VisionCore

About VisionCore

VisionCore is an All-in-One ERP application that tightly integrates all modules eliminating the need for your business to purchase multiple applications. VisionCore offers a complete solution for SMB’s that need integrated accounting, ecommerce, CRM and ERP without an enterprise price tag. This integration gives you a very consistent look and feel and cuts the learning time down considerably. Not only does VisionCore include all the major modules you would need to run your business, it can also be integrated with most external applications and be customized any way you want.

Scalability

VisionCore has a lot more power “under the hood” than you see on the surface. VisionCore’s highly scalable architecture is based on .NET and SQL Server, allowing it to grow with your company’s future needs.

User Interface

One of the major advantages of using VisionCore is the incredible user interface designed around the powerful ERP application. Thousands of hours have gone into creating the best user interface on the market. This is a great benefit to our customers as they have a much easier time learning VisionCore which reduces the need for training.

Greatly Reduce Implementation Times

VisionCore is very easy to install, configure and learn. It will save you time, money, training and setup. Many customers have said that it took them half the amount of time to implement than their previous solution at a fraction of the cost.

Customizable Without Limitations

VisionCore can be customized to fit any of your business needs. Whether you have the staff internally to make custom changes or hire VisionCore’s development team, we offer the tools and knowledge you need to make VisionCore work for your business.

Latest Technology

VisionCore is written in the latest technology including the Microsoft .NET framework and SQL Server allowing us to customize and add features faster than other enterprise solutions. It also guarantees that you will be purchasing a product that will not be obsolete and can grow with your changing business needs.

Innovation

Comtech has been listening to its customers feedback since 1992 and we are constantly innovating and enhancing VisionCore based on that feedback. If a customer has a suggestion, we listen and often implement that suggestion in months rather than years like our competitors.

Works for Many Types of Industries

VisionCore works for many industries right out of the box. Several of the industries VisionCore works best for, include the following:

• Wholesale
• Manufacturing
• Distribution
• Automotive
• Medical
• Nonprofit
• Contractors
• Professional Services
• Retailers
• Hospitality

Simple Licensing Options

It can be extremely frustrating to evaluate software that is priced by the module and try to understand what you are actually getting. It’s similar to walking into a model home that is in your price range and falling in love with it, only to find out later that most of what you’ve seen in the model isn’t included. Everything you see in the VisionCore demo is included when you purchase it and your only choice is how many users you want to license. We also offer flexible and optional support & maintenance programs so that you are free to decide what services you want to pay for.

Accounts Payable

Keep track of your Payables - Use the Pay Bills form to quickly pay bills from several vendors at the same time. Filter by vendor, groups and currency to making paying fast.

Payables History - Quickly review past payment history for any of your vendors. Print from several different Accounts Payable reports to show which of your vendors are due or past due.

Pay Bills - Use the Pay Bills form to select a single vendor when you pay a vendor that has numerous bills. You can enter a total payment amount and have the system automatically pay the oldest bill first.

Sort the bills by due date, bill total, amount due or bill number. Automatically handle discounts, overpayments, credits and unapplied amounts.

Accounts Payable Reports - Select from several preconfigured accounts payable reports or easily create your own with the built in report designer. Send reports via email with the built-in email form directly from VisionCore. Emails will automatically include a PDF attachment of the report.

Print vendor statements and balance summaries as well as any overpayments or credits your vendors have.

• Save reports as PDF, XLS, CSV or RTF
• Customize existing reports with ease
• Pick from over several AP reports
• Email AP reports with built-in email

Other Key Features

• Create multiple Purchase Orders from Wizard by re-order point, formula drive or by back order
• Date driven Purchase Order Wizard
• Ability to change Vendor when generating Purchase Orders
• User defined powerful grid searching
• Group by any column in the Search Form
• Export and summarize search information
• Advanced and Saved searching options available
• Make Payments quickly with the Multi-Vendor Form
• Group and filter Payables by column names
• Customize display by adding or removing columns of information
• View and Pay in a different currency
• Drill down Payables history
• Aging Date Payable history by Vendor
• Ability to attach documents to a Payable
• Print checks quickly from Payables or Banking
• View all paid and unpaid Payables and History per Vendor
• Return a Payable
• Recap to see GL details
• Assign a Store ID to a Payables
• Ability to override Vendor Term discounts and interest
• Quickly apply an Amount to multiple transactions in Payables
• Change column information order and drag and drop new columns of information easily
• Easy access to your Accounts Payable Reports
• Make changes to report layouts easily with the built in Report Designer
• Batch Post Payables

Accounts Receivable

Keep Track of Your Receivables

Use the receivables form to quickly receive money from several customers at the same time. Filter by customer, groups and currency to making receiving fast.

Track the payment methods and even process credit cards with the available PCI compliant credit card processing module.

Receivables History

Quickly review past payment history for any of your customers. Print from several different Accounts Receivable reports to show which of your customers are due or past due.

Receive Payments

Use the Receive Payments form to select a single customer when a customer makes a payment on numerous invoices. You can enter a total payment amount and have the system automatically pay the oldest invoices first.

Sort the invoices by due date, invoice total, amount due or invoice number. Automatically handle discounts, overpayments, credits and unapplied amounts.

Finance Charges

Setup payment terms to charge finance charges if your customers pay late. The Finance Charge form will display all invoices that are late based on several filters. Automatically calculate the finance charges and generate invoices for your late customers.

Accounts Receivable Reports

Select from several preconfigured accounts receivable reports or easily create your own with the built in report designer. Send reports via email with the built-in email form directly from VisionCore. Emails will automatically include a PDF attachment of the report.

Print customer statements and balance summaries as well as any overpayments or credits your customers have.

