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Have you ever considered the difference between the PRICE of software
vs. the overall cost to your business to pay your personnel to
use it?
APPLES TO APPLES...inexpensive, off-the-shelf software may have have
a lower initial PRICE...However, as this comparison illustrates--OneSource
has a significantly lower COST (which can save your company many
thousands of dollars over the long run) due to the many employee/process
AUTOMATION features included in OneSource.
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OneSource Version
3.0
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QuickBooks Premier
2003
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Peachtree Complete
Accounting 2003
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| Automated
Customer Relationship Management (CRM) |
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Place to enter Customer information |
x
|
x
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x
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Ability
to schedule (non-linked) events & to-do's |
x
|
x
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x
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Ability
to enter an unlimited number of Individual Contacts for each organization,
including individual phone numbers, e-mail address, activities, correspondence,
notes, etc. |
x
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Integrated
Activity and Correspondence creation & tracking. |
x
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One-Click
messaging (to printer, PC, e-mail or alpha numeric pager) |
x
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One-Click
Form Letters / Mail Merging |
x
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One-Click
e-mail's |
x
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One-Click
Fax Covers |
x
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Automated
faxing of one or more sales letters, memo's, etc. |
*
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View
or print a summary of all scheduled activities/correspondence or one screen
or report--sorted and grouped to your exact specifications. |
x
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One-Click
MapQuest integration (requires Internet access) |
x
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Salesperson
mailing & automation tools. |
x
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Automatic
exporting of each activity scheduled into Outlook |
x
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One
screen to view all customer details, including: customer information, all
contacts, activities/correspondence, jobs/projects, quotes, sales orders,
invoices, notes, etc. |
x
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Multiple
Activity Tracking & CRM reports |
x
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| Automated
Sales Tools |
OneSource
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QuickBooks
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Peachtree
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Quotes/Estimates |
x
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x
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x
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Sales
Orders |
x
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x
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x
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Invoices |
x
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x
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x
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Back
Order tracking |
Automated
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Manual
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Manual
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Progress
Invoicing |
x
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x
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x
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Automated
e-mailing of Invoices |
x
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x
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Automated
faxing of one or more Invoices |
*
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Standard
Pricing: One-Price Fits All by Markup or Discount |
x
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x
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Automated Pricing - Per Item & Per
Customer: By Multiplier |
x
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Automated Pricing - Per Item & Per
Customer: Depending on Qty Sold |
x
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Automated Pricing - Per Item & Per
Customer: By Cost Markup |
x
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Automated Pricing - Per Item & Per
Customer: By Code (A,B,C�) |
x
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Automated Group Pricing: Ability to define--PER
CUSTOMER--groups of prices for one item or a group of items, based on virtually
any combination of Multipliers, Qty Sold, Cost Markup, Discount, Code, Exact
Price, etc. |
x
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Automated
display of Costs, (based on Average, FIFO, LIFO), for each item sold. |
x
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Automated
Purchasing: One-Click Purchase Orders for all Special Order items. |
x
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Special
Orders: No need to add new item to create individually priced & costed
special order items. |
x
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Automated
Information Display: View inventory details on same screen, for each item,
including: Picture of item, Qty in Stock, Qty on Back Order, Qty on Order,
Next Delivery Date, etc.� |
x
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Automated
Information Display: View inventory details on same screen, for each item,
including: Picture of item, Qty in Stock, Qty on Back Order, Qty on Order,
Next Delivery Date, etc.� |
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Automated
Information Display: View company gross profit margin per item or for entire
sale, view sales person commission, etc. |
x
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Automated
Information Display: View summary of customer credit standing, including
total credit limit, available credit, total $ past due, # invoices past
due, # of days of oldest invoice, etc. |
x
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Automated
credit status checking |
x
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Ability
to prevent sale/shipment of items if on Administrative credit hold |
x
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Dynamic
linking (from Quote, Sales Order, Invoice) to Customer, Job, Inventory Item,
Credit History, PO's for each line item, etc.�) |
x
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Post
cash, check, Visa payments on same Invoice screen |
x
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Schedule
follow-up activities, manually or automatically from Quote, Sales Order
or Invoice screen. |
x
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Auto
merge billable time into an Invoice |
x
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x
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x
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Quick
location of item number with bar-code scanner |
x
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Multiple
Sales related reports. |
x
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x
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x
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| Automated Purchasing
Tools |
OneSource
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QuickBooks
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Peachtree
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Purchase
Orders |
x
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x
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x
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Unlimited
Alternate suppliers with separate item numbers, costs, lead times, etc. |
x
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One-Click Purchase Order Creation based
on one or more Special Order items on one or more Sales Orders. |
x
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One-Click Purchase
Order Creation for restocking inventory based on Past Sales or Min/Max Levels
(including auto calculation & display of all inventory levels, all items
on open PO's, all items on back order, supplier case quantity requirements,
