Features at a Glance

System-wide Features

100% Microsoft Windows-based interface – Provides a modern and intuitive point -and- click interface without the limitations presented by Unix, DOS, or character-based screens.

Non-proprietary – Works with Microsoft Desktop Engine (MSDE), and MS SQL Server. Share information easily between different applications.

Inventory Management Features

• Item ID: the item ID is limited to 20 characters, letters and numbers
• Description: this unlimited field allows you to clearly describe the item
• Item type: choose from Sales Item, Service Item, Miscellaneous, or Assembly
• Category: choose from categories that you define in Distribution Intelligence setup
• Pricing: the pricing form allows you to specify individual and bulk pricing for each item
• Assembly setup: select individual items and quantities from your inventory to create assemblies. Distribution Intelligence supports multi-level assemblies up to five levels in depth
• Quanitity Adjustment: allows you to update your inventory to reflect miscounted items, theft, breakage, or other non-sales reduction in inventory.
• Assembly Production: used when items are taken out of inventory and allocated to the assembly item.

Pricing Management

• Supports multiple prices for each part number for customer-specific or contract pricing
• Mark-up over standard cost on selected category of part numbers and/or quantity and/or customer
• Customer discount over list price
• Straight and bulk pricing for each part numbers

Asset management & Serial Number Tracking

• Keep track of assets when they are at your warehouse or at your customer's site
• Monthly (period) billing for rentals

Accounting Features

• Accounts Payable: batch posting, credit memos
• Accounts Receivable: batch posting, credit memos
• Sales: quotes easily converted to orders, invoicing, back orders, assemblies, RMA
• Purchases: purchase orders, vouchers, receiving
• Inventory: multi-pricing, Assemblies, Reorder point, Buy/Sell history
• Payroll: complete payroll system with Commission processing
• Bank Reconciliation: simplifies the account reconciliation process
• Budget tracking
• Job/Project costing
• Supports Multiple Companies
• User Level Security
• Multi-User Environment using SQL Server or Stand Alone PC
• Open Architecture Database easily integrates with other applications
• Ease of Use: familiar Microsoft Windows-based interface requires minimal training
• Report Writer capability: design and format your own reports
• View list of Reports and Support Document

Sales Features

• Quotes: allows you to present customers with detailed estimates.
• Invoicing: fill in Customer, PO number, Shipping Method, and Ship Date. Distribution Intelligence automatically fills in billing and shipping information, salesperson, payment terms and tax and computes totals and/or discounts.
• Returns: Allows you to credit a customer’s account when merchandise is returned.
• Credit Memo: credits a customer’s account when a customer is willing to accept a reduction in the invoiced price rather than making a return.
• Pricing Multiplier Option: allows you to assign markups on a customer by customer basis.
• Point of Sale mode: quickly finds open customer orders, makes additions or changes to the orders, and then prints the invoices, all without changing screens.
• Serial Numbers: items with serial numbers or lot numbers can be tracked so you can identify whether an item is still in inventory or sold or on lease to a customer. Items with serial numbers (or just assigned numbers) can be treated as leasable assets. Monthly billing of all leasable items can be created, based on their first invoice with one command.
• Sales Memo: bills a customer without listing any items.
• Cash Receipts: specifies how you receive payment from a customer.
• Batch Posting: allows users to enter invoices rapidly and return to post the transactions at a later time. This is helpful for invoices that have uncertain final transaction dates, that require review before posting, or that need only to be registered with the system rather than printed and sent to a customer.

Purchasing Management Features

• Purchase Orders: to request a product or service from a vendor, simply select the vendor from your vendor list. Distribution Intelligence fills in the vendor information on your PO. Then you select the items from the Item Lookup list and enter the order quantities.
• Receiving: acknowledges the receipt of items requested through a Purchase Order.
• RMAs (Return Merchandise Authorizations): Used to return merchandise to a vendor and relieve inventory, RMAs can be credited to the vendor account or posted like cash returns and immediately debited to your cash account.
• Vouchers: used to enter bills that don’t involve the receipt of inventory items, like utility bills.
• Credit Memos: used to credit your account with a vendor.

Payroll

• Employee Setup: keep track of all employees and maintain information for the payroll system.
• Additions/Earnings: assign payroll expenses and liability accounts to their proper departments. Specify Salary, Commission, or hourly wages and pay periods.
• Deductions/Taxes: includes W-2 information including Social Security number, withholding allowances, Federal Income Taxes (FIT), FICA, and year-to-date balances.
• Payroll Items: for additions or deductions to employee income (401K contributions for example)
• Create Payroll: creates payroll checks and holds them in register until they are either deleted or printed and posted to the GL
• Manual Checks: allows you to override employee payroll settings
• Preview Checks: once payroll is created, the checks can be previewed and printed on a detail report prior to check printing
• Print Checks
• Void Payroll Checks
• Withholding
• Allowances

Bank Features

• Miscellaneous Withdrawals
• Miscellaneous Deposit
• Transfer
• Reconciliation

Reports