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Small Business Management Software

Everest 5.0 — The Only Business Management Software You Need to Run a Successful Organization

Whether your business is retail, wholesale, distribution, mail order, or e-commerce, Everest is the only management solution you need to run, improve, and grow your business.
 
  Deployment Options
  Technology
 
 
Detailed Features


General ledger
Accounts receivable
Accounts payable
Financial statements
Check printing
Bank reconciliation
Multi-tier sales taxes
Job costing
Budgets
Multi-segment Chart of accounts
Cost and profit centers
Allocations
Journal templates
memorized transactions
Charge backs and NSFs
Transaction reversals
Scheduled reports
Payment register
Customer & vendor statements
Merge duplicate customer accounts
Multi currency
Multiple open years
provisional posting
Three way matching of purchase orders, receipts, and vendor invoices
recurring documents
Commissions based on paid invoices
Audit trails with multi level drill downs
Check runs with pre-check register
Integrated credit card processing
Advances in sales orders
Terms discounts
Credit card purchases and reconciliation
Landed cost
   
   
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
Sales commissions
Pole display and cash drawer support
Fax cover & letters for proposals
Lease/rental pricing on quotes
Credit card fraud prevention with AVS and CV support
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 user defined item list
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.)
Advanced Style Maintenance (split/merge/update)
Print style details for purchase, sales and picking
Audit trail for inventory adjustments
Stock transfer
  Stock leveling across multiple locations
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
Integrated e-mail
Instant graphical analysis
Promotion tracking
Source code tracking
Opportunity tracking
Coupon items with negative price
Track demographic/buying patters
Track return on investment on media spend
   
   
Force profit margins for documents
Custom reports (Crystal Reports® required)
Comprehensive security per user/group
Enterprise wide audit trails and 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
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 and actual costs
Trace serial numbers to invoices
Track defect rates with purchase to return ratios
   
Shipping & Receiving
Print packing slips
Record package tracking numbers
Drop ship
Blind ship documents
Automated freight estimation
  Barcode scanning for shipment verification
StarShip™* and UPS WorldShip integration for shipping manifest, address lookups and tracking number writeback
Wave and basic pick options
Warehouse routing based on stock bin position
Putaway bing recommendations and repoting
Contact manager
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
Track in-coming and out-going calls
Date/time stamped communication notes
Link tasks and activities
MS Outlook integration options
Create tasks in a single click
E-mail sent or received using Outlook shows up in Everest
Links all e-mails associated with customer accounts
Integrates with outlook to display customer account information in your inbox
   
General
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
Customizable reports (requires Crystal Reports®*)
Several output formats (HTML/XLS, etc.)
Full range of built-in reports
   
E-Mail Communication
Everest E-Mail
Send and receive e-mail using Everest
All e-mail is linked to customer, vendor and employee accounts
   
   
  Light manufacturing
Bill of materials
Assembly
Work orders
Production notes
   
   
 
Integrated Options
Running webstore operations
Real-time integration with back-end accounting and business operations
Multiple user definable content areas
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
Unlimited additional content pages
IC verify payment processor supported
PayPal express checkout supported
PayPal's payFlow pro payment processor supported
Google checkout
PPI Paymover payment processor supported
Worldpay payment processor supported
Address Verification System (full)
CVV2/security code/fraud protection
Real-time account management
Website administration
Site statistics
Customer online statement reports
Configurable title tags and meta data
Storefront management
Unlimited websites
Configurable style sheets
   
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)
Shop administrator
Support unlimited products
Multiple level pricing
Customer specific pricing
Guest Checkout
Customer Surveys
Email a friend
   
Most to least popular sold items/categories
Sales/ Revenue per website
Total web orders taken per defined period
Affiliate tracking/source code
   
Selling products online
Single click web publishing
Price rounding for markup
Kit configuration and upgrade/downgrade items
Displaying of stock items by quantity or availability
Option to automatically remove out of stock items
Products linked to the manufacturer
Attaching of images, audio and video and other multimedia files
Unlimited product images
Visual HTML editor
Shop by Brand
Listing of prices as "call" for specific items
Item matrix (color, size, pattern etc.)
Multi-currency
Attribute Filtering
Accessories
Related items
Downloadable items
Brand/manufacturer/ Category
Header and Footers
Multi-column layout
Image Zoom
Configurable product description per website
   
Real-time order creation in the back-end
Real-time order status and shipment tracking
Guest Checkout
Automated order notification via e-mail
Adding of special notes per order by shopper
Setting of minimum value for web orders
Capturing of credit card information
Calculates shipping charges
Shipment tracking number lookup
SSL Security
Customer management
Checkout Cross Sell
Integration with payment processors
   
Automates regular & supplemental payroll
Auto-fill payroll forms
Handles third party payments and fringe benefits
   
Track inventory in real-time
Capture customer information for improved customer service
Retain information on past transactions
Information is immediately available in Everest financial reports
Reports made specifically for the retail environment to manage your business
Integrated credit card processing
Flexible product pricing configuration
Touch screen
Gift Receipts
Gift Cards
   
  * Requires third party/payment gateway/authorization software/service
  # Available for USA only
 

Everest - Fully integrated for maximum efficiency:
Everest is a fully integrated solution that covers all aspects of your business, including, accounting, inventory control, sales, order entry, marketing, purchasing, e-commerce, point of sale, shipping and receiving, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to purchase and integrate separate third party software applications. With Everest, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!

 

 
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