• Save reports as PDF, XLS, CSV or RTF
• Customize existing reports with ease
• Pick from over several AR reports
• Email AR reports with built-in email

Key Features

• Receive payments quickly with the Multi-Customer Form
• Group and filter Receivables by column names
• Customize display by adding or removing columns of information
• View and Receive in a different currency
• Drill down receivable history
• Ability to attach documents to a Receivable
• Email or print customer statements from Receivables
• View all paid and unpaid Receivable History per Customer
• Return Receivables
• Recap to see GL details
• Assign a Store ID to a Receivable
• Ability to override Term discounts
• Quickly apply an Amount to multiple Invoices
• Run credit cards with integrated payment processing
• Calculate Finance Charges by actual days
• Enter minimum days past due and calculate Finance Charges
• Enter minimum days since last charge and calculate Finance Charges
• Enter a minimum Finance Charge amount
• Auto post Finance Charges as they are created
• Batch Post Receivables
• User defined powerful grid searching
• Group by any column in the Search Form
• Export and summarize search information
• Advanced searching options available

Banking

VisionCore integrates all of your banking activity into one location making it easy to manage your cash assets.

You can swiftly and smoothly handle and track various transactions including checks, deposits, withdrawals, credit card charges, bank fees as well as reconcile all accounts.

Bank Account List & Register - Quickly manage and view all cash accounts and balance from the Bank Account list. Drill into a specific account register to see transaction details. Filtering, searching and grouping the register will allow you to locate information instantly.

Bank information, Check Number Audit & MICR Setup - You will have easy access to your vital bank information as well check number configuration including MICR setup per bank account.

For security, review a full audit trail of your used check numbers.

Undeposited Funds - VisionCore can hold your received money in a suspense account called Undeposited Funds until you make your deposit. Select and verify the money for the deposit and those transactions will appear on your Deposit form.

Positive Pay Format - Positive Pay, also known as Safe Pay, is the process of notifying the bank of checks to be cleared.

Each Bank will have a different import/export format which can be created and setup in VisionCore.

Print Checks - VisionCore offers a variety of check formats and options when printing checks. Whether you are printing checks on existing preprinted check stock or printing MICR checks, you have the flexibility customize the setup to meet your needs.

It’s effortless to select and review the checks to be printed.

Bank Reconciliation - An intuitively designed bank reconciliation form will help you to easily reconcile cash and credit card accounts. Print out detailed reconciliation reports.

Other Features

• Bank Account List view of Cash Accounts
• Sort Bank Account List by Currency
• Full Bank Register per account
• Sort, group and filter Bank Register details
• Ability to Export register details
• Detailed bank information and setup per cash account
• MICR check setup available
• Check Audit features
• Configure Positive Pay to work with your Bank
• Import and Export Positive Pay details
• Write individual miscellaneous checks
• Select a Vendor ID to populate Payee
• Reference a Store ID per check
• Individually or batch print checks
• Easy to customize existing checks with built in report designer
• Ability to select and reprint checks
• Withdrawals
• Deposits
• Undeposited Funds form to select receivables for a deposit
• Recap to see GL details prior to posting
• Credit Card Account List displaying accounts in the Credit Card account group
• Sort Credit Card accounts by currency
• Full Credit Card account Register
• Use the Credit Card Charges form to enter miscellaneous charges
• Use the Credit Card Return form to enter a return
• Bank Reconciliation
• Ability to sort columns of information ascending and descending
• Move column grids to customize the layout of Bank Reconciliation form
• Bank reconciliation reports available while reconciling
• Reconcile credit card accounts
• Create recurring transactions
• Batch Post transactions
• User defined powerful grid searching
• Group by any column in the Search Form
• Export and summarize search information
• Advanced and Saved searching options available

Budgeting

Budgets - Create a budget for each of your accounts and compare budgets variances from the current and previous fiscal year.

Set your budget amount for each period and view the actual, variance and variance percentage for the current period or previous periods.

Budget Overview - Run reports to view budget comparisons and account totals. Use the attachments tab to store related documents for your budget.

Budget Definition - Use the Budget Definition form to estimate budgets for the fiscal period of a specific account. Define or estimate a budget and automatically calculate the budgets for a fiscal period.

Budget Codes - The budget codes are useful if you want to setup and maintain more than one budget for your company. The codes are then used in the Budget Definition form where budget computation is configured to setup your budgets.

Copy Budget Codes - Use the Copy Budget Codes to quickly copy your budget definitions from one year to the next. This makes setting up budgets for a new year much faster.

Other Features

• Create and maintain multiple budgets per company
• Compare current budget to past years
• Group budgets by accounts, account groups or types
• Sort budgets by periods, current, actual, variance or percent
• Filter budgets by account, description or account group
• Attach related documents to each budget
• Create budget definitions
• Increase or decrease a budget by amount or percent
• Calculate budgets through open year amount
• Calculate budgets through open year percent
• Calculate budgets through other budget percent
• Calculate budgets through set amount
• Calculate budgets through yearly amount
• Copy budget years from one budget to another
• Run budget comparison reports
• Display budget account totals
• Budget details by periods
• Budget details by quarter
• Budget details by semi-annually
• Budget details by year
• Financial Report Generator integrated budget filtering

Customer Relationship Management

Customers - At the heart of the CRM module is one of the most feature rich customer forms you will ever use. Check your customers history, notes, contacts, clients, email, user fields, attachments, activity, pricing, multiple ship to addresses, analysis, rewards, credit limits and much more.

Find your customers with ease using a very powerful grid based search form that can filter data from any field and is completely customizable per user.

Leads - Easily Import all your leads and track everything about them. After qualifying a lead you can easily convert them to a prospect or customer.

Prospects - It’s very important to follow-up with your prospects so you can eventually turn them into customers. The Prospect form will give you all the tools you need to successfully convert your prospects to customers.

Opportunities - Sales Reps can use the Opportunities form to track the progression and stages while working with customer and prospects. Opportunities can be automatically created from your quotes in the Sales module. You can also initiate a quote from the Opportunities form.

