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E-Syst

A full accounting software system designed by Rennie, Lindsey and Associates for startups and small organizations.
Questions about E-Syst? Call (800) 827-1151 and talk to a software expert now.

Wholesale distribution package includes the applications listed below

  • Accounts Payable
  • Accounts Receivable
  • Customer Service
  • Foreign Currency
  • General Ledger
  • Inventory Control
  • Purchase Order Processing
  • Sales Analysis
  • Sales Order Processing
  • System Documentation
  • System Management
  • System Security
  • Document Image / Archiving

In addition, the Manufacturing package includes,

  • Wholesale distribution package plus
  • Asset Management
  • Manufacturing / Production.

Software is delivered via cd or internet download and installed by your staff. Training is done remotely over the internet or via training e-videos. Annual license is due each year.

Accounts Payable

Vendor Master Entry allows you to add, change or view information on a vendor.

  • Vendor Master Lists / Labels gives you the ability to print Master Lists, Vendor Addresses, Vendor Contacts, Standard Expenses List and Mailing Labels by vendor name or code.
  • Vendor Code Change / Delete gives you the ability to change or delete a vendor code without open or historical information being lost.
  • Vendor Classes allows you to add, change, delete, view and print information on vendor groups or vendor classes.
  • Payment Terms allows you to add, change, delete, view and print payment terms.
  • Vendor Contacts lets you add, change, delete, view or print Invoice, Purchase Order, or Miscellaneous remarks for a vendor.
  • Vendor Research displays the vendor master information with options to view Purchase History, Open Invoices, Open Purchase Orders, Payment History, Receipts History, and Vendor Status.
  • Vendor Status displays credit information for the selected vendor, giving the accounts payable department all the necessary information for handling calls from vendors. You can identify which invoices are open and what payments been made, and log information given to the vendor directly into the system.
  • Open Invoices displays open payables for a selected vendor with the ability to view expense distribution and payment history on a selected invoice.
  • Paid Invoices displays paid invoices for a selected vendor.
  • Check History displays summary check information for a selected vendor with the ability to view detail of the invoices paid.
  • Payments Spread gives management a variety of tools for viewing and graphing payment history. There are several different spread options available, depending on the detail of information desired.
  • Purchase Order Research displays Purchase Orders and Sourcing in detail. The Open Purchase Order or Sourcing can be found by order number, vendor, order type and warehouse, order status and warehouse, or by reference number.
  • Invoices allows you to enter, print and update invoices to any open posting period.
  • Checks allows you to enter manual checks as well as print and update computer generated checks.
  • Agings allow you to print Detailed or Summary Agings. The reports can be sorted by vendor name, vendor reference, class, group or vendor code. You can define the columns on the aging reports. The Aged Trial Balance provides an aging for prior months.
  • Invoice Journal History gives you invoice history by posting period and vendor or by vendor and invoice.
  • Cash Disbursements History gives you check disbursement history by period and vendor, period and check number, by vendor and by check number.
  • Vendor Payment Spread gives you the ability to print any of the Payment Spreads in report form.
  • Form 1099 Processing provides automatic Form 1099 printing for selected vendors.
  • Inactive Vendor Register gives you the ability to print and purge inactive vendors based on a cut-off period selected by you.
  • Vendor History Purges gives you the ability to purge history based on a user entered cut-off period.
  • Receipts / Invoices provides reports and inquiries on purchase receipts that you have not received an invoice for.
  • Vendor Regulator allows you to verify and update vendor balances in the event of a system interruption.

Accounts Receivable

Customer Master Entry lets you add, change or view information on a customer.

