Order Entry

Negotiated, tiered customer pricing by category or item

Quantity discounts can be applied to multiple items

Pick from unlimited inventory locations

Quantity updates stock status as demand

Automatic back ordering

Quotations with copy or convert to orders

Invoices and quotations can be in customer currency

Instant invoicing and packing slips

Balance forward and open item statements

Batch invoices with emailing and/or printing

Invoices are archived in customer account in CRM

Batch invoices are archived for review or printing

Customizable invoices, packing slips and quotations for each branch

Extensive Sales analysis by branch, salesman, min/max margins, etc.

Tiered category pricing can be modified as orders are entered

Flexible taxation options for USA, Canada, South Africa, UK, Australia, New Zealand and most other countries

Password security to create/edit cash sales, charge sales, returns, view cost and delete an order

Item exchange

View up to 11 branches of stock availability, on-order, in-transit and 18 months sales history

View customer aged analysis from sales orders

GL integration
Accounts Receivables

Balance forward and open item statements

Control past due accounts in Sales Orders by credit limit, 1st, 2nd, 3rd and 4th period aging

Balance forward and open item statements

View customer aged analysis while in the customer account

Generate finance charges, optionally place as Sales Orders

View customer aged analysis while in the customer account

Customers link directly and opens the CRM Customer

All transactions drills down to complete history

Batch statements with emailing and/or printing

Statements are archived in customer account in CRM

Batch statements are archived for review or printing

CRM and customers update each other when changes are made

Individual currency exchange rate for each customer
Inventory

Standard costing
(Weighted Average, LIFO and FIFO offline)

Category Codes controls security to enter items below minimum margin

Discount Codes control percentage over cost or discount from list

Category negotiated pricing by customer

Item negotiated pricing by customer, customer type, branch or date range

Quantity price breaks

Item exchange maintenance

Group price changes

Lot control
(offline)

Serialized control
(offline)

Item types are purchased and Service/Labor
(Kit, Assembly Manufactured offline)

Assign cost and list multipliers for over cost or discount from list

Rush, Minimum, Maximum
days supply quantities are calculated for each item in each branch

Assign Taxable or Tax-exempt

Attach PDFs and images to each item for online shopping

Tracks the item history for all sales, purchases, transfers, adjustments, etc.

Stock taking allows business to continue while recording system stock quantities at the time of counting

Unlimited branch locations
Purchasing

A single Purchase Order can order the same item for up to 11 branches at the same time

A Purchase Order can have central receiving and branch transfers

Direct ship up to to 11 branches on one Purchase Order

Returns to vendors (debits)

Maintains vendor purchase history with lot quantities, cost, list, etc.

Direct ship from vendor to customer

Appropriate forms are printed automatically

Item Adjustments

Cycle counting

Branch transfers

Set quantities for beginning of year balances

Auto-receive at each branch location, then adjust items as necessary

View available, on-order and in-transit quantities at each branch

Optionally view 18 months of sales history at each branch

View item transaction history for each branch

Work from vendor list, multiplier for your cost to your multiplier and list price

Update item master file with current cost, multipliers and list prices while in purchasing

Print POs, Receiving copies and Distribution copies while in a Purchase Order

Order lot quantities and stock individual items

Each receipt creates an Invoice Matching transaction

Match invoices and cost your material

Make item, quantity and costing adjustments while in Invoice Matching

Process the Invoice Matching transaction and move the transaction to Accounts Payables

Purchase Orders can be in vendor currency

The same item can be purchased from many suppliers

Invoices can be entered as a cost of a shipment for apportionment between the items

POs can be entered for non-stocking items
Accounts Payable

Maintain multiple bank accounts

Check register with drill-down to source documents and general ledger

Bank reconciliation

Aged payables for each bank account while in check processing

Memorized transactions

Vendors link directly and opens the CRM Vendors

Checks are archived in vendor account in CRM

Vendor invoices can be entered against multiple GL codes

CRM and vendors update each other when changes are made

Batch checks are archived for review or printing

Check printing

Vendor invoices can be entered against multiple GL codes

Bank accounts can be in any currency
Vendors are assigned their own currency
General Ledger

Reporting against budget

Automatically maintains periods, reports over any range of periods: No “roll overs”

Analysis on any account over any period

Posting journals into any number of periods ahead or periods behind

Automatic posting: No separate process to post general ledger transactions

Accounts can be grouped using relational methods

Account groups can be nested so hierarchical structures can be accommodated: Detailed profit and loss, balance sheet and trial balance all use account group structures to display reports

Balance Sheet and Profit and Loss Statements

GL Register has drill-down to source document

GL Register has drill-down to display all related GL posted transactions for each transaction and each amount

Balance Sheet, Profit and Loss and Trial Balance can be run for each branch or company consolidation
System

Set default branch code

Automated database maintenance

Home currency definition

System menu security and specific program security options

Single security value attaches to employee to determine functionality throughout Visions accounting software

Configured for multiple languages

Customizable landing pages

Scrolling capability within maintenance accounts

Report Editor:

WYSIWYG editor creates HTML documents

Create new, customizable templates for forms and reports

Construct complex formula calculations, subtotals, rounding, decimals, etc.

Insert images, hyperlinks, embedded media and email links within templates

Easily copy templates to a new template to save creation time

Report templates auto-add in the Reports menu

All Forms and Reports export to PDF and Printer; Reports export to CSV

All Report settings can be stored to a user’s “My Reports” menu

A User’s ID audit trail is maintained for all transactions in Visions

Users can customize their own default rows to display on their landing pages, language and theme colors

User’s can log into Visions CRM

Open the Visions Help Center by selecting the Visions’ logo from the main menu