Schedule Activities - Having your activities and schedule available to you within VisionCore will keep you on time and up to speed. Scheduling an activity with a lead, prospect or customer is easy to do.

Keep the activity private for you or allow others to see. Manage and organize your day, week or month by categorizing your activities.

Campaigns - Managing and track campaigns from lead capture to close. Make decisions about where to invest, while verifying your actual costs and expected response.

Email Campaigns - Mass email your prospects and customers about new products, promotions or specials. Send sophisticated HTML emails or plain text emails.

Other Features

• Customer Item Purchase History
• Customer Sales Transaction History
• Store unlimited Attachments for each customer, prospect or lead
• Drag and Drop unlimited emails from Outlook for each customer, prospect or lead
• Unlimited Notes/Logs for each customer, prospect or lead
• Unlimited Contacts for each customer, prospect or lead
• Schedule activities for each customer, prospect or lead
• Unlimited user defined fields for each customer, prospect or lead
• Convert Leads to Prospects or Customers and retain all data entered
• Convert Prospects to Customers and retain all data entered
• Entering zip/postal codes automatically fill in the City, State/Province and Country data
• Map addresses in Google Maps or Yahoo Maps
• Set customer credit limits
• Track customer and prospect time zones.
• Initiate Quotes, Orders, Invoice directly from the customer or prospect form
• Phone numbers automatically populate the country and city code
• Unlimited Ship To addresses for customers and prospects
• Customer Analysis
• Customer Rewards/Points
• Customer and Prospect Special Pricing
• Customer and Prospect Category Pricing
• Customer and Prospect Pricing – Markup S&O Cost
• Customer and Prospect Pricing – Discount Sales Price
• Customer and Prospect Pricing – Markup Standard Cost
• Customer and Prospect Pricing – Percent of Margin
• Customer and Prospect Pricing – Multi-Level Pricing
• Customer and Prospect Pricing – Retail Pricing
• Customer and Prospect Pricing – Last Price
• Customer and Prospect Pricing – Inventory Price List
• Set Customer and Prospect default warehouse
• BizCore integration with Customers and Prospects
• Leads can be disqualified
• Search for customers only or both customers and prospects together
• Automatically schedule events for new customers and prospects
• Create Opportunities for customers or prospects
• Customizable stages for opportunities
• Opportunities can be tied directly to Campaigns
• Generate quotes directly from an opportunity
• Track estimated revenue, actual revenue, budget cost and actual cost for campaigns
• Daily, weekly and monthly calendars to view activities
• Show scheduled activities on startup
• Enable Reminders to display in the Windows notification area

Fixed Assets

Fixed Asset Tracking - Fixed Asset tracking is fully integrated into VisionCore, so you can manage your fixed assets, such as equipment, trucks, machinery, and computers, from start to end.

Enter fixed assets, calculate depreciation, record asset purchases and sales, and print reports.

Fixed Assets - Setup and track the depreciation of each fixed asset. Check the depreciation status and history including the current book value, year to date and life to date depreciation.

You can attach any related documents to your fixed asset to keep everything in one place.

Fixed Asset Contracts - Use the Fixed Asset Contract form to track monthly or yearly contracts for maintaining fixed assets. Process contracts to create bills to send to your vendors.

Calculate Depreciation - All fixed assets, with the exception of land, lose their capacity to yield services. You can have VisionCore automatically calculate the depreciation for all of your fixed assets.

Fixed Asset Journal - Use the Fixed Asset Journal form to view the depreciation transactions calculated in Calculate Depreciation form.

Other Features

• Straight Line depreciation method
• Declining-balance depreciation method
• Calculate Depreciation
• Depreciation Conventions
• Depreciation Status
• Salvage Value
• Current Book Value
• Un-acquire Fixed Assets
• Dispose Fixed Assets
• Transfer Fixed Assets
• Depreciation History
• Attached unlimited documents to each fixed asset
• Track fixed assets in different currencies
• Fixed Asset contracts
• Recap Fixed Asset Journals
• Several Fixed Asset reports included

General Ledger

General Ledger - The extensive general ledger drill-down capabilities enable you to view everything from detailed journal entries to original source documents. Filtering, sorting and grouping your General Ledger information will be easier than ever in VisionCore.

Having an easy to use format can make entering miscellaneous transactions painless. Recurring Journal transactions can be done quickly with the recurring transactions form.

General Ledger Detail - Grouping information and exporting to another file format puts the control in your hands when viewing data. All transactions are collected within your General Ledger so having a fast and convenient way to search for information is essential. Sorting and filtering will allow you to quickly find the information you need.

Reporting - VisionCore includes standard financial reports, including Balance Sheet, Income Statement, Trial Balance, Budget and Chart of Account Segment reports. General Journal reports and transactional reports, providing transaction detail for all postings made to every General Ledger account.

View Cash Flow Analysis, Cash Flow Forecasting, Cash Disbursements, over 30 other general ledger reports. Each report can be completely customized with the built in report designer.

Flexibility with Fiscal Year and Closing Periods - Establish flexible fiscal period definitions and close or open of your periods securely. Whether you close the entire month or just a specific module, you have the control.

Make a mistake? An authorized user can open the closed period so information can be updated and changed.

Chart of Accounts - It’s imperative to have a clear and understandable picture of your Chart of Accounts. Sorting, grouping and exporting can be done swiftly. Renaming, moving or deleting an account can be handled with ease.

Building Segmented Accounts - VisionCore provides you with the flexibility to accommodate complex company account structures. Design and build your segmented general ledger through a set of clearly defined setup forms. VisionCore also has tools available to import an existing GL structure from another source.

There are no limitations on how many levels of segmented accounts you can create. You have full control to accomplish any format your business might need.

With full drill down of account segments and groups, you can obtain the information and details you need promptly.

Account Allocation - Looking for a way to divvy up amounts to a group of GL accounts? Using Account Allocations, you can select a list of accounts and designate the percentages to be impact per account.

