Revision [795]

This is an old revision of WeberpFeatures made by PhilDaintree on 2007-11-11 01:26:23.

 

<span class="Heading1">Features List by Area</span>
<UL>
	<LI><A HREF="Features.php?Section=Security">Security</A>
	<LI><A HREF="Features.php?Section=OrderEntry">Order Entry</A>
	<LI><A HREF="Features.php?Section=AR">Accounts Receivable</A>
	<LI><A HREF="Features.php?Section=Inventory">Inventory</A>
	<LI><A HREF="Features.php?Section=PO">Purchasing</A>
	<LI><A HREF="Features.php?Section=AP">Accounts Payable</A>
	<LI><A HREF="Features.php?Section=Bank">Bank</A>
	<LI><A HREF="Features.php?Section=GL">General Ledger</A>
</UL>

<span class="Heading1">Security</span>
<UL>
	<LI>Users can be defined with access to only certain options.
	<LI>Incorrect entry of password
	blocks the account until reset by the System Administrator.
	<LI>Pages can be	encrypted using SSL.
	<LI>Users can be	defined to see only certain modules on the main menu.
</UL>
<span class="Heading1">Order Entry</span>
<UL>
	<LI>Customer orders can be
	entered and maintained and referenced back to the customer&rsquo;s
	order number.
	<LI>The cumulative quantity on
	order for a stock item shows as a demand in stock status inquiries.
	<LI>The cumulative quantity on
	order for assembly items shows the demand against its components in
	the stock status inquiries.
	<LI>The quantity of the order
	left to invoice is maintained and updated for invoices and credit
	notes raised against the order.
	<LI>The orders entered can be
	invoiced directly with little or no additional input.
	<LI>Multiple dispatches are
	possible from a single order. Order retains references to each
	dispatch.
	<LI>Differences from the order
	are logged when dispatches are not the same as the ordered
	quantities for reporting delivery in full on time.
	<LI>Pricing automatically
	returned based on the customer sales type, branch and currency.
	<LI>Quantity break discounts
	across a range of products are automatically calculated based on a
	discount matrix.
	<LI>Packing slips printable on
	laser or pre-printed stationery.
	<LI>User selectable inventory
	location to pick from.
	<LI>Automatic freight
	calculations based on shipping method and delivery address. Orders
	calculate weight and cubic based on item unit weight and cubic.
	<LI>Free form
	entry of delivery addresses &ndash; defaulting to the customer
	branch physical address.
	<LI>Complex taxes,
	different rates depending on the branch to ship to and the inventory
	location shipping from as well as the item.
</UL>
<span class="Heading1">Accounts Receivable</span>
<UL>
	<LI>Overdues inquiry that takes
	into account delivery days to the customer&rsquo;s branch and the
	actual (user definable) payment terms applicable to the customer,
	supported by detailed inquiry of actual invoices overdue.
	<LI>Full on-screen inquiry on a
	customer's account, complete with invoice details and narrative
	which appeared on the invoice. Drill down to source document &ndash;
	invoice or credit note.
	<LI>Inquiries on payments
	received will show how a payment was allocated to invoices and the
	difference on exchange attributable to each invoice.
	<LI>Full integration with stock
	records and general ledger - a full trail of journals for each
	transaction is maintained &ndash; a drill down to the general ledger
	transactions for each transaction on a customers account is
	available from the customer inquiry page.
	<LI>Flexible general ledger
	postings for sales and if required as well cost of sales based on
	sales area and product category. General ledger integration is
	optional.
	<LI>Open item - full analysis
	of the outstanding balance is maintained and printed on statements
	for maximum information to the customer.
	<LI>Statements can show
	transactions settled this month or only outstanding transactions as
	at the date of printing.
	<LI>Flexible user definable
	sales analysis reports to pdf or spreadsheet (csv &ndash; comma
	separated values). Report definitions can be saved for re-running or
	automating email delivery from a scheduled job.
	<LI>Retrospective &ndash;
	de-allocation and re-allocation of receipts or credit notes against
	charges with re-calculation of differences on exchange and
	corresponding general ledger journals.
	<LI>Any number of
	branch &ndash; delivery addresses can be added serviced by different
	sales people with different tax authorities and different areas for
	sales analysis purposes.
	<LI>Unlimited
	accounts and unlimited number of branches (ship to addresses) for
	each account.
	<LI>Shipping
	method updated by branch.
	<LI>Customer
	accounts can be in any currency. Individual rate for each invoice,
	default to currency table rate.
	<LI>Invoices and
	credit notes created in pdf.
	<LI>Email of
	invoices and credit notes.
	<LI>Credit notes
	can be produced automatically taking the details of a selected
	invoice for subsequent modification.
	<LI>Transaction
	inquiries show sequence of invoices, credit notes and receipts
	entered.
</UL>
<span class="Heading1">Inventory</span>
<UL>
	<LI>Unlimited number of
	warehouses (stocking locations), stock quantities are maintained for
	an unlimited number of locations.
	<LI>Selling prices for a stock
	item can be set for each sales type defined in any (and all)
	currency (ies) allowing great pricing flexibility. Pricing can also
	be set specific to an individual customer account or even a specific
	customer branch.
	<LI>Automatic back ordering.
	Sales orders yet to be delivered can be automatically back ordered
	at the time of invoicing or the balance of the order canceled as
	appropriate.
	<LI>A history of stock
	movements is maintained by stock item.
	<LI>Allows Dummy (service)
	stock items which can be invoiced, priced, costed but with no stock
	record maintained for items such as labour or services.
	<LI>Kit-set parts can be
	defined. An order for a kit-set part explodes into the components
	defined for the parts at the predefined quantities as extended by
	the number of the kitset item ordered all priced individually. These
	component quantities are then available on the order for
