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Everest ERP Software – the all-in-one business
software solution
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Order Processing
Software |
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| Quickly email
documents in PDF
format |
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Send quotes to customers
in just two clicks. Everest v2.0 will open
an email in Outlook or Outlook |
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Express with your
document already attached as a PDF. |
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The To and CC field
of your email will default based on the billing
and contact address of the |
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document you are
sending |
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| Document views
to allow single click access to document details |
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Access document
details faster by using the new tabs at the
bottom of the document profile |
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| Stock status
indicator from inventory
tracking system |
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Line items have
an indicator to let you quickly identify if
an item is in stock. RED means out of |
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stock. YELLOW means
In Stock, but not available. GREEN means In
Stock and Available |
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| Ability to add
freight charges that are calculated by external
programs |
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Shipping programs can write back actual shipping amounts. When
a sales |
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document is opened,
a line item for freight charges can be automatically
added, or the user can |
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first be prompted
based on a preference. |
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Integrated
Pricing Software |
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| Simplified pricing
for related items |
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Defining a complex
Price Differential is no longer required.
Related items can now use the same |
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pricing scheme as
a regular item. |
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Eliminates the need
for running the "Update Pricing Differential"
integrity |
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CRM
Software |
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| Ability to print
calendar details, tasks and appointments |
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Calendar details,
tasks and appointments can now be printed.
Calendar printouts are available |
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in a variety of
formats to meet different needs. |
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| Task browsers
have 'auto preview' and 'preview pane' options |
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You can quickly
scan through the details of multiple tasks,
without having to open the task profile. |
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| More task details
can be defined so you manage your 'to do'
list more effectively |
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You can now specify
'status', 'priority' and 'percent complete'
to manage your task more effectively. |
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| Create new tasks
faster |
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Tasks can be created
directly from the task browser just by entering
the description. Account or |
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document details
will automatically be filled-in for you. |
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Email |
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| New interface
for sending email between Everest users |
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Use the new Everest
Email interface for sending email to users
inside Everest. This replaces |
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the old utility>email
functionality. |
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Everest Email is
required to send a message to an Internet
email account. |
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Payment
Processing |
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| Improved batch
payment processing allows you to process or
approve payments in groups instead of individually |
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Any payment processed
through a document can be marked for "batch
payment processing" |
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Instead of the accounting
entries being made immediately, the payment
can be first reviewed and |
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then processed. |
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Batch payment processing
is located under the accounting
menu and is available for both sales |
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and purchasing documents
(replaces old "batch credit card processing"
option under the utility |
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menu) |
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Can be used to save
sales staff time by sending credit card transactions
to be approved in |
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batches, instead
of waiting for them to be approved individually
on each document. |
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