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DETAILED LIST OF FEATURES

Executive Dashboards & Business Intelligence

  • Real-time Financial Stats

  • Real-time Cash Receipts

  • Gross Profit management

  • Accounts Payable

  • Unposted AP

  • Bank deposits/Cash in Bank

  • Monthly/Daily AR Detail

  • Integration into EXCEL

  • Integration into DIVER

 

Product Record

  • Units in Cases/Bottles/Pallets

  • Units in Gallons/Liters

  • Units in Weight/Box Size/Cube Size

  • Extensible Data fields w/ 2.4 GIG limit

  • Unlimited Customer defined fields

  • Links to Wine Reviews

  • Links to Product Images

  • Links to Web Pages

  • Product Brands

  • Product Groups

  • Product Appellations

  • Product Wine Regions

  • Liquid-in-Bottle Management

  • Exclusivity Indication

  • Related Products

  • Substitute Products

  • New Vintage Record Creation

  • Client defined Search Codes

  • Product Search via Keyword

  • Product Search via List

  • Samples Tracking

  • Add-In Costing

  • Multiple UPC Tracking

  • Pack/Repacking

  • Discontinued/Inactive Products

 

Customer Record

  • Liquor License Compliance

  • Territory/Sales Rep Assignment

  • Legal Document Tracking

  • Bill to/Ship To Linkages

  • On-Premise/Off-Premise

  • Sales Order History

  • Invoice History

  • Returns History

  • Promo Participation

  • Marketing by OrgClass.Org Type

  • Marketing by Traffic Potential

  • Marketing by Private Dining Room

  • Marketing by Ethnicity

  • Set Buying Limitations

  • Inactive Customer Management

  • Totally definable types

  • Chains, Bars, Grocery, more

 
Allocation and Restriction Management

  • Allocate by Customer

  • Allocate by Sales rep

  • Hard & Soft Allocation

  • Restrict to/from Defined Territories

  • Restrict by Customer

  • Restrict by State

  • Restrict by Org Type

  • Restrict by Org Class

  • Restrict by Sales Limits

 
Compliance & Regulation Management

  • Aggregate data for reporting

  • BATF/COLA compliance

  • Tax Jurisdictions

  • BDN integration

  • EDI integration (where available)

 

Inventory Management

  • Real-Time inventory

  • Cross organization inventory status

  • Depletion Allowance Management

  • Case/Bottle/Pallet Management

  • Reporting in Gallons/Liters

  • Split Cases

  • Vintage Management

 

Pricing

  • Based on Purchase levels

  • Based on Customer Contracted Price

  • Based on Customer Type

  • Based on Chain

  • Based on Wholesale

  • Family Plans management

  • Mix & Match support

  • Totally defined by Customer

  • Roundhouse Pricing

 
Costing

  • LIFO

  • FIFO

  • Average Cost

  • Layered Inventory Cost

  • Actual Cost

  • Net Laid in Cost

  • Bond Cost

  • 3rd Party Costing Model

 

Deal & Promotions

  • By Customer

  • By Customer Type

  • By Customer Class

  • By Product

  • By Product Brand

  • By Product Family

  • By Product Type

  • Free Goods/Net Down

  • A/P integration of Supplier bill backs

  • Calendar driven Promotions

  • Optional Customer Portal integration

  • Optional Sales Rep Portal integration

  • Optional Supplier Portal integration

  • Optional Supplier participation Management

  • Purchasing integration

  • Live Presentations

 

Catalogue & Advertising Manager

  • Product Book dynamic management

  • Product Book export to Adobe

  • Advertising integrated in to A/P

Customer Relationship Management (CRM)

  • Customer specific pricing

  • Communications Tracking tools

  • Compliance Tracking/Reporting

  • Customer Statement Cycle Calendars

  • Chain Management

  • Contact Management

  • Optional EDI order placement  for large accounts

  • Centralized Customer Org. information

  • Centralized Staff information

  • Search across Customer information

  • Marketing Tools

  • Liquor License Tracking

  • Sales History Tracking

  • Returns Tracking

  • Dynamic Proof of Delivery

 

Optional Customer Online Portals

  • Provide B2B Customer info 24/7

  • Relevant Promotions Opportunities

  • Wish  List Management

  • Order Placement

  • Order Status in real time

  • Order delivery tracking

 

Telephone Sales

  • Client business rules-driven

  • Customer specific promotions

  • Client defined screen user interface

  • Drill down Customer details

  • Real-time Supervisory oversight

  • Sales Rep performance management

 

Sales Force Management

  • Client defined commission structures

  • Client defined commission rules

  • Commission Reporting

  • Sales Rep forecasting/actual

  • Performance Analysis by Territory

  • Performance Analysis by Customer

  • Performance Analysis by Brand

  • Performance Analysis by Product

  • Performance Analysis by Cust. Type

  • Placement Analysis

  • Customer Defined Promotions

  • Buy Side and Sell Side

  • Live Presentation Support

  • Quota Management

 

Optional Sales Representative Online Portals

  • Sales Order Entry

  • Sales Order Tracking

  • Sales Reporting

  • Online Commission Reporting

  • Customer outstanding invoices

  • Customer credit issues

  • Customer orders in process

  • Product keyword search

 

