Richmond, Virginia - Tampa, Florida - Seattle, Washington - London, England, Great Britain - Paris, France - Barcelona, Spain

Customer Features

• Individual customer credit terms
• Unlimited shipping and billing addresses
• Individual sales accounts
• Receive payments through large number of payment modules, checks, and cash
• Sales Orders, Invoices and Point of Sale capability
• Full featured order status window allow for easy organization and review of orders at all status levels

Vendor Features

• Individual vendor payment terms
• Unilimed vendor ship from addresses and remit to addresses
• Individually assignable expense accounts

Inventory Features

• Handles different types of inventory items: Stock, Assemblies, Master Stock, Non-Stock, Service, Labor, and Description Only
• Individual inventory cost methods: FIFO, LIFO, and Average
• Multi-tier pricing, up to 5 price levels
• Inventory Stock level management
• Individually assigned cost accounts for sales, inventory, and cost of sales
• Serial number tracking capability
• Customizable inventory group/field manager. Add as many inventory attributes as needed, in as many groupings as needed to help organize and fully define you products

Banking Features

• Receive payments from customers
• Pay vendors, write checks directly from PhreeBooks
• Payment manager allow payments of multiple vendors at a time
• Reconcile receipts/payments with bank statement
• Handle Payroll with employees (future upgrade)

Human Resources Features

• Maintain employee information
• Linked to the payroll feature

Import/Export Features

• Extensive/programmable export feature allow for individual field selection, order
• Allows fields to be processed prior to export (e.g. format a currency, round a number, etc.)
• Filters allow for selective exporting of just the fields desired
• User selected field delimiters and text qualifiers to create common csv and tsv (tabbed) formats
• Export of customer, vendor, inventory, banking, employee and general ledger data

External Interfaces

• Modularized interfaces available to third party applications
• Included interface to ZenCart shopping cart system
• Download online orders from shopping cart systems with a push of a button
• Upload product information from PhreeBooks to your shopping cart system to allow for a single database solution

Multi-Company Features

• Capable of handling multiple companies with individual databases.
• New companies can be created through the setup script or copied from an existing company

Report/Form Features

• Includes many standard reports and forms to get up and running out of the box
• Robust report builder tool allows creation of custom reports and forms
• Ability to create documents in A3, A4 and Letter size paper, portrait and landscape orientation

Payment Modules

• Payment modules to allow for multiple payment methods
• Easily expanded with additional payment modules

Shipping/Freight Features

• Modular shipping tool allows for direct interfacing to many popular freight cariers
• Included modules: free shipping, flat rate, UPS, FedEx, and more.
• Shipping manager tool allows for multi-piece shipments that exceed the individual package weight allowed by carriers
• Shipping tool links directly to the order screens. Ship from and ship to addresses automatically fill the shipping manager window and drops freight selection back into order, reducing errors

Security

• Every menu choice has programmed security access (none, read-only, enter, edit and full) on an individual user level
• Runs under a SSL or non-SSL environment
• Separate user account for each company (in a multi-company environment)

Other Features

• Uses pop-up windows to quickly navigate and locate the information you need
• Based on the full featured ZenCart shopping cart system administrator menu
• Style sheet templates are compatible with the ZenCart template definitions to create a common 'look and feel' across the two applications
• Backup feature to protect valuable company data
• Multi-language feature allows individual users to operate in the language of their choice
• Platform independent
• Web based to allow access from any browser, anywhere