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small business erp

Financial accounting software for mac since 1987: AcctVantage ERP

Small Business ERP: Features You Need

In this 5-Part Series, we’ll cover the topics that, if ignored, tend to cause the most hiccups in your small business ERP implementation:

  1. Know Your Culture

  2. Consultants and Guides

  3. Choosing Software

  4. Features You Need

best financial accounting software for macIn our last post on choosing the right small business ERP software, we mentioned how important it is to keep things simple. Beware of software and integrations that sound or look really cool, but aren’t in the least bit necessary. Right now the marketplace is navigating a flurry of flashy new features. Watch carefully.

To follow is a list of features you want to make sure your basic ERP application has (and yes, AcctVantage has all of them):

Inventory

Multi-warehouse
Serial and lot number
Materials Resource Planning: MRP
Cost management/planning/forecasting
Product and SKU management
Inventory history drilldown
Inventory Maintenance transactions
Moving Average and FIFO costing
Serial Numbers
Price Breaks
Reorder levels
Product Aliases
Inventory lots
Physical Inventory import
Turns
Months on hand

Distribution

Integration with popular shipping systems
Lot and serial number fulfillment
Stock-level management
Multiple warehouses
Warehouse transfers

Job Tracking

Revenue and cost analysis
Reporting against budget for customer projects
Multiple phase and task tracking
Deadline tracking
Sales Document, Purchase Order and Inventory Maintenance links to jobs via respective screens
Auto-linked sales documents, purchase orders and inventory maintenance transactions
Labor import

Purchasing

Dynamic re-order points
Forward-looking inventory requirements analysis
Purchase Orders
Vendors
Purchase analysis view
Auto create purchase order from sales documents
Purchase order templates
Auto-purchase order
Duplicate purchase orders
Email purchase orders

Manufacturing

Product and SKU management
Inventory history drilldown
Inventory Maintenance transactions
Moving Average and FIFO costing
Serial Numbers
Assemblies
Kits
Product Templates
Work Orders
Quick assembly build

Job Tracking

Revenue and cost analysis
Reporting against budget for customer projects
Multiple phase and task tracking
Deadline tracking
Sales Document, Purchase Order and Inventory Maintenance links to jobs via respective screens.
Auto-linked sales documents, purchase orders and inventory maintenance transactions
Labor import

Purchasing

Dynamic re-order points
Forward-looking inventory requirements analysis
Purchase Orders
Vendors
Purchase analysis view
Auto create purchase order from sales documents
Purchase order templates
Auto-purchase order
Duplicate purchase orders
Email purchase orders

Core Accounting

Multi-department
Multi-profit center
Strong audit trail

Reporting

Ad hoc drag and drop
Access to all tables and fields
Forms editor
Integration with Excel
Easy export
User-definable reports
Incredibly strong audit trail
Great security: limit user access to information
Core Accounting: all the other operations feed directly into it
Integrated: no double entry or re-keying

General Ledger

Fully customizable Financial Statements
Chart of accounts
Batch and/or individual document Posting
External transaction import
Tax areas
Fully flexible fiscal period setup
Modifiable account number ranges
Deferred revenue sales
Recurring GL entries
Reversing GL entries
Budget data exchange

Accounts Payable

Vouchers
Disbursements
Payables management process
Check register
Check reconciliation
Vendors
On-screen AP aging
Voucher templates
Duplicate vouchers
Payroll integration

Accounts Receivable

Receipt entry
Integrated credit card authorization
Unlimited number of user-definable receipt types
Credit limit and sales terms management
Credit hold management
On-screen AR aging
AR call list

Sales

Quotes
Orders
Invoices
Integrated Credit Card Authorization & Processing
Planner and Task Management
Sales Analysis Tool
Marketing/Lead Source Management Tool
EDI: Electronic Data Interchange Capable
Job Costing

Integrated CRM (Customer Relationship Management

Lead Source Management with Promotions
Contacts and Integrated Correspondence Tracking
Email Sales Documents and Statements
Bulk Email
Tasks and Reminders
Planner
Quotes and Sales Opportunity Tracking

Order, Invoice, Credit Memo Processes

Modifiable Invoice, Quote and Order Forms
Fully Configurable Line Item Columns
Order Templates
Order Margin
Flexible Pricing Model/Prices Schedule
Discounts/Promotions Management
Lead Source Tracking
Backorders
Integrated Credit Card Processing
On-Screen Sales Analysis Tools
Comprehensive Sales Master Screen
Print Pro-Forma and/or Commercial Invoices
Support for GST/PST Taxes
User Definable Surcharges ie: Fuel or Handling Charges
Lot or Serial Number Based Fulfillment

Shipping

Integrated UPS, FedEx and Other Shippers
Unlimited Billing/Shipping Addresses
Ship from Multiple Warehouses
Required Ship Date (by line item)
Tracking Number Status Lookup
Shipping Notification Emails

SMEs searching for small business accounting software for Mac need look no further than AcctVantage DRIVE

inventory and accounting software | AcctVantage ERP

Contact us to find out if AcctVantage is right for your company.