AnyOrder
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Comprehensive Feature Comparison Charts

Below are several charts which compare the features found in each of AnyOrder's Levels.  We think you'll be impressed with what AnyOrder has to offer compared to other software programs available on the market.  In addition to the charts, below, you can also find a simple and basic description of each level: AnyOrder Levels.  Or you can find a detailed narrative on each level here: Detailed Narrative.

List of Comparison Charts
We have broken the features into several categories..  You can reach the categories by clicking on the links below:
Invoicing & Order Processing Features.
Billing & Accounts Receivable Features.
Inventory Features.
Customer Database & Contact Manager.
Product Information Database.
Reports.
Printing Options: Invoices, Packing Slips, Shipping Labels, etc.  .
Royalty Features .
Import and Export Features .
Miscellaneous / Other Features.
Purchase Order System (AnyPO).
Proforma Invoicing System.

Comprehensive Feature Comparison Charts 

Levels

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VI
Invoicing and Order Processing Features






Automatic invoice numbering - ability to set own starting number or re-number at any point
 X
 X
 X
 X
 X
X

Alternative invoice numbering systems:  Add prefixes/suffixes, re-start counts each year, etc.




X

Automatic invoice date insertion (date may also be altered if needed) X
 X
 X
 X
 X
X

Handles drop shipments by checking the "Drop Shipment" box
 X
 X
 X
 X
 X
X

Two different customer pop-up lists (regular & irregular customers) activated for easy address entry
 X
 X
 X
 X
 X
X

All pop-up lists accessed by one of three methods: clicking a button, double-clicking, or via keyboard
X
 X
 X
 X
 X
X

Ability to translate printed invoice into other languages




X

Capability to create new invoices and enter customers via the Customer Command Center




X

Special paste: Copy an address from an email or document & drop the entire address on the invoice
 X X X X XX

Special paste: Copy data from PayPal email message and drop directly into invoice without typing
  



X

Special paste: Paste a tab separated address (from a spreadsheet) & drop it in place on the invoice
 X X X X XX

Special copy: Copy the entire address (name, address, city, etc.) & paste it in a word document or email
 X X X X XX

Special copy: Copy the entire address as a series for use with clipboard programs & website forms
 X X X X XX

Special copy: Copy the entire address in a tab separated format to drop into a spreadsheet program
 X X X X XX

Entire Invoice may be copied to the clipboard and pasted into a word processing or email message

X X XX

Paste directly from the Primary Contact Manager which holds prospective customers




X

Change Case feature.  Consistently format addresses:  lower case, upper case or title case



XX

Program automatically inserts "Same" when the billing & shipping address are the same
 X X X X XX

Ability to indicate whether invoices are open (still unfinished) or closed (finished)
 X X X X XX

Ability to lock invoices to prevent accidental changes X X X X XX

Capability to bookmark invoices and return to the invoices at a later time




X

Invoice Coding: Invoices can be coded for mailing lists, sales activity, etc.
X X X X XX

Invoice Coding: You can create a list of invoice codes with names & activate a pop-up list for quick entry


X XX

Invoices can be coded for tracking advertising campaigns (You can define codes & activate pop-up list)


X
 X
X

Invoices can be coded to assign sales to sales personnel (You can define codes & activate pop-up list)


X
 X
X

PO Dates & other dates can be entered directly or you can activate a pop-up calendar and select date


X
 X
X

Two methods of entering products:  via spreadsheet (Item Area) or via form (Alternative Entry Screen)
 X
 X
 X
 X
 X
X

Enhanced product entry: Allows for quantity fractions such as length & weight measurements


X XX

Products can be entered directly or selected from a product pop-up list X
 X
 X
 X XX

Products can be entered on the invoice by scanning the product's barcode



X
X

Obtain detailed product information on any product listed in the Item Area by clicking button




X

If desired, a catalog number may entered and program will automatically enter the rest of the information
 X
X
 X
 X
 X
X

Program automatically calculates total price (quantity x price @) as products are entered
 X
 X X X XX

Product spreadsheet may be expanded which allows you to discount different items individually X X X X XX

Product spreadsheet accepts different pricing codes (i.e. retail, wholesale, distributor's cost, etc.)


X XX

Product speadsheet columns may be adjusted in size X X X X XX

Variety of sales codes available to indicate returns, damages, consigned items, credits, promos, etc.
X X X X XX

Program keeps track of the number of products listed & total quantity and shows this info below Item Area
 X X X X XX

Products may be individually discounted or the entire list of products may be discounted X X X X XX

Extra precision (7 decimal place precision) for individual discounts.  Calculations accurate to the penny.



XX

You may also indicate a dollar amount of discount instead of a percentage discount X X X X XX

Calculate Discount: Ability to work back.  Enter total amount & program calculates proper discount
 X X X X XX

Sales, VAT, Provincial tax automatically calculated & added to the total by clicking on "Taxable" X X X X XX

Variable tax rates are available and may be selected from a pop-up list (can set-up own tax rate codes)


X XX

Tax calculation system - works for difficult tax situations, including European VAT & Canadian GST/PST





X

For partial taxable sales: Products may be selectly removed from being taxed


X XX

Enhanced shipping method field:  Create your own list of shipping methods & select from a pop-up



X XX

A variety of invoice terms messages are available X X X X XX

Enhanced invoice terms: Ability to define your own invoice terms & provide early payment discounts


X XX

S-date field can be used to enter shipping date or use for a subscription date


X XX

Shipping Amount Field:  You may indicate whether shipping is charged or not charged to the customer X X X X XX

Program will automatically calculate the total weight of an order X X X X XX

Email Field:  Your email program is activated (with customer's address in place) by clicking button
 X X X X XX

Email Field: Email options dialog box can be activated to send customers a pre-written message


X XX

Phone Field:  Your computer automatically dials the customer's phone number by clicking  button

X X XX

Credit Card Field: Credit cards can be verified (a preliminary number check) prior to processing
 X X X X XX

Credit Card Field: Credit card numbers can be encrypted


X XX

Payment Box: Enables you to immediately see whether a particular invoice has been paid or not paid
 X X X X XX

Payment Box: You can indicate how the invoice was paid: check, credit card, PayPal, etc.


