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Sales Orders

• Enter a Quote and print for your customer
> New Sales Orders will use this pricing if within the date range
> Copy the Quote to a Sales Order for recurring orders
> Change the Quote to a Sales Order
Visions Distribution Software
Visions is a multi-branch inventory accounting
software, providing the right stocking levels for
each item at each location. Visions can help
you meet your customer expectations, turn
your inventory into cash and maximize your
company net profitability. It is a perfect fit for
Distribution Accounting Software.

Use Visions Anywhere, Anytime
Visions is a web-based solution so all you
need is an internet connection. Use Visions
on any PC, laptop or tablet. It can also be
installed on your local network.

All The Functionality, All The Time
Visions gives the same software version to all
our customers, so we never charge a software
upgrade fee. And Visions never grows old
because we have Live-Update. You always
have all the functionality, all the time.

• Category pricing "remembers" the last price for a product group
> Special Pricing - Filter date ranges, branch locations, customer types
• Popup to view previous customer sales history
> Available, On Order, In Transit, Minimum and Maximum
• Establish sales margins and control minimum profits
• Security controls: view cost, edit a cash sale, etc.
• Popup to view up to 11 branch item records
• Popup to view purchasing records
• Popup to view customer aged analysis, print and/or email
• Customizable sales order detail filters to total visibility
• Unlimited sales tax jurisdictions
• Emailed invoices auto-attach to customer CRM account
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Accounts Receivable

• Type codes match to special pricing for easy and fast pricing setup

• Monthly or daily billing

• Tight security on receivables

• Print, email and fax statements

• Customizable AR Codes

• Finance charge calculations

• Assign customers to branch, salesman, sales tax code, shipping method, etc.

• Customers can have unlimited type codes

• Define customers invoices to print, email/fax or both

• Customers records link to the CRM

• Customize messages for sales orders

• Easily customized aged analysis

• AR transaction popup history

• Unlimited landing pages with CRM and email links

• AR security for 1st, 2nd, 3rd and 4th aging periods

• Statements attach to customer CRM account

Visions Distribution Software
Visions is a multi-branch inventory accounting
software, providing the right stocking levels for
each item at each location. Visions can help
you meet your customer expectations, turn
your inventory into cash and maximize your
company net profitability. It is a perfect fit for
Distribution Accounting Software.

Use Visions Anywhere, Anytime
Visions is a web-based solution so all you
need is an internet connection. Use Visions
on any PC, laptop or tablet. It can also be
installed on your local network.

All The Functionality, All The Time
Visions gives the same software version to all
our customers, so we never charge a software
upgrade fee. And Visions never grows old
because we have Live-Update. You always
have all the functionality, all the time.

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Accounts Payable

• Multiple bank accounts

• Bank reconciliation

• Integrated with PO invoice matching

• Buying groups

• Vendor's invoice arrives with correct decimals

• Vendors integrated with CRM

• Check history attaches to vendor CRM account

Payables processing:

> Customize filter display for total visibility

> Add invoice(s) to PO invoice matching for landed cost

> Auto calculates discount and pay amount

> Customize multiple agings for fast processing

> Check writing and check history

> Consolidate invoices

> Age both transactions and line detail

> Assign each line detail to a different branch

Visions Distribution Software
Visions is a multi-branch inventory accounting
software, providing the right stocking levels for
each item at each location. Visions can help
you meet your customer expectations, turn
your inventory into cash and maximize your
company net profitability. It is a perfect fit for
Distribution Accounting Software.

Use Visions Anywhere, Anytime
Visions is a web-based solution so all you
need is an internet connection. Use Visions
on any PC, laptop or tablet. It can also be
installed on your local network.

All The Functionality, All The Time
Visions gives the same software version to all
our customers, so we never charge a software
upgrade fee. And Visions never grows old
because we have Live-Update. You always
have all the functionality, all the time.

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• Up to 11 branches on the same purchase order

Purchase Orders

• Item cost and list can be updated while purchasing

• Multiple purchase order types:

> Direct shipping to the branches

> Centralized receiving with branch transfers

> Return material to vendor

> Drop ship to customer

> Templates for regular stocking orders

Visions Distribution Software
Visions is a multi-branch inventory accounting
software, providing the right stocking levels for
each item at each location. Visions can help
you meet your customer expectations, turn
your inventory into cash and maximize your
company net profitability. It is a perfect fit for
Distribution Accounting Software.

Use Visions Anywhere, Anytime
Visions is a web-based solution so all you
need is an internet connection. Use Visions
on any PC, laptop or tablet. It can also be
installed on your local network.

All The Functionality, All The Time
Visions gives the same software version to all
our customers, so we never charge a software
upgrade fee. And Visions never grows old
because we have Live-Update. You always
have all the functionality, all the time.

• Receiving updates PO in Invoice Matching real-time

• Scroll through vendor specific items

• Easily switch from standard cost to last price paid

• Customizable detail filters for total visibility

• Buttons to view item history for each branch

• Change detail item descriptions

• Order and print on lot quantities

• Print, email / fax POs and attach to vendor CRM account

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Inventory

• Unlimited stocking and virtual branches

• Discount from list or markup over cost

• Bill of Materials: Price roll-up, purchased and non-inventory, hide detail on invoices, etc.

