Archive for 2011
Does SAFE allow for customer budgets to be entered for forms management?
Yes. And if you like, SAFE will alert you to reorder when usage approaches the budgeted amount.
Posted In: Frequently Asked QuestionsIs there an easy way to manage open orders?
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.
Posted In: Frequently Asked QuestionsHow far back may we view order history?
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.
Posted In: Frequently Asked QuestionsDoes a quote turn into a proposal, then a sales order, then a P.O.?
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.
Posted In: Frequently Asked QuestionsCan we enter and pay for products before invoicing our customer?
Yes! Every A/P transaction can be linked to a sales order. So you can make A/P entries before or after you enter a sales order and the costs for the job will be automatically applied to the proper sales order. You can also enter additional costs on a job at any time after the customer… Read more.
Posted In: Frequently Asked QuestionsDo you support summary billing?
Yes. Since Simple Accounting is a real-time program, you should invoice customers for every sale, even if they aren’t going to see the bill right away. This keeps sales data up to date. However, for summary bills you have the capability to print a special summary bill for the customer which includes sales detail for… Read more.
Posted In: Frequently Asked Questions