Other Features

• Extensive GL drill down capabilities
• Drag and Drop or remove columns of information
• User defined powerful grid searching
• Group by, filter and search for information
• Export GL details (html, pdf, word, text and excel)
• Advanced and Saved searching options available
• Built in Import process for General Journals
• Recur General Journal transactions
• Duplicate a General Journal
• Reference a Store ID in a Journal
• Enter a reverse date for a Journal
• Reference a Job ID in a Journal
• Flexibility with Fiscal Year and Closing Periods
• Ability to create an Audit Adjustment
• Over 30 Drill down General Ledger reports
• Sort, group and filter Chart of Accounts
• Easy to change account descriptions
• Ability to export chart of account details
• No limitations on the number of segments or groups
• Ability to import an existing account structure from another source
• Full drill down of account segments and groups
• New Account Wizard makes it easy to add an account later
• Ability to move, rename or move accounts
• Use the Account Allocation form to setup component accounts with corresponding percentages
• Ability to setup default accounts per user

Inventory Management

Inventory Management - Manage your warehouse and inventory levels more effectively by tracking costs and sales history by warehouse.

You can setup multiple category levels and pricing levels for each item. Track stock, committed, allocated, back orders and units on order automatically.

Inventory Pricing - You can setup multiple pricing levels, special pricing, price lists, customer pricing and pricing methods for each inventory item.

Pricing levels can be configured based on min/max quantities per unit of measure. Price Lists can be configured if you need to assign different prices to certain customers.

Inventory Stock - You can have VisionCore automatically track units in stock, committed, allocated, back orders and units on order for each warehouse and set reorder points as well.

Setup default accounts to track sales income, inventory assets and cost of goods sold.

Inventory Stock Drill Down - Drill down on In Stock, Committed, Back Order and On Order quantities to see the transactions.

Categories and Subcategories - There is no limit to the number of categories or subcategories you can create in VisionCore.

You can assign your products to as many categories as you like.

Warehousing - Track multiple warehouses and transfer inventory between them. Each warehouse can track stock, committed, allocated and units on order for every inventory item.

When placing orders you can filter by warehouse and even assign a default warehouse to each of your customers.

Inventory Assembly Items - Configure an item as an assembly item and you can associate items that are required to assemble a new inventory item.

Using the Build Assembly Item form, you can build those items based on quantity in stock and sell them as new items.

Inventory Matrix Items - VisionCore is designed to fit all areas of multi-dimensional inventory (items that come in various sizes, colors, materials, etc.).

Allowing the ability to create and maintain items with attributes that might include size, color, material, style, pattern, seasons, etc.

Inventory Lot & Serial Number - Classify inventory items to require and track lot numbers or serial numbers.

When purchasing or building your inventory you can assign serial numbers or lot numbers and track them when selling the items.

Kitting - Choose different display styles like a bullet list, selectable drop-down menu, radio style list, checkbox, or include items that are hidden. Decide which of the kit’s member items are required and which are optional, and how the kit will be displayed on quotes, orders and invoices.

Create more than one kit to and assign different pricing to each item in the kit. Kit items tie directly into the AbleCommerce add-on module.

Other Features

• Inventory Assemblies
• Inventory Kitting
• Inventory Service Item Types
• Serialized Inventory
• Lot Numbers
• Vendor Item Number and PO Description
• Unlimited Categories
• Unit of Measure, weight, length, width, height and volume
• Status and Custom Class Code
• Inventory Currency designation
• Landed Cost
• Manufacturer Details
• Taxable and Tax Exempt Amount
• Drop Ship
• Commissionable and special commission options
• Inventory Pricing Levels
• Inventory Special Pricing
• Pricing Lists
• Sell Price Pricing Methods
• Purchase Costs (Standard, Last, Average and Fixed)
• Drill down to Warehouse Details I* nventory Warehouse Transaction History
• Drill into In Stock, Committed, Allocated, Back Order and On Order details
• Default Accounts by Warehouse
• Warehouse bin, row and location
• Hide Inventory option
• Reorder Point
• Royalty Information
• History of Last Order, Expected, Entered and Modified Dates
• Unlimited User Fields
• Images, thumbnail and icons
• Inventory Specs
• Alternate Vendor with Vendor Item Number and Cost
• Inventory Monthly and Yearly Analysis
• Ability to attach documents to an Inventory Item
• Duplicate Inventory
• Duplicate Pricing Levels
• Copy Warehouse Row, Bin and Location
• Inventory Quick Estimate
• Inventory Matrix Types and Groups
• Inventory Adjustments
• Inventory Build Assembly
• Inventory Transfer
• Update Inventory Pricing
• User defined powerful grid searching
• Group by any column in the Search Form
• Export and summarize search information
• Advanced searching options available

Job Costing

Job Costing - Track costs, materials and revenues for each project in an organized, incisive way. From the estimate to the final billing the Job Costing module pulls together everything you need in one location.

You can create a budget for your job, complete the contract, select the contractors and add in the necessary materials. The status is readily accessible along with a job overview. Whether your job is complex or simple, the tools needed are available to you.

Contractors - You will have your Contractors essential information at your fingertips. Assign an unlimited number of Contractors, their hours, job rate and details making it easy to track their work progress.

Job Estimates and Contracts - Creating a Job Estimate and entering details such as materials, labor and equipment is a cinch to do. Having the retention, opportunity costs and job total readily available will keep you informed at all levels.

Quality Control - Quality control is very important especially to your clients. The built in scheduler will allow you to setup appointments with contractors as well as with your client. A full comprehensive history is freely available for the entire Job.

Issuing Material - Identify your Job, Customer, notes or details and you are quickly on your way to selecting the materials needed.

Quickly add items and check in stock quantity, cost, and warehouse making it easy to select the appropriate materials for a Job.

Invoicing Jobs - Create invoices for your jobs based on approved amounts. Handle claimed and approved retention amounts, penalty amounts, recovery of advances and any disputed amounts for each job.

