Phreebook ERP

Customer Features

  • Individual customer credit terms
  • Unlimited shipping and billing addresses
  • Individual sales accounts
  • Receive payments through large number of payment modules, checks, and cash
  • Sales Orders, Invoices and Point of Sale capability
  • Full featured order manager window allows for easy organization and review of orders at all status levels. Launch point for many sales activities

Vendor Features

  • Individual vendor payment terms
  • Unlimited vendor ship from addresses and remit to addresses
  • Individually assignable expense accounts

Inventory Features

  • Handles different types of inventory items: Stock, Assemblies, Master Stock, Non-Stock, Service, Labor, and Description Only
  • Individual inventory cost methods: FIFO, LIFO, and Average
  • Multiple tier pricing, up to 5 price levels at the general and SKU level
  • Inventory Stock level management
  • Individually assigned cost accounts for sales, inventory, and cost of sales
  • Serial number tracking capability
  • Customizable inventory group/field manager. Add as many inventory attributes as needed, in as many groupings as needed to help organize and fully define your products

Banking Features

  • Receive payments from customers
  • Pay vendors, write checks directly from PhreeBooks
  • Payment manager allow payments of multiple vendors at a time
  • Reconcile receipts/payments with bank statement
  • Handle Payroll with employees (future upgrade)

Human Resources Features

  • Maintain employee information
  • Linked to the payroll feature

Import/Export Features

  • Extensive/programmable export feature allows for individual field selection, order
  • Allows fields to be processed prior to export (e.g. format a currency, round a number, etc.)
  • Filters allow for selective exporting of just the fields desired
  • User selected field delimiters and text qualifiers to create common csv and tsv (tabbed) formats
  • Export of customer, vendor, inventory, banking, employee and general ledger data

External Interfaces

  • Modularized interfaces available to third party applications
  • interfaces to e-commerce applications (through additional modules)
  • Download online orders from shopping cart systems with a push of a button
  • Upload product information from PhreeBooks to your shopping cart system to allow for a single database solution

Multi-Company Features

  • Capable of handling multiple companies with individual databases.
  • New companies can be created through the setup script or copied from an existing company

Report/Form Features

  • Includes many standard reports and forms to get up and running out of the box
  • Robust report builder tool allows creation of custom reports and forms
  • Ability to create documents in A3, A4 and Letter size paper, portrait and landscape orientation

Payment Modules

  • Payment modules to allow for multiple payment methods
  • Easily expanded with additional payment modules

Shipping/Freight Features

  • Modular shipping tool allows for direct interfacing to many popular freight carriers
  • Included modules: free shipping, flat rate, FedEx, and more.
  • Shipping manager tool allows for multiple piece shipments that exceed the individual package weight allowed by carriers
  • Shipping tool links directly to the order screens. Ship from and ship to addresses automatically fill the shipping manager window and drops freight selection back into order, reducing errors

Security

  • Every menu choice has programmed security access (none, read-only, enter, edit and full) on an individual user level
  • Runs under a SSL or non-SSL environment
  • Separate user account for each company (in a multi-company environment)

Other Features

  • Uses pop-up windows to quickly navigate and locate the information you need
  • Backup/Restore feature to protect valuable company data
  • Multiple language feature allows individual users to operate in the language of their choice
  • Platform independent
  • Web based to allow access from any browser, anywhere