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Work order tracking and flexible invoicing are the most important features you need in a billing system. The ability to generate recurring bills for regular service visits is also desirable. You sell both services and parts, and you want to be able to integrate the parts inventory with your billing so that stock is reduced when parts are sold.
Proactive customer relations are the key to generating business. You may want to analyze sales history for trends, spotting customers whose business has slacked off, or to generate a mass mailing to customers who have bought a related service in the past. You may have a retail store as well as a service department. You would like a Point of Sale program that integrates with the same Accounts Receivable, Inventory and General Ledger program that your service billing program does. Specialized Third Party Modules:
Purchase Orders for Adagio:A sophisticated Purchase Order and Inventory Receipts system that integrates seamlessly with Adagio. Create unlimited Purchase Order templates for frequently placed orders. Place multiple sub-orders, multiple vendors in multiple currencies, and/or ship-to addresses on a single order. Import multiple vendor orders directly from Order Entry into a single Purchase Order. Operational Suite: Adagio Contacts: A great tool for anyone who deals with customers or prospects - Customer Service, Tech Support, Credit, or Sales. Adagio Contacts allows you to scan your customer and prospect database for marketing and customer relations purposes, using numerous selection criteria. Adagio Inventory: A complete multi-location stock management and control system which tracks purchases, receipts, shipments, returns, and adjustments with ease. Inventory supports multiple costing methods and units of measure; LIFO, FIFO, Average, Standard and User Defined Costing are all available. With a 16 character item number in four user-defined segments, most numbering schemes are supported. Adagio Invoices: Combines unlimited line items, lengthy descriptions and flexible formatting with powerful archival batch management for recurring invoicing and service billing. Adagio JobCost: Allows you to profitably measure and track all your jobs or projects. Accurately and automatically recognize revenue as each job progresses, using any of the five recognition methods, including: amount billed and costs incurred to date, on completion of job, percent completion of total cost, percent completion of labour hours, or percept completion of phases/categories. Adagio SalesAnalysis: Captures critical sales data at the detail level to allow for refined analysis with online inquiry, statistics, charting, and reporting. Financial Suite: Adagio BankRec: A centralized module that tracks your bank balances and lets you manage your cash position. Simply pick up transactions from Adagio Payables and send cash receipts to Adagio Receivables. Automatically reverse NSF checks, accounting for bank fees and client charges. With BankRec, you can reconcile accounts to your bank statement and Adagio Ledger in mere minutes. Adagio Ledger: Batch transaction management ensures only approved and balanced entries are posted to your accounts. It supports either a 12 or 13 period fiscal calendar, with a year of history and one set of budgets. Every copy of Ledger includes and incorporates Adagio's Financial Reporter, allowing users to create new financial statements by dragging and dropping a range of accounts into a customizable spreadsheet-based report. Business Management Suite: Adagio GridView: The perfect way for staff outside the accounting department to display information from Adagio without giving them access to the full accounting programs. Crystal Reports for Adagio: The industry standard reporting engine specifically designed to work with your accounting data.
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