Billing Jobs - Create bills for your jobs based on approved amounts. Handle claimed and approved retention amounts, penalty amounts, recovery of advances and any disputed amounts for each job.

Job Overview Inquiry - The Job Overview Inquiry shows you the status of all aspects of the Job.

Being able to analyze a Job from that level gives you a fundamental advantage for the next Job.

Knowing your estimate, budget and actual costs and whether they are under or above the projected numbers can save you time and money on your next Job.

Other Features

• User defined powerful grid searching
• Group by any column in the Search Form
• Email orders to your customer from within the order
• Advanced searching options available
• Job Information and Details
• Job Enter and Modified Dates
• Job Estimates, Items, Labor, Equipment and Other Expenses
• Job Retention
• Job Opportunity Costs
• Job Budget including Items, Labor, Equipment and * Other Expenses
• Original Contract Costs
• Contract Details
• Balances and Status
• Bank Guarantee
• Change Order
• Payment History
• Retention, Recovery and Penalty GL accounts
• Job Contractors and Details
• Job Materials
• Job Status and Quality Control
• Unlimited Custom Fields
• Schedule Activities for Job
• Job Notes
• Job Hours
• Attach document to a specific Job
• Job Ship To Locations
• Duplicate Jobs
• Job Summary
• Material Issue Per Job
• Material Return
• Job Transfer
• Job Project with Category and Sub Category
• Job Overview Inquiry
• Project Plan
• Job Invoices
• Job Bills

Management Dashboard

Management Dashboard - Whether you are reviewing sales information, managing your receivables or reviewing your YTD totals, your custom Dashboard will show you at a glance where you are at.

Dashboard Setup and Settings - Using the Dashboard Setup form you can easily pick the panels you want to include in your dashboard. Then use the Dashboard Settings to configure each panel to your liking.

Unlimited Flexibility - Each user can customize the layout and panels for their dashboard. It can have between up to 4 columns with as many panels as can fit in each column based on your screen resolution. Each panel can be either a grid or a chart with 34 different chart types to pick from.

Dashboard Panels and Data Source - Pick from over 40 existing panels or easily create your own custom panels using either grids or charts. The Dashboard Query Builder provides a graphical way to edit the data source for any dashboard panel.

Panel Types - Changing a panels chart is as easy as selecting a different one from a combo box.

There is a very large variety of panels types ranging from girds with configurable columns and totals to 2D and 3D charts.

Other Features

• The Dashboard can have up to 4 columns with configurable widths
• Unlimited Panels can be displayed in each dashboard column
• Drill down on grid data to source
• Each user can have and maintain their own dashboard
• Easily create your own custom dashboard panels
• Customize existing dashboard panels with ease
• Import and Export dashboard panels
• Use the Security Dashboard Panel Permissions to restrict panels from any user
• Scrollable dashboard to display additional panels than are too large to all display on screen
• Each Panel can be configured to display a grid or a chart
• Charts and Grids can be mixed together in the dashboard
• Panels can be configured in any order or column per user
• Grid panels can have between 1 and 4 columns of data and unlimited rows
• Grid panels can be configured to return a specified number of rows
• Grid panels can be configured to display a certain number of rows with a scrollbar to display the rest
• There are over 40 Dashboard Panels are included by default
  • 12 Month Sales Totals (Chart)
  • Aged Payables
  • Aged Payables (Chart)
  • Aged Receivables
  • Aged Receivables (Chart)
  • Daily Sales Totals
  • Daily Sales Totals (Chart)
  • Last 5 Bills
  • Last 5 Invoices
  • Monthly Sales Totals
  • Monthly Sales Totals (Chart)
  • Next 5 Recurring Transactions Due
  • Next 5 Vendors To Pay
  • Open Orders
  • Open Purchase Orders
  • Open Quotes
  • Revenue vs. Expenses (Chart)
  • Top 5 Bank Accounts
  • Top 5 Campaigns
  • Top 5 Checks Written by Payee
  • Top 5 Countries Sold To
  • Top 5 Countries Sold To (Chart)
  • Top 5 Credit Card Accounts
  • Top 5 Customers
  • Top 5 Customers (Chart)
  • Top 5 Customers Who Owe Money
  • Top 5 Expenses
  • Top 5 Inventory Reorder Point
  • Top 5 Items Sold
  • Top 5 Opportunities by Product
  • Top 5 Opportunities by Salesperson
  • Top 5 Sales Reps
  • Top 5 Sales Reps (Chart)
  • Top 5 Vendors
  • Top 5 Vendors (Chart)
  • Top 5 Vendors You Owe Money
  • Weekly Sales Totals
  • Weekly Sales Totals (Chart)
  • Yearly Sales Totals
  • Yearly Sales Totals (Chart)
• Dashboard Query Builder to customize the data displayed in panels
• Charts can be displayed in 2D or 3D
• The following 34 chart types are included
  • Area Chart
  • Area Stacked Chart
  • Area Stacked Full Chart
  • Bar Chart
  • Bar Stacked Chart
  • Bar Stacked Full Chart
  • Bubble Chart
  • Doughnut Chart
  • Funnel Chart
  • Line Chart
  • Line Step Chart
  • Pie Chart
  • Point Chart
  • Scatter Line Chart
  • Spline Chart
  • Spline Area Chart
  • Spline Area Stacked Chart
  • Spline Area Stacked Full Chart
  • 3D Area Chart
  • 3D Area Stacked Chart
  • 3D Area Stacked Full Chart
  • 3D Bar Chart
  • 3D Bar Manhattan Chart
  • 3D Bar Stacked Chart
  • 3D Bar Stacked Full Chart
  • 3D Doughnut Chart
  • 3D Funnel Chart
  • 3D Line Chart
  • 3D Line Step Chart
  • 3D Pie Chart
  • 3D Spline Chart
  • 3D Spline Area Chart
  • 3D Spline Area Stacked Chart
  • 3D Spline Area Stacked Full Chart
• Print dashboard panels
• Email dashboard panels
• Pick from 30 different chart color themes
• Change Panel captions
• Set Panel Grid captions, width, alignments and formats
• Hide or display a footer with totals for any grid panel
• Sort grid data
• Duplicate existing panels to use as a template for creating a similar panel
• Rollover tooltips on chart panels
• Show or hide chart legends
• Set chart label positions
• Show or hide display titles
• Configure a second data source for complex charts
• Set a Zoom level for charts

Manufacturing

Manufacturing

Streamline your entire manufacturing process to help you respond quickly to customer demands.

