Order Workflow and Estimate Tool

• Sophisticated search capabilities to identify specific jobs
• Departmental breakdown by tabs
• Additional Cost/Charge Section for each department
• In-system email functionality to updates and changes
• Reprint order button
• In-tab department notes log
• Client’s contact information
• Job status drop-down lists to control job progression
• Ability to price jobs on a per-department basis (estimates utility)
• Standard costs and additional cost per-department sections (estimates utility)
• Streamlined transition system for approved estimates (estimates utility)
• Recurrence of useful features from the order workflow (estimates utility)

Storefront Customization Utilities

• File manager to easily access, edit and re-upload job artwork
• Product manager to control pricing on all product combinations
• Simplified access to Storefront website content, CSS, image folders, meta tags, titles and navigation using Site Manager

Client Manager and Sales Administration Tools

• Fully editable client record system including notes and flags
• Flexible payment styles assignable on per-client basis
• Discount and house credit system assignable on per-client basis
• Discount system assignable on a per-product and per-client basis
• Display of client’s order history within profile
• Reseller certificate details available within profile
• Ability to link clients to sales persons
• Sales team admin and sales tracking module
• Sales team report system
• Sample request manager

Accounting Tools

• Fully featured invoice tool directly built from system order information
• Invoice printing
• Flexible invoice actions to deal with house credits and refunds.
• Date definable summary reports that are downloadable in XLS or CSV format
• Statement generator with batch pay features
• House credits manager