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... thank you so much for all the enhancments! I love the way all the forms are color coordinated, it makes things much easier! ...
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This is great help to be able to use the software on a laptop and a desktop. Thanks for the license agreement to the consultant and for the clarity on how to do it. This will make her consulting more enjoyable and maybe even keep me in her good graces by keeping her books up to date.
- Jim
- Cincinnati, OH
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This software is a complete solution for your direct-sales business. It offers features typically found in
software costing much more yet it is very easy to use.
- Customer/Contact Management - the software has a very powerful contact managment
component allowing you to track phone-calls/emails/etc by customer. At a glance you can see
what contacts you have had with this customer as well as any items they have purchased.
- Downline Management - using the same tools you can track your downline, upline, sideline.
- Supplier/Product/Inventory Management - add/modify/delete products from your inventory. Set Par levels (Ideal Qty in Stock levels) for sellable items and let the software build your next Inventory Order.
- Product Ordering - order products from suppliers and update your expenses and inventory automatically!
- Customer Sales - record sales, loan/borrow, personal use transactions, and even trades with other consultants. Your inventory and income updated automatically!
- Event Tracking - build an event based on sales - click a few buttons and you can see how profitable your event was!
- Book-Keeping Module - track multiple accounts (Checking, Credit Card, Savings, etc.).
- Expense/Mileage - record expenses and mileage and print reports which allow you to transfer totals directly over onto the IRS Schedule C
- Many Reports - mailing labels, contact reports, sales receipts, income reports, expense reports, mileage reports, inventory reports ... the list goes on and on ... over 50 great reports!
- Auto Update - With the click of the mouse, the software will check to see if there is a new version of the application or product files on the ScrapSoft site!
Customer/Contact Managment
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- Tree View for easy customer selection. In two clicks you can be on the Customer Record you are searching for.
- Track customer purchases.
- Track customer contacts.
- Powerful Query By Form feature allows you to pull customer records into Mailing Labels and other reports easily.
- Wish List allows you to track items that a customer wants. They are removed automatically when the customer purchases those products.
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Supplier/Product/Inventory Management
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- Ability to add/modify/delete suppliers
- Uses a Tree-View (Product Lookup button) to allow you to find products in 2 clicks!
- Ability to enter Retail Price and Consultant Price separately
- You can choose which field is calculated Retail Price or Consultant Price and have the software auto-calculate that for you ... or you can override the value.
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Event Management Module
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- Track event details like Coordinator, Directions, etc.
- Add your sales to the event, see the event totals.
- Report back the coordinator rewards immediately, accurately!
- Generate Event in Focus reports from sales totals as soon as you enter them!
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Book-keeping Module
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- Manage unlimited accounts.
- Transaction tracking.
- Statement reconciliation.
- Expense Integration.
- Build deposit records from existing sales.
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