integraSoft Expands ways for you to Grow your Business!
July 2015
integraSoft, Inc. is pleased to announce Release 2.09 of the integraSuite of products, designed to drive your business forward!
These solutions were created with you in mind to drive and transform the way you do business. integraERP solutions have been extended in 3 main areas: Increased mobile collaboration for SalesReps and Managers, flexibility in servicing your customers and streamlined product purchasing operations.
integraSoft will be highlighting these features in our upcoming Release Announcement webinars on:
· Thursday, August 20, 2015 at 2:00 PM CST
· Tuesday, August 25, 2015 at 9:00 AM CST
· Thursday, August 27, 2015 at 9:00 AM CST
Learn how these features can grow your company and simplify your processes.
integraRep
SalesRep Pipeline & Forecasting!
You now have the ability to manage your own Sales Pipeline. For each open cart, you can assign the Stage of the Sales Cycle, Date to Close, Quotation Valid through Date, and Forecasted Close date. This gives your SalesReps the ability to better manage your quotations from beginning to end.
· Benefits
o Managers have visibility to all open orders for the SalesReps in their organizational chart.
o You can display the pipeline in a weighted fashion based on the stage of the quotation and likelihood to close ratio.
o Print / Email a Quote for any open cart.
o Easily Edit Sales Stage and Expected Close dates right from the My Sales Dashboard.
Sales Reporting for Managers
As a Sales Manager, you need to see how the organization is doing as a whole and how your group is performing. With the NEW integraRep Organizational Sales features, you can do just that.
Enable Team Selling
With this release, you can now change the SalesRep on the cart before the cart is submitted. This gives your SalesReps the ability to cover customers assigned to the house account and change the cart to reflect who actually called on them prior to submitting the cart.
This feature enables Team Selling, covering other territories, and management for inside SalesReps.
Enabling integraRep for Service Scenarios. We want to hear from you!
As more and more customers adopt integraRep for Sales, we receive requests to enable Service Reps in this mobile platform. As we build features for integraRep & integraERP we are working to build them in a way that extends this mobile solution to Service Representatives as well.
Carts are Service Tickets and can be assigned to a specific service technician. Customer Service or Managers can review all Service Ticket assignments for load balancing and status checks.
How can integraSoft solutions help you grow and optimize your service repair & maintenance business? We want to hear your ideas and feedback! Click HERE to schedule a phone meeting to discuss your company’s needs.
Customer Scheduled Payment Plans
Using Scheduled Payment Plans to Grow your Business!
Attracting new business and offering services to keep old business is critical. One way to set your company apart from the crowd is by the Terms Agreements you offer.
Unique Customer Scheduled Payment Plans for new customers may help them over the ‘decision hump’ to choose you as their distributor of choice. Other ways to use installment plans:
· Promote New Customer Start-Ups with Preferred Payment plans.
· Create special payment arrangements for large pre-season buys.
· Create payment plans for slow paying customers.
Quickly create installment plans and automatically pay these plans for all customers set up with credit cards. Option to pay automatically or collect the pre-arranged payment plan manually from these integra functions:
· integraERP – Customer Service
· integraERP – Point of Sale
· integraRep – SalesRep Mobile Solution
Keep track of special arrangements, to-do items, and performed activities for each Scheduled Payment Plan. You have the ability to enter Activities, Tasks, & Notes by plan.
integraText – Customer-Defined Text Notification
Receive Text Message Notifications from your integraERP Software
Whether you are in the office or out of town, what information do you need to know at the close of business each day?
· Dollar amount processed through Order Entry / Invoice Processing.
· Dollar amount booked through Customer Service, integraRep, and integraStore.
· Dollar amount processed through Counter Point for your over the counter sales.
With integraERP Release 2.09, you can now receive important information via text message at the time of day you need.
What daily totals do you need to understand the health of your business? Daily Sales, Booked Orders, Cash in Bank, Accounts Payable Total, Inventory Value, etc. You define and our consultants can modify the texting capabilities to suit your needs!
RF Immediate Purchase Order Receiving
Product Available for Sale Immediately!
It is important for you to move your product as quickly as possible. Recognizing NEW product has arrived immediately is critical.
Previously, Purchase Order quantities were not recognized as received and available for sale until the Purchase Order / Receiving function was completed.
Now, you can give Customer Service & your SalesReps a more immediate up-to-date view of what is in your warehouse and actually available for sale.
Receive your product through RF receiving and the product is immediately placed in the received quantity. Once the product is in the Received Quantity, it is calculated in your Net Available for Sale.
Enhanced Foreign Currency Features for Purchasing
Inventory & Purchase Orders – Foreign Replacement Cost.
You can now store a Foreign Replacement Cost by Product/Warehouse. This new field is used to populate the new foreign currency fields in Purchase Orders when an order is entered for a vendor flagged as foreign currency.
All Purchase Orders entered for a foreign currency vendor, will print presented in the domestic and foreign currency value throughout the Purchasing functions.
In addition, you can enter the Foreign Currency Replacement Cost for each item you purchase in a currency other than USD.
Enter Currency Exchange Rates by Date
Do you buy product for vendors outside of the United States? integraERP has now enhanced its previous Foreign Currency offering to streamline your processes when purchasing product from foreign suppliers.
You can now enter Currency Exchange Rates by day for up to 15 different Foreign Currency types.
Order Entry
Group Pick – Ship with the Customers next order!
