TERMS offer flexible business document development, including quotations. Not only are different line types supported, allowing you to create subtotals of previous lines, but you can insert free-form text anywhere within the body of the document, as well as display recommended alternative items. You can also store and reuse standard comments and define header and footer text for each document. Additionally, you can calculate gross profit for each quotation, easily review the sales price history, and, once you create a quotation, quickly and seamlessly export it to Microsoft Word.
Order – Simplify entry of sales orders by accessing item availability information across multiple warehouses. When a shortage arises, choose to order from a list of alternative items or allow the item quantity to be partially delivered. Orders can support different delivery dates and ship-to addresses for each line item, and you can automatically create purchase orders from a sales order and drop-ship the items to the customer’s site.
Delivery – Generate packaging documentation for all goods shipped to a customer. The built-in packaging function facilitates the “virtual input” of items into different parcels when a delivery is created. You can store the delivery tracking number and access the shipping status within the delivery note with the click of a mouse. The software automatically updates warehouse quantities when you make a delivery.
A/R invoice – Automatically create a corresponding journal entry with each invoice. As a result, you can create an automatic receipt if the customer chooses to pay only part of the invoice.
A/R invoice and payment – Create an invoice and receipt in one step by using information from the same document.
A/R credit memo – Easily import data from the original invoice when creating a credit memo for returned merchandise.
Document printing – Select period, document number, or document type to print sales and purchasing records.
E-commerce – Sell and market your products and services online with seamless integration into TERMS. Leverage a highly scalable Web store with customizable themes and shopping carts; support for multiple stores (business to consumer and business to business); powerful catalog and integrated inventory management; customer acquisition and self-service functionality; strong analytics, including dashboards and a customizable report builder; and support for business-to business and business-to-consumer activities.