Automate Your Personnel

OneSource is designed to help the personnel
in your business…get more done,
in less time, with less hassle!

Click on one of the links below if you are a…

Receptionist? Or Front Office Person?
Sales Person / Sales Manager?
Customer Service Rep?
Production Manager? Job Supervisor?
Inventory or Mfr Manager?
Purchasing Manager?
Accountant? Controller?
Business Manager?
Business Owner?


The following is a breakdown of some of the ways that OneSource can automate various departments in your small business:

Are You a Receptionist or Front Office Person?

• Find virtually any record within 1-2 seconds (customers, suppliers, activities, jobs, quotes, orders, invoices, inventory items, PO's A/P, A/R, etc…)
  
• One-Click Messaging: Create & Send any of the following with 1-2 clicks:
  
  • detailed phone message
    
  • detailed email message
    
  • detailed text message sent to a cell phone
    
  • detailed printed message
    
  • detailed computer pop-up message
    
• One-Click Fax Covers (personalized to a particular customer / supplier)
  One-Click Form Letters (personalized to a particular customer / supplier)
  One-Click Emails (auto open and address an email from within OneSource)
  One-Click Mailing Labels (personalized to a particular customer / supplier)
  
• Track all activities in one central database: (calls, to-do's, meetings, letters, emails, faxes, etc…)
  
• Track Jobs/Projects, with related activities, quotes, invoices, etc… with ease.
  
• Integrate your schedule with MS Outlook.
  
• Print out prioritized to-do lists by type, priority, role, date, etc-instantly.
  
• Automate data entry tasks to save time and data entry errors.
  
• Create virtually any type of report to better manage your tasks.
  
• OneSource can be customized 100% to automate YOUR precise duties.
  

Are you a Sales Person?

• Track all contacts-customers, prospects, suppliers, etc… in the same database.
  
• View multiple details about a customer or prospect all on the same page: Contacts, Activities, Jobs, Quotes, Sales Orders, Invoices, Payments, Notes, etc…
  
• Create a fax cover, email or sales letter with a single click.
• Fax a letter as easily as printing a document--without even having to type in a fax #.
  
• Setup and manage a bulk mail (or email or faxing) campaign with ease.
  
• Create full color, personalized MS Word document letters-and then embed the entire letter, color and all into an email message-with a single click.
  
• Track thousands of details in an organized manner with the integrated activity tracking system.
  
• View past activities and follow-up activities all on one screen. Filter, sort and print in a variety of ways.
• Auto post, schedule or reschedule activities with a few clicks.
• Use the data in Outlook to create pop-up reminders, calendars, & sync the data with a Palm Pilot or Pocket PC.
  
• Create Quotes, Estimates, Sales Orders and Invoices with incredable ease--including very powerful, automated customer pricing of each item included on order.
• Know if a customer is on credit hold the instant an order is placed.
• View sales commissions and gross profit margins on the fly as your enter an order.
• Auto schedule a job and/or follow-up activity when a quote or order is placed.
• View multiple sales reports--as needed or printed automatically based on your preference.
• Automate all redundant types of tasks with customized programming changes.
  

Are you a Customer Service Rep?

• Locate customer records before they even finish telling you who they are on the phone.
  
• View all customer data-contacts, activities, sales, correspondence, invoices, payments, deliveries-in the same place-company wide.
  
• View all digitized "paper" documents on your PC-by customer, document type, document number, date, etc. - Print it, fax it, email it, annotate it, route it, etc…(Optional Module)
  
• Refax a copy of a Quote or Invoice without even typing in the fax number.
• Create customized status reports or end of the month statements for customers.
  
• Answer customer questions, solve customer problems-instantly.
  
• Send automated, routine, personalized correspondence to customers.
  
• Automate all redundant types of tasks with customized programming changes.

Are you a Production Manager or Job Supervisor?

• View a concise list of all jobs/projects in the pipeline in a summarized or detailed fashion.
  
• Sort jobs by status, date due, assigned department/employee, customer, etc.
  
• Track job progress by viewing a listing of all completed and open activities relating to the job on a single screen or report.
  
• Locate and correct bottlenecks in the process quickly by tracking which department or phase each job is in and how long they have been in the phase.
  
