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j a c o b

Jacob's Features


Features

The Many Features
of Jacob POS

INVENTORY CONTROL:

Maintain Stocks in real-time. Know what you have with a click. Track inventory movement and get notified of low stock items.

Upload inventory as a .CSV file specifying the name of product, brand, model number, color, supplier, MSRP price, product category and other.

These filters later allow you to get accurate reports of how well your inventory is doing

 

CUSTOMER MANAGEMENT:

Maintain a database of customers and contractors with the option to create multiple shipping addresses etc., Retrieve customer information by phone number, first name, last name and view purchase history.

Efficiently handles and maintains same contractor handling multiple job sites by creating job tags.

SUPPLIER MANAGEMENT:

Maintain a database of all your suppliers with their contact information and the percentage of discount they offer off the MSRP price.

When raising a Purchase Order, the system would automatically calculate your discount and create a PO to print out or directly email the Supplier

EMPLOYEE MANAGEMENT: 

Create Employee accounts according to User Roles and define sales commission percentage structures to Sales Associates.

Enter Salary details and let the system handle the rest. Grant access to employees with information they need to perform their jobs without having to compromising confidential data

EXPENSE MANAGEMENT:

Define company expense types and enter incurred business expense amounts to be in control.

Run reports on individual expense type or all expense types to determine totals for any date range. Also enter expenses paid by employees for which the company needs to reimburse.

CUSTOMER QUOTATIONS:

Create quotations for customers and give the necessary tools for Sales Associates to follow-up on given quotes and convert them into Sales Orders.
System has option of hiding Model Numbers of products in order to make it difficult for customer to shop around.

– Sales Associates can look at the quotes they have given and enter notes and set-up reminder notifications to follow-up.

SHOWROOM MANAGEMENT: 

Maintain your showroom inventory separately from your stock. Buy display products from suppliers separately and keep track of your showroom display inventory.

System allows you to move a showroom item into regular stock for sale to customer.

SALES ORDER MANAGEMENT:

Create Sales Orders when a deposit payment is made towards an order and manage it up until payment is received in full, at which point the Sales Order is converted into an Invoice.

Sales Orders have the flexibility of adding, editing and deleting backordered items if the items have not been received from the Supplier. Changes made to Sales Orders would automatically reflect in the Back Order and Purchase Order screens.

CLEARANCE ITEMS:

Specify products to be on “Clearance” with special pricing and maintain a separate inventory for it.

Be notified when creating a Quotation or Sales Order, if Clearance stock is available for the chosen product.

SHIPMENT MANAGEMENT: 

Track all incoming shipments for Backorders and instantly notify customers of items received.

Keep track of items shipped and picked-up by Customers with date and timestamp to avoid confusion.

COMMISSION MANAGEMENT:

Manage Sales Associate’s commission amounts based on their sales and the keep track of the salary amounts paid. Get accurate commission figures based on Sales minus Returns.

Get full details of all the invoices and returns pertaining to the figures displayed. If more than one Sales Associate is involved with the sale, commissions can be divided accordingly.

DIGITAL SIGNATURE CAPTURE:

Allows Customers to sign on a digital pad when taking delivery of products and the system would store their electronic signatures for easy retrieval along with date and accurate time.

– Saves so much of time in digging through paperwork to verify customer signature of products shipped.

BACK ORDER MANAGEMENT: 

Know at any given time what needs to ordered from the Suppliers and for whom.

Manage Back Orders and create instant notifications to customers of the status. Convert Back Orders to Supplier Purchase Orders.

PO MANAGEMENT:

Raise Purchase Orders when ordering from Suppliers with prices automatically calculated according to the percentage off of the MSRP with each Supplier.

Purchase Orders are generated for Backorders and can also be generated for showroom inventory.

Reconciliation feature when invoice from Supplier is received allows to make sure the accuracy of figures.

RETURNS  MANAGEMENT:

Handle Returns and Refunds with accuracy. Apply restocking fee, specify if Returns are to be sent back to Supplier or added into inventory.

If item is to be returned to Supplier, track credit note or refunds with RAN (Return Authorization Number)

BARCODE SCANNING: 

Scan UPC (Universal Product Code) directly into a Sales Order to retrieve product information or scan an internally generated barcode for each product.

Barcode Lookup functionality for display products allows Sales Personal to give product details (price, availability etc.,) in a quick second instead of flipping through catalogue books to identify the product and searching for availability.

STORAGE LOCATION:

Specify storage location of each product in your warehouse when receiving products from the Supplier and also where you are storing inventory products.

Know at any given time of where a product is stored for the Customer or inventory with a simple click. Change storage location of product by a quick update. Eliminate the problem of running around the warehouse searching for products.

TASK  REMINDERS:

Set reminders and be reminded of follow-ups on given quotations and be reminded of pending tasks on different Sales Orders.

Simply specify the date of the reminder and when the User logs into the system, the dashboard would show a list of reminders that are still pending. Allows you to make changes to existing reminders with ease helping you to be on top of things.

POWERFUL REPORTS: 

Get insights of the business with in-depth reports of everything happening in the business. Reports include:

Invoice based Sales Report, Sales Order based Sales Report, Supplier Based Reports, Product Category based Report, Individual product Performance Report, Brand based Report, Expense Report, Payments and Refunds Report, Tax Reports, Employee Balance Reports, and many more Reports with filters to get an even closer look

MARGIN PROTECTION:

Protect your profit margins by simply assigning the maximum discount applicable to Customers.

The system would monitor the maximum amount and should the Sales Person go over the allocated amount for whatever reason, the system would notify the user and also alert the Administrator. This will prevent sales staff from giving deep discounts just to make their commission numbers.

NET-PRICING  MANAGEMENT:

Jacob takes care of all Net Pricing products that have deeper discounts based on the different quantities and does the necessary calculations when Purchase Orders are generated.

System also prompts the User when the Net Pricing product is added to Sales Orders in order to take advantage and stock-up on the products for bigger savings that relate to bigger profits.

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