Intuit Eclipse DMS

At Intuit Eclipse, we know how to make that happen. It all begins with the Intuit Eclipse DMS – a fully integrated, real-time business management solution that includes the following components:

• Sales, Pricing and CRM
• Purchasing and Inventory
• Warehouse Logistics
• Accounting and Financial Management
• Business Intelligence
• Architecture
• User Interfaces
• Eclipse Business Connect

Accounts Payable

You Can:

• Calculate due dates automatically, based on vendors’ terms.
• Split payments, recurring payments, PO overrides, and one-step reconciliation let you easily manage cash disbursements.
• Get an instant read on both approved and unapproved A/P records.
• Simplify year-end filing – with complete 1099 vendor processing.

Accounts Receivable

You Can:

• Be sure that your customers’ A/R and credit status are always current.
• View a customer’s A/R activity for any range of dates.
• Drill down from summary level data to see transaction level detail with a single keystroke.
• Prioritize collection efforts and minimize write-offs with aged receivables reporting and task automation work queues.

Customer Relationship Management

Personalize Your Customers’ Buying Experience With:

• Customer-specific pricing
• Customer-specific part numbers, points and rebate programs
• Customer-specific print styles

User-Defined Personalization Tools Allow You To:

• Create your own custom reports
• Tailor your views
• Define your own screens
• Customize documents
• Manipulate your database
• Intuitive account and contact management

General Ledger

A Flexible Approach Lets You:

• Eliminate mandatory end-of-day, end-of-month, and end-of-year accounting period closes, and – if you like – leave multiple accounting periods open.
• Gain unlimited access to historical data.
• Drill down from the general ledger, or any financial report, to view transaction detail.
• Generate accounting reports for any range of dates – with timeless, ýas-ofý dating.
• Track updates and their associated journal postings by source, branch and date.
• View account disbursement, by transaction.

Inventory Management

Maintain All Product Information Including:

• Unlimited descriptions
• Order entry reminders
• Substitute products
• UPC codes
• MSDS tracking
• User classification

Built-in Management Tools Let You:

• Turn around physical inventory counts quickly with count sheets or cards.
• Capture average cost, last cost, landed average cost and multiple user-defined costs basis.
• Calculate real-time inventory value relative to any ýas-ofý date.
• Select products for cycle counting based on:
  • Rank
  • Hits
  • Location type and priority
• Rank products by multiple methods for each branch.
• Define product kits or create them dynamically as needed.

Invoicing and Lot Billing

Trigger Invoice Generation By:

• order segment status
• ship date
• print status

Other Features Allow You To:

• Review invoices or orders before sending them to your customers.
• Effectively manage large jobs that require a bid for the customer and a quote from multiple vendors.
• Manage quoting, tracking, expediting, and billing for both the customer and vendor sides of the lot order.
• Track shipments of both inventory and non-inventory items needed to complete a project or job.
• Reconcile shipments as they come in – whether you receive one shipment for all the materials on a lot or 20 different shipments for various quantities.

Purchasing and Transfers

Automated Suggested Purchasing Queues:

• Expand and subtract the order cycle to maximize purchasing dollars
• Instantly identify service issues
• Calculate carrying costs when vendor targets are not met

Manage Automatic Transfers Based On:

• Committed sales
• Day’s supply
• Branch transfer schedules
• Surplus inventory

Sales Order Management

With a Single Keystroke, Counter and Telephone Sales Personnel Can Instantly:

• Look up product features
• Check prices and discounts
• Schedule blanket orders
• Suggest complementary items
• Check a customer’s available credit
• Review order commitments
• Check inventory availability in the central warehouse and at the branches