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Delldata Systems has been serving the software needs of the business community for 25 years.

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Presentation on theme: "Delldata Systems has been serving the software needs of the business community for 25 years."— Presentation transcript:

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2 Delldata Systems has been serving the software needs of the business community for 25 years.

3 MODULES Administrator Administrator Customer Quotes Customer Quotes Sales Orders Sales Orders Shipping/Routing Shipping/Routing Inventory Control Inventory Control Accounts Receivables Accounts Receivables Purchase Orders Purchase Orders Reporting Reporting Pricing Pricing Commission Commission Markup/Profit Markup/Profit Document Imaging Document Imaging Print/Email/Fax Print/Email/Fax PDF/Excel Export PDF/Excel Export Link to Quick Books Link to Quick Books Mobile / Remote Mobile / Remote

4 MENU User Friendly Menus User Friendly Menus Easy Short Cuts Easy Short Cuts Quick Form Response Quick Form Response

5 ADMINISTRATION Customer File Customer File Vendor File Vendor File Inventory File Inventory File User/Salesman File User/Salesman File Category File Category File Contact File Contact File Ship To Address File Ship To Address File Reminder /To Do File Reminder /To Do File

6 CUSTOMER Up to 8 pricing levels Up to 8 pricing levels Category Levels Category Levels Active/Inactive Customers Active/Inactive Customers Payment Terms Payment Terms Commission rates Commission rates Monthly Aging Monthly Aging Statements Statements Credit Limits Credit Limits Credit Holds Credit Holds YTD Sales YTD Sales Unlimited Contacts Unlimited Contacts Unlimited Ship To Unlimited Ship To Special Pricing with Exp Date Special Pricing with Exp Date Customer Reminder/To Do Customer Reminder/To Do Customer Quotes Customer Quotes Post Dated Check File Post Dated Check File Link to Quick Books Link to Quick Books Export to excel Export to excel

7 INVENTORY Multiple Unit of Measures Multiple Unit of Measures 8 Price Levels 8 Price Levels UPC Numbers UPC Numbers Suggested par or minimum on hand Suggested par or minimum on hand Estimate lead time Estimate lead time On Hand – On Order - Available On Hand – On Order - Available Related & Substitute Items Related & Substitute Items Price Lists & Catalogs Price Lists & Catalogs Category Grouping Category Grouping Link to Quick Books Link to Quick Books Multiple location inventory control Multiple location inventory control Receiving and adjusting stock Receiving and adjusting stock BAR CODING & IMAGING

8 CUSTOMER QUOTES Expiration date Expiration date Quick view costs and item by item profit margins Quick view costs and item by item profit margins Professional looking quotes customized for your business Professional looking quotes customized for your business Save quoted pricing to the Customer’s special pricing file Save quoted pricing to the Customer’s special pricing file Per item notes field available Per item notes field available Email and fax functionality Email and fax functionality Convert quote to order Convert quote to order QUICK GLANCE PROFIT MARGINS

9 Easy access to all customer information Easy access to all customer information Handy open order side bar Handy open order side bar User friendly and simple data entry interface User friendly and simple data entry interface Customizable freight charges Customizable freight charges Per item discounting Per item discounting Per order discounting feature Per order discounting feature SALES ORDERS Credit holds, credit limits Credit holds, credit limits Special PO creating Special PO creating On-hand On-order inventory lookup On-hand On-order inventory lookup Pricing history lookup Pricing history lookup Picking tickets by location sequence Picking tickets by location sequence Catch weight functionality Catch weight functionality

10 SALES ORDERS Customizable suggested item module Customizable suggested item module Print pick tickets, BOL, order confirmations Print pick tickets, BOL, order confirmations Color coded order status system Color coded order status system Color coded low PM system Color coded low PM system Accounts receivable integration. Accounts receivable integration. Special pricing integration Special pricing integration Notes per line item Notes per line item Back order control Back order control Quick view of yesterday/today/tomorrow orders Quick view of yesterday/today/tomorrow orders

11 SALES ORDERS Doc folder Doc folder Scan Documents Scan Documents Add emails/fax Add emails/fax Message alerts Message alerts Routing sheets Routing sheets Driver tracking Driver tracking Stop Sequence Stop Sequence

12 INVOICE/DEBIT/CREDIT Automatic invoicing from orders Automatic invoicing from orders Track orders to be invoiced Track orders to be invoiced Credit memos and adjustments Credit memos and adjustments Debit memos and adjustments Debit memos and adjustments Write off transactions Write off transactions Invoice and batch dates Invoice and batch dates Invoice non stock items Invoice non stock items Easy apply credits to open invoices Easy apply credits to open invoices Notes per invoice Notes per invoice Freight, tax and discounts Freight, tax and discounts Markup and profit views Markup and profit views

13 RECEIVABLES Track post dated checks Track post dated checks Open credits and over payments Open credits and over payments Period and discounts Period and discounts Quick applying option Quick applying option Credit card file Credit card file Easy view of open invoices Easy view of open invoices Option of credit card processing Option of credit card processing Summary and detail daily cash receipts Summary and detail daily cash receipts Commissions based on receivables Commissions based on receivables Control returned checks Control returned checks Quick view of customer aging Quick view of customer aging Void and cancel payments Void and cancel payments

14 PURCHASE ORDER Cost conversion Cost conversion PO numbers and invoice numbers PO numbers and invoice numbers Option to upgrade pricing based on cost Option to upgrade pricing based on cost Print professional looking PO’s Print professional looking PO’s Email and fax options Email and fax options Quick link to QB for payables Quick link to QB for payables Partial or full receiving for inventory Partial or full receiving for inventory Track inventory locations Track inventory locations Track in transit purchase orders Track in transit purchase orders Item discounts Item discounts Item expiration dates for food products Item expiration dates for food products

15 REPORTING Filter by any field, condition, range and value Filter by any field, condition, range and value Preview, print, export, email and save to PDF Preview, print, export, email and save to PDF

16 SYSTEM OPTIONS Control Sequence numbers Control Sequence numbers Automatic backup Automatic backup Short cut application keys Short cut application keys Purge old data Purge old data On screen calculator On screen calculator User access control User access control

17 AND MORE...

18 THE IDS PACKAGE CRM CUSTOMER VENDOR SALESMAN ACCOUNTING INVOICING CREDITS DEBITS REMINDER MEETING SCHEDULING INVENTORY REMOTE & MOBILE PRICING CATALOG BAR CODING ORDERING CONFIRMATIONS BILL OF LADING ROUTING PURCHASING COSTS PROFITS LINK TO QB

19 THANK YOU FOR REVIEWING DELLDATA SYSTEMS 237 West 37th St. Suite 500 - New York, NY 10018 Phone: 888-336-DATA - Fax: 845-818-3568 www.DELLDATA.com info@delldata.com DELLDATA SYSTEMS 237 West 37th St. Suite 500 - New York, NY 10018 Phone: 888-336-DATA - Fax: 845-818-3568 www.DELLDATA.com info@delldata.com YOUR BUSINESS. OUR SOLUTIONS


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