  • Customer Master Lists / Labels give you the ability to print Master Lists, Customer Addresses, Customer Contacts and Mailing Labels by name, reference, phone number, primary salesperson, secondary salesperson and customer code.
  • Customer Code Change / Delete gives you the ability to change or delete a customer code without open or historical information being lost.
  • Customer Classes lets you add, change, delete, view and print customer groups or customer classes.
  • Payment Terms lets you add, change, delete, view and print payment terms.
  • Customer Contacts lets you add, change, delete, view or print Collection, Sales, Reference or Miscellaneous remarks for a customer.
  • Customer Research displays the customer master information with options to view Credit Information, Sales History, Payment History, Open Receivables, Open Sales Orders and Shipped Order History.
  • Customer Credit displays credit information for the selected customer, giving the collection department all the necessary information for collection calls. You can enter collection messages directly into the system, doing away with written notes on agings or index cards.
  • Customer Receivables displays all open invoices for the selected customer with the option to view Sales Journal Detail or Shipped Item History on those open invoices.
  • Paid Invoices displays paid invoices for a selected customer.
  • Cash Receipts History displays summary check information for a selected customer with the ability to view detail of the invoices that the check was applied to.
  • Cust Service Spread Inquiry lets you see your level of service to your customers.
  • Cash Receipts History (Transactions) allows you to enter, print and update cash received to any open posting period. Partial payments and any number of allowances are permitted. Service Charges (Future addition) allows the application of service charges to selected customers.
  • Service Charges provide a way to calculate and update service charges to customers based on their over-due invoices.
  • Agings allow you to print Detailed or Summary Agings. The reports can be printed by salesperson, customer name, zip code, class, group, region and territory, and customer code. You can also define your own aging columns.
  • Cash Receipts History gives you the ability to print Cash Receipts History Reports by posting period and customer, by posting period and journal, and by customer and date. You can also print a Paid Invoice History report.
  • Inactive Customer Register lets you print and purge inactive customers based on a cut-off period selected by you.
  • Customer History Purges gives you the ability to purge history based on a given cut-off period.
  • Customer Statements lets you print open invoice customer statements, with an optional cover (dunning) letter.
  • Credit gives the credit department the ability to monitor customer credit using a variety of displays and reports. You can approve an order for a specified amount for customers with credit problems
  • Customer Regulator allows you to verify and update customer balances in the event of a system interruption.
  • Customer Aging Hist Generator captures the historical month-end aging balances for customers, which can then be viewed as part of the customer’s credit history.

Asset Management

Asset Master Entry allows you to add, change and view information on an asset. The program stores the current values of a minimum of three (book, federal and state) reporting groups.

  • Asset Master List gives you the ability to print a list of assets by asset, class, description, acquired period, disposed period, location, reference or asset account.
  • Asset Code Change / Delete gives you the ability to change or delete an asset code without open or historical information being lost.
  • Asset Classes allow you to add, change, delete, view or print information on reporting groups and asset classes.
  • Depreciation Method Entry allows you to add, change, delete or view methods of depreciation. Methods that are supported are; ACRS, declining balance, MACRS, sum of the year’s digits, straight line and user defined.
  • Asset Research lets you view asset master information with options to view Depreciation History or report group information.
  • Asset Depreciation Spread gives management a variety of tools for viewing and graphing asset depreciation history.
  • Loan Amortization Spread allows you to calculate the principal and interest amounts for a user defined loan amount. The principal and interest amounts for each period with year to date and life to date totals are displayed, and optionally printed.
  • Depreciation Set-up allows you to automatically generate the asset’s depreciation amount as defined in the Asset Master Entry program.
  • Depreciation Entry allows you to add, change, delete or view an asset’s depreciation for a posting period.
  • Depreciation Journal allows you to automatically post the asset depreciation amounts to the General Ledger and Asset Management History files.
  • Depreciation Journal History gives you the ability to print a Depreciation Journal for any posting period stored on the system.
  • Asset Depreciation Spread Report gives you the ability to print the Depreciation Spread in report form.
  • Asset History Purges give you the ability to purge history through a given cut-off period.

Customer Service

Customer Research displays the customer master information with options to view Credit Information, Sales History, Payment History, Open Receivables, Open Sales Orders and Shipped Order History.