X XX

Basic invoice search:  Find invoices by searching for invoice number or name
X X X X XX

Advanced invoice search: Search for anything: PO numbers, product names, dates, amounts, etc.
X X X XX

Find & Replace feature provides you with the ability to change product names, customer names, etc.

X X XX

Notes Area: Write notes to yourself about the invoice (the notes are only seen by you)
 X X X X XX

Notes Area:  Write notes to your customer to appear on the printed invoice
 X X X X XX

Ability to copy selected information from older invoices to a new invoice X X X X XX

Set-up invoice defaults so that each new invoice created includes this information


X XX

Find invoices from a look-up list X X X X XX

Find invoices by scanning the invoice barcode



XX

Find invoices by scanning the shipper's tracking number



XX

Ability to convert amounts on the invoice to different currencies

X X XX

Ability to filter a working set of invoices based on customer name, products & dozens of other choices
 X X X X XX

Ability to count invoices based on the criteria you enter (dozens of choices available)
 X X X X XX

Ability to add your own user defined fields

X X XX

Back Order Processing:  Ability to indicate back ordered items & basic back order processing

X X XX

Back Order Processing:  Enhanced back order processing & ability to create back order report



XX
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Billing & Accounts Receivable Features






Ability to create billing & customer account statements - shows activity: debits, credits & balances
X X X XX

Billing & customer account statements can be generated for any range of dates
X X X XX

Capability to set customer credit limits - program warns when credit exceeded & customers flagged.  





X

Balance files automatically created every 6-months & stores balances and age of balance
X X X XX

You have complete control over over balance files: may create new balance files or alter existing ones
X X X XX

All information from a Balance File can be moved into Excel or another spreadsheet program


X XX

Search and look-up features are available to locate a desired customer's statement
X X X XX

Statements include age of balance (Current, 30, 60, 90 and 120-day periods)
X X X XX

Unpaid invoices are marked on the statements and can be quickly identified
X X X XX

For quick identification, unaccounted credits are marked on statements




X

Statements can be filtered to limit display of customers owing, owing & payable, have credit, etc.
X X X XX

Statements can ordered by customer name, amount owed, or balance
X X X XX

Program will generate total receivable & payable figures.  (Figures can be used for taxes & financials)
X X X XX

Flexibility with the "Please Pay" amount: always shows balance amount or waits for grace period




X

"Write-off" feature to write of the balance of customers who have gone out-of-business or bankrupt


X XX

"Payment Analysis" feature provides alternative way to view an account - helps find possible errors

X X X XX

Multi-tasking:  Billing screen & invoice screen may positioned to work on both simultaneously
X X X XX

Entire billing address may be copied to clipboard to paste in word documents or email messages
X X X XX

Entire statement may be copied to the clipboard to paste in word documents or email messages
X X X XX

Data from statements may be exported to comma delimited, dBase or System Data Format files
X X X XX

An individual statement may be moved directly into Excel or another type of spreadsheet program


X XX

All of the statements may be moved directly into Excel or another type of spreadsheet program


X XX

The program will create a special aging report including a list of all customers & age of balances


X XX

Statements may be converted to HTML web documents and attached to emails
X X X XX

Enhanced Email options:  Automatic naming of file attachments & automatic start-up of email program



XX

Statements may be converted to text documents & attached to emails or opened in word programs
X X X XX

Statements may be converted to unformatted Microsoft Word documents
X X X XX

Batch printing feature is available which allows you to print all or a group of statements
X X X XX

Printing: Graphics may be added to printed statements
X X X XX

Printing: Two different print engines are available for printing statements
X X X XX

Printing: A third method of printing uses your browser to print an internally created HTML file
X X X XX

Printing: Option available to include on the printed statement only those invoices which haven't been paid
X X X XX
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Inventory Features






Ability to track inventory & produce report showing the number of items sold & amount of inventory left
X X X XX

Inventory report includes the number of returns, damages, promos & monetary amounts of each item
X X X XX

Report includes summary of total revenues, cost of goods sold, gross profit, etc for each product
X X X XX

Inventory report data is available for any range of dates
X X X XX

Inventory report includes starting and ending inventory levels for the selected range of dates
X X X XX

Report includes a summary of consignment activity:  items placed on consignment, sold or returned
X X X XX

Inventory report includes credit card fees, commissions, unacceptable returns & adjusted gross profit


X XX

Special inventory reports can be prepared for a selected customer or a select product category

X X X XX

Special inventory reports prepared for cash-based inventory (instead of the normal accrual method)
X X X XX

Special inventory reports can be prepared which break the sales of each product into discount ranges
X X X XX

Special inventory reports can be prepared which break the sales of each product into pricing levels


X XX

Real-time inventory: Provides up-to-the-second inventory levels on any product



XX

Real-time inventory: Warning message is activated while entering products if a product's inventory is low



XX

Real-time inventory: Warning message activated while entering products when product's inventory is out



XX

"Inventory Reconciliation" feature allows for easy update of inventory at any time during the year



XX

Inventory files automatically created every year & store ending inventory levels for each product
X X X XX

You have complete control over over inventory files.  Can create new inventory files or alter existing ones
X X X XX

