WorkingPoint, previously known as NetBooks, is an accounting software for small to medium-sized, inventory-focused businesses. It’s an online solution streamlining various business functions such as marketing, sales, inventory, production, and finance.
WorkingPoint Key Features
- Instant invoice generation from billing requests.
- Streamlined credit card processing.
- Advanced financial reporting tools.
- Automatic sales tax calculations for the U.S.
Customer Relationship Management (CRM)
- Immediate access to customer history and issues.
- Custom pricing levels by customer type.
- Inventory level monitoring.
- Efficient tracking and resolution of customer service problems.
- Manage inventory across multiple warehouses.
- Stock and monitor items in preferred units.
- Support for lot tracking, including FDA-mandated tracking.
- Separate management for sales catalog and inventory.
- Targeted promotional campaigns.
- Integrated marketing tools with VerticalResponse.
- Streamlined production process management
- Flexible product manufacturing methods
- Comprehensive cost tracking for production runs
- Assign and track tasks for sales agents
- Customizable pricing levels and sales order criteria
- Integration with web store for order importing
- Efficient shipping process management
- Integration with carriers and UPS for streamlined operations
- Automatic customer notifications for shipment status
Vendor Relationship Management
- Detailed purchase history and vendor interaction tracking
- Team-based approach to managing vendor relationships
- Efficiently manage sales across wholesale, retail, and online platforms
- Customizable pricing for different customer types
- Enforce pricing policies easily
- Enhance productivity of sales representatives and brokers
- Access customer order history and service issues quickly
- Immediate response capability for customer queries
- Team-based approach to customer service issues
- Detailed sales reports to evaluate performance
Expand Customer Base
- Identify and target key customers and prospects
- Consistent, effective outreach strategies
- Promotions based on customer purchase history
- Utilize VerticalResponse for email and postcard campaigns
- Flexible inventory stocking options
- Real-time inventory checks for customer commitments
- Automated back-order handling
- Comprehensive production management for various goods
- Detailed tracking of all purchased and produced items
- Quicker invoicing and payment processes
- Email invoices and statements at no extra cost
- Seamless credit card pre-authorization
- Full-featured, easy-to-use bookkeeping system
- Updated tax rates for all U.S. sales tax jurisdictions