Ship With Next functionality is an indicator. The indicator gives you the ability to enter multiple orders that need to be shipped together. Enter the order, enter SWN in the Shipping Instructions field and the order will not be processed in the Group Pick Function until at least one additional order falls into that picking group.
· Ship With Next orders are indicated by entering SWN in the Shipping Instructions field when the order is created.
· Ship With Next orders are highlighted in green on the Group Pick parameter page.
· See the Group Picking documentation for additional functionality available with the Ship With Next feature.
Pick Ticket / Added Printed Date & Time
The current date and time now print on the Order Entry / Pick Ticket. This gives your warehouse personnel the ability to understand how long it takes an order to travel through the warehouse.
Reports / Invoice Register
You now have the ability to print the Invoice Register for a Range of SalesReps. The SalesRep Number has been added as a Range Selection to the Invoice Register parameter page.
Do you need a Bill of Lading for your Freight Shipments?
A Bill of Lading is a required document used to move your goods with a freight company. It is the contract providing the carrier the necessary information about your product and specific handling instructions.
You can now print a Bill of Lading at the time you print your Pick Tickets or Invoices. You decide!
A new option, BOL Print with Options, has been added to the Customer Ship Via Options table. Use this table to indicate which document you wish the Bill of Lading to print with (Invoice or Pick Ticket).
When that document is printed, the integraERP Standard Bill of Lading document will print to the same printer. The Terms section of the Bill of Lading are soft coded and you have the ability to maintain to fit the needs of your company.
Accounts Payable
Pay Invoices Due / Check Register / Bank Positive Pay File
Positive Pay is an automated fraud detection tool offered by most financial institutions. The basic definition is a cash management service used to deter check fraud. This service matches the issuing check number, check amount, and vendor name of each check presented for payment against a list of checks previously authorized by your company. This authorization file is called a Positive Pay file.
This service uncovers instances where the amount of the check has been altered, payee does not match, check number is different, or check has been completely counterfeited.
integraERP now gives you the ability to download a Positive Pay file with each Check Register printed. Reduce the potential for fraud in your company by implementing this feature today!
**Positive Pay will be implemented in Payroll in our next release of integraERP.
Reports / Trial Balance / Add Department Filter
We have added a new department number field to the Trial Balance parameter page that gives you the ability to print this report for a specific department number.
integraERP Self-Service Business Intelligence
Understand KPI Measurements for your Purchasing Department like never before!
We are always enhancing our data to provide key pieces of information for your company. This month we have focused on the buyers in your organization. Key measuring tools for your buyers can be measured in 3 key areas: General Vendor Performance, Total Outgoing Costs, & Time and Reliability of Delivery.
General Vendor Performance:
· Purchase Dollars for a particular vendor as a percent of over-all Purchase Dollars
· Total Purchase Dollars as a percent of sales.
· Total Number of Suppliers
· Total Credit Memo’s to Vendor
· Scheduled Due Date vs Actual Receipt Date
Costs:
· Total Cost of Purchase Orders
· Costs by Line
· Average Inventory by Product Category
Delivery:
· Procurement Cycle
· Quantity Ordered vs Quantity Received.
Create Customer & Product Master Records that Comply with your Business Rules
Sync & Required Setup Options for Customer & Product Setup Functions
Have you ever experienced the need to change one field on the Customer Master record and then had to bring up all 6 ship to records for that customer and maintain that same field? With the latest Sync feature in integraERP, when you maintain a Customer Master record, you determine if you want the Ship To records updated automatically. If you’re maintaining an address or phone number, you most likely do not want that to carry down to the ship to records. However, if you are reassigning a SalesRep or Customer Class you may want that to automatically update all ship to records with that same information.
You can now tell the system which fields you wish to Sync and furthermore which fields contain required entries! Zip code is not a required field of entry to set up a Customer record by the integraERP software. However, it may be required by your company. You can now set the required fields of entry! This creates more cohesive and complete records complying with your company’s business rules.
Sync is now available for the Accounts Receivable Customer Master.
Required is now available for Accounts Receivable Customer Master & Product Master.
Customer Sign-Up
Now Supports Canadian Addresses
You can now enter US or Canadian addresses through the New Customer Sign-Up feature.
Accounts Receivable / Cash Receipts & Order Entry
Easily Change Existing Credit Card Expiration Dates
Customer Service can now save time when updating Expiration Dates for the customer’s credit card. You now have the ability to change an existing credit card expiration date from the Accounts Receivable / Cash Receipts Posting page and Order Entry / Credit Card Information pages.
Announcing NEW Educational Webinars
Release 2.09 Webinar
Keep current with all of the latest integraSuite features & Functionality! Learn more about the features highlighted in this release announcement at our Release 2.09 Webinar.
integraSoft will be highlighting these features in our upcoming Release Announcement webinars. Click on the webinar and email your response.
· Thursday, August 20, 2015 at 2:00 PM CST
· Tuesday, August 25, 2015 at 9:00 AM CST
· Thursday, August 27, 2015 at 9:00 AM CST
Rental Management Preview Webinar
integraSoft is excited about the upcoming release of the NEW integraRental Management System. integraRental is designed to streamline the entire rental process, keep your employees informed on availability of your equipment by location, and manage your contract billing.
Features include:
ü Hourly, Daily, Weekly, and Monthly Billing Options
ü Planning and Conflict Reports
ü Equipment Tracking Queries
ü Manage Rental Assets across Branches
ü Create your Rental Reservation & Easily Produce a Contract
ü On-screen viewing of Insurance Certificates
integraSoft will be giving a Sneak-Peek of the integraRental Management System on the following dates: