Version 5 Enhancement Listing

User Interface

• User interfaces updated for Microsoft Office 2007 "look and feel".
• Customizable menu layouts dependant on assigned user job role(s).
• Microsoft Vista compatible
• Management dashboards for quick access to key operational data.
• Context-sensitive help documents

Database

• Compatible with Microsoft Access, Microsoft SQL, Oracle and MySQL
• Password protection of databases

Accounting

• Accounting Export sales, inventory, accounts receivable (A/R) and accounts payable (A/P) to Quickbooks.

Customer Relation Management (CRM)

• Associate customer images
• Validation of customer information during entry to reduce duplicates
• Enhanced customer lookup by address, zip and phone number
• Target mailing provides increased number of criteria for better selection of customers
• Target mailing integrates with e-mail.
• Export mailing list to file (.xls, .csv, .txt)

User Security

• A comprehensive set of user security permissions for management and point-of-sale functions
• Optional limits on return and discount amounts applied at the point-of-sale

Product Management

• A new optional third (3rd) level for product organization (Department - Category - Subcategory)
• Assign default taxes, suggested pricing margin and commission for Department, Category and Subcategory.
• Multiple catalog (style) numbers allowed for different suppliers.
• Display product picture
• Associate unlimited taxes
• Report on inventory values for previous dates
• Simplified transfer slip process
• Wizards for RMA's and damaged items
• A new 'Markdown Wizard' feature allows products to be permanently marked down based on Department, Category, Subcateogry, Vendor, etc.
• The 'original' selling price is maintained for reference/reporting when markdowns are performed.
• Automatic prompt to reprint product barcodes when markdowns are performed.
• 3-decimal place retail pricing for products such as gas.
• Associate product images
• Alternative product cost calculation methods for more accurate reporting.
• Set pricing for sale events and markdowns based on selling price, MSRP and cost.
• Set pricing based on 'Buy x, get 1 at x% off' method

Purchasing

• 3D sizing grids for use with products such as apparel (inseam) and shoes (width)
• Rows for deleted colors may be toggled on/off
• Variable cost and selling price for colors/sizes in the grid (e.g. additional cost/price for XXXL apparel).
• Creation of purchase order templates
• Multi-store purchase orders
• Easily add multiple product rebuys based on user-defined filters and reorder levels.
• Detailed product information available from purchase order screen, such as current inventory levels.
• Add/identify a special order item within a purchase order.
• Hide rows/columns of colors/sizes not ordered when receiving
• Products may be added that were not on the original purchase order (with sufficient user permissions)
• A receiver/packing slip number may be entered for a shipment to allow for easier reconciliation with invoices
• Notification of special order receipt

Point-of-Sale (POS)

• Enhanced customer lookup by address, zip and phone number
• Validation of customer information during entry to reduce duplicates
• One Tallycard can be used for both gift card and merchandise credit
• Attach notes to individual sale items
• Discounting of sale items to 2 decimal places (9.25%)
• Display customer and product images
• Enhanced product lookup
• Products on sale are noted on sales receipt.
• Improved, dynamic product packages feature.
• User-defined payment methods.