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Features
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RM 2 (n/a)
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RM 3 (from $1999) |
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Screen Size - Automatically resizes to your screen |
X |
X |
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Program Setup |
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Allows for 2 company set up |
X
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X
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Sets up your company's information, logo on orders & invoices
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X
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X
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Customized forms on request -- or use preprinted forms
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X
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X
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Create custom messages for each form type
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X
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X
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Set up Tax Structures (up to 6 decimal Places)
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X
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X
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Security |
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User Id's, Log In Codes |
X
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X
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Set Security Status to govern program accessibility |
X
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X
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Customer Information & Contact Management |
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Complete Contact Management Capabilities |
X
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X
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Import Customer List from Text, Outlook, Excel |
X
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X
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Multiple contacts, billing and shipping addresses |
X
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X
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Financial Information -- discounts, tax deductions |
X
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X
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Access Email & Website from Contact Screen |
X
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X
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Print Mailing Labels |
X
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X
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Track Action Items, Maintain Contact History |
X
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X
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Categorize customers for easy marketing |
X
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X
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Scan & Store Driver's License Info and Picture* |
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*with peripheral |
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Inventory |
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Import inventory list from an Excel or text file |
X
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X
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Data Conversion & imports available |
X
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X
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Handles rental and sale inventory |
X
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X
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Sales inventory -- quantity deducts when invoiced |
X
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X
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Lead & Trail Times -- pre/post cleaning & organization |
X
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X
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Kitting: |
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Rent inventory separately or as part of a kit |
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X
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Organize kits from inventory database |
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X
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Share inventory across kits |
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X
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Program checks complete availability for each item |
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X
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Equipment Maintenance: |
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List serial #'s and usage |
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X
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Program tracks and updates usage |
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X
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Set and update Maintenance Schedules |
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X
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"Next maintenance required" available on Order Screen |
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X
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Orders |
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Contact information populates into Order |
X
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X
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Order Entry / Inventory Reservation |
X
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X
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Checks all Inventory Availability, overbooking alerts |
X
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X
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Tax Exemptions can be set or Cancelled at Order time |
X
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X
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Discounts set as default or after Order is placed |
X
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X
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Sorts by Category/Inventory # |
X
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X
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Create invoice / payment from order screen |
X
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X
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Partial Returns: |
X
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X
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Individual return date fields available for each item |
X
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X
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From Order Screen: |
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Check inventory availability |
X
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X
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Add/Change inventory listing / customer info |
X
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X
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Check calendar for delivery & pkup schedules |
X
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X
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Maintenance Tracking: |
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X
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Updates recorded usage by serial # |
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X
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Display item's customized maintenance schedule |
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X
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Invoices and Payments |
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Partial Invoicing |
X
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X
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Easily update invoices with all changes made to order |
X
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X
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Create multiple payments per invoice |
X
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X
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Payment recalculates on order/invoice |
X
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X
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Customer Statements in the Report Section |
X
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X
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Cyclical Billing: |
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X
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Set up cycle bill periods for extended orders |
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X
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Create and print cycle bills in batches |
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X
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Seamless Export to QuickBooks� (one-button click!) |
X
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X
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Send individual Invoices and/or payments to Quickbooks� |
X
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X
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or Send batches of invoices or payments to Quickbooks� from Data Hub Screen |
X
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X
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On-Line Payment Processing: |
X
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X
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Card-not-present transactions sent to bank from within program |
X
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X
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Card-present requires card readers attached to USB/Serial Ports |
X
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X
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All transactions carried out on-line -- speedy return! |
X
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X
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Calendar |
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Schedule by day, week, bi-week or month |
X
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X
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Click-thru to Orders & Contact info |
X
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X
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Print Schedules |
X
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X
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Bar Code Scanning |
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Print barcodes fin various formats for inventory |
X
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X
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Reports |
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Wide selection of reports for all program features |
X
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X
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