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Designed to complement BusinessVision 32, CustomPack
is a unique customizable product comprised of
five powerful elements: Customer Specific Pricing,
WorkBook, Mail Merge, Document Linking, and
SuperTicker.
Customer Specific Pricing
Designed for those companies with special or
contract pricing requirements. Customer Specific
Pricing enables users to provide unique pricing
for specific inventory items sold to certain
customers. Special prices can be copied from
one customer to another, and start/end dates
(expiry dates) can easily be established. Important
information can be viewed, such as existing
specific prices established for a particular
customer; the last twenty prices charged to
a customer, and the highest, lowest and average
prices used. With Customer Specific Pricing,
the right price is always charged at the right
time!
WorkBook
One of the most exciting elements of CustomPack
is the unique and unparalleled WorkBook! WorkBook
can be used to easily customize the system to
meet the unique requirements of most industries
and businesses - adding up to 50 new fields
to each major module. For example, users may
need to record certain additional information
about their customers, such as alternate addresses,
years in business, membership dates, special
contracts, etc. For inventory items, they might
want to use long descriptions or descriptions
in other languages, alternate part numbers,
and vendor specifications. They might even want
to create work orders associated with regular
orders, or track and retain special information
about jobs, bills of material, employees, etc.
The combinations of ideas and uses are virtually
limitless! WorkBook data can be added to existing
reports and forms, and entirely new reports
using this additional information can be created.
With the unique and powerful WorkBook, it’s
never been easier to customize a system to suit
user’s special needs and requirements!
Document Linking
It’s never been easier to keep track of
important documents than with the Document Linking
function! Designed to enhance the existing Notepad
functionality, an unlimited number of documents
can be linked to an item within BusinessVision
- Word documents, Excel spreadsheets, text files,
images, sound files, and virtually any other
document type. Users are able to keep track
of warranty information, assembly and installation
instructions, specification sheets, voice messages,
custom reports, spreadsheets, graphics, websites
and more. Document Linking increases efficiency
with true document management capabilities!
Mail Merge
Now users can easily create personalized promotional
letters, newsletters, dunning letters, thank
you notes, and more! The Mail Merge function
automatically passes information from their
Customer, Supplier and Employee files to a Microsoft
Word 2000 document, or directly to e-mail. An
unlimited number of mail merge “templates”,
using Word’s extensive formatting capabilities,
can be used. A simple pop-up list of available
data fields is presented each time a new template
is created. Mail Merge saves time and money
by automating the arduous task of keeping a
company’s name in front of their customers,
staying on top of their Accounts Receivable,
and enhancing communications with their key
vendors and employees!
SuperTicker
Designed to provide access to management information
through a continuous scrolling marquee window,
the SuperTicker information monitor displays
text messages, followed by dynamically refreshed
data from the BusinessVision system. For example,
users can set the SuperTicker to constantly
update them with the latest sales figures, so
that they’ll always know exactly how well
they’re doing! Users will know the exact
value of their inventory, bank balance, or accounts
receivable at all times! Information can even
be displayed when pre-determined conditions
are satisfied, such as the stock level of a
critical inventory item dropping below a certain
point, or a particular job exceeding certain
gross profit margins. Users can also determine
if an e-mail is to be created and sent when
a certain condition, or time of day, is met.
E-mails have been especially designed for “plain
text messaging”, so that SuperTicker information
can appear on personal wireless devices, such
as pagers, cell phones, and other hand-held
devices. The SuperTicker can be configured to
monitor almost every aspect of a business, from
revenues to expenses, and everything else in
between!
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