provides invaluable financial information as part of its unified approach to
You can create and organize a
product catalog, and then prepare customer quotes, sales orders and invoices
from that catalog. Once sold, products may be tracked by serial number on
service contracts, with their associated case history.
Payments may be received and
allocated to open invoices, and receipts may be printed as PDF documents.
Statements may be created and printed for partially paid invoices, or as full
The optional info@hand
Finance module permits the catalog and accounts data, plus invoices and
payments, to be synchronized with QuickBooks at regular intervals.
Purchase Orders may also be
generated and emailed to suppliers, and outgoing payments may be tracked and
alocated to purchase orders to derive an accounts payable balance.
An Acrobat PDF may be generated for
any document (Quote, Invoice, Sales Order, etc..) - using the Create PDF button.
Each document may also be automatically generated and emailed (as a PDF
attachment) in a single action. Your company name and address details (as well
as your company logo) on the PDF come from Company Information data entered in
the administration screen. There is support for multiple company addresses plus
the appending of standard terms and conditions, and there are two attractive
layouts to choose from. PDFs support multi-byte character sets, and so character
sets such as Thai and Japanese are supported.
Quotes module manages the creation of customer quotations. Quotes are created by
defining a quantity to be sold for each of a number of products or assemblies
(complex products), and an account to which they are being quoted. Quotes may be
managed and tracked through their life-cycle using the Quotes module.
Each quote has a Stage - which may
be set to Draft, Negotiation, Delivered, On Hold, Confirmed, Closed Accepted,
Closed Lost, or Closed Dead. As well, a quote has a Valid Until date, after
which the prices quoted expire. Each quote has a contact, an account, and an
address - for both bill to and ship to. For each quote the shipping provider,
the currency and the terms must also be selected.
quote consists of one or more product groupings, and each product group may have
one or more products in it. Each group has a name, and a stage.
Clicking on the subject for any
Quote in the list view displays the detail information for that Quote.
The Quotes detail view illustrates the information
captured by a quote within info@hand - complete with Bill To
and Ship To addresses and contacts, multiple groups of line items, shipping
provider, taxes payable, discounts and shipping costs (per group).
may be created by converting a Quote to an Invoice, by creating an Invoice from
scratch in much the same way as described above for a Quote, or by generating
the Invoice from a Sales Order. Invoices add a Due Date, which is automatically
calculated using the terms selected. The Invoices list view highlights any
overdue invoices, and an Open Invoices Report lets you track all outstanding
Quotes, Sales Orders, Invoices and Purchase Orders
may all be customized by selecting the starting number for each, and by
specifying a prefix to be used. For example
specifying a prefix of "TLR06-" and a starting number of 1000 will generate an
initial Invoice number of TLR06-1000.
Receipts & Statements:
Payments may be received and allocated to one or more invoices. Receipts may
be generated and printed or emailed.
paid invoices may have a statement generated and printed or emailed.
Account statements may be
generated and printed or emailed. These statements may be created
individually, or automatically for all accounts with a non-zero balance.
Sales Orders may be created as an intermediate step between Quotes and
Invoices. Packing Slips and Order Confirmations may be produced and emailed
may be used to generate one or more Invoices.
Purchase Orders and Outgoing
Purchase Orders may be created and automatically emailed to suppliers. The
Purchase Orders list view highlights any overdue items, and an Open Purchase
Orders Report lets you track all outstanding POs.
Payments may be tracked and allocated to one or more Purchase Orders.
Payment Advice notes may be generated and printed or emailed.