The integrated manufacturing module gives you the tools you need including, bill of materials, machine expenses, material costs, staging, retention, budgets, industrial/capital details and MRP.

Bill of Material Setup

Using the Manufacturing Setup Wizard you can easily create your bill of materials, machine specs, stages and other product expenses. The Bill of Material form will help you stay on top of all your expenses.

Manufacturing Order

Create a manufacturing order to track each item you are manufacturing. Then use the Stages to Process to track the status of every stage in your manufacturing process from simple to complex jobs.

Stages to Process

Configure materials, machines and other expenses needed for a specific stage. You can also configure the By-Products to be manufactured in a specific stage.

Industrial / Capital

You can use this form for comparing your Manufacturing Budget figures vs. Manufacturing Actual figures based on the stages you setup. Multiple charts can be displayed for stage progress, BOM setup progress, time discrepancy, stage total cost and process cost discrepancies.

Cost Type

Setup all your most commonly used cost types so you can easily reuse them to save time when setting up new bill of materials and stage to process details.

Material Requirements Planning

Use the MRP form to generate detailed single screen report to help you plan and track each of your items.

The MRP provides up-to-date item statistics, including on-hand quantities, quantities required, machines needed, manufacturing costs and other elements that affect planning decisions.

Other Features

• Manufacturing Wizard
• Bill of Materials
• Bill of Material Specs
• Bill of Material Cost and Expense Summary
• Machine Number, Name and Costs
• Material Items, Quantity and Costs
• Stages
• Prerequisite Stages
• Manufacturing Order
• Stages to Process
• By-Products
• Retention
• Budgets
• Industrial / Capital Details
• Industrial Details and Progress Percentage
• Industrial /Capital Bar Graphs
• Capital Details – Stage Number, Budget, Actual and Difference
• Time Discrepancy Graph
• Flexible Cost Type Setup
• Material Requirements Planning Reports
• User defined powerful grid searching
• Group by any column in the Search Form
• Export and summarize search information
• Advanced searching options available

Payroll

Easy-To-Use and Flexible Payroll - You can stop spending money outsourcing payroll when you have the right tools to make the process easy to manage. Not only will you save money on a costly payroll service, you will have control, flexibility and a centralized view of each employee.

This is all happening in a secured environment so you can choose who will have access to Payroll.

Paychecks - An intuitive design allows you to view the payroll details easily on Paychecks. View details and prior check history directly from the Paycheck.

Additions and changes can be made on the paycheck and recalculated. Managing and printing paychecks is available here as well as in Banking.

Employees - Through a very easy-to-use interface, you will have payroll setup in no time at all. The system is extremely flexible which allows you to create your more complex needs with a few simple steps.

Pulling information into the Employee form is simply and can be configured quickly specific to that Employee.

Direct Deposit - VisionCore offers the features and flexibility to setup any NACHA file format so that you can Direct Deposit paychecks for your employees.

Process Pay Groups - By grouping your employees into common Pay Group, you can use the Process Pay Groups form to select, review and create payroll checks. A checkbox allows you to remove an employee for a particular pay run if necessary.

Time Clock - Flexibility and choice is very important. VisionCore offers you many options for accounting for your employee’s time. Using the Time Clock allows you to enter hours and quickly associate that to an employee’s paycheck. There are also Timesheets that can be used or if you prefer, a default amount of time can be setup per employee.

Tax and Earning Types - An unlimited number of Tax and Earning Types can be created to fit your payroll needs. Default Federal and State taxes are available.

These templates are then pulled into the Employee form and configured specific to that employee.

Deduction and Time Off Types - An unlimited number of Deduction and Time Off Types can be created to fit your payroll needs.

These templates are then pulled into the Employee form and configured specific to that employee.

Other Features

• Ability to create your own custom Taxes
• Calculate taxes by fixed amount, hourly amount, hourly percentage or percentage
• Ability to choose if a Tax is paid by the Employee or the Company
• Update Employees with a Tax Type that has been modified
• Create unlimited number of Earning ID
• Set the Earning to calculate by annual salary, fixed amount or hourly rate
• Create an Earning for Fringe Benefit calculation
• Create an Earning for Reimbursement to Employees
• Select Employee and Employer taxes per Earning
• Create unique Deductions
• Calculate Deductions by fixed amount, hourly amount, hourly percentage or percentage
• Select if the Deduction is paid by the Employee or Company
• Create Time Off Types to be associated to a specific Earning
• Time off Types will reduce based on use of that Earning
• Create Payroll Groups for rapid setup at the Employee level for taxes, earnings, deductions and time off
• Create Employee Pay Groups to identify pay period
• Workers Compensation Codes
• Create Employee Opening Balances
• Check box for 1099 Employees
• Schedule Activities for Employees
• Attach documents to Employee
• Initiate transaction from Employee form
• Unlimited custom fields
• Enable Time Clock to calculate hours
• Weekly Timesheets
• Direct Deposit (Web Pay, NPC Pay 2 and NACHA)
• Convert an Employee to a Sales Rep
• Create Paychecks for all employees within the Process Pay Groups
• Ability to deselect an Employee from a pay run through the Process Pay Groups
• User defined powerful grid searching
• Group by any column in the Search Form
• Export and summarize search information Advanced and Saved searching options available

Point of Sale

Point of Sale - The integrated Point of Sale module is an extension of the Sales Order module. It can be used to handle walk-in customers using a touch screen monitor fast and efficiently.