All information from an Inventory File can be moved into Excel or another spreadsheet program


X XX

Inventory File manipulation features include the ability to locate products by scanning the barcode



XX

Inventory reports of each product may be ordered by catalog #, item name, number sold & inventory level
X X X XX

A search and look-up list is available to locate a particular product's report
X X X XX

A product's inventory report can be located by scanning the product's barcode



XX

Low inventory/out-of-stock tools: generates list of products with low inventory levels & has helpful tools


X XX

Grand totals function calculates: cost of goods sold, ending inventory cost, etc (for taxes & financials)


X XX

"Delete Discontinued Items" feature removes discontinued products from inventory reports



X XX

All data from product inventory reports can be moved directly into Excel or another type of spreadsheet


X XX

A simplified listing of data (starting, ending inventory, cost of inventory) can be moved directly to Excel


X XX

Printing: print the report of a selected product or you can print a summary report of all products
X X X XX
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Customer Database & Contact Manager






Data included in Customer Database includes billing & shipping address, primary phone & email, etc.
 X X X X XX

If customer has already been invoiced, the name & address can be automatically be pasted in place
 X X X X XX

A customer can be assigned a standard or common discount (can be changed on invoice if need be)
 X X X X XX

Four user defined fields - May be used for your own purposes associated with customers




X

Grace period (amount of time before payment is due) can be establish on a customer to customer basis
 X X X X XX

Your own pre-defined terms messages can be assigned to customers


X XX

The customer's preferred shipping method may be indicated (if any)
 X X X X XX

You can indicate whether your business or the customer pays shipping & invoices adjusted accordingly
 X X X X XX

Capability to associate a pricing level with a customer




X

You can indicate whether the customer works on consignment basis & invoices adjusted accordingly
 X X X X XX

A notes area is available to write notes about the customer
 X X X X XX

An option is available to print the customer's PO number on the shipping label


X XX

Royalties can be removed on sales to designated customers


X XX

Ability to track the life-time value of customers




X

The terms message on packing slips can be removed for selected customers



XX

A checkbox is available for customers which should be taxed (and the tax rate)


X XX

Customers can be coded for various purposes: commission for sales personnel, sales type, etc.


X XX

User-defined code available for customer pop-up list: i.e. "A" for "Advanced Payment Required," etc.


X XX

Ability to paste directly from the Primary Contact Manager of prospective customers




X

Customers can be located by search or look-up list features
 X X X X XX

Customers can be located by scanning the barcode on an invoice



XX

Customers can be sorted by number, name, city/state/province
X X X X XX

Customer number checking can be turned off


X XX

Change case feature available for consistent formatting of addresses (upper case, lower case, title case)



XX

Versatile Import feature imports customers from other databases.  (Many options available for importing)


X XX

Customer database can be moved to Excel or spreadsheet program for manipulation or print purposes


X XX

Printing: Individual customer records can be printed
 X X X X XX

Customer contact manager: maintains list of any number of individuals associated with a customer
 X X X X XX

Customer contact manager: includes several phone fields, extensions, fax, email, website & comments
 X X X X XX

Customer contact manager: phone number may be dialed directly by your computer


X X XX

Customer contact manager: automatically start your email program with email address in place

X X XX

A completely separate contact manager (Primary contact manager) for prospective customers




X

Primary Contact Manager has all features listed above plus user defined fields & scheduling capability




X
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Product Information Database







Product Database includes both a catalog number field and an ISBN Field
 X X X X XX

Products can be organized in categories.  Program will generated sales data for each category.
X X X XX

Product descriptions are not limited to one line.  Two-lines are available for descriptions.




X

A mark-up calculator which uses both a percentage and muliplier method is available to calculate prices
 X X X X XX

Product weights may be entered in English or Metric system.  (Service type products can be excepted.)
X X X XX

Case sizes may be indicated.
 X X X X XX

Carton dimensions may be indicated


X XX

A unit of measure field is available for items sold by weight, length, size, etc.


X XX

One to six pricing levels are available for such uses as wholesale, domestic, foreign, high discount, etc.



X XX

Two user defined fields are available for your own purposes, i.e. manufacturer's name, product ID's, etc.




X

You may indicate a low inventory level which generates a reminder to order more items when levels drop


X XX

You may also indicate when a product is temporarily or permanently out-of-stock


X XX

A field is available for product's barcode.  The barcode can be scanned into the database without typing.



XX

A notes field is available for additional information about the product
 X X X X XX

Products can be located by the use of search and/or look-up features X X X X XX

Products can be located by scanning the barcode



XX

Current inventory button:  Inventory levels are reported as of the date of the last inventory report.


X XX

Current inventory button:  Real time (up-to-the minute) inventory levels are reported




XX

Starting and additional inventory can be entered
X X X XX

If desired, you may utilize a feature which will automatically calculate the cost per item
X X X XX

Products may be selectly moved to the Stock Ordering Database (used in the purchase order system)


X XX

The product database may be moved to Excel (or another spreadsheet) for viewing and printing


X XX

Versatile import feature imports products from other databases. (Many options available for importing.)


X XX

Printing: A single product record can be printed
 X X X X XX

Printing: A summary of all product records can be printed
 X X X X XX

Create & print your own product barcodes.  (Code 39 barcode is utilized & you choose the label paper)



XX
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Reports






Sales Reports:  Available daily, weekly, monthly, quarterly, yearly or any selected range of dates
 X X X X XX

Sales Reports: Can be generated for a selected customer
 X X X X XX

Sales Reports: Can be generated for a selected invoice code
 X X X X XX

Sales Reports: Can be generated based on accural or cash sales
 X X X X XX

Sales Reports: Includes total sales, non-taxable & taxable sales, tax, credits, discount, shipping,  etc.
 X X X X XX

General tax report for one tax rate:  Provides a summary for total sales, non-taxable, taxable & tax
 X X X X XX

Tax rate report for variable rates: Provides a summary of sales broken down by tax code and rate


X XX

Sales report by customer: Select one or more customers, a range of dates, and cash or accural method


X XX

Advertising campaign report:  Select one or more ad campaigns and range of dates.


