New Navigator


Click to enlarge

New Sales Invoice Screen

• Multiple Payment buttons
• Multiple cash account settings for different payment types or different locations
• Invoice screen allows for split tender, more flexible down payments, and more payment options.
• A new payment database greatly enhances the detailed records of a variety of payment options.

Process Credit & Debit Cards within EBMS

• Connects to Verifone’s Payware PC to accommodate almost any merchant account.
• Connects to a variety of credit card swipe devices, pin pads, and signature capture devices.
  • Swipe option on POS station
  • Swipe within Keyboard
  • MX830 device
  • Debit pin pad
• Handles preauthorized payments with a convenient lookup dialog. Post-authorization can be postponed till order is shipped.
• Handles multiple merchant accounts, multiple users, and multiple locations.
• Payware PC Credit Card Server

Greatly Enhanced Work Order and Task System

• Multiple employees per task
• Greatly enhanced Work Order layout with better data organization
• Allows for customized task header This allows the user to highlight the most important task information at the top of the task. Different task types can be configured to highlight different task information.
• Enhanced scheduling tools
• Group available time by employee groups or work groups.
• Enhanced billing tools including options to copy actual time to billable time or copy billable time to a specific sales invoice detail line.

Additional Accessories Tab for Each Inventory Item
This allows the user to add accessories to a sale.

Payroll Work Codes can be grouped in work code groups or folders

Enhanced Inventory Components Options

• Additional Component Options tab for items that are contained within another item as a component
• Individual components can be set to show quantity, unit of measure, and descriptions on the printed documents.
• Additional tools to copy components, insert components, and move components.

Enhanced Inventory Links  
The inventory tracking system was greatly enhanced to allow users to link product from the sales order to a PO before either document was processed. This option also allows a user with correct security credentials to re-order FIFO inventory links.

Increased Capabilities in the Made-TO-Order Process
Manufacturing batches can be created and processed directly from the sales invoice screen.

New Manufacturer Database and Lookup
Inventory filter down process contains a convenient manufacturer query. This option is often used for price or other changes based on a group of products with a common manufacturer.

Reorganized Special Order Tab
The Special Order tab, within items classified as special orders, has been reorganized to simplify data review.

New substitute inventory item list, instead of a single substitute item

Enhanced Inventory Adjustments Screen
The dialog is enhanced to be more intuitive and now allows the user to enter total on hand or amount of change. An additional description field is added to note why the adjustment was made.

Additional Inventory Pricing Formulas Such as Reduce ___ %

The format of the Deposit screen is changed with a new Paid Outs tab

Finance Charge Enhancements
Finance charges on credit memos are zero unless the customer has a positive finance charge balance when process whas processed the last time. Click here for more details.

Additional price calculation options added to the sales order and proposal

Enhanced Bank Account Reconciliation Screen

Functions to Expand or Collapse all Materials Lists

Combined and enhanced Invoice / Sales Order report including payment notes, etc.
A Sales Order and Invoice can now be generated from the report.

Option to connect scale to sale order and sell products by weight.

More customer charge options
Such as default to charge, allow charges, or do not allow charges for this customer.

New capability that allows the user to reprint the last batch of invoices in Batch Processing.

A new Unit of Measure column within the purchasing window

Payroll work codes can be grouped by folder.

General Note on Invoice and other documents

New Option in E-Mail Switch

Auto Email Documents such as invoices, statements etc.

Touch Screen Point of Sale

• A simplified point of sale system without all the options from the sales order screen.
• An excellent cash register replacement
• Configurable buttons for products, processes, or groups of products.
• Easy to use for fast multi-lane check outs
• Works well with a variety of scanners, receipt printers, cash drawers, and other POS equipment.

Data Synchronization Tool for remote POS and e-commerce

• Allows Touch Screen POS stations to work independently from the main network. This feature could accommodate POS in another location or just a peace of mind that the network has no effect on the speed of the POS station.

Credit Card Processing

Job Costing Enhancements

• Jobs can be set as tax exempt
• Enhanced retainage processes including more detail
• Move Folder function within the folder dialog
• User defined terms for progress billings
• New Annual job cost summary report. Useful for companies using job costing for equipment expenses tracking etc.

E-Commerce Enhancements

• Bill of Lading Report
• Many inventory lists contain an option to group products by folder.
• Cash Activity summary (POS)
• Enhanced Receipt printer sales receipt including credit card options etc.
• Manufacturer list