  • Customer Credit displays credit information for the selected customer, giving the collection department all the necessary information for collection calls. You can enter collection messages directly into the system, doing away with written notes on agings or index cards.
  • Customer Receivables displays all open invoices for the selected customer with the option to view Sales Journal Detail or Shipped Item History on those open invoices.
  • Sales Order/Quote Entry allows entry and change of sales orders and quotes.
  • open order or quote can be retrieved by order number, customer, primary salesperson, secondary salesperson, order type and warehouse, order status and warehouse, order reference and customer purchase order number.
  • Sales Order Item Research allows you to view summary information on open order and quotes for a specific item.
  • Sales Order Cust / Item Research shows you open order line items for a customer.
  • Shipped Order Researches give you an extensive selection of inquiries on shipped orders, similar to the inquiries available for open sales orders.
  • Item Research displays status information on an item with the ability to view costs, pricing, open and closed sales orders, open and closed purchase orders, recommendations and substitutes, warehouse quantity detail, audit history, detailed history by month and year, lot detail and transactions history. Allows you to accumulate inquiries to save as a sales order or quotation.
  • Item Pricing displays the pricing matrix for an item and customer combination, allowing you visibility on quantity price breaks and the price matrix definition.
  • Purchase Order / Source Entry allows entry and change of purchase orders and sourcing.
  • Purchase Order Research displays purchase orders and sourcing in detail. The open order or sourcing can be retrieved by purchase order number, vendor, order type and warehouse, order status and warehouse or by order reference.
  • Purchase Order Item Research allows you to view summary information on open orders and sourcing for a specific item.
  • Purchase Order Vendor / Item Research shows you open purchase order line items for a vendor.
  • Received Order Researches gives you an extensive selection of inquiries on received purchase orders, similar to the inquiries available for open purchase orders.

Vendor Research displays the vendor master information with options to view Purchase History, Open Invoices, Open Orders, Payment History, Receipts History and Vendor Status.

Foreign Currency

Foreign currency is integrated in the sales order processing, purchase order processing, manufacturing / production and general ledger.

Currency allows you to add, change, delete, view or print information on currency types and exchange rates.

General Ledger

  • Chart of Accounts Entry allows you to add, change and view information on a general ledger account.
  • Chart of Accounts List gives you the ability to print a list of general ledger accounts by account, description, class or reference.
  • Account Code Change / Delete lets you change or delete a general ledger account code without open or historical information being lost (future enhancement).
  • Account Classes lets you add, change, delete, view or print information on account classes.
  • Bank Accounts lets you add, change, delete, view or print information on bank accounts.
  • Posting Types lets you add, change, delete, view or print posting types. Posting types control sub-system interfaces to the General Ledger.
  • Currency allows you to add, change, delete, view or print information on currency types and exchange rates.
  • Sales Tax allows you to add, change, delete, view or print information on sales tax codes. You control the tax percent and general ledger account that the tax is accumulated to.
  • Budgeting allows you to enter budget figures for comparison of actual to budgeted amounts.
  • Account Research allows you to view summary activity by month, or detailed activity for selected posting periods. The activity can be displayed graphically.
  • Posting Detail allows you to view detailed activity on a general ledger account for selected posting periods.
  • General Journal allows you to enter, print and update general journal entries to any open posting period.
  • Bank Account Balancing allows you to enter in checks that have cleared the bank, run a bank reconciliation report and clear cashed checks from the system.
  • Trial Balance gives you a summarized trial balance for selected posting periods, with optional comparisons to other time periods.
  • Posting Detail gives you posting detail for a selected posting period. The posting detail report can be run for a single journal, such as Cash Receipts or for all journals together.
  • General Ledger gives you posting detail and summary activity by month for a selected posting period and general ledger account range.
  • Financial Statements gives management the ability to print summary or detailed financial statements based on user defined and maintained statement formats.
  • General Ledger Purges give you the ability to purge history based on a user entered cut-off period.
  • Posting Period Control is the key to month-end processing. In just minutes you can open posting periods for the next month and month-end is done. You have the ability to open posting periods and to designate the current posting period for each journal. Each journal can have its own open posting periods and default current period.

Inventory Control

Item Master Entry lets you add, change or view information on an item.