X XX

Consignment Sales Activity Report:  Creates detailed report of all activity itemized by vendor




X

Invoice code report: Select one or more invoice codes, range of dates, and cash or accural method


X XX

Sales commissions report: select one or more sales personnel, dates, and cash or accrual method.


X XX

Sales commissions:  Calculations can be based on gross profit (card & invoice fees may be removed)


X XX

Sales commssions:  Calculations can be based on invoiced amount with or without shipping


X XX

Customer revenues broken down by product:  Select one or more customers, dates and cash/accural


X XX

Product revenues broken down by customer:  Select one or more products, dates and cash/accural


X XX

Raw product revenue data:  May be moved into Excel to create a variety of customer/product reports


X XX

Accounts receivable reports:  Accessed through the billing portion of the program. See Billing Above.
X X X XX

Accounts receivable:  Customer statement includes list of invoices, debits, credits, balances & aging
X X X XX

Accounts receivable:  Report showing all customers & balances can be generated and moved into Excel


X XX

Accounts receivable:  An aging report includes a list of all customers and age of balance


X XX

Accounts receivable:  Total accounts receivable & payable generated from Billing Statement Screen
X X X XX

Product specific reports: Accessed through Inventory Functions.  See Inventory Above.
X X X XX

Product specific: Sales/Inventory Report includes monetary amounts of sales, returns, damages, etc.
X X X XX

Gross profit vis a vis product:  Available from Sales Activity & Inventory Report


X XX

Gross profit on total sales:  Generated from Sales Activity & Inventory Report Screen


X XX

Credit card fees or sales commissions vis a vis Product: Available from Sales Activity/Inventory Report


X XX

Consigned Products - Sales & Return Amounts: Available from Sales Activity & Inventory Report
X X X XX

Payment Analysis Report:  Payment Amount, Dates, Invoice(s) covered & identifies possible problems
X X X XX

Deposit Report:  Invoices paid, dates, amount, payment method.  Totals of cash, check, card, etc.
X X X XX

Back Order Report:  Creates a report of all back ordered items: invoices, dates, etc.



XX

Royalty: Report showing all royalty holders and type of royalty payment system



XX

Royalty: Individual royalty report showing numbers sold, returned, etc and total amount due

X X XX

Royalty: Summary shows data from all royalty reports with net number sold, amount sold & amount due



XX

Royalty: Statement shows royalties due, royalty paid, advances, and balance

X X XX

Royalty:  Summary report shows all royalty statements and ending balances



XX

Purchase Order System:  Versatile export function allows you to select needed data & move into Excel


X XX

Database Reports:  All databases (Customer, Product, Stock, Vendor, etc.) can be moved into Excel


X XX

Other Reports:  Advanced Export functions can be used to create dozens of different types of reports

X X XX

Other Reports:  Advanced Export profiles can be saved so that future reports are created automatically

X X XX

Other Reports:  Advanced Export reports can be moved into Word, Excel (or another spreadsheet)


X XX
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Printing Options: Invoices, Packing Slips, Shipping Labels, etc. 







Format a shipping label at the bottom of packing slips
 X X X X XX

Format shipping label at bottom of packing slips for smallest sized plastic holder


X XX

Remove all amounts including retail prices from packing slips
 X X X X XX

Switch on or off the printing of tracking numbers on the invoice
 X X X X XX

Print 4-place years instead of 2-place years
 X X X X XX

Capability to add a credit card payment area where customer may enter card # to pay off invoice





X

Full ability to translate invoice to another language.  Select from a list.  Default language can be specified.




X

Subsitute your own word in the place of "Invoice"
 X X X X XX

Instead of "Tax," substitute your own tax terminology
 X X X X XX

Set-up your own user defined number of printed copies for originals, copies and packing slips
 X X X X XX

Availability of a secondary printer engine for problem printers
 X X X X XX

Option available which uses your browser to print an HTML version of the invoice
X X X XX

Option available which allows you to format postal code according to United Kingdom postal standards


X XX

Switch on or off  the printing of pricing names on invoice or packing slip


X XX

Switch on or off  the printing of credit card numbers on invoice copies


X XX

Switch on or off the printing of terms on packing slips



XX

Ability to include an extra line of information at bottom of original & copies



XX

Ability to include a second line of information at bottom of original & copies



XX

Above lines of information may also be included on Packing Slips in addition to original & copies



XX

Capability of formatting bottom of invoices like packing slips - helpful for shipping direct to consumers





X

Include a "return this portion of the invoice" statement below barcode



XX

Switch on or off  the printing of a barcode on the invoice



XX

Include invoice number & total due just below barcode



XX

Place a barcode above shipping label on packing slip



XX

Format original & copy for doubled-window envelope



XX

Immediately print a shipping label after printing packing slip



XX

Substitute for your own word for "Copy"



XX

Remove the headings "Original" and "Copy" altogether



XX

Ability to create a PDF document for previewing, printing & email (requires free program: PDF995)



XX

Ability to print invoices in a group: batch printing
X X X XX

Ability to print receipts
X X X XX

Shipping label printing features:  Print one or more.  PO #'s & ship methods can be included on label


X XX

Ability to include identifying barcode on shipping label




XX

Envelope printing features: Print envelopes for one or more invoices.  Format the address to your liking


