...SETTING A NEW STANDARD IN HIGH QUALITY CUSTOMISED-BUSINESS-SOFTWARE Delivered ON-TIME and ON-BUDGET BUILD YOUR OWN QUOTE HERE...Now Choose the features to include in your estimate: (See full description of feature below or by clicking each link) A. GENERAL CORE B. PEOPLE REGISTER C. TRANSACTIONAL HISTORY D. AUTO REMINDERS SYSTEM E. DOCUMENT MANAGEMENT F. DIARY/ BOOKING SYSTEM G. POINT OF SALE H. ACCOUNTING PACKAGE I. TIMESHEETING J. QUOTES/INVOICING/ORDERS K. STOCK/INVENTORY CONTROL L. PROCESS TRACKING M. MARKETING/BULK MAILOUTS N. CONTACT LIST O. EVENT MANAGEMENT P. GROUP BOOKINGS SYSTEM Q. CUSTOMER CALL LOGGING R. EQUIPMENT MAINTENANCE S. PROJECT/TASK MANAGEMENT T. AUTO RESPONSE SYSTEM U. QUICK DATA ENTRY V. IMPORT MANAGER W. SEARCH ENGINE MATCHING X. AUTO EMAIL SEQUENCER Y. SALES COMMISSION MGR Z. EMAIL RESPONSE MANAGER AA. AUTO PDF CREATOR AB. INTERNAL MESSAGING Name: Email: Verify: Please type in 'verify' to protect from misuse ** This will give you an estimate. A Confirmed Fixed Price Quote will be forwarded.

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FULL FEATURES LISTING

FEATURE A: General Core Structure (required)
Menu-driven user-friendly system, Point and click technology, Full Searching/Editing , multi-user and networked ready, features can be secured with passwords, with unlimited logins.

- Unlimited User Licensing
- An unlimited number of simultaneous users are supported.
- Microsoft Windows/Access platform
- Training and installation is available.
- On screen customisable Help system is built in.
- Long Term Support agreements available
- Customisation agreements available
- Leasing or purchase options available

1 Yellow filled fields allow Double-click to further
2 Green backed fields are limited to options via Maintenance Usage Tips:
3 Blue backed fields are unlimited and grow with your data entry
4 Dates are entered as dd/mm/yy, month and year are auto filled
5 The Esc (escape) key allows undo of keyed data
6 The complete record can be selected by clicking the grey bar down the left side of the window
7 On a list, new entries are often added at the bottom (* fields)

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FEATURE B: People Registers
The details of all people in your system (ie Clients, Suppliers, Staff, Members etc) are stored in this register or listing. Multiple contacts per entry, referral details, multiple phones/addresses, bank details, communicaiton preferences and more. An unlimited register of people from an unlimited range of categories can be viewed and searched for. Ie. Clients, Suppliers, Staff, Members etc using:

1 Rapid Searching
2 Full personal details, Postal and other Addresses, Multiple Phone Details, other specific requirements
3 Marketing Preferences, Communication Method Logic ie. Email, Letter, Phone
4 Unlimited Contact details
5 Notes and other specific data
6 Unlimited Letters Out (Word,text, print,email)

Usage Tips: Any information visible in your listing can be search for. The search performed looks for any match of the characters you enter. Ie robert would find robert, Robert, Robertson,MacRobertson

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FEATURE C: Transactional History
Each person within your system has an unlimited transaction history for recording such things as Invoices, File notes, Quotes, Actions etc., anything you wish to store on an ongoing basis. Amounts of money, actions, documents etc.

An unlimited history of all transactions held against each individual. ie. Actions, Sales, Invoices, Orders, Letters, Emails etc. using:
1 Dated, Comments, Amounts Due and Paid
2 Sale, Order, Invoice Items and other
3 Auto Letter-out and Email Logging
4 History,file notes and Pending actions

Usage Tips: The Details button will present another screen, the layout of which may vary depending on the type of transaction. Ie This is where you do your invoicing and ordering from.