The POS form is all about speed and limited use of the mouse. All transactions entered in the Sales Receipt form will also appear in the Sales Order form.

Cash Register Login - Login by entering your user name, password, starting cash, store and warehouse.

VisionCore will then track all sales you make as well as all payments received.

Entering Items and Adjustments - Use a barcode scanner to enter items by either the item number or UPC code. If you need to adjust a price you can do so by touching the price column and entering the adjustment. Every screen has been optimized for touch entry.

Handle a Variety of Discounts - You can enter discounts per line item or for the entire order. The discount can be a fixed amount or a percentage of the entire order.

Receive Multiple Payments - Handle multiple payment types with ease. You can process credit cards or gift cards using the integrated (PCI compliant) payment processing add-on.

Choose the default receipt to print and easily customize it to fit your business.

End of Day Logout - At the end of your day you can log out and VisionCore will automatically total up your drawer.

Enter your ending drawer balance and view a detailed end of day report with details of all your sales.

Other Features

• Fully Integrated Point of Sale module
• Touch screen friendly
• Works with any barcode scanner
• Integrated payment processing to process credit cards and gift cards
• Works with any credit card swiper
• Works with any touch screen monitor or use the mouse and keyboard
• Tied directly into the sales order module
• Tied directly into the accounts receivable module for consolidated reporting
• Secure register login includes user name, password, opening drawer balance, store and warehouse
• Extra large fonts for easy reading
• Fast item lookup by item number or UPC code
• Create fast cash customer sale or select any customer from the customer form
• Override tax on any item
• Popup form to quickly enter a quantity when purchasing the sever of the same items
• Scanning the same item twice will increase the quantity or the original instead of adding another line item
• Adjust the price for any item with a touch friendly popup form
• Add or edit the discount for any item with a touch friendly popup form
• Discount entire order or just a line item by percent or amount
• Receive multiple payments including cash, check, credit card or other payment types
• Automatically print receipt and start new order after processing payments
• Lookup past sales receipts
• Lookup customer information and history
• Process a return on a past sales receipt
• Use barcode scanner to scan printed receipt to lookup past sales receipts
• End of day drawer balance and reporting
• Securely Log out without closing out your register
• All transactions processed through the POS will automatically appear in the General Ledger real-time
• Run sales reports to see totals from each register and cashier
• Edit existing line items
• View pictures of scanned items
• Add a new item to inventory on the fly
• See the item count on screen
• Keyboard shortcuts for all function as customizable
• Use the security form to restrict access to any functions of the cashier

Purchase Orders, Purchase Receipts, Bills

Purchasing - Easily create and maintain all your purchase orders, purchase receipts, prepayments, bills and debit memos with a very intuitive user interface. Quickly convert purchase orders to purchase receipts and then to bills saving you time.

Be alerted to vendor credit limits or existing credits that can be applied to an order. Lookup vendors past order history and item pricing. Enter serial numbers and lot numbers for any item and lookup vendor past history as well as the price you last paid for an item.

Line Item Options - Drill down on a line item to access a wealth of options. Select pricing options, serial numbers, photos, additional item details and real-time inventory status including quantity in stock, allocated, committed and items on order.

Print and Email Purchase Orders - Select from several preconfigured purchase order reports or easily create your own with the built in report designer. Send purchase orders via email with the built-in email form directly from VisionCore. Emails will automatically include a PDF attachment of the purchase order and automatically include the vendors email address.

• Save orders as PDF, XLS, CSV or RTF
• Customize existing reports with ease
• Pick from several PO templates
• Email reports with built-in email
• Convert Orders to Bills

Receiving Inventory - Receive partial items from your purchase orders and assign serial numbers or lot numbers on the fly. Update inventory quantities and convert multiple purchase receipts into a single bill.

Bill Batch Entry - The Bill Batch Entry form provides a very efficient way to enter several bills from various vendors at the same time. Using a grid you can enter the vendor, due date, terms, invoice number, description and total.

Purchase Order Wizard - Use the Purchase Order Wizard to quickly determine the items you need to purchase and automatically create multiple purchase orders based on various calculation methods.

Tax Codes - The Tax Codes allows a way to setup virtual any kind of taxing you need from complex Sales Tax to VAT.

Vendor Details - The vendor form contains a wealth of information including multiple contact information, email correspondences, notes, attachments, activities and past history details.

Other Features

• Create multiple Purchase Orders from Wizard by re-order point, formula drive or by back order
• Date driven Purchase Order Wizard
• Ability to change Vendor when generating Purchase Orders
• User defined powerful grid searching
• Group by any column in the Search Form
• Export and summarize search information
• Advanced and Saved searching options available
• Drop Ship
• Edit Bill To and Ship To options
• Direct access to vendor and inventory items if needed
• Vendor History, item purchased history and transaction history easily accessible
• Ability to enter miscellaneous costs to a Purchase Order
• FOB
• Store ID reference available for tracking and sorting
• Change sort order of line items
• Ability to Edit Inventory and view inventory transaction history
• Drag and Drop or remove columns in Purchase * Order grid layout
• Change column order in grid
• Inventory item stock, weight and location details
• Drill down Order History
• Detailed Bill History by Vendor in Purchase Order
• Create a Vendor Prepayment
• Process Purchase Order to Purchase Receipt to receive stock
• Receive inventory in part or in full quickly
• Flexible freight tax options
• Drill down to inventory stock details
• Duplicate Purchase Order
• Batch Bill Entry
• Drill down to batch bill details
• Return to Vendor
• Vendor Debit Memo
• Ability to setup recurring transactions
• Print and or email Purchase Orders, Purchase Receipts or Bills
• Change report layouts easily through built in Report Designer
• Create separate tax codes or purchasing
• Batch Posting and History Details available
• Recap transaction prior to posting to view GL accounts

Reporting

Reporting - VisionCore includes over 400 default reports that can be customized with the included report designer.