  • Item Master Lists / Labels give you the ability to print Master List and Stocking Labels by item code, description, item type, class, group or vendor.
  • Item Code Change / Delete gives you the ability to change or delete an item code without open or historical information being lost.
  • Item Classes allow you to add, change, delete, view and print information on item classes, item groups, item price / cost classes and commission classes.
  • Warehouses let you add, change, delete, view and print information on warehouses. The lot regulator recalculates the item average cost and removes lots that are no longer active.
  • Item Formulas let you add, change, delete, view and print information on the formulas for the calculation of lead time, average usage, critical stock level, minimum stock level and maximum stock level. You can update these levels for a range of items at any time, based on current activity.
  • Item History Entries let you maintain demand and usage history on an item.
  • Item Research displays status information on inventory items with the ability to view costs, pricing, open and closed sales orders, open and closed purchase orders, recommendations and substitutes, warehouse quantity detail, audit history, detailed history by month and year, lot detail and transactions history.
  • Item Audit Inquiry gives you the ability to view all transactions on an item and lot based on a starting date. It shows posting date and time, journal, reference number, cost, quantity and a running balance of inventory quantity.
  • Item Pricing Inquiry displays the price matrix for an item and customer combination, allowing you visibility on quantity price breaks and the price matrix definition.
  • Item Costing Inquiry displays the cost matrix for an item and vendor combination, allowing you visibility on quantity cost breaks and the cost matrix definition.
  • Item / Vendor Costing Inquiry shows you vendor purchasing information and history for an item.
  • Stock Flow Projection shows the time-sensitive effect on inventory for future transactions, including open sales orders, purchase orders, production orders, and forecasted production.
  • Transactions Researches give you the ability to view detailed and summary information on open and closed reconciliations, sales, purchasing and production. These transaction researches show all the in’s and out’s on an item, pulling information from other modules together for the inventory manager.
  • Inventory Spread Inquiries give you detailed quantity and cost reconciliation activity by month and year. The activity can be displayed graphically.
  • Reconciliations allow you to enter, print and update adjustments and transfers to an item for any valid posting period.
  • Physical Inventory Count allows you to enter, update and monitor physical counts based on item code, description, type, class, group, vendor or reference.
  • Advance Price / Cost Change allows you to enter price and cost changes in a work file which can be updated to actual price and cost matrices at a later date.
  • Reconciliation Reports give you the ability to print open reconciliation reports and reconciliation history reports.
  • Item Movement Reports give you the ability to print many different inventory activity and status reports, including Item Activity, Item Status, Item History, Stock Replenishment, and Inventory Turns. Reports can be sorted in many ways, including by item code, description, type, class, group, vendor or reference.
  • Inventory Valuation Report gives you the ability to print a valuation report by item code, description, type, class, group, vendor or reference. The report format allows you to define two sets of columns to compare quantities and costs. You can define the quantity columns as available quantity, critical quantity, inventory count, minimum quantity, on hand quantity or maximum quantity. You can define the cost columns as average cost, current actual cost, inventory count cost, last cost or standard cost.
  • Item Reconciliation Spread Report gives you the ability to print detailed quantity and cost reconciliation activity by month and year by item code, description, type, class, group, vendor or reference.

Inactive Item Register gives you the ability to print and purge inactive items based on a cut-off period selected by you. Item History Purges gives you the ability to purge history based on a user entered cut-off period.

Job / Manufacturing Costing

RLA has integrated many custom job / manufacturing costing solutions. Allow us to help you design a job / manufacturing costing solution that will work for you.

Manufacturing / Production

Bill Of Material Entry allows entry and change of bill of materials. Bill of Material Entry supports scrap percentages, process and overhead components, setup and lot charges, and fractional quantities. Single or multiple level bills are supported, as well as multiple bills for an individual finished good item. Economic order quantities, minimum order quantities as well as current and prior standard costs can also be maintained in this program.