X XX
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Royalty Features







Royalties can be calculated on accural basis or cash sales

X X XX

Royalties can be calculated on for a designated price, net amount of sales, or flat amount


X X XX

Royalties can be calculated on a product's gross profit


X XX

Royalties can be calculated as a simple percentage, or based on quantities sold, or based on discount

X X XX

Extra precision percentages (up to 6 decimal places): useful for special book & music industry royalties




X

Credit card fees, sales commissions and invoiced fees may be removed prior to royalty calculation


X XX

Program will keep a running tally of the number of books sold over the lifetime of the product

X X XX

Enhanced features for the running tally feature, includes a Running Tally Wizard to guide the process


X XX

Capability of creating log files: shows all invoices & transactions which make up a royalty report




X

Ability to view or move data from log files into Excel or a spreadsheet program for editing & printing




X

Combined Totals & Cash Reserves Report:  Create monthly summaries of all royalties due.




X

A itemized list of Combined Totals can be move to a spreadsheet without creating individual reports




X

More than one author, photographer or other royalty holder can receive royalties from a single book

X X XX

Royalty set-up records can be located by the use the search or look-up features

X X XX

Royalty records can be located by scanning an individual report barcode



XX

Change case feature is available for consistent formatting of addresses



XX

Royalty set-up records can be moved to Excel (or another spreadsheet program) for viewing or printing



XX

Royalty generator accepts monthly, quarterly, semi-annual, annual or any other range of dates


X X XX

Royalty reports can be generated in a batch or singly


X XX

You can indicate which royalty records are active or inactive


X XX

Royalty reports itemize the number sold, returns, damages, ineligiblies, fees & shows the royalty formula

X X XX

Royalty reports can be filtered by ending date, name, and newest reports created

X X XX

Royalty reports can be located by search or look-up features

X X XX

Royalty reports can be located by scanning the report barcode



XX

A summary of royalty reports can be created and dropped into Excel or another spreadsheet program



XX

An HTML copy of a royalty report can be created for email attachments or posting on a website



XX

The program can automatically start up your email program to attach an HTML version of the report



XX

A text or unformatted Microsoft Word copy of the royalty report can be created



XX

Entire royalty report can be copied to the clipboard to paste in an email or word processing program



XX

Printing: Two different print engines are available for printing reports

X X XX

Printing: A third method of printing uses your browser to print an internally created HTML file


X XX

Printing: Postcodes may be formatted according to United Kingdom standards


X XX

Printing: Option to include # of promotional copies and/or invoiced sales figures on printed report
X X XX

Printing: Option to include accumulative number of books sold on the printed report



XX

Printing: An identifying barcode may be added to the report



XX

Printing: Graphics may be added to the report

X X XX

Printing: Reports may be printed singly or in a batch



XX

A Royalty Statements module is available to handle advances, subsidiary rights sales, payments, etc.

X X XX

Single statements may be moved into the Excel or other types of spreadsheet programs



XX

A summary of all statements may be moved into the Excel or other types of spreadsheet programs



XX

Statements may be converted to HTML to attach to an email or post on the web



XX

Royalty data files can be backed-up (or restored) separately from the the program's main set of files

X X XX

The royalty module includes its own internal diagnostics program to help troubleshoot problems

X X XX
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Import and Export Features







Both import & export modules save all settings as profile which automates process for subsequent uses

X X XX

Both import & export modules both have flat file feature for Electronic Data Interchange (EDI) system


X X XX

Import: included features will import almost all data files created by shopping cart software



XX

Import: In addtion to invoices & orders, the program also imports customers and product information


X XX

Import: Has mapping capabilities to map which fields should be imported and where they are placed

X X XX

Import: You can import one record, all records, range of records, or all except first record.


X XX

Import: Imported records can be appended to current invoice or they can update pre-existing invoices


X XX

Import: Program will check for duplicate invoices to prevent importing the same invoice twice


X XX

Import: Program will work backwards from the total due to calculate discount

X X XX

Import: Abilty to shift decimal point, i.e. 4535 is changed to 45.35

X X XX

Import: Ability to import a catalog number, look-up it up, and include item name & price in the import




X

Import: If shipping is imported as item, total will be placed in shipping field - useful for Amazon.com, etc.




X

Import: If tax is imported as item, total will be placed in tax field - useful for Amazon.com, Yahoo, etc.




X

Import: When billing address is empty, use shipping address - useful for Amazon.com, Yahoo, etc.




X

Import: Ability to calculate price per item from a given quantity and total price



XX

Import: Repeating pattern mode is able to import files which repeat products in a regular pattern



XX

Import: Ability to apply consistent address formatting to imported records



XX

Import: Ability to import two file system: invoice/products, parent/child or header/detail

X X XX

Import: Ability to import records grouped by products, each having general info & one product



XX

Import: Replacement tables convert catalog numbers, abbreviations, etc. to compatible formats

X X XX

Import: A designated constant value or text can be inserted in every new invoice created

X X XX

Import: All processes (described above) available for importing files or importing content of clipboard


X XX

Export: Invoice data can exported via two methods: basic and advanced

X X XX

Export: All databases in the program can be exported to either comma delimited files or to Excel


X XX

Export: Tag each exported invoice with an indicator and date of export




X

Export: Credit card data can be exported for processing by credit card authorization software

X X XX

Export: You can export one invoice, range of invoices, range of dates, list selections, or a user defined filter


X XX

Export: Excel or a word processing program can automatically start with export data in place


X XX

Export: You can create a header record with the names of each of the fields being exported

X X XX

Export has mapping capabilities to map which fields should be exported and in what order

