Manage customer and vendor contacts. Enable/disable storefront and customer portal access.

Manage customer preferences for billing, credit, insurance, and shipping. View quote, order, invoice, and revenue history.

Create and manage quotes and orders for all customers. Filter by status, office location and company department.

View all orders in a gantt chart. Filter by office location, warehouse, and company department. Group by order location as necessary.

Create and manage projects for sales orders and installations. Filter by status, office location and company department.

Create and manage purchase orders for inventory, sub-rentals, sub-sales, etc. Filter by status, office location and company department.

View and approve purchase orders that require first or second approval. Filter by office location and company department.

Create and manage vendors for all office locations.

Create and manage bank accounts to record payments. Create new payments and view payment history.

Search for invoices that are ready to be created as of a specific date. Create multiple invoices with a single click.

Create Invoices on-demand based on a user defined date range. Bill for all items or select items as required.

View and approve invoices for all customers. Filter by office location, company department, and invoice status.

View revenue for all i-codes by invoice. Filter by warehouse or order.

View and create payments for all vendors. Filter by office location, vendor, and date.

View and create receipts for all customers. Filter by office location, customer, and date.

View and add vendor invoices for all purchase orders. Filter by office location, company department, and purchase order.

Create and manage rental inventory items, completes, kits, and containers. Filter by items in stock, classification, and tracked by configurations.

Create and manage sales inventory items, completes, and kits,. Filter by items in stock, classification, and tracked by configurations.

Create and manage parts inventory items, completes, and kits,. Filter by items in stock and classification.

View consignment inventory items and assets. Override agreement default consignor fee percentage. Filter by warehouse, consignor, and i-code.

Create and manage rental inventory repair tickets. Track costs and parts used in the repair process.

View positive and negative availability conflicts for rental and sales inventory. Filter by warehouse, inventory type, i-code, and order number.

Complete the QC process for items checked-in, so they can be checked-out to another order. Update the item’s condition, attributes and notes.

Create a grouping of items that can be scanned out to an order with a single scan.

Check-out owned or consigned items to a customer. Add items to shipping cases to create a detailed shipping manifest.

Check-in items returning from customer orders. Auto-swap items that the customer returns from different an order that is not in the check-in session.

Exchange items on an active order without affecting the original quantity ordered or the original billing amount.

Create pick lists for the warehouse to pull items for an upcoming order. Paginate by inventory type to separate paperwork by department.

Receive items from inventory and sub-rental, sub-sale, etc. purchase orders. Assign barcodes and add purchased items into inventory.

Return purchased or sub-items to the vendor. Create a return contract to track the return of all items.

Create and manage inventory transfers between warehouses. Includes an option to transfer fixed asset’s depreciation to the receiving warehouse.

Initiate the physical inventory process for all items or cycle count selected items. Auto-adjust quantities and inventory values for items added or retired.