• Bar Codes: QR-Code, UPC, EAN, Code39, PostNet and many more

• Units of measure

• History ledger records all item transactions

• Serialized numbers: option to auto-increment when receiving

• Group price change for fast product updates

• Copy customer pricing for easy pricing setup

• Images and PDFs for sales, purchasing, shopping cart

• Attach items to specific branches

• Special pricing can apply override or net pricing

• Branch transfers

• Cycle counting

• Adjust item quantities

• Set starting year balances

Visions Distribution Software
Visions is a multi-branch inventory accounting
software, providing the right stocking levels for
each item at each location. Visions can help
you meet your customer expectations, turn
your inventory into cash and maximize your
company net profitability. It is a perfect fit for
Distribution Accounting Software.

Use Visions Anywhere, Anytime
Visions is a web-based solution so all you
need is an internet connection. Use Visions
on any PC, laptop or tablet. It can also be
installed on your local network.

All The Functionality, All The Time
Visions gives the same software version to all
our customers, so we never charge a software
upgrade fee. And Visions never grows old
because we have Live-Update. You always
have all the functionality, all the time.

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General Ledger

• Unlimited GL periods, up to 99 customizable date ranges each

• Create budgets for last year, current year and next year

• The register drills down to the original source entries

• Easily searches transaction history

• Journal entries

• Optionally extend account numbers up to 4 decimals

• Automatically records headquarters and branch transactions

• Reports:

> Create Income, Balance Sheet, Cash Flow, etc.

> Summary reports grouping account numbers

> Detailed reports with each account number

> Branch or consolidated totals

> Preset date ranges for MTD, QTD, YTD, etc.

> Dates customization for any starting and ending range

> Optional customized periods

> Create reports and track item type profitability

Visions Distribution Software
Visions is a multi-branch inventory accounting
software, providing the right stocking levels for
each item at each location. Visions can help
you meet your customer expectations, turn
your inventory into cash and maximize your
company net profitability. It is a perfect fit for
Distribution Accounting Software.

Use Visions Anywhere, Anytime
Visions is a web-based solution so all you
need is an internet connection. Use Visions
on any PC, laptop or tablet. It can also be
installed on your local network.

All The Functionality, All The Time
Visions gives the same software version to all
our customers, so we never charge a software
upgrade fee. And Visions never grows old
because we have Live-Update. You always
have all the functionality, all the time.

Slide background

System

• Each user's transactions are recorded

• Date formats can be defined, like M-D-Y, Y/m/d or d-m-y, etc.

• Automated database maintenance

• Multi-currency

• Use the Report Editor to create new and customize existing reports

• Customize reports and save for your login only

• Extensive system security - setup a new user security in seconds

• Live update

• Visions can be used for multi-company

• Import CSV files into database

• Multi-language capable

• Restrict users to specific branches

• Restrict users to specific branches

• Filter items by branch

• Reports can be customized and stored by user id

• Links to Help Center and Support Center

Visions Distribution Software
Visions is a multi-branch inventory accounting
software, providing the right stocking levels for
each item at each location. Visions can help
you meet your customer expectations, turn
your inventory into cash and maximize your
company net profitability. It is a perfect fit for
Distribution Accounting Software.

Use Visions Anywhere, Anytime
Visions is a web-based solution so all you
need is an internet connection. Use Visions
on any PC, laptop or tablet. It can also be
installed on your local network.

All The Functionality, All The Time
Visions gives the same software version to all
our customers, so we never charge a software
upgrade fee. And Visions never grows old
because we have Live-Update. You always
have all the functionality, all the time.

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Contact Relationships

• User customizable home page

• Calendar

• Webmail integration

• Mail scanner

• Backup Visions database to local or FTP server

• User login history

• Email templates for invoices, statements, purchase orders, etc.

• Live update

• Add an account and/or contact to-do and events

• CRM account, contact, prospect records

> Fields match to both customers and vendors

> Stores CRM and Accounting email

• Add unlimited contacts for each account

> Stores PDF invoices, statements and purchase orders

• Import leads from website (additional charge)

• Customizable contacts and lead pages

Visions Distribution Software
Visions is a multi-branch inventory accounting
software, providing the right stocking levels for
each item at each location. Visions can help
you meet your customer expectations, turn
your inventory into cash and maximize your
company net profitability. It is a perfect fit for
Distribution Accounting Software.

Use Visions Anywhere, Anytime
Visions is a web-based solution so all you
need is an internet connection. Use Visions
on any PC, laptop or tablet. It can also be
installed on your local network.

All The Functionality, All The Time
Visions gives the same software version to all
our customers, so we never charge a software
upgrade fee. And Visions never grows old
because we have Live-Update. You always
have all the functionality, all the time.

Slide background

Shopping Cart

• Create APIs to link Visions to any existing shopping cart

• Create a custom shopping cart for your business

> Accounting and CRM integration

> Customer receive their unique pricing

> Customers view available stock status

• Analytics and Reporting

• Downloadable products (virtual goods)

• Custom Shopping Cart

> Product catalog

> Pay by company charge or credit card

> Control terms and credit limits

> Multi-language and multi-currency

> Real-time - no syncing or importing

> Shoppers manage their own accounts

> Shopper managed shipping addresses

> EU mode-based tax calculations

Visions Distribution Software
Visions is a multi-branch inventory accounting
software, providing the right stocking levels for
each item at each location. Visions can help
you meet your customer expectations, turn
your inventory into cash and maximize your
company net profitability. It is a perfect fit for
Distribution Accounting Software.

Use Visions Anywhere, Anytime
Visions is a web-based solution so all you
need is an internet connection. Use Visions
on any PC, laptop or tablet. It can also be
installed on your local network.

All The Functionality, All The Time
Visions gives the same software version to all
our customers, so we never charge a software
upgrade fee. And Visions never grows old
because we have Live-Update. You always
have all the functionality, all the time.

Schedule your demo today!

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