  • Bill Of Material Research displays bills in detail. The bills can be retrieved by bill number, finished good item or by reference.
  • Bill Of Material Preview gives you the ability to view summary information on bills with the option to view detail on a specific bill. The bills can be viewed in bill number, finished good item or reference sequence.
  • Bill Of Material Item Research gives you the ability to view summary information on bills for a specific finished good or component item. The research is commonly referred to as a where used display. This display can be used to find all bills that have been defined for a finished good item or to find all bills that use a specified component item.
  • Indented B-O-M Research gives you the ability to explode a specified finished good item for a specified quantity and to view the various components for each level that would be required.
  • B-O-M Component Matrix Entry allows entry of substitute components for generic bills. The use of the matrix will greatly reduce the number of bills that are to be defined when the bills are similar and only require specified substitutions in Production Order Entry.
  • production costings, production orders, fulfillers and correction memos.
  • Form Printing allows you to print traveler forms, fulfillers and correction memos.
  • Production Order Research displays production orders and costings in detail. The open order or costing can be retrieved by order number, finished good item, order type and warehouse, order status and warehouse or by reference.
  • Production Order Preview gives you the ability to view summary information on open orders and costing with the option to view detail on a specific order or costing. The orders and costings can be viewed in order number, finished good item, order type and warehouse, order status and warehouse or reference sequence.
  • Production Order Item Research gives you the ability to view summary information on open orders and costings for a specific finished good or component item.
  • Indented Prod Order Research gives you the ability to view an order or costing as an indented display for each production level.
  • Manufactured Order Research gives you the ability to view detailed and summary information for manufactured orders by order number, finished good item or component item.
  • Manufactured Spread Inquiries give the production manager a variety of tools for viewing and graphing production trends. Each spread inquiry offers different types of displays, depending on the detail of information desired. The manufactured spreads available are by Item, Item Class and by Item Group.
  • Manufacturing Fulfillment Journal allows you to print and update a manufacturing fulfillment journal for a batch of fulfillers.
  • Production Order Reports allow you to print open order reports by order number, finished good item, order type and warehouse, order status and warehouse, batch or component item.
  • Manufacturing Fulfillment Journal History allows you to print fulfiller journal reports for a specific posting period.
  • Manufactured Order History Reports give you the ability to print Detailed Manufactured Order History, Summary Manufactured Order History, Manufactured Component Item History and Manufactured Finished Good Item History reports.
  • Manufactured Spread Reports give you the ability to print the Item, Item Class and Item Group Manufactured Spread reports.
  • Production Order Purges give you the ability to purge expired costings and deleted orders.
  • Production Order Automation includes an automated production order release. This analyzes unprinted production orders for manufacturability, and releases those production orders that can be manufactured, based on component quantities available and other criteria.

Purchase Order Processing

Purchase Order Entry allows entry and change of purchase orders, vendor sourcing and vendor claims. Purchase processing orders are also entered and changed through purchase order entry.

  • Form / Label Printing lets you print purchase orders, price requests, receivers, debit memos and stocking labels.
  • Purchase Order Research displays purchase orders and sourcing in detail. The open order or sourcing can be retrieved by order number, vendor, order type and warehouse, order status and warehouse or by reference.
  • Purchase Order Preview lets you view summary information on open orders with the option to view detail on a specific order. The orders can be viewed in many sort sequences such as vendor, order type and warehouse, and order status and.
  • Purchase Order Item Research gives you the ability to view summary information on open orders and sourcing for a specific item.
  • Purchase Order Vendor / Item Research shows you open purchase order line items for a vendor.
  • Purchase Order Placement Inquiry allows you to view order placement, sourcing conversion, and claim processing information by purchase order number, vendor, or warehouse.
  • Received Order Research gives you the ability to view detailed and summary information for received orders by order number, vendor or item.
  • Receipts Spread Inquiries give the purchasing manager a variety of tools for viewing and graphing purchasing trends. Each spread inquiry offers different types of displays, depending on the detail of information desired. The receipts spreads available are by Vendor and Item, by Item and Vendor and by Item.
  • Cost Matrix / Contracts allow you to add, change, delete, view or print information on a costing matrix or vendor contract. The cost matrix is a way of assigning costs on purchase orders based on one of eight combinations of vendors or vendor classes with items or item price classes. Costs can be based on a percentage of the base, a flat amount added to or subtracted from the base or a set cost. The possible bases are list price, retail price, actual cost or standard cost. The cost matrix allows date sensitive costing. Contracts extend the cost matrix by tracking quantities and limits.
  • Purchase Order Expedite Entry provides a way to track phone calls and other contacts with vendors concerning purchase orders.
  • Purchase Order Expedite Report prints the vendor contact notes that you enter regarding purchase orders.
  • Purchase Receipt Journal allows you to print and update purchase receipt journal for a batch of receivers.

Receiver Monitor provides a snapshot of received purchase order totals for today, yesterday, the month and the year. The totals can be viewed by warehouse, vendor class, item class, or order type.

