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Why not Just QuickBooks?

OrderMaster, Inc., specializing in industry specific software integrating with QuickBooks. OrderMaster II is an industry specific software product that works with QuickBooks to form a powerful and amazing software solution for your company.

Why OrderMaster II and QuickBooks?

OrderMaster II handles all order related transactions according to industry standards then passes the information to QuickBooks.

QuickBooks handles the Profit & Loss Statement, Balance Sheet, Bank Reconciliation, Payroll, Budget, and Income Tax Information.

The interface with QuickBooks is the most cost effective and efficient means to a complete solution.

    1. OrderMaster II simplifies order entry with simultaneous entry of customer (sale) and vendor (purchase) information. This eliminates the double work necessary with QuickBooks.

    2. OrderMaster II handles all the details about an order all the way from a quote to an order, to an invoice and a re-order request or new quote without having to re-key any information.

    3. OrderMaster II can handle multiple vendors on a single order and keep track of customer price, vendor cost, profit, commissions, artwork, and other details pertinent to the order.

    4. OrderMaster II can calculate commissions while doing the order. It calculates on the basis of the estimated profit on a booked order, a billed order, cash received or closed deals. OrderMaster II can calculate commission on gross sale or net profit.

    5. OrderMaster II has ample space for notes to the customer and / or vendor. These notes can be of unlimited length. With so many customized items sold by the Promotional Products Distributor, most orders require substantially more descriptive information and boilerplate language than allowed by most programs.

    6. OrderMaster II has even more space for memorandum information about the order that does not print. In this space, you can record details of your conversation with the vendor, verbal instructions or promises etc. 

    7. With OrderMaster II tracking system, you can keep track of the status of all your open orders. You can tell at a glance which have been confirmed and what to expect and when to expect it.

    8. Open orders can be associated with your salesperson as well so that they can track their progress and notify customers of impending arrivals.

    9. You can create new orders from quotes, previous orders, or from invoices (even if there are multiple vendors on the previous order).

    10. You can also create quotes from previous orders and invoices or from other quotes.

    11. OrderMaster II will generate reorder reminders.

    12. Line items can be related to the Purchase Order, the Sales Order or both.

    13. An OrderMaster II Line item can have two item numbers, one for the purchase order and another for the sales order. A distributor may advertise with his own catalog of items using different item numbers than his vendor. OrderMaster II can correlate the two.

    14. An OrderMaster II Line item can calculate vendor cost from the catalog price based on industry specific discount codes A-K or P-Z.

    15. An OrderMaster II Line item can also calculate percentage markup as a basis of cost or price. 

    16. An OrderMaster II Line item can function as Inventory add or deduct or need not involve inventory at all.

    17. An OrderMaster II Line item can be commissionable or not, can be taxable or not.

    18. With OrderMaster II, you can calculate and visually display the gross profit on your invoice along with the commission and freight before generating the invoice. This feature assures correct customer billing.

    19. During the invoice process, you can adjust commissions for such things as advances or bonuses.

    20. By default, OrderMaster II follows industry traditions by excluding customer and vendor freight from commission (You can override this feature). 

    21. OrderMaster II can accumulate freight from multiple vendors associated with the order for the purpose of billing customer.

    22. With OrderMaster II, you can automatically mark-up your vendor freight on a customer invoice.

    23. With OrderMaster II, you can add non-vendor related costs to the order for the purpose of calculating commissions or charge in-house labor.

    24. OrderMaster II Customer management surpasses QuickBooks. It keeps track of quote history, order history, contacts, and schedule of events.

    25. You can quickly locate a specific customer by company name, contact name, phone number, fax number or up to two identifying codes.

    26. You can also browse / locate a specific customer by sorted by company name, contact, city, state, or zip code.

    27. OrderMaster II Customer detail order history allows you to see all the customer order history categorized by vendor, reference, type, and subject. With a click of your mouse, the complete order can be viewed and printed including specifications, vendor, customer, and commission information.

    28. Customer order history also shows volume statistics for a time period you specify. You can see number of orders and invoices, sales, cost of goods sold and profit. OrderMaster II also displays average order statistics.

    29. OrderMaster II Customer management keeps track of mailing, shipping and billing information about each customer. It also has the ability to mail statements of transactions of a group of companies to a single member of that group.

    30. OrderMaster II Customer management keeps track of customerís artwork.

    31. OrderMaster II customer management can generate labels.

    32. With more and more FCC restrictions on mass communications, OrderMaster II Customer management helps keep track of customer authorization to receive fax and e-mail transmissions and generates lists considering these authorizations.

    33. With plenty of sorting capability, you can generate customer, mailing, faxing and e-mail lists for communicating with your customers.

    34. OrderMaster II Customer management allows for unlimited notes and comments about the customer.

    35. Handling the unique salespersons and commission issues of the Promotional Products Industry is a specialty for OrderMaster II. It can handle an unlimited number of salespersons, each having a starting basis (Gross Sale or Profit on the Order).

