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CRM / Contact Management
Finally a powerful contact management system integrated with an accounting
/ sales system! View all important customer data on ONE screen, including:
unlimited contacts, all scheduled and complted tasks and correspondence,
all Jobs/Projects, all Quotes/Sales Orders/Invoices/Payments/Credits,
all Custom prices for items sold to that customer, all notes and documents
(emails, letters, etc), credit info, etc, etc [More...]
Find Virtually ANY DATA--FAST!
Isn't it frustrating (to you and your customers) when you can't seem to
find a particular Quote, Invoice, Payment, PO, Conversation, E-mail, Letter,
etc... OneSource makes finding data painless. [More...]
Activity & Correspondence Tracking Scheduling & tracking calls, letters, faxes, emails, meetings, emails, etc... has never been easier. OneSource automates One-Click Messaging via Computer Screen Pop-up, Pager, Email, Printer, etc... [More...]
Job/Project Tracking Manage your job/project pipeline with greater ease. Auto create jobs & activities when Quotes, Sales Orders or Invoices are created. [More...]
Quotes/Estimates, Sales Orders, Invoices, Statements
Virtually all important data is at the users' finger tips when creating
a sales order, including: Customer Info & Terms, customer credit status,
customer A/R Summary, unique customer pricing type for each item sold
(discount, multiplier, matrix, code, etc...), real time inventory information
for each item sold, auto back-order creation, etc... [More...]
Automated Time Billing
Auto create invoice line items from billable time entries. [More...]
Automated Purchasing / PO's
Now, with only a few clicks, you can create one or more Purchase Orders--with
all of the pricing and line items automatically inserted. [More...]
Inventory Tracking OneSource
has many powerful features that are usually only found in very expensive
inventory tracking systems, including: Tracking of each individual shipment,
multi-costing options, multi-pricing options, multi-suppliers, multi-style/color,
multi-warehouse, assemblies, serialized items, barcoding, etc... [More...]
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Shipping/Receiving
Create picking tickets & packing slips, customize which unshipped
or unrecieved items are viewed on a single screen, auto update inventory
levels when items are shipped or received, etc... [More...]
Accounts Receivable Apply a single payment to multiple invoices, auto-calculate early payment discounts, create a batch of finance charge invoices, choose from multiple Statement options, etc... [More...]
Accounts Payable Auto create bills from PO's, auto receive/update PO's when entering a bill, pay multiple invoices from multiple suppliers on one summarized form, etc... [More...]
Banking/Checking Manage computerized check register, perform check reconciliation, print batches of computer checks, auto post deposits from A/R receipts, etc... [More...]
General Ledger Manage your Chart of Accounts, General Ledger, General Journal, batch post invoices/checks/bills, prevent fraud with a detailed audit trail, etc... [More...]
Unlimited Reports Choose from
100's of built in reports. Customize any existing report or create your
own reports from scratch. Create groups of reports which can be auto filled
with pre-determined criteria and auto printed or emailed on a given interval.
[More...]
OneSource is Highly Customizable!
Say good-bye to time consuming, inflexible, one-size-fits-all software.
OneSource is highly customizable to your ever changing business needs
and processes.[More...]
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