  • Purchase Order Reports allow you to print open order reports by order number, vendor, order type and warehouse, order status and warehouse, batch or item.
  • Purchase Order Placement Reports give you the ability to print summary order placement, sourcing conversion, and claim processing reports by purchase order number, vendor, or warehouse.
  • Receipt Journal History allows you to print receipts journal reports for a specific posting period.
  • Received Order History Reports give you the ability to print Detailed Received Order History, Summary Received Order History, Received Order Item History and Received Vendor Item History reports.
  • Receipts Spread Reports give you the ability to print the Vendor and Item, Item and Vendor and Item Receipts Spread reports.
  • Purchase Order Purges give you the ability to purge expired sourcing and deleted orders.
  • Purchase Order Automation gives you tools to facilitate purchase order processing and paper flow with the least amount of effort. Purchase Order Worksheets gives you the ability to determine requirements by vendor based on critical quantity, zero quantity or re-order quantity. The system builds a worksheet for each vendor specified, allows you to manipulate the quantity, and then creates a purchase order from the worksheet.

Sales Analysis

Salesperson Master Entry lets you add, change or view information on a salesperson.

  • Salesperson Master Lists / Labels give you the ability to print Master Lists and Mailing Labels by name, salesperson or reference.
  • Salesperson Code Change / Delete gives you the ability to change or delete a salesperson code without open or historical information being lost.
  • Commission Matrix allows you to add, change, delete, view or list information on a commission matrix. The commission matrix lets you calculate commissions on sales orders based on one of eleven combinations of salespeople or customer commission classes with items or item commission classes. Commissions can be based a percentage or dollar bracket of gross profit, profit dollars, sales revenue or units. The commission matrix allows date sensitive commissions.
  • Shipped Order Research gives you the ability to view detailed information for a shipped order. The order can be retrieved by order number, sell-to or bill-to customer, primary salesperson, invoice number or customer purchase order number.
  • Shipped Order Preview gives you the ability to view summary information on shipped orders with the option to view detail on a specific order. The orders can be viewed in order number, sell-to or bill-to customer, primary salesperson, invoice number or customer purchase order number sequence.
  • Shipped Order Item Research allows you to view summary information on shipped orders for a specific item. You can view shipped orders for a specific customer, warehouse or starting invoice date.
  • Shipped Customer Item Research gives you the ability to view summary information on shipped order lines for a specific customer.
  • Sales Spread Inquiries give management a variety of tools for viewing and graphing sales trends. Each of the spread inquires has options for different types of displays, depending on the detail of information desired. The Sales Spreads available are: Customer Sales, Customer and Item Sales, Item and Customer Sales, Item Sales, Salesperson Sales and Salesperson Commission.
  • Commission Corrections give you the ability to enter, print and update corrections to commissions in the proper posting period.
  • Shipped Order History Reports access the Detailed and Summary Shipped Order History reports, as well as analysis tools such as the Shipped Just In Time report. The Shipped Just In Time report compares ship date to due date and reports on orders shipped early, late or just in time.
  • Commission Reports are a selection of detailed and summarized commission reports either based on sales or on cash receipts.
  • Sales Spread Reports give you the ability to print any of the Sales Spreads in report form. Ranking reports are also available by customer, by item, by salesperson, and by vendor.
  • Royalty Accrual Spread Reports are a collection of reports that show sales by a royalty class for various combinations of customer, item and vendor.
  • Shipped Order Purges give you the ability to purge history based on a user entered cut-off period.
  • Sales Spread Automation provides a very flexible Sales Spread report generator. You can sort, select and rank sales information based on over two dozen coded fields, including region, territory, customer and item classes and groups, zip code, etc.

Sales Order Processing

Sales Order Entry allows entry and change of sales orders, quotes and customer returns.