Reports can be exported to PDF, Word, Excel or Text and can be emailed using the built-in email control.

Group your favorite reports - Many users have a handful of reports that they frequently run. The problem is those reports are usually in different groups or sections. The Report Favorites solves this by letting you group all your frequently used reports in one location making it easy to find them.

Email reports with a click of a button - You use the built-in email control to email any report without Outlook or any other emailing program. VisionCore will automatically convert the selected report to a PDF format that anyone can display.

You can email to multiple recipients, include multiple reports or attachments, set various email options including HTML or Text.

Powerful report criteria for all reports - Every report comes with a set of default criteria to allow filtering reports in many different ways. You can easily add additional criteria and set a variety of options, conditions and sorting which can change the way the information is displayed or grouped.

If you need a certain set of criteria for a specific report, that criteria can be saved so you don’t have to keep changing it each time you run the report. Saving custom report criteria is user specific, therefore your changes will not affect anyone else.

Customize reports or create your own - One of the most powerful aspects of the report module is the included report designer. The powerful report designer gives you complete control over every detail of a report. You can fine tune were data prints, move controls, add new fields or labels, change font styles, setup groups, edit the data source or anything else you can think of. In fact, we used the report designer to create every report you see in VisionCore.

Visual report query builder - There is an included visual query builder that allows users to easily build complex SQL queries via an intuitive visual query building interface. You can create your own report queries or edit any of the 500+ included queries.

Report Wizard - Use the included report wizard to easily create new reports that can be used throughout VisionCore. Pick from hundreds of existing data tables and then choose the fields to include, configure groups, choose the sorting and set other report options.

Add charts, lines, color, barcodes, image annotations, cross section controls and snap lines to design the perfect report.

Your new report is saved in your database and is immediately available to you or any other users you assign it to. You can even set report permissions in the security form on any new report.

Barcodes - Choose from over 30 barcode styles including the latest postal codes and six new barcode symbologies.

Some of the barcode styles include Ansi39, Code 2 of 5, Code39, Code 128, Code_93, PostNet, EAN-8, EAN-13, UPC-A, UPC-E0, UCC/EAN --128, Code49, RSS14 and many more.

Report Charts - The chart control includes 22 of the most commonly used 2D and 3D chart types, including XY charts and financial charts.

With advanced charting features like custom axes, annotations, markers, legends, and constant lines, you can create any chart you need.

Other Features

• Customize any report and save it as a new report without altering the original
• Built-in Report Designer
• Create new reports using a powerful wizard
• Financial Report Generator
• Group commonly used reports in the Report Favorites section
• Reports can be exported to PDF, Word, Excel or Text
• Reports can be emailed using the built-in email control
• Configure report criteria and set a variety of options, conditions and sorting
• Saving custom report criteria is user specific, therefore your changes will not affect anyone
• Visual SQL query builder
• Includes over 30 barcode styles
• Included chart control contains 22 of the most commonly used 2D and 3D chart types
• Import and Export Reports to share with other users.
• Configure reports to sort on multiple fields
• Multi-page report viewer.
• Find data in any previewed report.
• Report table of contents and thumbnail views
• Use the security form to set report permissions
• Set default printers for each report per user.
• Set the default number of copies to print for each user.
• Configure if a report should print collate
• Ability to disable the Print Dialog box when printing
• Report Image Annotations
• Cross Section controls and Snap Lines
• Custom Report Mapping

Sales Quotes, Orders & Invoices

Enter Invoices with Ease - Easily create and maintain all your quotes, estimates, prepayments, orders, back orders, invoices, RMA’s and credit memos with a very intuitive user interface. Quickly convert quotes to orders and orders to invoices saving you time.

Be alerted to customers credit limits or existing credits that can be applied to an order. Track serial numbers and lot numbers for any item and lookup customers past history as well as the price they last paid for an item.

Line Item Options - Drill down on a line item to access a wealth of options. Select pricing options, commissions, photos, additional item details and real-time inventory status including quantity in stock, allocated, committed and back order.

Print and Email Orders - Select from several preconfigured order reports or easily create your own with the built in report designer. Send orders via email with the built-in email form directly from VisionCore. Emails will automatically include a PDF attachment of the order and automatically include the customers email address.

• Save orders as PDF, XLS, CSV or RTF
• Customize existing reports with ease
• Pick from over 10 order templates
• Email reports with built-in email
• Convert Orders to Invoice
• Convert Orders to Purchase Orders
• Drop Ship Orders

Process and Fill Orders - Use the Batch Process Orders form to quickly process your orders to invoices. The Fill Back Orders form will assist you in filling your back orders as you receive items from your Purchase Orders.

Track Sales Reps Commission - Whether you need to track commission or split commission based on gross sales, net sales or profit, VisionCore can handle it for you automatically for each of your sales reps.

Other Features

• Receive multiple payments directly from the order
• Automatic Back Order processing
• Email orders to your customer from within the order
• Inventory Serial Numbers and Lot Numbers
• Drop Ship
• Real-time Inventory stock status
• Integrated credit card processing
• Integrated shipping via UPS, FedEx or USPS
• Process Order to a Back Order, Purchase Order or Invoice
• Duplicate existing order
• Attach documents to orders
• Order and Item History
• Standard and Split Commissions per order
• Rapid Item Entry
• Mass update discounts
• Customer Special Pricing and Category Pricing
• Track Status – In Process, Pending, On Hold, Approved and Complete
• Inventory warehouse tracking
• Customer Prepayments
• Charge multiple taxes per item
• Track item dimensions
• Add new items to an order on the fly
• Field level security by user

Serial & Lot Numbers

With VisionCore Serial and Lot numbers you can track serial numbers and lot numbers from the entry process through the order process.