Overview
The primary feature of the package is inventory and program catalog management. The focus is based on repeat sales of program items either from stock or drop-shipped from an outside vendor. Emphasis is on recording sales, quantity shipped and purchase cost of inventory items.
The processing of Fulfillment Orders includes the ability to ship direct from inventory or drop ship the goods from an outside vendor. Both House and Customer Owned inventory processes are supported. Other unique features include the ability to enter credit card information on the order, create consolidated invoices, multiple ship-to addresses, tax codes and real time inventory tracking. Sales/Activity reporting can be done by item, program catalog, customer, ship to, and geographically by regions.
Inventory reporting and analysis is significantly enhanced as compared to the standard inventory reporting features offered in Profitmaker. Both First-In First-Out (FIFO) and Last-In First-Out (LIFO) cost accounting is supported. Analysis of standard cost, actual cost and costing trends are available by item, program, product codes and several other selections. Other reports provide information regarding inventory movements such as sales, returns, usage and adjustments by item, program catalog, product codes and several other options. Many of the reports can be used to provide information back to the corporate sponsor of the program suppressing costing information.
Program Master
- Tracking of sales, cost, and movement activity with summary by program.
- Controls general ledger posting affect, if desired.
- Controls consolidated vs. individual invoicing options.
- Selection of forms required to print for each program.
- Can be designed to limit customers who can purchase through this program.
Item Master
- Tracking of sales, cost, and movement activity with summary by item.
- Controls general ledger posting, if desired.
- Variable method of inventory allows for shipping from stock or drop shipping the item directly from your vendor in fulfillment order entry.
- Personalization can be selected for in-house , outside or no processing. Depending on the selection an in-house production order or drop ship purchase order will show the personalization information.
- Simplified creation and maintenance of wearable items.
- Creation of multiple vendors for each item with individual purchasing information.
- LIFO/FIFO method of inventory cost with detailed tracking records.
- Ability to create multiple pricing structures by program.
- Commission % override by item
- Tax override by item
Inventory Reporting
- Ability to run sales and activity reports by program, customer, item and several other selections.
- Item sales reporting by program, customer, ship to, and item number with comparison to last year on a month by month comparison.
- Item activity detail/summary reporting by user defined period.
- Back order tracking.
- Below minimum reporting.
- Suggested reorder summary to inform customers when forms need reordered.
- Forms Management Summary to show customer valuable information to keep them current with their forms inventory.
- Budget Summary reporting for cost centers.
Fulfillment/ ProfitMakerPLUS
- Simplified order processing.
- Ability to ship from stock or drop ship the item at order entry.
- Multiple ship to locations with multiple sales tax rates.
- Zip code tables (default sales tax codes automatically)
- Freight tables (default freight charges based on order amount).
- Cash/Credit Card deposit posting options.
- Individual/consolidated invoicing selections.
- Prebill/purchase inventory for customer owned inventory, receive and then release from stock.
- Optional packing list/order manifest forms.
- Immediate updating of inventory at time of shipping
- Drop ship fulfillment orders interface with inventory purchase orders for ordering and tracking of drop ship merchandise.
- Customer service displays/reporting.