  • Form / Label Printing allows you to print sales orders, quotes, credit memos, invoices and shipping labels.
  • Sales Order Research displays sales orders and quotes in detail. The open order or quote can be retrieved by order number, customer, primary salesperson, secondary salesperson, order type and warehouse, order status and warehouse, order reference and customer purchase order number.
  • Sales Order Preview lets you view summary information on open orders and quotes with the option to view detail. The orders and quotes can be viewed in many different sort sequences such as customer, salesperson, status or customer P.O. number.
  • Sales Order Item Research gives you the ability to view summary information on open orders and quotes for a specific item.
  • Sales Order Cust / Item Research shows you open line items for a customer.
  • Booking Monitor provides a snapshot of booked order totals for today, yesterday, the month and the year. The totals can be viewed by warehouse, customer class, item class, salesperson, order type, or customer.
  • Sales Order Booking Inquiry allows you to view bookings, quote conversions, and customer returns information by order number, customer, primary salesperson, secondary salesperson, or warehouse.
  • Shipped Order Researches give you the ability to view detailed and summary information on shipped orders by order number, sell-to or bill-to customer, primary salesperson, invoice number, customer purchase order number or item.
  • Invoice Monitor provides a snapshot of invoiced order totals for today, yesterday, the month and the year. The totals can be viewed by warehouse, customer class, item class, salesperson, or order type.
  • Sales Order Codes allow you to add, change, view and print information on various sales order codes such as ship via, freight terms, and jobs.

Price Matrix / Contracts allow you to add, change, delete, view or print information on a pricing matrix or customer contract. The pricing matrix is the way to assign prices on sales orders based on one of eight combinations of customers or customer price classes with items or item price classes. Prices can be based on a percentage of the base, a flat amount added to or subtracted from the base or a set price. The possible bases are list price, retail price, actual cost or standard cost. The matrix allows for date sensitive pricing. Contracts extend the price matrix by tracking quantities and limits.

  • Preliminary Invoice Report gives you a list of orders that are selected for invoicing. The report allows you to check gross profit margins and lot detail before the invoices are printed.
  • Sales Journal lets you print and update a sales journal for a batch of invoices.
  • Sales Order Reports allow you to print open order reports by order number, customer, primary salesperson, secondary salesperson, order type and warehouse, order status and warehouse, batch, entry-date or item.
  • Sales Order Booking Reports give you the ability to print summary bookings, quote conversion, and customer returns reports by order number, customer, primary salesperson, secondary salesperson, or warehouse.
  • Sales Journal History lets you print sales journal reports for a specific posting period.
  • Shipped Order History Reports give you the ability to print Detailed Shipped Order History, Summary Shipped Order History, Shipped Order Item History and Shipped Customer Item History reports.
  • Sales Order Purges give you the ability to purge expired quotes and deleted orders from the sales order system.
  • Sales Order Automation gives you tools to facilitate order processing and paper flow with the least amount of effort. Sales Order Consolidation lets you combine or split sales orders. Sales Order Releasing lets you release shippable orders to the warehouse to be processed. Picking Confirmation and Ship As Is Entry automate the shipping process.
  • Sight Drafts allows entry, printing and updating of sight draft documents for exporters.

System Documentation

  • Menu Master Entry is used to create menus. Passwords may be assigned for a specific menu.
  • Menu Master List prints menu layouts and related information.
  • Screen Format Entry is used to create and change screens.
  • Screen Format List prints screen layouts and related information.
  • Report Format Entry is used to create and change report formats.
  • Report Format List prints report layouts and related information.
  • File Format Entry is used to create and change file formats.
  • File Format List prints file layouts and related information.
  • File Search Entry is used to create and change file search formats.
  • File Search List prints file search layouts and related information.
  • Program Access Tracking Entry is used to maintain a list of which programs are accessed by other programs, mainly for security access control.
  • Program Access Tracking List prints information about which programs are accessed by other programs.
  • Help Text Editor is used to create and change help text documentation.
  • Help Text Print lets you print the online help text documentation.
  • Upgrade Utilities are used by RLA to install documentation for software upgrades quickly and easily.