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FEATURE D: Auto Reminders / Actions
The Reminder or Action list is feed from numerous places throughout the system. You can specify how many days forward you see them. Entries will appear on this list if not yet recorded as Done. A great way to manage many upcoming actions.

Pending Actions and Reminders are presented for Staff from multiple areas of the system. ie People history, Bookings, Accounts, Events, Processes, Tasks etc. using:
1 Plan ahead actions
2 Overdue Invoices and Bills
3 Notes and further details
4 Task/Job Actions
5 Process Actions

Usage Tips: When you double click the Yellow field to goto more details - you will be taken to the specific screen which represents the type of action. Ie Person History, Booking, Orders etc

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FEATURE E: Document Management
Storage and tracking of unlimited documents, either related to clients or equipment or stand alone. This area allows you to store and access any type of document in any location.

1 Documents stored jpg,Doc,xls, near any
2 File location links can be selected and updated
3 Viewing, Editing and printing of images, letters etc

Usage Tips:

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FEATURE F: Booking and Roster System
A full calendar including colour coded items, up to 40 time slots per day and 8 diaries per region on one screen.Unlimited Weekly or daily rosters can be setup for staff. A weekly pattern or a specific daily exception can be recorded.

The appointment book can be enhanced with Staff Rosters (12 month daily entries) or Staff Availability (daily time slots):
1 12 month daily, weekly rosters and availability defaults
2 Bookings, Task Allocation, Time analysis
3 up to 40 user specified timeslots per day, 8 diaries per view
4 unlimited views/regions
5 Colour coded for easy recognition
6 Synchronisation with MS Outlook available and other exports
7 Reminders can be set

Usage Tips: Before a person or item will be available for booking, you must set the BookingShow feature in that entries personal details - also they need a colour and range of regions included.

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FEATURE G: Point-of-Sale
A full POS system allowing Product Searching, Barcode scanning, Split Bills, Multiple sales, Receipting, stock deductions and more. Sales reports included.

A full POS system that integrates with Products, Clients, Accounting.
1 Retail, Café, Restaurants, Clubs etc POS system
2 Online/Offline operation, touch screen or mouse
3 Simultaneous multi-point Operation
4 Simple Split bills, Table layouts, Tabs, Discount
5 Meal Lists and Wastage Tracking
6 Unlimited Product Categorization/ multi-level Pricing
7 Sales Transaction Logging
8 Multiple product search features with Imaging
9 Barcode Scanning ready – with instant images
1 Receipting, Lay-bys, Credit, Accounts, EFTPOS
1 Statistical and Financial Reporting

Usage Tips:

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FEATURE H: Accounting Functionality
A complete selection of accounting activities, Accounts Payable, receivable, Expenses, Income Wages, Assets register, Debitors Reports, Tax and many more.
A full yet simple accounting system
1 Wage/salary Disbursement – ie Payroll
2 Bank Reconciliations
3 Invoicing and Bill Management
4 Accounts Receivable and Payable
5 Data Uploading to other systems
6 Profit/Loss, Balance Sheet, GL printouts, BAS figures
7 GL - Electronic Journal
8 Unlimited Chart of Accounts

Usage Tips: Regularly check the Journal to ensure your entries have been entered correctly. Payments Received from here will be updated against the persons history if that invoice has been journalised.

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FEATURE I: Timesheeting
Unlimited storage of day to day timesheets for Staff and/or Specific Tasks over a weekly period for any week.
Includes Report outputs and Payslips etc.
Record day by day times for stafff/Tasks specific. See a week at a glance using:
1 Allocate to Staff
2 Allocate to Tasks
3 Produce Timesheet Reports
4 Cross reference with Wages (Accnts)

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FEATURE J: Quoting/Invoicing/Purchase Orders
Quotes and Invoices are stored in the Historical Transaction area for each Client. Outstanding Invoicing are indicated when the Amount Due and Amount Paid do not match. Purchase orders are stored against the relevant supplier.

