General ledger

Accounts receivable

Accounts payable

Financial statements

Check printing

Bank reconciliation

Multi-tier sales taxes

Job costing

Budgets

Chart of accounts

Automatic credit hold based on overdue invoices and exceeded credit limits

Calculate finance charges for outstanding balances

Multi-tier departments

Customer/vendor statements

Multi-currency

Multiple open years

Provisional posting

Recurring documents for services

View all entries for a transaction in a single window

Journals list unpaid documents for selected accounts

Short/over amounts for transactions are displayed

Job explorer for quickly viewing profitability of a specific job

Prompt or automatically apply job codes to documents

Security for using expired job codes

Security for using job codes belonging to a different customer

Quotations

Sales order/back order

Instant profit analysis (item/document level)

Promotional/volume/ customer-level pricing

Specific customer pricing (per item/category)

Store/validate credit card information

Multiple shipping/contact addresses

Credit card processing option (requires ICVERIFY^®*)

Commission calculation

Sales commissions

Pole display and cash drawer support

Fax cover & letters for proposals

Lease/rental pricing on quotes

Security code (CVV2) processing for fraud prevention

Improved batch payment processing

Accept payments on back ordered documents

Apply overpayments as miscellaneous deposits or give change due

Apply multiple payments at once from inside documents

Prompt with related items when out of stock items are selected

Prompt with add-on items for up selling

User defined freight rates

Modify quantities in unposted sales invoices and credit memos

Stock status beside line items to indicate product availability

Special pricing based on document total

Special pricing for an item tracking selection

Special pricing for freight rates

Simplified pricing for related items

Advanced kit pricing

Negative pricing allowed in documents

Special pricing for customers of a specific pricing level

Special pricing for customers of a specific state

Promotion based pricing

Sales Force Automation

Opportunity management

Track lead source/stage/ priority/grade

Sales projections

Sales pipeline

Sales funnel

Re-assign sales representatives

Serial number tracking

Graph inventory levels

Barcode printing

Item label designer

Price protection

Item images

Item kits

Multi-level categories

Item grouping/profiling

Item code aliases

Multiple stock areas (serialized items only)

Item upgrades/downgrades

Batch-fill sequential mfg. serial numbers

Manage non-serialized items

Lot tracking

Item matrix (color, size, pattern, etc.)

Audit trail for inventory adjustments

Stock transfer

Categorize stock areas as standard, in process, scrap or repair

Service orders

Hourly billing rates

Appointments and availability calendar

Generate efficiency reports

Start/stop/pause timer in document notes

Advanced customer tracking/customer profiling

Bulk export to MAPI e-mail clients

Instant graphical analysis

Promotion tracking

Custom fields for customer profiling

Track demographic/buying patterns

Track return on investment on media spend

Force profit margins for documents

Custom reports (Crystal Reports® required)

Comprehensive security per user/group

Enterprise wide event log

Define document policy per customer/document

View purchase history

Cost camouflage (for commissions, etc.)

Vendor payment history

Purchase orders/back orders

Batch generate POs

Purchase order

Maintain item quantity on reserved, committed, ordered and customer/vendor RMAs

Freight cost distribution (per line item, based on quantity, weight, volume and value)

Generate/assign serial numbers on purchase orders

Purchase multiple items with matrix view

Generate purchase orders from inside a sales document

Link purchase orders to sales orders for drop ship items

Issue return authorization numbers

Generate outstanding RMA reports

Restocking fees

Manage customer/vendor return authorizations

Negative quantities on documents

Set return acceptance rules for online sales with warranty periods

Generate credit orders from a sales invoice

Generate debit orders from a purchase receipt

Service items

Serial number tracking

Trace serial numbers to purchases

Trace serial numbers to invoices

Track defect rates with purchase to return ratios

Print packing slips

Record package tracking numbers

Drop ship

Blind ship documents

Automated freight estimation

StarShip™* shipping manifest support#

Pick lists

Link multiple tasks

Personal/company-wide calendar

Tasks/appointments/reminders

Intra company mail

Customer/vendor history calendar

Document history calendar

Auto preview and preview pane options in task browsers

Create tasks in a single click

Multi-user options

Extensive sample company data

Comprehensive online help

Time clock management

Data import/export

Individual browser properties saved

Custom fields

Attach files to most master records

Keyword search

Telephone/postal code formats

Support for freight amount write backs

Support for shipment tracking number write backs

Customizable reports (requires Crystal Reports^®*)

Several output formats (HTML/XLS, etc.)

Full range of built-in reports

Send and receive e-mail using Everest

All e-mail is linked to customer, vendor and employee accounts

Real-time integration with back-end accounting and business operations

Powerful e-commerce without programming knowledge

Multiple high-end templates

ASP source code provided for customization

Powerful search engine

Banner advertisement rotation based on items or categories

Shopping cart save for a later visit

Real-time order/quote creation in the back-end from cart check-out

Customer specific pricing

Multi-currency transactions

Creation of A-Z listing

Number of payment processors supported

Address Verification System (full)

CVV2/security code/fraud protection

Real-time account management

Website administration

Site statistics

Customer online statement reports

User documentation

Storefront management

Search engine solution (add-on to be purchased separately)

Dynamic pricing based on shopper's account

Real-time customer account history

Enabling of product restrictions on certain shopper accounts

Storing of multiple shipping addresses

Secured login for each shopper

Customer profiling during check-out

Shopping privileges for exclusive members

Multiple payment terms and methods

User account code or e-mail id as sign-in

Single account multiple contact support mechanism

Question/answer for forgotten password authentication

Secured account management (SSL)

Credit card security (AVS & CVV2)

RMAs

Shop administrator

Support unlimited products

Multiple level pricing

Affiliate tracking management

Promotion code/coupon

Downloadable items

Wish list/gift registry

Shop by brand

Most to least popular sold items/categories

Average time spent window-shopping

Number of unique shop visitors per defined period

Total web orders taken per defined period

Affiliate tracking/source code

Full product selection

Price rounding for markup

Kit configuration and upgrade/downgrade items

Displaying of stock items by quantity or availability

Products linked to the manufacturer

Attaching of images, audio and video

Multiple image sizes such as thumbnail and actual sizes

Storing of item descriptions in HTML

Extensive image library to speed up set up process

Listing of price as 'call' for specific items

Item matrix (color, size,