System Exchanges

  • Document Exchange provides faxing capabilities using third-party faxing software.
  • Freight System Data Exchange provides third-party shipping manifest system interfaces.
  • EDI Data Exchange provides third-party EDI document exchanges.
  • Remote Terminal Data Exchange provides hand-held remote terminal upload and download capabilities.
  • Electronic Mail Systems provides intra-office mail utilities and an interface to the UNIX e-mail utilities.
  • Vendor Managed Inventory provides interfaces for downloading stocking information gathered from customer sites.
  • Document / Image Archiving provides the ability to link jpg, tif, gif, doc, xcl and any other file that can be displayed in a browser, to a record within the ASSIST data base. Link a certificate of conformance to your item lot line & purchase / sales history files. Link a signed delivery document to an invoice file. Any file / http link can be linked to any record within our data base. The applications are endless.
  • System Alerts provides the ability to have the software alert you, your customer, vendor or salesperson when something unusual has happened. Example would be to alert the salesperson when their sales order did not ship or if their purchase order did not get received. Another would be to alert the credit manager when certain fields are changed on the customer master file. These business alerts allow the software to keep you informed about things that do not happen frequently. The alerts are delivered via Assist private e-mail, network e-mail or via fax.

System Management

Letter Master Entry provides a way to enter cover letters that are integrated into applications such as Customer Statements.

  • Letter Master List prints a list of letters on file.
  • Report / Update Preset Entry is a tool that lets you save your preferred option selections on any report or update.
  • Report / Update Preset List prints a list of report presets.
  • Address Book Entry lets you create and maintain addresses and other contact information for customer, vendors, salesperson, and custom address books.
  • Address Book List prints out selected address book contact information.
  • Remark Master Entry lets you set up shortcut codes for commonly used remarks.

These shortcuts are then available wherever remarks are entered in other modules.

  • Remark Master List prints the remarks in the Remarks Master file.
  • File Size Report lets you monitor the vital statistics of the database.
  • Error Log Preview shows the log of system problems (because, alas, all systems have problems).
    • Error Log Report prints the error log.
    • Error Log Purge removes outdated error log entries from the log.
    • Management Digest is a powerful set of reporting tools that let you create a digest of information collected from other system reports. It is also the means for creating job streams for unattended report printing and updating.
    • Report De-spoolers are a set of utilities for printing and purging reports that were spooled to disk files.

System Security

User Master Entry allows you to add, change, delete or view information on a user. The default company, division, warehouse, initial menu, printer list and status are controlled here.

  • User Master List prints users by code, name or class.
  • User Master List prints users by code, name or class.
  • Security Class Master Entry lets you add, change, delete or view information on a security class.
  • Security Class Master List prints a list of security classes.
  • Password Entry allows you to add, change, delete or view information on a password for any entry field.
  • Password List prints a list of system field passwords.
  • User Data Type Access Entry gives you a means to control user access to customers and salespersons. This feature is easily expandable to include virtually any other type of sensitive data.
  • User Data Type Access List prints the user data type access controls you have set up.
  • Access Control Entry allows you to enter the system access parameters for a user, a class of users or a specific terminal.
  • Access Control List gives you the ability to print a Master List of access control parameters.
  • Access Control Regulator will evaluate and update individual users access parameters based on changes made to class access parameters.
  • System Access Preview lets you monitor who is logged on at the moment, and see what application they are running.
  • Access Tracking Report prints a detailed log of system activity by users who have been set up to be tracked.
  • Access Tracking Report prints a summarized log of user activity.
  • Access Tracking Purge removes old user activity detail from the access tracking log.

Web E-commerce

Assist offers a B2B (business to business) Web Order Entry. This allows your clients to enter their orders, with your special pricing, anytime they want. Now you can have a 24 hour a day, 7 days a week order taker. Orders are received, reviewed and then shipped.

Assist B2B Web applications allow you to quickly convert any of the hundreds of existing reports into a web page. You no longer have to pay twice for the same information. Our cost savings approach allows you to take any of our existing reports and convert them into a web page generating tool. This allows the web to work as a secure second access to your accounting software data base, without paying for another expensive data base or programming company.

You can allow your salespeople to track their open and closed sale orders. While tracking their month to date sales quota via the web.

You can allow your clients to track their order progress, item availability or credit line.

Virtually anything you can report on, can be converted into a web page. There is no need to support two different data bases. The Assist web interface simply pulls your custom designed infAssist offers a range of web application interfaces to its distribution / manufacturing accounting software. Our design allows us to easily transform an Assist report into an Assist web interface. ormation to their web browser from your Assist accounting files.

You can see an interactive demo by going to our web site. Click on Assist 2K Software and then click on B2B Web applications. This is a real time demo pulling the data from a live data base. Please note the speed of the Linux server and ease of use.

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