CoreVI Modules


Core Six Modules

General Ledger
Billing
Accounts Receivable
Point of Sale
Accounts Payable
Visitor Portal
Inventory

Sales Order

Purchase Order



General Ledger

Chart of Accounts
Journal or Ledger view of transactions
Trial Balance, Balance Sheet, Earnings, and Cash Flow reports
13th Accounting Period processing

Accounts Receivable

Generate Invoices
Cycle Invoicing Options
Finance Charge Calculation
* Multiple ship to addresses
* Definable Aging Categories
Customer Terms number of days from invoice date or from end of month
Open Item or Balance Forward account types
Commission Calculation on gross sales (sales less tax and freight) or net sales (sales less tax, freight, and cost of sales)
Rapid batch input for cash and check
Print Deposit Receipts

Accounts Payable

* Multiple Checking Accounts
Payment Terms and Pay Status
Payment Discounts
Cash and Accrual Method
Check Register
Vendor status (active or inactive)
Manual or auto assigned invoice number
Link invoice to purchase order
Add discount due date and amount to the invoice table.
Recurring Invoices
Select invoices for payment by vendor number, vendor name, due date, invoice number, and pay priority.
Automatically calculate due dates, discount due dates and discount amounts.
Void a check options.
Allow tax exempt on line items.

Inventory

Sales, Contain, and Bill of Material Items
Warehouse locations
Price Markup
Price Breaks
Unit of Measure
Season quantity adjustments
Track the quantity in stock, on order, committed, and in production.
Specify default purchasing, stocking, and sale units.
Support average, standard, LIFO, and FIFO costing.
Product substitution

Sales Order

Orders Printed On-line
Batch Invoicing
Order or Quote Entry
Create order from quote
* Copy quote
Product substitution
Generate and assign lot numbers and serial numbers on shipping
Allow partial shipment of sale orders
Cancel all or a portion of a sales order
Freight rates
Promise date on line items
Open order report
* Multiple ship from locations
* Drop ship items
* Customer on credit hold
Pick process records serial numbers
Allow tax exempt on order and/or line item
* Order, invoice, shipment messages
* Automatic back-order creation
Allow discount on order and/or line item
* Ship-by date
Manual or auto assigned sales order number

Purchase Order

Generate Purchase Orders automatically or manually
Complete or partial Purchase Order Receipts
* Request for Proposals
Receiving
Update item costs based on Purchase Order
Vendor Item Numbers
Line item special instructions
Requested date and promise date
* Automatic Quantity Conversion
Cross reference item SKU to vendor product number
Substitution Items
Discount on order and/or each line item
Tax exemption on line items
Vendor Cost and Last Unit Cost costing methods
Drop-ship address for items shipped direct to customer
* Print inventory tags for entire purchase order or packing slip
Print Purchase Order Report
Print Purchase Order Receipt Report
Print Purchase Order Serialized Report
Print Purchase Order Profiles
Print Open Purchase order Report
* Print Incoming Item Analysis Report

Billing

Contract periods
Recurring changes
Automated invoicing
Email invoices
Automated collection
Multiple currency

Point of Sale

Server availability and login
Multiple registers and drawers
Selectable table with table layout
Payment methods include cash, check, credit card, and debit card.

Visitor Portal

Customer and vendor access to their account.

* Indicates future enhancement