Features:
- The program allows entry of purchase and sales quotes or contracts.
- User is automatically notified of quotes that are about to expire and haven't been converted to contracts (need followup)
- Shipments are tracked against purchase and sale contract line items
- A summary screen shows the status of all agreements related to a job, as well as how much remains to be shipped
- Billing information is sent to Quickbooks for AP and AR functions.
- Originally, the program also handled a special "Swap" agreement for a large customer, including generating a special report in Excel
Opening screen
Hitting the "Agreements" button shows any agreements needing attention
Each of the "alarm" buttons brings up a pick list of the contracts/quotes that need attention
Clicking the "View/Edit" button to the left of an agreement pulls up the full agreement.
Clicking the "Detail" button or selecting a line item and clicking the "Line Item Detail" tab shows details of the agreement line
Throughout the program, whenever an entry field for weight or price per unit is selected, a pop-up converter automatically converts and allows entry in any typical unit. This saves confusion and entry errors from entering weight in the wrong units.
The job summary screen is a dashboard of all open jobs. Each job is automatically checked against a customer-determined list of "problem" conditions, such as stalled movements, approaching deadlines, erroneous agreements etc., and any problems found are shown in red under "problems".
Clicking the "<View" button lists all problems found with the job. The buttons on the main screen can be used to view the areas of concern.