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Contacts
Accounts
Applications
Part Numbers
Part Categories
Projects
Project Statuses
Project Categories
Project Priorities
Freight Terms
Shipment Methods
Terms and Declarations
Serial Numbers
Database Sites
Data Import
User Management
DataBuilder Manager
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| The Administration module contains core functions that are used by multiple other modules. |
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Payment Terms
Currency Control
Account Codes
Price Lists
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| The finance module allows your finance department to set up critical information, for use throughout the system. |
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Daily View
Gantt Chart
Time Sheet |
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| Keep track of your entire work-force, and work scheduling, with auto-planning functionality. Complete project tracking and costing. |
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Contact History
Account History
Serial Number History
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| Easily find all transactions against any contact, account or serial number. |
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View E-Mails
Send E-Mail
Shared E-Mails
Phone Calls
Letters
Notes |
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| Monitor communications between your staff and your customers. Any user can also view and share his e-mail mailboxes right from Systemize. |
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Bills of Materials
Where Used
Global Replace
BOM Differences |
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| The intuitive tree structured BOM builder and viewer makes creating assemblies easy. Plus tools to make assembly management simple. |
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Change Requests
Change Notifications
Approval Categories
Product Categories
Type Test Results |
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| Manage the entire change control flow from request to release, with fully customizable approvals. |
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Visit Reports
Forecasting
Budgeting |
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| Keep track of your sales personnel, through trackable forecasting and budgets. |
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Quotes
Order Acknowledgements
Order Dispatches
Order Invoices
Order Return RMAs
Order Return Receipts
Order Return Credits
Rental Quotes
Rental Acknowledgements
Rental Dispatches
Rental Invoices
Rental Receipts
Credit Card Processing
Automatic US Tax Rate Lookup
Miscellaneous Dispatches |
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| Take control of the entire order process, from quotation and acknowledgement, to dispatch and invoice. Includes automatic tax rate lookup and credit card processing. |
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RMA Authorization
RMA Receipts
RMA Dispatches
RMA Invoices
Service Reports
Repair Codes |
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| Manage the entire RMA process, along with detailed fault reporting and analysis. |
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Live Stock
Stock Transaction History
Stores Setup
Purchase Orders
Rejects
Adjustments
Transfers
Issues
Returns |
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| Detailed oversight and management of every aspect of your stock system. Includes customizable stores setups, and full integration with the order processing module. |
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Work Orders
Work Order Issues
Work Order Receipts
Fast Stock Check
Roll-Up Costing
Parts Below Minimum Stock |
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| Take charge of your assembly and service lines with work order flow management and tools to make your production controller more efficient. |
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| Easy to use, yet incredibly powerful. Gain a competitive edge by maintaining better stock levels, while decreasing lead times. |
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Audit Schedules
Audits
Corrective Actions
Close Downs
Audit Categories
Audit Results
Calibration Register |
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| Plan and record your internal ISO and quality audits, with customizable results for continuous improvement reporting. |
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Journal Entries
Accounts Payable
Accounts Receivable
Aged A/R
Aged A/P
Trial Balance
Balance Sheet
Income Statement (Profit & Loss)
Account Code Types |
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| Dramatically improve accounting overhead with the fully integrated accounts module - integrated with contacts, account codes, and sales and service orders. |
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| For details on using Systemize! check out the user manual here. |
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