Job Costing Job & Project Costing, Budgeting, Time Recording and Invoicing
	Daybook Products Enterprise Full Features Daybook CRM A comprehensive CRM environment Daybook organiser Multi-user diary organiser for schedules, tasks and events Scheduling of non-human resources Enquiry handling Manage the entire sales process from initial enquiry to completed sale define your own sale progress sequence Marketing department Generate your own direct mail and manage lists Can be extended to handle fax, email and SMS campaigns Highly targeted campaigns based on sophisticated user data Track the success of your marketing campaigns and advertising, and discover which sources and campaigns work best for you. Word-processor Letters, mail shots, reports Exchanges files with Microsoftª Word Information centre A sophisticated CRM tool for managing and viewing critical additional information about clients, contacts or diary items Contact management Deduplication filters as records are entered Deduplication utilities for database maintenance Prompts users when record cleaning needs to be done Data list manager Maintain your own lists of records Share them with others Have the system automatically generate rule-based lists for you. User-definable fields Add them to any table of records Selection manager Move backwards and forwards between selections of records Diary sequences Automatically generate follow-on items and reminders from any diary record. Statistics and reporting Quick report generator Custom designed reporting Integrate data lists and summaries into word-processed documents Drill down to statistics Quickstats button to bring up key statistics on any list of records User definable forms Replace system-generated forms with your own custom-built ones Charting Generate pie charts, bar charts, histograms etc from any selection of records Data sorting On-screen buttons give you fast sorting of records User-definable default sorting Data mining A sophisticated search engine and data extraction facilities give excellent and extensive management information and highly targeted data for your customer relationship management Additional CRM volumes Mailsort For economical mailshots using the Post Office's Mailsort QuickAddress Automatically generates addresses based on entry of UK postcode. Requires 3rd party QuickAddress software to operate Fax Manager Allows all documents to be faxed straight from the desktop, including mail shots. Requires third party software to operate Emailer Emailer Send emails or e-mailshots and have them recorded in your diary Daybook Financials Sales Order Processing A comprehensive environment for handling and escalating sales, from initial enquiry to completed orders. Generates the appropriate paperwork at each stage of the process. Integrates with inventory control and purchase order processing to handle ex-stock and back-to-back orders. Purchase Order Processing Manages all aspects of purchasing, repeat orders and automatically generated Pos. Inventory Control A comprehensive, multilocation, multicompany, multicurrency stock system. Can, if required, write directly to the nominal ledger. Sales Ledger Invoices, credit notes, proformas, statements. Accepts automatic invoice generation and posting from front-end modules, including job costing, agency manager, sales orders, and events. Purchase Ledger Includes invoices, credit notes, remittances, cheques and automatic payments. Nominal ledger Fully featured nominal ledger, including bank reconciliation, recurring journals, secondary transactions, VAT reporting and budgeting. Multiple accounting periods and years can be open at any one time. High level of fault tolerance and robustness. Sophisticated multilevel chart of accounts. Tools for data checking and rectification. Stock Assemblies Multi-level assemblies and bills of materials. Multicurrency Keep charts of accounts in multiple currencies with reference to base currency. Multilayer Set up multilayered accounts for budgets, projections, what-ifs, etc. Job Costing Job & Project Costing, Budgeting, Time Recording and Invoicing. Serial number tracking Allows tracking of high value or unique items by serial no. Price matrix Lets you build complex sales and purchase pricing structures, the creation of special pricing for groups of products and customers.

        

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Last reviewed: Thu, 08 Jun 2006 10:34:31 GMT

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