Solution-IV Retail and Team Sales modules
Core modules
Accounting and operations that share one set of data.
- General LedgerTrack and control expenses, compare actuals to budget, and print financial statements, with up to 24 months open.
- Accounts PayableSee where your money is going, who needs to be paid, and the cash you need to pay on time and take discounts.
- Accounts ReceivableSales, profit and cash receipts organized into reports on what sells, who owes you and how each sales rep is doing.
- Order Processing for team salesOrders with color and size matrix entry, instant purchase orders, kits and point-of-sale payments.
- Point of SaleCheckout tied to live inventory, with barcode scanning, gift cards, deposits and rewards.
- Item, customer and price optionsEvery way Order Processing can price an item: list, markup, discount, square foot, tiered, contract and more.
- JobBoardA live, color-coded board of every open order by department, due date and status.
- Inventory ControlTrace inventory transactions and turnover across multiple warehouses, with transfers between them.
- Purchase OrderCreate and print purchase orders automatically and record receipts straight into Inventory Control.
- Bank ReconciliationReconcile every bank account against checks, deposits and adjustments from the other modules.
- System UtilitiesSet up companies and divisions, users, passwords and security, and printers.
- Executive SummaryA drill-down snapshot of sales, inventory, deposits, cash receipts and disbursements, with budget versus actual.
Web modules
Self-service for your customers and live numbers for your managers.
- Online Bill PayCustomers pay any or all open invoices by credit card on a secure site, around the clock.
- e-Dash AnalyticsA browser dashboard of your accounting data, with charts and drill-downs for each department.
- e-ServiceWeb-based equipment management and dispatch, with mobile access for technicians.
- Customer PortalCustomers view quotes, orders, invoices and statements, track orders and request service online.
- Web Sales Order EntrySales staff enter orders and quotes from a browser, with full Solution-IV pricing and order status from JobBoard.
- Customer e-OrderCustomers place orders online by job type and upload their files, straight into Solution-IV and JobBoard.
Optional modules
Add them when you need them.
- FormsCreatorEmail, fax or print invoices, statements, orders and purchase orders on plain paper.
- Credit Card ProcessingTake credit and debit card payments in order and invoice entry, through Heartland Payment Systems.
- PayrollEmployee checks and federal and state reports, with multiple tax jurisdictions, 401(k) plans and TimExpress.
- Fixed AssetsManage assets and calculate depreciation, with different methods for books and each tax jurisdiction.
- Prospect ManagementManage prospects and contacts, and turn a prospect into a customer in Accounts Receivable.
- Service ContractService contracts, equipment, meter billing, service calls and technician dispatch.
- TimExpressTime and attendance from touch screens, badges or bar codes, ready for Payroll at the end of each pay period.
- JobTrakWork order tracking and costing, with employee time for each line item.
- UPS WorldShip and FedEx Ship ManagerSend shipments to UPS WorldShip or FedEx Ship Manager and bring tracking and freight back to the invoice.
- Hosted ServicesWe host the server and Solution-IV, run daily backups and install upgrades, for one monthly price.
- Backup and disaster recoveryOff-site backups and DataSafeGuard journaling, from Thoroughbred.
Interfaces
Connections to the other systems you use.
- TS ODBC DataServerRead Solution-IV data from Excel, Access and other ODBC tools.
- TS ReportServerSend Solution-IV reports to the screen, a printer or a file on Windows.
- SalesforceCustomer, order, invoice and sales history kept in step with Salesforce in real time.
- OrderMyGearTurn OrderMyGear web store orders into Solution-IV orders automatically.
- ChipplyTurn Chipply team store orders into Solution-IV orders, with pricing and quantities carried over.