| Order Processing |
| Quickly email documents in PDF format |
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Send quotes to customers in just two clicks. Everest
® will open an email in Outlook or Outlook
Express with your document already attached as a PDF. |
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The To and CC field of your email will default based on the billing and contact address of the
document you are sending. |
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| Document views to allow single click access to document details |
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Access document details faster by using the new tabs at the bottom of the document profile. |
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| Stock status indicator from inventory tracking system |
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Line items have an indicator to let you quickly identify if an item is in stock. RED means out of
stock. YELLOW means In Stock, but not available. GREEN means In Stock and Available. |
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| Ability to add freight charges that are calculated by external programs |
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Freight programs such as StarShip can write back actual freight amounts. When a sales
document is opened, a line item for freight charges can be automatically added, or the user can
first be prompted based on a preference. |
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| Integrated Pricing |
| Simplified pricing for related items |
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Defining a complex Price Differential is no longer required. Related items can now use the same
pricing scheme as a regular item.
Eliminates the need for running the "Update Pricing Differential" integrity. |
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| Using CRM Software |
| Ability to print calendar details, tasks and appointments |
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Calendar details, tasks and appointments can now be printed. Calendar printouts are available
in a variety of formats to meet different needs. |
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| Task browsers have 'auto preview' and 'preview pane' options |
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You can quickly scan through the details of multiple tasks, without having to open the task profile. |
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| More task details can be defined so you manage your 'to do' list more effectively |
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You can now specify 'status', 'priority' and 'percent complete' to manage your task more effectively. |
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| Create new tasks faster |
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Tasks can be created directly from the task browser just by entering the description. Account or
document details will automatically be filled-in for you. |
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| Email Features |
| New interface for sending email between Everest users |
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Use the new Everest Email interface for sending email to users inside Everest. This replaces
the old utility>email functionality.
Everest Email is required to send a message to an Internet email account. |
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| Payment Processing |
| Improved batch payment processing allows you to process or approve payments in groups instead of individually |
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Any payment processed through a document can be marked for "batch payment processing" |
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Instead of the accounting entries being made immediately, the payment can be first reviewed and
then processed. |
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Batch payment processing is located under the accounting menu and is available for both sales
and purchasing documents (replaces old "batch credit card processing" option under the utility
menu) |
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Can be used to save sales staff time by sending credit card transactions to be approved in
batches, instead of waiting for them to be approved individually on each document. |
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