supplier discounts for minimum |
x
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EDI capabilities to send electronic orders
to trading partners |
*
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Automated
Purchase Order back-ordering |
x
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Automated
faxing of one or more PO's |
*
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Dynamic
linking of Sales Orders items to Purchase Order items. |
x
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Auto
Bill Creation from Purchase Orders |
x
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x
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x
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Auto
re-costing of pre-sold items |
x
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Multiple
Purchasing reports |
x
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x
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x
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| Automated Inventory Tracking |
OneSource
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QuickBooks
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Peachtree
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Inventory
Tracking |
x
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x
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x
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Average,
FIFO or LIFO costing methods |
x
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x
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Track/sell inventory "special order" items. |
x
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Track/sell inventory items from multiple
locations/warehouses |
x
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Track/sell inventory "serialized" inventory
items. |
x
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Track/sell inventory items with multiple
styles or colors. |
x
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x
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Track/sell assemblies/finished goods (assemble
several items into a new item) |
x
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x
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x
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Automatically create one or more finished
goods "on the fly" at the time of sale. |
x
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Dynamically add/edit/delete items within
an assembly/finished good |
x
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Auto
receive and track each receipt of inventory items as a separate entry |
x
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Automated
inventory counting process with ability to store same item in several locations. |
x
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Automate inventory counting/updating process
by auto calculating and creating adjusting entries, simply by entering each
"count" (so the system can do the rest) |
x
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Matrix
pricing of inventory items, based on Code, Quantity sold, etc.� |
x
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Bar-coding
capabilities |
x
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Multiple
Inventory Tracking reports |
x
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x
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x
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| Automated Accounting
Functions |
OneSource
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QuickBooks
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Peachtree
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Accounts
Receivable |
x
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x
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x
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Accounts
Payable |
x
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x
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x
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Customer
Statements |
More flexible
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x
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x
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Assessing
and creating finance charge invoices |
More flexible
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x
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x
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Computerized Checking Account / Check Creation |
x
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x
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x
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Check
Reconciliation |
x
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x
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x
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Recurring
Payments |
x
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x
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x
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On-line
banking |
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x
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x
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On-line
bill paying |
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x
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x
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General
Ledger |
x
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x
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x
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Chart
of Accounts, Budgets, General Journal |
x
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x
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x
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Financial
Reports |
x
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x
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x
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Fixed
Asset Tracking |
x
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x
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Automated
year-end 1099 creation |
x
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Automated
Fed-Ex Air billing creation. |
(possible)
|
x
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Payroll |
*
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Included
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Included
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| Job/Project Tracking
& Costing |
OneSource
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QuickBooks
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Peachtree
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Job
tracking & costing |
x
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x
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x
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Multiple
Job costing reports |
x
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x
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x
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Multiple
Job/Project status forms and reports |
x
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One
screen to view & edit average, FIFO or LIFO costs (per line item) |
x
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Schedule/link an unlimited number of activities
to each job/project. |
x
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Automated
posting of status changes. |
x
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Automated
scheduling of one or more predefined activities on status change. |
x
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Automated
e-mailing of one or more personnel on status change. |
x
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Auto
display or hide unlimited user defined fields, based on job/project type |
x
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Schedule/link an unlimited number of activities
to each job/project. |
x
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| Searching / Filtering
Capabilities |
OneSource
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QuickBooks
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Peachtree
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Ability
to search for records by scrolling through long lists. |
x
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x
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x
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Ability
to define a time consuming filter |
x
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x
