Orders, Invoicing, Returns, Refunds and Payments
The Sales Module gives business owners and entrepreneurs flexibility in orders, invoicing, customer returns, customer refunds and accepting customer payments.
Sales Order Highlights
During the order and quote entry processes, instant access to inventory and support for backorders lets you give customers accurate shipping information on the fly.
Customer records support unlimited shipping addresses, allowing your marketing team to market to real customers that have received your products and services.
Access all inventory and cost data without ever leaving your order entry screen.
Export sales orders and quotes to common document formats like PDF and Google Docs, letting you quickly share with your customer, partner or co-workers.
Sales Invoice Highlights
Copying invoices and creating new invoices is simple and quick—happier employees, happier customers.
Invoice from existing sales orders or create new invoices on the fly with no Sales Order while the customer is on the phone—or even with you in your office.
Monitor profitability sale-by-sale by seeing gross margin per line item before sending the invoice to your customer.
Cash Sales Highlights
- Order Management
Now your clients have access to information at their fingertips. With AccountingSuite your clients will no longer have to access multiple databases or excel spreadsheets to complete a single transaction. Access to order forms, pricing, shipping and tracking information in one location reduces time needed to process and complete an order.
AccountingSuite offers “Real-Time” inventory control with FIFO and Weighted Average costing. You and your clients can access features like inventory on hand, return management, back ordering and advanced pricing matrix to name a few.
AccountingSuite comes loaded with all of the tools to help your distribution clients manage their business. Functions such as quotes, orders, purchase orders and inventory management are included with AccountingSuite.
AccountingSuite has Bill of Materials functionality commonly used in the manufacturing industry, among others. The Bill of Materials in AccountingSuite allows you to define a group of items in your inventory that you use to make another item. Defining a Bill of Materials is the first step in using the more advanced inventory features such as assembly builds and creating assemblies within assemblies.
AccountingSuite is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform.
Use AccountingSuite’s cash sale interface as your point-of-sale system from any web browser on a PC, Mac, iPad or mobile device.
Cash sales are instantly posted to your system and no additional entries or processes are needed to monitor your right-now cash position.
Inventory information is instantaneous and there are no additional processes to update to keep your books in balance.