track and reschedule customer deliveries easily.
- Allocate deliveries to runs and produce run sheets as required.
Delivery Tracking
- Logistics screen showing SO and PO data in one screen summarised by ETA week allowing planning and editing without needing to open each order.
- Column display customisable per user.
Shipments
- Tracking of overseas containers whether Air Freight or LCL or FCL.
- Setup Port database for easy tracking.
- Supports multiple purchase orders and multiple suppliers if required.
- Update eta's via shipment which will automatically update the linked PO's and linked SO's.
- Tracking of Shipments in Actioning Dashboard.
Return Authorities
- Raise RA number for client to send stock back and auto fill in the details.
- Track reason for Return via classification reports.
- Track stock returned or not and if credit raised.
- Tracking of RA's in Actioning Dashboard.
Stock Returns
- Track stock returned to supplier.
- Automatic correction of inventory.
- Report on credits from supplier not received.
Warehousing
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e-commerce solution -
OPTIONS API? or
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