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x
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Ability to search and find virtually any
type of record (customer, contact, job, quote, sales order, invoice, PO,
bill, check, etc.) within seconds using a very automated Simple Search form
(requiring 2 mouse clicks or less). |
x
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Ability to immediately filter, group or
sort on virtually any field with a simple right mouse click. |
x
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Ability to quickly display records, with
2-3 mouse clicks, based on flexible, user defined values like: begins with
x or contains x, or is between x and y dates, etc. |
x
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Ability
to create user defined queries based on any user defined combination of
tables, fields, criteria, etc. |
x
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| Data
Manipulation Capabilities |
OneSource
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QuickBooks
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Peachtree
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Ability
to create simple queries to export, find/replace, move, delete, append,
combine, etc...any user defined combination of fields/data. |
x
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| Report Writer |
OneSource
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QuickBooks
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Peachtree
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Integrated Report Writer |
x
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x
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x
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Ability to auto queue and auto print
one or more reports, based on scheduled day, preset criteria, # of pages,
a given user, etc. |
x
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Ability
to customize reports. |
x
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x
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x
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Ability to design & create new reports
based on any combination of tables, fields, criteria, etc. |
x
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x
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Ability
to "drill-down" on the numbers that make up totals on system reports |
Coming Soon
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x
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x
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| System Security / Management
Controls |
OneSource
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QuickBooks
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Peachtree
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Ability to control which users
can view/access each screen |
x
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x
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x
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Ability
to grant or revoke individual permissions, by user, to open/view, edit,
add, delete or print each type of record. |
x
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Ability
to grant/revoke rights for each type of user to view (or not view) any given
system report. |
x
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Partial
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Ability
to prevent users from shipping items and printing forms to customers on
Administrative Credit hold--unless given administrative override. |
x
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Ability
to prevent users from selling items outside of a certain profit margin range--unless
given an administrative override. |
x
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Ability
to prevent changes to or deletion of Invoices after being printed. |
x
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| Customization Options |
OneSource
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QuickBooks
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Peachtree
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Ability to customize
software interface (virtually every form, report, table, button, field size/color,
etc.) 100% to the needs of your business needs/preferences |
x
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Ability
to add new tables to system |
x
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Ability
to add new, user defined, data entry fields |
Unlimited
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Very Limited
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Very Limited
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Ability
to add new, user defined, data entry forms. |
x
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kind of
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Ability
to modify existing data entry forms. |
x
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kind of
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Ability
to add time saving Macros to automate redundant tasks |
x
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Ability
to add time saving "logic" (Source Code) to automate virtually any specific
task(s) |
x
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Source Code Available |
x
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| Scalability |
OneSource
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QuickBooks
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Peachtree
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Total number of concurrent users |
30+
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5
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5
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Total
numbers of records |
100,000's
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10,000's
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10,000's
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ODBC
Connection to tables |
x
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x
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Ability
to upgrade to SQL Server |
Coming Soon
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| Integration with Other
Products |
OneSource
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QuickBooks
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Peachtree
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MS
Word |
x
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x
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x
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MS
Excel |
x
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x
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x
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MS
Outlook |
x
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MS
Access |
x
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Symantec
Winfax |
x
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GFI
Faxmaker |
x
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Pensoft
Payroll |
x
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x
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x
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DeltaView
(Document Imaging) software |
x
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| Service & Support |
OneSource
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QuickBooks
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Peachtree
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Optional
data importing from existing accounting application |
x
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3rd party
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3rd party
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Optional
on-site training and support |
x
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3rd party
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3rd party
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Optional
"RapidAssist" immediate web-based PC to PC virtual support |
x
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Online
user manuals/documentation |
x
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x
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x
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| *Optional
Module |
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| To make
arrangements to view a interactive, virtual PC to PC, web-based demo of
OneSource, please contact a sales representative at OneSource Software Solutions
toll-free at (801) 748-4804. |