    36. OrderMaster II allows for a percentage based on the overall order or specific line items. While commission usually does not include freight, you can include freight (customer and vendor) if you choose.

    37. OrderMaster II can calculate commission at a different rate depending on the nature of a line item or percentage of profit. You can even exempt a specific line item from commission. 

    38. While a customer is assigned a salesperson by default, this can be changed for a particular deal or order.

    39. OrderMaster II contains many features not available in QuickBooks to facilitate the salespersons needs of this industry. Features like the ability to generate open order reports for each salesperson, orders booked by salesperson, receivable reports for each salesperson and many follow-up reports as well.

    40. OrderMaster II can accommodate the variety of methods for calculating commission found in this industry, such as booked orders, collections, billed orders or orders billed and paid.

    41. OrderMaster II will sort customer reports and lists by salesperson to help the salesperson manage their customers. A specific example of this is the customer volume report by salesperson, mailing lists, client lists and etc.

    42. Future enhancements to OrderMaster II may include sales manager override commissions and shared commissions.

    43. OrderMaster II inventory does not get in the way if not necessary, goods dropped shipped for example.

    44. OrderMaster II can handle inventory that is owned or inventory consigned or both simultaneously. OrderMaster II can handle fulfillment programs and wearable's where size and colors are an issue. 

    45. OrderMaster II can calculate inventory at cost, price or both.

    46. OrderMaster II items have two item numbers, one related to the vendor and one related to the customer, as in the case of fulfillment's or catalogs.

    47. OrderMaster II Items can be sorted by a single sort code, by fulfillment program and by style (as in the case of wearable's).

    48. Future enhancements to OrderMaster II may include assembly or build capability to serve the additional needs of the gift basket and trophy industries.

    49. With OrderMaster II you can always see quantities on hand, committed, on order and available for items in inventory.

    50. OrderMaster II Items can be assigned quantity-level prices and costs (up to six levels.

    51. Items can be individually located by either of the two item numbers or via browse sorted by item number, sort code, program, or wearable style. 

    52. OrderMaster II Vendor management also surpasses QuickBooks, keeping track of quote history, order history, contacts, and schedule of events.

    53. You can quickly locate a specific vendor by company name, Vendor identification number, industry specific identification number such as UPIC.

    54. You can also browse / locate a specific vendor by sorting on company name, line name, Vendor identification number or industry specific identification number.

    55. OrderMaster II Vendor detail order history allows you to see all the vendor order history categorized by customer, reference, type, and subject. With a click of your mouse, you can view and print the complete order including notes, specifications, vendor, customer and commission information.

    56. OrderMaster II Vendor management keeps track of mailing, shipping and billing information about each vendor.

    57. OrderMaster II Vendor management keeps track of web and e-mail addresses and you can send e-mails to the vendor from within the vendor record or log onto their website for order information.

    58. OrderMaster II Vendor management keeps track of vendor rebate policies and with its Vendor Volume reporting capability calculates vendor rebates.

    59. Turning an order into an invoice takes about seven seconds and updates vendor accounts payable and customer accounts receivable at the same time. All of the information about the order automatically becomes an integral part of the invoice.

    60. The OrderMaster II Invoice process automatically associates the vendor invoice with customer invoice, thus eliminating billing errors.

    61. With OrderMaster II, the ordered quantities always remain intact. You enter the shipped quantities separately. You can enter additional vendor charges on the invoice or make whatever other changes are necessary.

    62. With OrderMaster II, you can see and compare the vendor and customer information on the same screen. This goes a long way in preventing errors.

    63. You can see the commission on the billed amounts while generating the invoice.

    64. You can adjust the salespersons commission on the invoice.

    65. QuickBooks will distort the financial statements if the vendor invoice date and the customer invoice date fall in differing accounting periods. OrderMaster prevents this and still assures that you maintain your vendor discounts and customer terms.

    66. OrderMaster II maintains numerous dates pertaining to your orders. Order date, Shipping or expected date and deadline date. It also maintains vendor invoice date, customer invoice date. All-important dates to effectively manage your order related business in the Promotional Products Industry.

    67. OrderMaster II will also transfer the vendorís job or work order number to the re-order to the vendor for the same goods.

    68. OrderMaster II can create packing slips from scratch or from an order or invoice.

    69. With OrderMaster II, you can have your company name or that of your customer placed in the Ďfromí area of the packing slip. This is especially accommodating to Supplier companies in the Promotional Products Industry.

    70. With OrderMaster II, you can have your company name or that of your customer placed in the Ďfromí area of the shipping label. This also, is especially accommodating to Supplier companies in the Promotional Products Industry.

    71. OrderMaster IIís optional password module can allow or restrict user access even to the point of allowing salesperson access only to relevant customers, orders and reports. 

    72. OrderMaster II comes with its built-in contact management system. With this system, you can keep track of orders and quotes outstanding, re-order reminders and other important events concerning customer or vendors.

    73. As industry standards evolve, you can count on OrderMaster II to remain current.