Spire Features BusinessVision Users Will Love
Learn about all of the Spire features that BusinessVision users will love by downloading our PDF report.
Data is presented as a list in grid fashion so all records for that module can be seen at once. Columns can be moved and sorted in any order, which facilitates maintaining, understanding and updating the data.
Reports and Forms
New or Expanded Modules
This module integrates purchasing requirements derived from inventory, sales orders and production orders. If an item is backordered on a sales order, it can be easily added to the requisition list; in Inventory, a ‘suggested order quantity’ field, which calculates quantities committed on customer sales orders, less those quantities already on issued purchase orders, less what’s on hand, plus customer backorders plus re-order point (if specified), allows you to isolate items that need to be ordered and can be easily added to the requisition screen. Purchase Orders can then be easily created for items on the requisition list.
Communications – To do list
Communications - Alerts
Labels, including bar codes, can be easily created for inventory, purchase orders and sales orders. The suggested quantity of labels is based on the number of items on the order, but can be set to 1 or amended as required.
Email Extra Attachments
Anything emailed from Spire is stored so that you can easily see what went and when. This is especially useful for tracking A/R Collections activity but has many other uses. Easily resend any previously sent email and its attachments.
User Defined Fields
Web Browser Modules
Reprint Bank Reconciliations
Customer and Inventory Related Features
Available in Customer and Inventory, this allows a group of items to be edited at once, such as the sales rep for specific customers, or reassigning inventory items to new product codes.
Colours in Customer, Inventory and Sales Orders
Customers, inventory and types of sales orders can be assigned different foreground and background colours, making it easy to highlight information such as important customers or discounted inventory. Different order types can be visually distinguished. For example, quotes could be one colour, sales orders another, standing orders another.
Customer, Vendor and Inventory Code Change
Customer codes, Vendor codes and Inventory Part Numbers can be amended where changes are required to reflect revised part numbers or customers/vendors whose names have changed. The function updates all files affected, such as open orders, sales history and purchase history, etc.
Inventory components (BOMs) can be created for any manufactured or kitted item, which can be built even without the Production Manager.
Customer Mail Merge
Customer Pre-Authorized Debit
Inventory Landed Costs
Landed cost % can be disbursed by each item’s weight on a PO receipt.
Last Sale Date/Last Receipt Date in Inventory List
Create Sales Order from Customer or Inventory Item
If you’re looking up an inventory item for a customer that has called in and they tell you to go ahead and send them one, you can start a new order right from that item and it will put that item on the order for you automatically. Similarly, if you’re on the customer screen, you can start an order from there and it will automatically pick that customer on the order. Speedy data entry perks!!
Inventory Movement View
Freight in Inventory Transfers
Sales Order Related Features
New or Expanded Modules
Customer History View in Sales Order
Desired Margin Visual Aid
Fill Order tab in Sales Orders and Receive Order tab in Purchases are designed to work with bar codes for scanning of items to improve order and receiving accuracy and efficiency.
Discounts can be offered based on a minimum quantity of items purchased over multiple items matching a certain criteria (ie Product Code). For example, buy any 10 of one type of item, and get 10% off.
Sales History Edit
Freight Tracking Hyperlinks
Sales Order Job Headers
User Selectable Kits
Components for a kitted inventory item can be specified; when that item is added to an order, the system can prompt to ask which items should be included in that order. This can be used for size/colour inventory, or where different components can be substituted in regularly.
Job Costing by Invoice Detail
Automated Repeat Orders
Sortable Detail Lines
Quote Expiry Date
Enter an Expiry Date on your quotes so that your salespeople can easily stay on top of current opportunities. Sales Managers will love it too!
If the number of detail items on a cheque surpasses the setting established in Company Settings, Spire prompts to print attachment, which gives the user time to take out cheques and put in plain paper, thereby not wasting a cheque form.
Customize Aging Report
Customizing the aging days in Company Settings > Accounts Receivable results in the aging report printing with the same structure…no report customizations necessary.
Refund Customers with a Cheque
See Customer A/R Balance from Sales Order
While your staff are taking orders, or entering quotes, they will have immediate visible access to the customer’s current balance and a visual indicator if they are overdue or over their credit limit. Don’t waste a salesperson’s time again, assisting a customer that hasn’t taken care of their account balance. Maybe they can collect the outstanding amount right then and there to move on and help the customer.
Unlimited Pay Types
Track Key Dates
Source Deduction Remittance Tool
Integrated Debit/Credit Card machines
We have many clients that are using automated emails in really meaningful ways. It’s really a game changer. Check out our blog post Automations can help your business! (edgeims.com)
Don’t miss out on this invaluable tool!