X X XX

Export: Ability to determine the format of date fields exported (includes international date formats)

X X XX

Export: Ability to open a word processor with data in place for mail merging or form filling


X XX

Export: Replacement tables convert catalog #'s, abbreviations, etc. so compatible with other software

X X XX

Export: All processes (described above) available for exporting to files or exporting to the clipboard


X X X
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Other Features







Basic Phone Dialer: Activates your modem & dials a phone number
 		X X X X X X

Advance Phone Dialer: dial in extensions, menu choices, account #'s & includes on-screen dial pad
 		X X X X X X

Integrated Scheduler - Reminds You of Important Business Tasks




X

Standing Order Module: set up and maintain standing orders - has same & full capabilities as proforma




X

Mailing Lists: Different types mailing lists can created by filters: products, categories and invoice codes
 		X X X X X X

Mailing Lists: Different types of mailing lists can be created by user defined codes


X X X

Mailing Lists: A new list can be created, or names and addresses can be appended to an existing list
 		X X X X X X

Mailing Lists: Includes "Final Removal of Duplicates" feature -scans list & removes duplicate addresses


X X X

Mailing Lists: Comma delimited (or dBase) files can be used by labeling or word processing programs
 		X X X X X X

Mailing Lists: Mailing lists can be dropped into Excel (or other spreadsheets) for viewing or printing



X X

Mailing Lists: Automatically starts word or label programs with desired mailing list and ready to print



X X

Mailing Lists: Mailing lists in customized formats may also be created in Advanced Export

X X X X

Emailing List: Email lists can be created in the Advanced Export for email newletters or general emailing

X X X X

Yearly Calendars can be activated for any year from 1929 to 2030


X X X

User Defined Fields: 12 user defined fields may added to Invoice Screen - 3 appear on printed invoice


X X X

Shipment Info: Shipment Form can be attached to invoice Screen - includes shipper info, etc.


X X X

Shipment Info: A set of defaults can be created for each of your shippers


X X X

Shipment Info: Reminders help you remember what shipping information is required for each shipper


X X X

On-line Shipment Processing: Program can auto-fill forms at UPS, FedEx & USPS websites



X XX

On-line Shipment Processing: Additional shippers can be added via the included Internet Macro tools


X XX

On-line Shipment Processing:  Program starts internal browser & goes to shipper's website


X X X

On-line Shipment Processing:  Your choice of a manual log-in or an automatic log-in



X X X

On-line Shipment Processing:  Program will auto-fill the shipper's on-line form with invoice data


X X X

On-line Shipment Processing: After auto-filling, shipping labels can be printed from the shipper's website


X X X

On-line Shipment Processing: One invoice or group of invoices can processed on-line


X X X

UPS Worldship:  The program exports directly to UPS Worldship for single or batch shipment processing


X X X

Multi-package shipments: Ability to create separate packing slips & store information on each package



X X

Multi-package shipments: Program can add up shipping charges of each package & paste on invoice



XX

Final Shipping & Packaging Tasks Module: Can be used in the shipping area for packaging tasks



X X

Networking:  "Networked Enabled" versions of the program can be networked - accepts most all software
 		X X X X X X

Networking:  Three network lock features prevent conflict & file problems
 		X X X X X X

Networking:  "Network Save" feature moves data from file buffers to disk
X X X X XX

Networking: Maintains network activity log - prevents conflicts & shows all users logged on program


X XX

Networking: Local Mode provides a way of removing program from the network for file intensive tasks


X XX

Back-up:  Program backs up all data files upon exit - or you may also back-up during program use
 X X X X XX

Back-up:  Program will warn prior to back-up if the disk being used doesn't have enough space
 X X X X XX

Back-up:  Royalty and purchase order files can be backed-up separately


X XX

Back-up:  An option is available which will place all backed-up files in one zip file



X XX

Restore:  Backed-up files can be restored to recover from file problems or move data to different computer
 X X X X XX

Restore:  Restore feature can work with either the backed-up files or one back-up zip file


X XX

Restore Feature:  Royalty or purchase order files can be restored separately


X XX

Rover Module: Can be used for different company divisions, by sales personnel, or for off-site sales



XX

Rover Module: Has all features and functions of the main program



XX

Rover Module: The program can move selected data files to Rover & will accept invoices from Rover



XX

Rover Module: May be configured for different currencies & will convert to base currency



XX

File Maintenance Functions:  Remove pactice files, delete invoices, re-index files, clean & compact files
 X X X X XX

File Maintenance Functions:  Delete duplicate invoices, remove row locks, remove imported files


X XX

Diagnostics:  Diagnostics activated when program encounters file problem - may be started separately
 X X X X XX

Diagnostics:  Restore back-up files, re-index data files, clean & compact, copy set-up values, etc.
 X X X X XX

Diagnostics: Re-build menu files, remove defective menu record, make new category file, data file viewer
 X X X X XX

Diagnostics: Common data directory manipulations for networking purposes
 X X X X XX








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Purchase Order System (AnyPO)






Automatic PO numbering - ability to set own starting number or re-number at any point


X X X

Ability to add up to a six letter prefix or suffix to the PO number


X X X

Abilty to create your own alternative PO number on selected PO's


X X X

Vendor Command Center:  View past vendor activity in all past ordered item, create new PO's, etc.




X

Look-up Feature:  Look-up past orders, do price comparisons, paste products to new PO's




X

Additional numbering options: add or subtract from internal number, restart #'s at beginning of year




X

Multi-shipping address support.  Select addesses via a pop-up list




X

Automatic PO date insertion (date may also be altered if needed)


X X X

Abiltiy to create a requisition.  PO information is converted to a requisition when printing.