Sales Order Management

  • EDI interfaces

  • Back office order Entry

  • Optional Customer Portals

  • Optional Sales Rep Portal

  • Optional Sales Rep Handhelds/PDA

  • Optional Sorting & reporting

 

Chargeback Management

  • Depletion Allowances

  • Samples – 50%, 100%, $0

  • Vendor support by Customer

  • Vendor support by Product

  • Merchandising

  • Unsaleables

  • Chargeback Invoicing and Reporting

  • Full integration into G/L & A/P

 

Sales Order Processing

  • Client rules for sales order routing

  • Client rules for approval

  • Indefinite Sales Order history

  • Order Confirmations

  • Earmarking (Backorders)

  • Product Substitution management

  • Up-Sell/Cross-Sell management

  • Minimum Margin management

 

Credit & Collections

  • Client credit rules

  • Cash state pre-paid management

  • Terms management

  • Real-Time credit management

  • Real-Time delinquent account management

  • State Posting management

 

Supplier Management

  • Depletion Reporting

  • Samples Reporting

  • Vendor Pool Support

  • Multiple Contact management

  • Multiple address management

  • Embedded Inventory Reporting

  • Dashboards

  • BDN integration

  • Promotional Activity Tracking

  • Integrated financial activity

 

Purchasing & Forecasting

  • Cycle Purchasing

  • Level Purchasing

  • Recommended buying report

  • Order Amt/Quantity Minimums

  • Product Brand Minimums

  • Product Specific Minimums

  • In-House PO Minimum

  • Bottle, Case, Layer, Pallet quantities

  • Seasonality demand forecasting in ROQ formula

  • Fax, email, snail mail PO transmission

  • Client defined purchasing algorithms

  • Recommended Order Quantities

  • Deep drill downs into PO’s

  • Lead time forecasting

  • Seasonality forecasting

  • Real-Time PO tracking

 

Importing

  • Pool purchasing

  • Container Management

  • Customs process tracking

Optional Supplier Online Portals

  • Depletion Reports posted

  • Upcoming Promo opportunities

  • Promotions in progress

  • Purchase Orders posted

  • Minimum Margin Management

 

Accounts Payable

  • Inventory

  • Non-Inventory

  • Supplier Portal Integration

  • Cash requirements reporting

 

Accounts Receivable

  • Payment Terms Management

  • Rules-driven credit/order approval

  • Portal views of A/R activity

  • Credit Hold Management

  • Optional Web-based payment integration

  • Customer Statements

  • NSF Check Tracking

 

General Ledger

  • Client defined accounts

  • Fully integrated through system

  • Daily soft closes allow for changes and up to the minute financial visibility

  • Transaction drill down into G/L

 

Warehouse Management

  • Case/Bottle Restocking

  • Optional Bond Room management

  • Cycle Counts

  • Bin/Zone/Locations

  • Overstock Management

  • Oddball Management

  • Bulk Bins

  • Picking list

  • Bill of Ladings

  • Invoicing

  • Multiple Warehouse Support

  • Restocking Transfers

  • Scanning support

  • Handheld support

  • Client defined Picking

  • Interfaces into shipping manifest sys.

  • Space allocation by sell through

  • Space allocation by dimensions

 

Optional support for Scanner/Electronic Devices

  • Warehouse handhelds

  • iPhone interface

  • Handheld Scanner support

  • Bar Code Readers support

 

Optional EDI/FTP

  • Integration into EDICT

  • Integration into FINTECH

  • Integration capabilities into 3rd party systems

 

Route & Loading Management

  • Client defined loading process

  • Staging area management

  • Route delivery management

  • Route appointment management

  • Integration into ROADNET (coming)

 

Receiving

  • Directed Put Away Management

  • Optional RF Handheld integration

  • Receiving Tie Out process

  • True Landed Cost Management

  • Partially or fully receive PO

  • Reconcile Receivers against POs

  • Manage over and underage

  • Trouble Cart

 

Returns

  • Integrated into optional Portals

  • RMA from Customers

  • RTV to Vendors

  • Integrated into Accounting

  • Replacement products, spoils

  • Unsaleables Management

 

Reporting & Report Writer

  • 500+ Reports for Wine/Spirits Dists.

  • Gallonage & Liter measurements

  • Case/Bottle/Pallet units

  • Integration into DIVER

  • Integration into Inventiv EIS

  • Integration into Excel

  • Integration into various Business Intelligence tools

  • Embedded Reports

  • Reporting integrated into Portals

  • Any field in the system can be in a report

  • Any defined object

  • Real-Time reporting Calendars

  • Real-Time reporting Trays

  • Total control of look/feel

  • Total control of data elements

 

Employee Management

  • Employees managed by individual

  • Employees managed by class

  • Total Field, object, place security

  • Client defined security

  • Total Real Time auditing of activity

 

General Technology

  • One software platform

  • Real-Time environment

  • Designed for continuous change

  • Designed for extensibility

  • Designed for total customer definition

  • Rules Driven environment

  • Infinite Custom Fields

  • Total interface design control

  • Total Custom pop up messaging

  • XML linkages to 3rd party data

  • Customize Hotkeys

  • Customize Tab Order

  • Customize Function keys

  • Customize Process Flows

  • Customize Work Places

  • Unlimited data storage

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