Unlimited Quoting/Invoicing with unlimited multi-line items per invoice
1 Client Specific
2 Client specified product lines
3 Auto feed into Client history and Accounts Package
4 Customisable layout
5 Recording of Invoice History
6 Overdue Invoices Report

Usage Tips: Once an Invoice is Journalised, it will await payment in the Accounts-Payment Receivable area. To journalise you need to specifiy an Income Account.

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FEATURE K: Stock/ Inventory Control
Details of stock items are stored and managed individually or in Category/Subcategory groups. Purchase Orders allow Receipting of Goods as they arrive in store, POS allows auto-deduction of stock on-hand.

Manage Incoming and Out going stock with auto re-ordering notification, Supplier sensitive ordering and stock deduction Invoicing
1 Purchase Orders
2 Stock Register
3 Supplier specific stock items
4 Goods Receipting
5 Auto Re-ordering Report and reminders
6 Auto Stock Reduction (at POS/Invoice)

Usage Tips:

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FEATURE L: Process Tracking
Many any Tasks often have a repetitive set of actions. These can be setup and monitored ensuring so actions are missed.

An unlimited sequence of Processes associated with activities are monitored
1 Auto logging and reminders
2 Auto Associated emailing
3 Complete Process Monitoring
4 Auto sequenced Call Forwards
5 Dated Actions

Usage Tips:
You can setup your default process listings via Maintenance.

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FEATURE M: Targeted Marketing Bulk Mailouts
An unlimited array of Audiences can be specified. Once selected any group of people can be communicated with. A generic email, Letter or Listing can be produced. Emails can be tagged to capture responses from the recipient. (MS Outlook is required)

Choose an audience, then a letter, then auto email or print them.
1 unlimited audiences for bulk email marketing
2 unlimited generic layouts for print or email
3 auto print, phone list or email out logic per Client/Supplier

Usage Tips:
Remember to Clear the Audience first, otherwise you'll just keep adding to the existing list. Also, only those with emails will be included in the email.The most comon issue is that email addresses are not valid - remove someones email address entirely from their personal details if they are suspect or rejected.

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FEATURE N: Contact List Management
You can establish an unlimited number of Interest Groups or Lists. From this screen you can add or remove individuals from any list. Members (on the left) are currently on the List selected. Those not on the list (right) can be added. The members of these lists can be easily selected via the Mail-out feature for easy group communication.

An unlimited range of contact lists
Individuals only required to be entered once into the system
1 All personal data centrally updated
2 Add to and remove from people for any list
3 simple click them in or click them out
4 Bulk email out to selected Contact Lists
5 Secure personal listings ie VIP’s

Usage Tips:
This is a really cool way to group your clients and then Mailout to them at a click. Spend time setting up some useful groups/lists.

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FEATURE O: Event Management
Keep track of Event Details, associated Tasks and Needs/requirements all in one convenient place. Communicate with interested parties, ie Kitchen, Clients, Coordinators etc. Manage transactions, actions related to each event.

Control the organisation of all related activities using:
1 Needs Register ie Equipment, catering, transport
2 Pending Actions monitored
3 Function details, client, catering etc
4 History logging ie. Communications, ordering, change requests
5 Catering, beverage and Equipment Needs
6 Auto In-house communications with logging ie Email Equip Mngr week prior


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FEATURE P: Class/Student Bookings
Like a classroom of students. This area allows people to be added to the ‘class’ list and their attendance recorded.

Register student bookings, payments and attendance for an unlimited range of classes/sessions using:
1 allocate attendees ie to squads, coaching
2 use for classes, sessions, workshops etc
3 monitor session attendance
4 barcode scanning (scanner required) for attendance
5 vacancy searching
6 unlimited levels and classes
7 assessment reporting per attendee

Usage Tips:
You will not be able to book the same peson into the same class more than once.

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FEATURE Q: Call Centre Logging
Log each call as it comes in, then allocate actions to staff as required. Feeds into Action Lists. Register calls and enquiries for an unlimited number of staff, from multiple answer points.