X X X

Handles drop shipments by checking the "Drop Shipment" box


X X X

Two different vendor pop-up lists (regular & irregular suppliers) can be activated for easy address entry


X X X

All pop-up lists accessed by one of three methods: clicking button, double-clicking, or via keyboard



X X X

Field flexibility: can convert Job field to Account Codes.  Account Codes selected from Pop-up List




X

Three User Defined Fields to be used for your own purposes




X

Ability to re-name fields for your own uses




X

Ability to work with Canadian & European tax structures.  Any one PO can have up to five taxes added




X

Special paste: Copy an address from an email or other document & drop the entire address on the PO

X X X

Special paste: You can paste tab separated address (from a spreadsheet) & drop it in place on the PO


X X X

Special copy: Copy the entire address (name, address, city, etc.) & paste it in  a word document or email


X X X

Special copy: Copy the entire address as a series for use with clipboard programs & website forms


X X X

Special copy: Copy the entire address in a tab separated format to drop into a spreadsheet program


X X X

Entire PO may be copied to the clipboard and pasted into a word processing or email message


X X X

Fields available for job number,  "Arrival Date," and "Cancel Date"


X X X

Program automatically pastes your shipping address in the "Ship-to" portion - can be changed if desired


X X X

Ability to indicate whether PO are open (still unfinished) or closed (finished)


X X X

Ability to lock PO's to prevent accidental changes


X X X

Automatically lock PO when it is closed




X

PO Coding: Invoices can be coded for special tracking purposes


X X X

PO Date & other dates can be entered directly or can activate a pop-up calendar and select the date


X X X

Two methods of entering stock:  via spreadsheet (Item Area) or via a form (Alternative Entry Screen)


X X X

Special Inventory Mode allows you to enter the number of stock items actually received & date


X X X

Stock can be entered directly or selected from a pop-up list


X X X

Program automatically calculates total price (quantity x price @) as stock items are entered


X X X

Item spreadsheet may be expanded which allows you to discount different items individually


X X X

Item speadsheet columns may be adjusted in size


X X X

Program keeps track of the number of items listed & shows this information below Item Area


X X X

Stock may be individually discounted or the entire list of products ordered may be discounted


X X X

You may also indicate a dollar amount of discount instead of a percentage discount


X X X

Calculate Discount: Ability to work back.  Enter the total amount & program calculates proper discount


X X X

Sales, VAT, Provincial tax may be added to the total amount by clicking on "Taxable"


X X X

Capability to add a short tax note along with the tax:  calculation percentages or tax ID numbers




X

You may adjust the tax rates directly on the PO form


X X X

For partial taxable sales: items may be selectly removed from being taxed


X X X

Shipping method:  You can indicate your preferred shipping method


X X X

Name of individual who created the order & other fields can be auto-filled when new PO's created


X X X

If desired, program will automatically calculate the total weight of an order


X X X

Administrator functions:  capability of setting up a program administrator




X

Capability of setting-up users on each workstation (with or with-out log-in required)




X

Five different user access levels (with variations) are available




X

Email Field:  Your email program is activated (with customer's address in place) by clicking button


X X X

Email Field: Email options dialog box can be activate to send customers a pre-written message


X X X

Expanded email options: Create attachment, auto naming of attachment, and auto-start of email program



XX

Phone Field:  Your computer automatically dials the customer's phone number by clicking button


X X X

Paid Checkbox: Enables you to immediately see whether you paid the PO


X X X

Basic PO search:  Find PO's by searching for PO number or company or individual name



X X X

Advanced PO search: search for anything: PO numbers, item names, dates, amounts, etc.


X X X

Notes Area: Write notes to yourself about the PO (the notes are only seen by you)


X X X

Notes Area:  Write notes to your vendor to appear on the printed PO


X X X

Ability to copy selected information from an old PO to a new PO


X X X

Find PO's from a look-up list


X X X

Ability to convert amounts on the PO to different currencies


X X X

Ability to track items that the supplier has back-ordered


X X X

Ability to filter a working set of PO's based on vendor name, products & dozens of other choices


X X X

Ability to count PO's based on the criteria you enter (dozens of choices available)


X X X

Drop shipments:  Create PO's from invoices in main portion of the program for vendor to drop ship order


X X X

Drop shipments: Enhanced method of creating drop-ship orders



X X

Stock ordering database: Can be maintain for items which are regularly ordered


X X X

Stock ordering database: Ability to copy records from Product Database found in main program


X X X

Stock ordering database:  Can add 4 lines of descriptive information to items in the database


X X X

Stock ordering database:  Has search and look-up features for finding records


X X X

Stock ordering database:  Has a notes area to write notes to yourself about the item


X X X

Stock ordering database:  Can be moved into Excel (or a spreadsheet) program for viewing or printing


X X X

Vendor database: Can be maintained for vendors from which you regularly order


X X X

Vendor database: Has contact manager: allows you keep track of personnel working with the vendor


X X X

Vendor database: Different ship-to locations can be associated with different vendors


X X X

Vendor database: Phone numbers automatically dialed - addresses inserted in your email program


X X X

Vendor database: Can be moved into Excel (or a spreadsheet) for viewing or printing


X X X

Mailing List: Ability to create a mailing list of any vendor to which you've sent a PO



X X X

Printing PO's:  Abiltity to substitute a different heading for "Purchase Order" or "tax"


X X X

Printing PO's:  Can insert in a regular single window envelope or a double windowed envelope



X X

Printing PO's:  United Kingdom formatting for post codes


X X X

Printing PO's:  Two extra lines of information may be added to PO's (for promotional or other purposes)



X X

Printing PO's: Set-up your own user defined number of printed copies can be set for Originals & Copies


X X X

Printing PO's:  Ability to print PO's one at a time or in a batch


X X X

Printing PO's:  Printer option which uses your browser to print an HTML version of the invoice


X X X

Printing PO's: Availability of a secondary printer engine for problem printers


X X X

Ability to create a PDF document for previewing, printing and email purposes



X X

File Maintenance Functions:  Delete PO's, Re-indexing, Clean & compact,  delete duplicates


X X X

Back-up & Restore:  All data files can be backed-up.  Backed-up files can be restored.


