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TBS CleverPLUS

TBS CleverPLUS is full accounting system and business management package covering all aspects of business operation.

1.Description

TBS CleverPLUS

Features & Benefits

TBS CleverPLUS is full accounting system and business management package covering all aspects of business operation.

TBS CleverPLUS is a full accounting system and business management package covering all aspects of business operation. CleverPLUS has an extensive: general ledger accounting system, product management system, contact management system (CMS), job tracking system (especially useful for manufacturers and anyone who needs to track material
& labour costs), personnel & payroll system, full tax reporting, importing system + all the features of CleverBUSINESS to boot.

Features of TBS CleverPLUS

Here we provide a list of just some of the features that make TBS CleverPLUS special. This list focuses only on advanced features that our competitors may not have. Click
on a category for Key Features:

Customers & Invoicing & Quoting

  • 8 customizable invoice layouts.
  • Add default outgoing email attachments such as sales promotions.
  • Alternate product descriptions.
  • Auto calculate credit surcharge.
  • Automatic state/postcode for address data entry.
  • Backorders system and reports.
  • Branch stock transfers.
  • Categorize customers by industry type.
  • Consignment system and reports.
  • Copy product packages (bill-of-materials) to your invoice.
  • Copy quotes/orders/invoices.
  • Customer balance shown on invoice screen.
  • Customer Memberships with auto. pro-rata.
  • Customer rewards points system.
  • Delivery dockets.
  • Discount products/product groups per customer with date limit.
  • Display addresses on Google/Bing maps.
  • Email PDFs direct from the quote/order/invoice screens.
  • Follow up notification.
  • Full contact management system to record meetings/phone calls etc.
  • Lay-by system.
  • Mail merge by letter code / industry.
  • Multiple delivery addresses.
  • Point-of-sale, barcode scanner/cashdraw/receipt printer support.
  • Print to specific printer per report & workstation.
  • Search quotes/orders/invoices/purchases/products by name/telephone/address + more.
  • See customer product sales data/backorders/RFC/job/quote information instantly.
  • SMS via Skype or Clickatell.com within TBS.
  • Statement invoice print (tear-off remittance).
  • Store customer clothing size etc.
  • Track courier delivery / freight.
  • Track sales by salesperson – calculate commissions.
  • Transfer quotes to orders or invoice.
  • Warranty system.

Purchasing

  • Advanced receiving system – track backorders.
  • Auto generate purchase orders to multiple suppliers with one button based on min/max levels!
  • Bulk print purchase orders.
  • Link received goods directly to jobs at purchasing.
  • List alternate suppliers for products (with price/conditions).
  • PDF & email out purchase orders instantly.
  • Report on: unsold items by age, order projection, backorders.

Importing

  • Accounts for: exchange rate, paid commissions, port charges, finance charges, freight costs by cubic feet, duty.
  • Auto update costs to your product file.
  • Calculate the real cost of landed products.
  • Report on outstanding import items.
  • Store sundry items and notes about your shipment.
  • Track container information.

Products

  • 3 markup levels per product group.
  • 7 Level product discounts.
  • Auto create product codes by categories (e.g. size/colour).
  • Automatic serial number generation.
  • Bill of materials – link products together as a new product.
  • Break quantities (price drops for higher quantities).
  • Calculate prices from either ex-tax or inc-tax.
  • Generate catalogs with special descriptions and photos automatically.
  • Import costing system – allows for exchange rates, duty, expenses etc.
  • Link photos to products.
  • Link products to suppliers & their product codes (reduce mistakes).
  • Link to alternate products.
  • Minimum/maximum product level and AUTOMATIC purchase order creation for
    multiple suppliers.
  • Stocktake system with reports (note: we have a full rolling stocktake module available).
  • Store product dimensions and carton quantities.
  • Update all products instantly via group settings.

Job Cards & Costing

  • Calculate running jobs costs instantly.
  • Check job status (actual hours vs. quoted hours).
  • Full jobbing system used for manufacturing or consulting.
  • Link products, labour, timesheets to jobs.
  • Track permit numbers, staff hours, overtime.

Contact Management

  • Appointment scheduler.
  • Categorize contacts by industry type.
  • Cut costs by using email instead of paper.
  • Define standard letters (e.g. overdue accounts).
  • Follow up reports – chase sales leads.
  • Generate and store faxes and letters.
  • Mail merge by industry type or letter type.
  • Mail merge to print/email (PDF) automatically.
  • Print envelopes after mail merges.
  • Record all contact with customers and contacts.
  • To do lists.
  • Track sales rep activity with reports.

Multiple menu layouts

We have provided four different menu systems to suit different types of user:

  • Counter menu – A point of sale screen that can be learnt quickly that allows for Quote/Invoice/Customer/Receipt (banking)/Price check and Contact
    Management System.
  • Lite menu – A starter menu for users who are inexperienced with TBS or accounting software in general. This menu provides descriptions of each button and what
    it’s used for.
  • Full menu – A simplified menu from our corporate system. This menu has numbered buttons and screens to make it easy when providing instructions to your personnel.
  • Standard menu – This menu uses similar terminology to MYOB or Quickbooks for novice users or those who are already familiar with other packages.

Home Utility Suite

We include the full range of utilities for your convenience (note, staff can be locked out of any section of TBS):

  • Birthday / special dates database.
  • Book, music, DVD database.
  • Children’s activities, list and print report.
  • Personal & emergency contacts database.
  • Recipe database.
  • Shopping list manager.

 

2.Requirement

We recommend the following minimum requirements:
  • Windows XP or a later version of Windows
  • Pentium 4 Processor
  • Minimum 1 Gig RAM
  • Gigabit Ethernet Adaptor for shared applications
  • 400mb available hard disk space
  • Internet access for Remote Support

 

3.Manuals


“Manuals are provided with each software purchase as both a Help file (CHM) linked within the program/s and a PDF to allow printing as required.”
 

4.Tutorials

TBS CleverPLUS Video Tutorials
 

TBS Software provide a wide range of account management software for home accounting and business accounting needs. Our accounting software offers some of the best features that are easy to use. We also provide custom software solutions to suit your requirements.

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