• Each time a job changes "status" the system can auto schedule one or more pre-defined activities, auto post a history of the date and time of the change and auto email/page the person responsible for the job in the next status.
• Schedule and dispatch deliveries. View a map of a customer or job location on MapQuest.com with a single click.
  
• Automate all redundant types of tasks with customized programming changes.
  

Are You an Inventory, Manufacturing or Purchasing Manager?

• Automated Purchase Order creation. Create 1 to 100's of purchase orders in seconds:
  • 1-Click PO's from all "special order" items on a Sales Order.
  • 1-Click PO's from computer calculated order (complete with consideration of amount already on hand, amount on order, amount on back order, case quantities, etc...)
  • 1-Click PO's based on Mix/Max levels.
  • All automated PO's auto complete every line item with qty, price, description, etc...
  • All automated PO's can be modified or ignored entirely.
• Print or auto fax Purchase Orders in batches.
  
• Let OneSource manage whether or not you have met supplier minimums for free freight.
  
• Sell individual items as a "kit" or "assembly".
  
• Create assemblies (finished goods in advance or in on the fly when an order is placed).
• Edit an assembly of items listed on a Sales Order in real time.
  
• Use our sophisticated inventory tracking system to track all inventory with ease.
  
• Save time and errors by scanning bar coded items in and out of inventory.
  
• Print reports to help track inventory trends and restocking needs.
  
• Track details about primary & alternative suppliers pricing, turn around time, etc.
  
• Create bill of ladings, bill of materials, picking tickets, packing slips, etc…
• Create customized data entry forms and reports.
  
• Track inventory on hand, on order and back ordered.
  
• Sell inventory items based on a matrix of pricing levels or quantity sold.
• Track items with multi-colors/styles, in multi-warehouses or with serial numbers.
  
• Automate all redundant types of tasks with customized programming changes.
  

Are you the Controller or in the Accounting Department?

• Utilize the powerful, built in accounting features in OneSource, including: Accounts Receivable, Accounts Payable, Check Registry, Check Writer, Check Reconcilliation, General Ledger, General Journal, Chart of Accounts, Budgets, Financial Periods, 1099 Payments, Fixed Assets and Depreciation, etc.
  
• Pay a batch of invoices and create a check for a single supplier/vendor.
  
• Pay a batch of invoices and create a batch of checks for a group of all bills combined-with only a few mouse clicks.
  
• Sales Orders are integrated with Purchasing-which are integrated with the Bill creation and payment process. Create a new bill automatically from Purchase Order details.
  
• Import billable "Time" line items (previously entered as a "billable activity") with a single click, including: date of service, employee name, description of service, time started, time finished, total time, total billable time.
  
• Set a credit limit for each customer to prevent extending too much credit.
  
• If a customer is past due on any invoices or is over the credit limit, the order entry/sales person is automatically alerted.
  
• Each time an order is commenced, a line item is entered or a payment is received-the customers credit status is checked and placed on credit hold or removed from credit hold.
  
• Assess and apply finance charges to a single or group of late invoices with a single click.
  
• Utilize the Chart of Accounts, General Journal and General Ledger to manage the company financials
• Print or create Financial Reports as needed or automatically at certain intervals.
  

Are you a Business Manager / Business Owner?

• Simplify your life by managing all business data-from all departments-in a single software database.
  
• Control which data is entered, how accurately it is entered, by whom it is entered and how quickly (automated) it is entered.
  
• Control which employees have access to which screens and reports.
  
• Track the status (pipeline) of all jobs and orders (detailed or summarized) on a single report.
  
• Know which customers haven't ordered for a given period of time.
  
• Print any of over 200 flexible reports included-out of the box-or custom design reports to reveal the exact data that you need to better manage your personnel, production, inventory, sales, receivables, payables, trends, etc……
  
• Daily, Weekly or Monthly reports can be automatically printed or emailed to you.
  
• BEST OF ALL-NOTHING IS IN STONE-our software (developed in MS ACCESS) is 100% customizable. Virtually every department or business process or business report can be customized to your specific preferences.

For more information, to view a Live Demo or to give OneSource a test drive, please contact us at (866) 204-4997.