X X X

Networking Features (on network enabled programs):  Safety locks, network save & network activity log




X
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Proforma Invoicing System






Automatic proforma invoice numbering - ability to set own starting number or re-number at any point



X
X

Abilty to create your own alternative PO number on selected PO's



XX

Ability to add up to a six letter prefix or suffix to the PO number



XX

Automatic proforma invoice date insertion (date may also be altered if needed)



X
X

Handles drop shipments by checking the "Drop Shipment" box



X
X

Two different customer pop-up lists (regular & customers listed in the proforma database)



X
X

Special paste: copy an address from email or document & drop the entire address in the invoice



XX

Special paste: paste tab separated address (from a spreadsheet) & drop it in place on the invoice



XX

Special copy: copy the entire address (name, address, city, etc.) & paste it in  a word document or email



XX

Special copy: copy the entire address as a series for use with clipboard programs & filling website forms



XX

Special copy: copy the entire address in a tab separated format to drop into a spreadsheet program



XX

Entire Invoice may be copied to the clipboard and pasted into a word processing or email message



XX

Change Case feature.  Consistently format addresses:  lower case, upper case or title case



XX

Ability to indicate whether proforma invoices are open (still unfinished) or closed (finished)



XX

Ability to lock proforma invoices to prevent accidental changes



XX

Coding: Proforma Invoices can be coded for mailing lists, sales activity, etc.




XX

Two methods of entering products:  via spreadsheet (Item Area) or via a form (Alternative Entry Screen)



X
X

Enhanced product entry: Allows for quantity fractions such as length & weight measurements



XX

Products can be entered directly or selected from a product pop-up list



XX

Products can be entered on the invoice by scanning the product's barcode



X
X

If desired, a catalog number may entered and program will automatically enter the rest of the information



X
X

Program automatically calculates total price (quantity x price @) as products are entered



XX

Product spreadsheet may be expanded which allows you to discount different items individually



XX

Product spreadsheet accepts different pricing codes (i.e. retail, wholesale, distributor's cost, etc.)



XX

Product speadsheet columns may be adjusted in size



XX

A variety of sales codes available to indicate returns, damages, consigned items, credits, promos, etc.




XX

Program keeps track of the number of products listed & total quantity and shows this info below Item Area



XX

Products may be individually discounted or the entire list of products may be discounted



XX

You may also indicate a dollar amount of discount instead of a percentage discount



XX

Calculate Discount: Ability to work back.  Enter the total amount & program calculates proper discount



XX

Sales, VAT, Provincial tax automatically calculated & added to the total by clicking on "Taxable"



XX

Variable tax rates are available - may be selected from a pop-up list (user can set-up own tax rate codes)



XX

For partial taxable sales: products may be selectly removed from being taxed



XX

Enhanced shipping method field:  Create your own list of shipping methods & select from a pop-up




XX

A variety of invoice terms messages are available



XX

Enhanced invoice terms: ability to define your own invoice terms & provide early payment discounts



XX

Shipping Amount Field:  You may indicate whether shipping is charged or not charged to the customer



XX

Program will automatically calculate the total weight of an order



XX

Email Field:  Your email program is activated (with address in place) by clicking email button



XX

Email Field: Email options dialog box can be activate to send customers a pre-written message



XX

Phone Field:  Your computer automatically dials the customer's phone number by clicking button



XX

Proforma invoice screen options: "Quote includes Shipping Charge" checkbox



XX

Proforma invoice screen options: "Letter of Credit Required" checkbox.



XX

Proforma invoice screen options:  "Quote good until XX/XX/XXXX" field



XX

Basic proforma invoice search:  Find invoices by searching for invoice number or name




XX

Advanced proforma invoice search: search for anything: PO numbers, product names, dates, etc.



XX

Notes Area: Write notes to yourself about the proforma invoice (the notes are only seen by you)



XX

Notes Area:  Write notes to your customer to appear on the printed proforma invoice



XX

Ability to copy selected information from older proforma invoice to a new invoice



XX

Find proforma invoices from a look-up list



XX

Find invoices by scanning the proforma invoice barcode



XX

Ability to convert amounts on the invoice to different currencies



XX

Ability to filter a working set of proforma invoices based on customer or dozens of other choices



XX

Ability to count proforma invoices based on the criteria you enter (dozens of choices available)



XX

Printing: Ability to change the heading from "Proforma Invoice" to a heading of your choice



XX

Printing:  United Kingdom formatting for post codes



XX

Printing:  Two extra lines of information may be added to PO's (for promotional or other purposes)



XX

Printing: Set-up your own user defined number of printed copies can be set for Originals & Copies



XX

Printing:  Printer option which uses your browser to print an HTML version of the invoice



XX

Printing: Availability of a secondary printer engine for problem printers



XX

Printing: Switch on or off  the printing of a barcode on invoice



XX

Networking Features (on network enabled programs):  Safety locks, network save,etc.


XX

File Maintenance Functions:  Delete PO's, re-index, clean & compact files,  delete duplicates



XX

Back-up & Restore: The program's primary back-up & restore feature includes proforma invoices



XX

Proforma invoices can be moved and pasted on Main Invoice Screen



XX








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