iBusiness™ Xpress Specifications

Sales Order Processing: This function processes your sales transactions and stores your customer account records. Within the sales ledger you can:

Create an unlimited number of customer records
Multiple shipping locations for customers and vendors
Graphically analyze and present customer data
Different payment terms for every customer
Complete integrated drill down across all modules
Drill down to orders placed in the Sales Order Processing module, if installed
ON line aging and collection capability.
Unlimited price lists and price lists may be associated with as many customers as you choose. Price lists can be in any currency
Maintain an unlimited amount of customer history
Easily manage customer terms, including credit hold and problem customer classification
Build as many custom list of items as you choose. Make lists of your most popular items or any other criteria to rapidly increase the speed of order entry.
Maintain competitor's part numbers and use cross references at order entry
Unlimited notes capabilities for all documents
View the order on screen as it will appear on the invoice, and move items around to suit.
Record payments with orders, eg deposits.
Choose different pricing options, e.g. VAT exclusive or inclusive.
Manage repeat orders for the same customers.
Complete returned material authorization process.
Process orders in an unlimited number of currencies.
Print Order acknowledgements and send via fax or e-mail.
Create the picking lists and delivery notes.
Prioritize customers and orders when fulfilling outstanding orders.
Add sales and marketing messages to orders.
Consolidate several orders on to a single invoice.
Record and report on cancelled order lines.
Quickly locate sales orders and view all details of it, including status of invoices, allocations and dispatches

Pricing Management This brings all elements of pricing into a single, easily manageable area. Within the Pricing Management can:

Create unlimited price lists for your products.
Create discount schemes based on unlimited quantity breaks
Create discount schemes based on order values.
Create an unlimited number of quantity price points.
Attach customers or groups of customers to each pricing scheme.
Validate all prices to ensure minimum margins are met.
Create special promotions with pop ups at order entry to remind order entry personnel of promostions.
View and print a price list for each customer.

Purchasing Management This function processes purchase transactions and stores supplier details. Within purchasing management you can:

Set up unlimited vendors
Process transactions in any currency.
Drill down to any purchase order.
Maintain multiple sites for any vendor.
Vary payment and shipment terms for each supplier location .
Quickly see all details about any purchase order, including receipt dates, invoice dates and payment dates
Create payment batches by due date, edit the lists to exclude or include a particular payment, and once the list is complete process payment automatically.
Define unlimited qualified vendors for each item.
Use the materials summary to quick determine what items need replenishment.
Allow the system to order required items automatically from default suppliers at last price paid.
Match purchase invoice to receipts and goods received reports. (3 way matching)
Manage goods returned to suppliers for credit or replacement.
Match a single supplier invoice to multiple orders.

General Ledger: This module gathers data from all the other modules and provides management reporting functions, such as the Trial Balance, Profit and Loss, and Balance Sheet reports. Within the General ledger, you can:

Maintain an unlimited number of ledger accounts and format the accounts in as many segments as you like.
Maintain an unlimited number of account periods and years.
Create multi-year budgets and create future budgets based on last year budget or actual.
Use the nominal account number, cost centre and departmental analysis facilities.
Attach a files to any record and open them within the application.
Prepare your VAT return on screen, drilling down to individual transactions if required.
Post items to individual nominal accounts and then create as many account groups as you like for reporting.
Create as many views of your balance sheet and profit and loss reports as you like and save those views to view on screen or print.

Cash Management: This option provides control of all bank-related activities (cash, checks, credit cards, standing orders and direct debits). Within the cash book function, you can:

Set up an unlimited number of bank accounts.
Process cash in any currency. Convert it to the home currency or maintain the the balance in the bank in tbe original currecy.
Attach files against bank accounts (for example, word processing documents, images and spreadsheets).
Use the drill-down facility to analyze cash components.
Create automatic direct debits and standing orders.
Easily reconcile your bank accounts.

Inventory Mangement: This function provides full inventory control. Within the Inventory Management module, you can:

Set up a comprehensive record for each item.
Group stock items with similar descriptions.
Flag items as inactive so they are not available during sales order entry.
Manage stock levels in multiple locations completely independently (for example multiple warehouses, with a number of bins within each)
Manage stock levels using specified minimum and maximum stock level and reorder quantity controls, by location.
Prevent sales from a stock location for example damaged inventory that has been quarantined.
Set a default supplier for each stock item, with unlimited alternative suppliers.
Set up custom search categories appropriate for each stock item type (eg color, size, material, style).
Record complete purchase price history for each stock item.
Attach files to stock records (for example, word processing documents, images and spreadsheets).
Buy and sell stock in different units, such as metres, centimetres, cases and pallets
Run cycle counts on a cyclical basis, selecting which items to count by value and specifying the number of days between counts for each stock item.
Transfer stock items from one location to another and control issue to internal areas .
Define items as non inventory items
Maintain bills of material with unlimited levels.
Define bills of material as released, pending or engineering.
Maintain multiple revisions of the same product.