The Receivables shown above is the full range of functionality that can be performed through Customers, Resellers and Suppliers.

Invoices- The ability to create Invoices and Process payments can be handles directly in the Contact file. A full history of past invoices and results will also be stored here with the most recent Invoices being at the top of the list. Additional functions directly related to Invoices that can also be performed include: taking Payments, making Adjustments and processing Refunds right from the Invoices Section. Invoices will show the icons you see below to access the above mentioned functionality.

The preferences set within the Company Setup will enable the items being processed to be directed to the correct Accounts in the General Ledger in the background as your Invoices are processed throughout the day.

RFQs- RFQs or requests for Quotations can be processed should you Sales process includes that step as a part of your Sales process. Request for Quotations include the ability to:

• set time parameters for how long a Price is Held
• assign an RFQ to a particular Salesperson
• add details regarding shipping requirements for an RFQ
• offer a competitive price or incentive to purchase through a discount
• include any Notes or particulars to the Customers/Prospects request
• Print out and send an RFQ as a file or an email attachment

An RFQ will not impact your General Ledger.

Quotes - A Quote is formatted closely to match an Order. This includes the ability to hold a price for a specific period that the Quote will be good for. A history of Quotes will also be kept per contact wit the most recent Quote available on the top of the list. Shipping details and Notes can also be associated with a Quote.

A quote can be turned into an Order what it has been accepted by highlighting the Quote and clicking the New Order icon found in the lower left corner of the quotes section. When a Quote has been turned into an Order a record of that Quote will be kept in the Contact file.

Orders- Functionality within Orders offers a wide range of functionality for simple or more complex Ordering processing. The main Order form where the Products and Services are added will show details such as; Product/Service, units, Model #, Quantity, Subtotal and any Discounts included.

The more multi-functional aspects of Orders within Receivables include:

• The ability to add any billable hours for Labor included in the Order
• Details for Shipping terms including alternate an alternate shipping address
• Repair Details for any equipment with the ability to add images into the Notes section
• The ability to process payments automatically(provided your merchant services are integrated into Tradepoint)
• A Notes section for an details outside the parameters of an Order
• Shipping section for any details about the shipment and the ability to print/reprint a packing slip

Icons showing functionality within Orders are shown below.

Account- Maintaining Account information is done through this section. Account Information that can be managed in this section includes:

• Credit Information and any Credit Limit and Payment terms
• Pricing and Discounts including any Regular and Discount Price Lists associated with this Contact
• Shipping information including preferred shipping terms, Addresses including the ability to enter additional addresses and edit existing shipping addresses, Freight Terms, or Account Numbers

Sales- Any Sales activity will track to this section with any Sales showing for the correct fiscal year. As sales activity accumulates throughout the year it will track to the correct month and year within Tradepoint for any activity accruing to a particular Account.

Billing- Track Activity such as Tax Exemptions, Credit Card Information and any Recurring Billing setup for a Contact. Security Settings can grant permissions to the activity or limit permissions based on Advanced Security Settings established for each profile.