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Core Features
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Customer Database - the ability to create, edit, delete and report customer
details.
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Restricted to a maximum of 200 customers.
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Supplier Database - the ability to enter and update supplier records.
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Quotations & Orders - create and update quotations and orders. Change status
between quotation and order at any time.
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Diary Planner - a visual planning tool that allows events to be scheduled up to
18 months in advance.
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Items
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Maintain stock records across multiple locations.
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Restricted to a maximum of 100 items.
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Goods Receipt
Quantity Adjustment
Value Adjustment
The above functions recalculate the value of stock based on an average price mechanism.
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Full transaction history.
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Structures
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Structures provide the ability to arrange stock items into multiple level groupings.
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Restricted to 100 structures.
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Structure Tree: a visual tool that allows the user to define the relationships
between Structures, sub-structures and stock items, in an intuitive way.
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Automatic substitution of alternate stock items when creating Orders.
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Stock Availability
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Check stock allocated to an Event
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Check an individual stock item's status for a specified date and time.
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Check stock allocated by Structure.
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Check stock allocated betwen specified dates.
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Reporting
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Allocations (filtered by date)
Allocations By Supplier
Customers
Suppliers
Events (filtered by date)
Quotes / Orders
Stock Items
Stock Item Transactions
Structures
Users
Vehicles
The reporting capabilities of Equip can be extended by adding the embedded Crystal Reports™ component (see below).
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Ability to customize standard list reports
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Ability to save customised list reports for later use
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Web Enabled Features
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Online update function & link to Mobius website.
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One-click emailing to Customers & Suppliers.
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Options
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Set default values, deposit rate, database file locations, diary settings, tax name
& weight units.
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Miscellaneous
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User Configurable Security
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Employee & Vehicle records
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Backup & Restore
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Import & Export of Customer records
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Context Sensitive HTML Help
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Embedded Crystal Reports™ component
Powerful ad-hoc report design capability. Ability to link data from multiple databases
to create homogeneous reports.
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Bespoke solutions
Equip can be re-developed to fit your environment, with multiple interfaces to existing
business systems.
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