Delivers call actions directly to the staff allocated using:
1 log customer details
2 Specify Interest Groups
3 Allocate required actions to Staff
4 Statistical Reporting
5 Record for auto mail-out opportunities

Usage Tips:
Using the ActionFor will place an action in that persons list - then you can forget about it.

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FEATURE R: Equipment/Maintenance Management
Manage your equipment, supplier details, maintenance cycles etc all in one easy to use area.

An unlimited history of all transactions held against each item using:
1 Equipment/Asset Register
2 Maintenance Cycles and details
3 Repairer, Supplier details, Associated Costing
4 Maintenance / Licensing Numbers
5 communications with logging ie Email Equip
6 Mngr week prior



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FEATURE S: Task / Project Management
Keep track of Projects, Tasks and Actions. Auto send reminders, Emails and Prioritise. Auto generate process timelines and much much more.

An unlimited range of tasks, related actions and processes can be monitored
1 Task Register
2 Task Actions/completion stats
3 Manual and pre-scheduled auto Emailing/SMS-ing
4 Task To-Do’s listing
5 Auto time-sheeting
6 Contact details per action (ie Plumbers phone number)
7 Integrates with Diary/Booking feature



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FEATURE T: Email Auto-response Mananger
Automatically manage responses to bulk email outs, unsubscribe recipients, action them etc.
The ARM system - puts a special code in the outgoing email, so responses are shunted back to your database directly. So the end result is a list of people you sent the emails too and their reponse nicely collated. Requires MS Outlook if PC based.
Retrieve email responses automatically – no manual intervention required (requires MS Outlook)

1 Auto –transfer responses to and from your database
2 Fully integrated with Mailout feature


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FEATURE U: Quick Data Entry Screen
One-click operation for instant Receipting, Analysis or data entry. Ie Example shown is for a Psychology Clinic. Design your own. This is customised to your Tasks.
Auto populate multiple data tables from one easy to use screen
1 Customisable by you
2 Print instant Receipts/Reports



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FEATURE V: Import Data Manager
Import a range of data into your database, then send mail-outs, print letters and labels for this audience. Multiple imports are quick and easy. Never re-key data again.

Import Data from other sources directly into your database
1 Specify a grouping and then easily direct market to them
2 Windows faced envelopes
3 auto add to Main Register



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FEATURE W: Search Engine / Data Matching
Specify a range of items to be matched. Then the system matches automatically. Ie Buyers and Sellers, Clients with Products. Ie Example given is for Real Estate – but you design your own.

1 Set multi criteria - weighted by importance
2 Match cross references



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FEATURE X: Auto - Email Sequencing
Send an unlimited sequence of emails to a multiple list of people – automatically. Great for marketing and follow-ups.

1 Set multiple email audiences
2 Auto/schedule a sequence of emails
3 Capture responses
4 Auto adjust audience members
5 Auto unsubscribe
6 Auto update member details
7 Statistical Reports
8 Requires MS Outlook



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FEATURE Y: Sales Commission Allocation
Auto allocate commissions to Reps, Agents, Staff etc. Either at time of sale or after Commission Targets have been achieved. Handles both Upfront and Trails.

Each Product line can have associated Sales Commisisons, automatically/manually allocated to Reps accounts as specified by you using:
1 Set unlimited commission levels per sale
2 Produce Agent Commission Statements
3 Auto Allocate Upfront and Trail commissions to Agents/Staff



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FEATURE Z: Manual Email Response Manager
A register of pre-worded email responses that you set up which can be called as required. Per Client or added at point of Invoice. Great for systemising your regular contact with clients or staff. Assist in the consistency and efficiency of email responses using:

1 Pre-worded responses
2 Define When to Send
3 Define What to send with
4 Auto actions after sending



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FEATURE AA: Auto PDF Document Creator
Outputs whether printed or emailed can be created in PDF format automatically without the need for a PDF Writing Printer program.

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FEATURE AB: Internal Staff Messaging
Communicate with action dr4ive messages to all staff within the system.

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