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Intelliform Simple Solution • Powerful Results |
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Features: Free Program Upgrades: May be easily downloaded at any time from our website Instant Reorders: Recall complete specifications of past orders instantly. Request Quotes from Vendors: Unlimited RFQ capability Provide Quotes to Customers: Quote pricing at up to three different quantities Send Acknowledgements to Customers: Decrease the chance of miscommunications Invoice Customers: Can be done from Intelliform or QuickBooks Print, E-mail or Fax: All RFQ’s, Customer Quotes, Purchase Orders and Acknowledgements Multi-Line Purchase Orders: Enter as many items to the same manufacturer as you wish. History Button: One click displays a record of a customer's transaction history. Multiple Ship To's: Maintain an unlimited number of shipping addresses for any customer. Follow Up Date Field: Reminds you when a reorder is due. Special Remarks Section: Add messages to your customers and vendors. Find Option: Quick retrieval of any record from your Intelliform database. Balance Due Field: Track receivables by client. Sort Button: Organize and present information by a variety of criteria. Reference Number: An easy tracking device to follow the transaction through the billing cycle. (Can be customized to your own numbering sequence or format.) Customer and Vendor Database Management: Unlimited capacity. Customer and Vendor Comment Field: Enter notes and information for both customers and vendors. File Copy Option: Instantly prints the information in each template to paper. Sales Rep Commissions: Calculate commissions for any time period. Aging Reports: Track your collections at the touch of a button. Monthly Statements: Create monthly statements in seconds Customer Usage Report: Can be provided to customers as a selling tool. Sales Reports: By whatever criteria you choose |