	modification by the user.
	<LI>Assembly parts can be
	defined in a similar way to kitsets. These parts exist only for
	ordering, pricing, invoicing and sales analysis. No stock balance is
	maintained, instead the quantities of the components are updated in
	proportion to the quantity defined in the assembly.
	<LI>Invoice and credit note
	inquiries are linked to stock movements so the detail of items sold
	on an invoice can be queried calling up the actual invoice or credit
	note that caused the stock movement.
	<LI>Standard cost maintained
	and valuation reports.
	<LI>Inventory usage by month
	inquiry by location and over all locations.
	<LI>Inventory planning report
	showing the last 4 months and the current months sales &ndash;
	including sales of assembly components.
	<LI>Receiving
	inventory against purchase orders creates journals in the general
	ledger to reflect the increase in stock value and the amount owing
	to a supplier.
	<LI>Stock
	transfers to other inventory locations can raise transfer dockets.
	<LI>Re-order
	quantities can be maintained.
	<LI>Inventory
	adjustments can create general ledger entries to reflect write on or
	off of stock value.
	<LI>Inventory cost
	changes can create general ledger entries to reflect write on or off
	of stock value.
	<LI>A stock taking
	system allows business to continue recording system stock quantities
	at the time of counting &ndash; adjustments created based on these
	quantities and the sum of all quantities entered as counted for the
	item. General ledger integration creates the necessary journals to
	reflect the changes to stock values.
	<LI>Controlled
	items &ndash; allow referencing of each stock movement to the
	bundles/batch references.
	<LI>Serialiased
	inventory allows controlled items to be in units of one. Ie a
	reference for each individual item.
</UL>
<span class="Heading1">Purchasing</span>
<UL>
	<LI>Purchase orders and
	suppliers can be in any currency.
	<LI>Supplier item descriptions
	and pricing (in the currency of the supplier) for purchased items
	can be maintained. Purchase orders automatically use these prices.
	The same item can be purchased from many different suppliers.
	<LI>Quantities on
	order show on inventory status inquiries &ndash; by inventory
	location to receive into. Quantities on order also show on planning
	reports.
	<LI>Goods received
	can be entered up to the purchase order quantity plus a user
	definable percentage allowance for over delivery.
	<LI>Goods received
	are sequenced as a GRN and a record is retained for every stock
	movement referenced to the GRN.
	<LI>Purchase
	orders record the quantity received and the quantity invoiced as
	well as the original quantity ordered.
	<LI>Purchase
	orders can be emailed to one of the defined supplier contacts email
	addresses.
	<LI>Inventory
	planning report can be produced based on a 3 or 4 month lead time
	showing suggested quantities to purchase based on the maximum of the
	prior 3 months usage.
	<LI>Purchase
	orders can be entered for nominal items &ndash; ie non-stock items
	with a general ledger code to be entered to specify how the general
	ledger integration postings should be made.
	<LI>Shipment
	costing can be set up across several purchase orders from the same
	supplier choosing only those lines that have been dispatched
	together. Costs entered against these lines and against the shipment
	(from AP) are apportioned across all lines. Shipment costing allows
	for automatic updating of standard costs on closing shipments.
</UL>
<span class="Heading1">Accounts Payable</span>
<UL>
	<LI>Suppliers can be defined in
	any currency.
	<LI>Invoices can be entered
	against goods received with a user definable allowance for over
	invoicing. Thus ensuring payment is only made for goods received.
	<LI>Invoices can be entered as
	a cost of a shipment for apportionment between the items on the
	shipment.
	<LI>An aged listing of balances
	is available as a pdf showing either summary balances or the detail
	invoice by invoice of the balance of the account.
	<LI>Retrospective allocation or
	deallocation of payments to invoices. With differences on exchange
	reported.
	<LI>Supplier invoices cannot be
	entered with the same reference as prior invoices.
	<LI>Supplier invoices/credits
	can be entered against the internal record of goods received from
	the supplier. Providing an internal check to ensure only those goods
	received are paid for.
	<LI>Supplier invoices for
	freight/duty etc can be charged against shipments &ndash; from other
	suppliers.
	<LI>Supplier invoices can be
	entered directly against multiple general ledger codings.
	<LI>Inquiry on Suppliers
	account shows all transactions.
	<LI>Fully integrated general
	ledger postings &ndash; keeps the creditors control account in line
	with the supplier balances in local currency.
	<LI>Payment run creates payment
	transactions based on payment of all due invoices &ndash; not
	flagged as held.
</UL>
<span class="Heading1">Bank</span>
<UL>
	<LI>As many bank
	accounts as required can be set up &ndash; details and account
	number can be held against the bank account definition.
	<LI>Transfers
	between accounts are automatically detected by entry of payment to
	another bank account &ndash; or receipt.
	<LI>Bank
	transaction matching to bank statements show outstanding
	payments/receipts only or all depending on selections.
	<LI>Online
	reconciliation statement based on matched and all entered
	transactions.
</UL>
<span class="Heading1">General Ledger</span>
<UL>
	<LI>Automatically
	maintained periods, reporting over any range of periods &ndash; no
	&ldquo;rollovers&rdquo;.
	<LI>Balance Sheet
	and Profit and Loss Statements
	<LI>Reporting
	against budget
	<LI>Inquiry on any account over
	any period.
	<LI>Posting journals into any
	number of periods ahead or periods before.
	<LI>Reversing journals.
	<LI>Automatic posting &ndash;
	no separate process to run to post general ledger transactions.
	<LI>Extensive narrative on
	journals created by sub-ledgers (AP/AR).
</UL>
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