Features of Trade Counter Accounting Software

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Features of Trade Counter Accounting Software

 
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General Features

• Separate logins for Point of Sale and back-office accounts
• Multiple users can be created, each with their own access rights and restrictions
• Allows you to run more than one company
• Manual and automatic back-up programs give you maximum security of your data
• Software is easy to learn and use, saving training costs
• System can be modified to suit the way you work
• Custom invoice, statement and delivery note layouts
• Period-based accounting for greater flexibility on closing a month
• Multiple checks in the system ensure you don’t do anything by accident.
• Unlimited support and online training
• Benchmark also builds website, which can be linked with stock and orders

Point of Sale (POS) Ledger

• No special POS hardware needed; just normal PCs and printers
• Print and email invoices, refunds, sales orders and quotes
• Sales order processing lets you create and amend and order for later delivery
• Cash and account customers
• Multiple pricing and discount options
• Create special prices and price breaks for customers
• Create customer accounts mid-sale
• Enter Customer References on each sale e.g. Job name
• Option to generate stock orders for items not in stock when finishing the sale
• Temporarily suspend a transaction mid-sale and recall it later
• Add non-stock and text lines to a sale or order
• View and amend prices, quantities and discounts during the sale
• Works with standard cash drawers, receipt printers, A4 printers and barcode scanners
• Raise refunds from existing invoices and receipts
• Convert quotes into invoices or sales orders
• Optional restocking fee when processing a refund
• Card machine integration to reduce errors and save time
• View and enter prices Including or Excluding VAT
• View price per 1000
• Quickly view margins when offering discounts or deals
• Margin protection against products to prevent stock being sold at a loss
• Take deposits against sales orders
• Barcode scanning with ability to add barcode to product mid-sale
• Multiple barcodes can be stored against a product
• User can be assigned to each sale for tracking or commission
• Ability to ‘reserve’ stock to a quote before it is converted to a sale or order
• E-signature pads allow you to check authorised signatories for an account
• Extensive product search function by category, description, code etc.
• Browse products within categories and sub-categories
• Add associated products to stock for alternative products, cross-selling, up-selling etc.
• Easy access to what customers had bought before and at what price, mid-sale
• Create and amend products during the sale
• Control over what functions users can access during a sale e.g. price changes or discounts
• Option to choose what documents are printed/emailed at the end of a sale
• End -of-Day reporting and summary of sales, orders and payments, with till reconciliation
• Add product images to view during the sale

Sales Ledger

• Ability to create credit limits based on value or time (e.g. over 60-days)
• Average payment days calculation
• Customers can be put on ‘Stop’
• Add notes to customers that can be displayed during invoicing
• Print and/or email invoices or statements in bulk
• Add sales reps to a customer and calculate commission
• VAT Reports and returns including new legislation due April 2019
• Extensive sales reports including margins, sales, stock etc. with filters such as date and value
• Multiple delivery addresses against a customer, including site addresses
• Quickly view outstanding balances, previous invoices, statements and sales history
• Post money received and allocate to invoice or invoices
• Integration with ecommerce website using our Web Integration Module
• Returns module for tracking product returns, refunds/replacements
• Day Book listing provides summary of transactions

Purchase Ledger

• Includes Supplier Terms and average payment days
• Attach scanned supplier invoices to record
• VAT Reports
• Extensive purchase reports including creditors listing, statements and turnover
• Remittances posting and Remittance advice printing
• Easy posting of payments for multiple suppliers at once
• Easy access of outstanding balances including on-screen viewing of invoices
• Returns module for tracking product returns and refunds/replacements
• Day Book listing provides summary of transactions

Stock Control Ledger

• Multiple prices including Trade, Retail, Cost on each product based on amount or mark-up
• Stock levels on each product showing free, physical, allocated and ordered quantities
• Products can be sold even if not in stock
• Automatic Purchase Ordering based on product re-order levels
• Minimum stock level, re-order level and minimum order quantity against each product
• Multiple suppliers with prices, lead times and minimum order quantity
• Preferred supplier can be selected for auto-ordering
• Unit of quantity, weight, bin location and alternative product code
• Automatic splitting of boxed products into single items
• Bill-of-materials with calculated cost price
• User-defined product groups
• Multiple barcodes for each product
• Barcode printing program for single labels or batches
• Create and track purchase orders
• Post adjustments, issues, allocations, goods-in and returns
• Goods inwards program for posting stock against purchase orders
• Extensive stock reports including stock movement, sales and price lists
• Day book listing and control totals report providing stock audit trail
• Multi-location Stock add-on module for control of stock in multiple locations
• Ability to archive products not in stock and not sold recently to hide from stock searches
• Bulk price updating based on increase of percentage from suppliers

Nominal Ledger

• Ability to produce a full set of accounts for your point-of-sale and accounting.
• Manage business expenses and produce management accounts.
• Cash payments, Cash receipts and Journal posting to Nominal Ledger Accounts
• Trial Balance and Financial statements (Profit & Loss and Balance Sheet) reports available
• Day book listing provide Nominal Ledger audit trail
• VAT Reports, Returns and new ‘Making Tax Digital’ legislation from April 2019
• Have multiple bank accounts and post payments to them
• Easy to use Bank reconciliation to compare physical and computer bank balances
• Set up nominal accounts so you can record different types of sales and business expenses

Sales Order Processing (SOP) Module

• Creation of sales orders to allocate stock, deliver it and then invoice
• Create quotes and convert them into orders
• Orders can be created at point-of-sale or back office
• Multiple delivery dates and ability to view status and schedules
• Orders can be created when insufficient stock or negative stock levels exist
• Different allocation methods available for greater control over fulfilling orders
• Stock can be allocated and delivered to each order manually or to multiple based on due date.
• Option to produce order acknowledgements, delivery notes and picking lists
• Delivered stock can be invoiced by line or whole order
• Multiple orders can be consolidated to one delivery note and invoice
• Delivery adjustments can be made
• Extensive order reporting with filters
• Detailed order screen for complete control
• View or hide margins for each line and total order
• Generate purchase orders directly from an order
• Replicate orders from previous ones
• Ability to specify whether stock is to be collected, delivered or drop-shipped from the supplier
• Can be integrated with ecommerce websites, eBay and Amazon

Purchase Order Processing (POP) Module

• Advanced purchase order system for greater control
• Detailed view of orders with status and schedules
• Purchase orders can be created manually, or automatically based on minimum stock levels
• Option to select supplier based on price or lead time
• Book goods inwards for each order separately or for multiple orders
• Easy adjustment of received quantities against order
• Ability to raise a purchase order from an existing sales order
• Manual or automatic purchase invoice production of received lines or whole order
• Option to consolidate orders for one supplier onto one purchase invoice
• Reports for orders, suppliers and products with filtering by date, supplier etc.
• Report on supplier efficiency using the supplier turnaround report
• Option to delete completed orders up to a specified date

Website Development

• Simple brochure site or full ecommerce site
• Logo design, content and search engine optimisation
• Domain name registration, hosting, support and training all included
• Unlimited products and categories with images
• Google Adwords and Shopping accounts created and managed
• Stock levels and prices can be uploaded from accounting system to website
• Orders can be downloaded from website to accounting system