All items to be sold, including custom forms, stock forms, ad specialties, and services, are stored in a central products and services data file. Each ‘form’ is defined by a number of attributes: Is it a product or a service? Stock or custom? Warehoused item? What type of product is it? Is it strictly used… Read more.

Every ship to is considered a ‘cost center’. Each ship to can be assigned up to a fifteen digit ID (such as for a bank branch). Additionally, there is also an eight digit Location ID field to indicate the storage location of the product within each customer site.

Yes. And if you like, SAFE will alert you to reorder when usage approaches the budgeted amount.

Yes! SAFE has a feature called ‘Business Reminders’ which displays all orders scheduled to ship today. This can automatically run each time you start SAFE. Business Reminders can also tell you which A/P checks are due and which items are to reorder, and which contact manager to-dos you have automatically.

There is no limit to the amount of sales history you can keep on-line, provided you have available disk space. See the question in the Technical section for how specifics on disk space is requirements.

Yes! SAFE is completely integrated. Start with a request for quote, then automatically convert that to a sales order. Then press one button to bill your customer and update the general ledger, accounts payable, accounts receivable, forms management, and inventory.