| Inventory Control |
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Serial number tracking |
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Graph inventory levels |
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Barcode printing |
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Item label designer |
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Price protection |
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Item images |
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Item kits |
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Multi-level categories |
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Item grouping/profiling |
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Item code aliases |
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Multiple stock areas (serialized
items only) |
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Item upgrades/downgrades |
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Batch-fill sequential
mfg. serial numbers |
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Manage non-serialized
items |
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Lot tracking |
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Item matrix (color, size,
pattern, etc.) |
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Advanced Style Maintenance (split/merge/update) |
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Print style details for purchase, sales and picking |
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Audit trail for inventory
adjustments |
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Stock transfer |
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Stock leveling across multiple locations |
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Categorize stock areas
as standard, in process, scrap or repair |
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| CRM / Contact
manager |
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Seamless integration with sales process |
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360 degree view of customer data |
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Integrated business activity monitoring |
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True ROI on your marketing campaign efforts |
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Personal/company-wide
calendar |
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Tasks/appointments/ reminders |
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Intra company mail |
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Customer/vendor history
calendar |
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Document history calendar |
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Auto preview and preview
pane options in task browsers |
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Track in-coming and out-going calls |
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Date/time stamped communication notes |
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Link tasks and activities |
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MS Outlook integration options |
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Create tasks in a single click |
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E-mail sent or received using Outlook shows up in Everest |
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Links all e-mails associated with customer accounts |
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Integrates with outlook to display customer account information in your inbox |
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| Purchasing |
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View purchase history |
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Cost camouflage (for commissions,
etc.) |
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Vendor payment history |
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Purchase orders/back orders |
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Batch generate
POs |
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Maintain item quantity
on reserved, committed, ordered and
customer/vendor RMAs |
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Freight cost distribution
(per line item, based on quantity, weight,
volume and value) |
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Generate/assign serial
numbers on purchase orders |
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Purchase multiple items
with matrix view |
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Generate purchase orders
from inside a sales document |
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Link purchase orders to
sales orders for drop ship items |
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| Return Authorization (RMAs) |
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Issue return authorization
numbers |
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Generate outstanding RMA
reports |
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Restocking fees |
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Manage customer/vendor
return authorizations |
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Negative quantities on
documents |
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Set return acceptance
rules for online sales with warranty
periods |
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Generate credit orders
from a sales invoice |
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Generate debit orders
from a purchase receipt |
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Service items |
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Serial number tracking |
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Trace serial numbers to
purchases and actual costs |
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Trace serial numbers to
invoices |
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Track defect rates with
purchase to return ratios |
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| Shipping & Receiving |
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Print packing slips |
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Record package tracking
numbers |
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Drop ship |
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Blind ship documents |
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Automated freight estimation |
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Barcode scanning for shipment verification |
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StarShip™* and UPS WorldShip integration for shipping manifest, address lookups and tracking number writeback |
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Wave and basic pick options |
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Warehouse routing based on stock bin position |
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Putaway bins recommendations and reporting |
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| Marketing |
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Advanced customer tracking/customer
profiling |
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Integrated e-mail |
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Instant graphical analysis |
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Promotion tracking |
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Source code tracking |
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Opportunity tracking |
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Coupon items with negative price |
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Track demographic/buying patters |
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Track return on investment on media spend |
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| Management |
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Force profit margins for
documents |
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Custom reports (Crystal
Reports® required) |
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Comprehensive security
per user/group |
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Enterprise wide audit trails and event
log |
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Define document policy
per customer/document |
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