Sales

Inventory and Labor Pricing

Contracting companies sell a lot of parts and various levels of labors to lots of different customer types. That is why extreme flexibility is essential to their accounting software. We have engineered Total Office Manager® to accommodate you. Your flexible pricing options include:

• Negotiated prices with individual customers for particular items.
• Customers may be assigned a default markup or profit margin.
• UNLIMITED number of user defined pricing levels
• The last price paid
• Price quotes
• % Markup of Cost
• % Margin from Cost (gross profit)
• Specific dollar amount
• Fixed dollar markup by amount
• Fixed markup by percentage
• User defined multi-level markup tables
• Create multipliers based on the price you pay for the item.
• Price rounding to the nearest dollar or ten dollar or what ever you specify.
• Automatic price rounding or batch rounding.
• % Customer Discount
• % can be different for each item on a sales order or invoice.
• Sale Prices - with beginning and expire dates

Sales Invoice List

Our unique sales invoice list is a handy feature you will not find in many of the worlds most popular accounting programs. A detailed list shows you invoice number, transaction date, description, amounts, and more. You can even filter the list or sort it in any direction. A right click on any invoice allows for fast editing.

Invoicing

Invoicing is one of those features we put a lot of extra thought and effort into. The invoice form is very powerful and includes tremendous detail; the kinds of details required by service oriented companies. You can assign sales people or technicians to the invoice. This allows you to track sales by employee and easily pay commissions. You can select a marketing source from a hierarchical list. An example might be Yellow Pages: Air Conditioning Repair. You can assign customer equipment to the invoice. This makes is easy to track repairs and parts sales by equipment and not just by customer. Users can have multiple instances of invoices opened at one time. This allows the user to begin creating a new invoice, open an old invoice (even edit it) for reference, and go back to the invoice you originally opened. All of this without loosing any information you entered. Try that with your current software program.

Cash Sales

Cash Sales are handled through our Cash Sales form. This feature includes all of the features of our high powered Invoicing feature but it is also great for occasional over-the-counter sales or other "walk-in" transactions.

Credits

Credits for refunds and overpayments are handled with ease. You can apply one or more credits to open invoices; even to cash sales. This may seem simple but it's actually a problem for many popular programs.

Flat Rate Pricing

You know the leader in flat rate pricing is MrHVAC.com (our sister company). So you won't be surprised that Total Office Manager includes a powerful feature that allows you to create flat rate pricing. In accounting terms, this is often referred to as "Assembly" or "Grouped" items. Total Office Manager allows you to create an item and "attach" other items to it. This makes the process of buying and selling common groups of items faster and easier. Example: Let's say you sell a 30 amp breaker and one hour of labor quite frequently. Total Office Manager allows you to create an item called "Replace 30 amp Breaker". When you enter this item on an invoice, the breaker and one hour of labor are automatically added to the line items.

Time & Material Billing

Of course Total Office Manager allow for full support of time and material billing. You can create a multitude of labor items as well as other goods and services. The invoice form allows for easy selection of these items. Pricing is also extremely flexible. More information on pricing may be found here.

Credit Card Validation

When you enter a credit card, Total Office Manager automatically validates the number for you. Total Office Manager does not get credit approval. Total Office Manager makes certain that the user has entered a legitimate credit card number. By reducing possible clerical errors, you will save time and embarrassment.

Sales and Repair History

The Sales and Repair History feature is fantastic in Total Office Manager. Any successful contractor will tell you how important it is to be able to quickly view a customer's history of sales and repairs. In Total Office Manager, you simply open and view the customer's main screen and a complete history is a click or two away. Total Office Manager will show every single invoice that customer has ever had; all without producing a report! You will see a list of that customer's equipment including filter size, model numbers, serial numbers, description, warranty information, and more. You can view every work-order assigned to that customer. Service Agreements are also listed. You will love what we have done with this area of Total Office Manager.

Sales People

Assign a sales person to quotes, orders, and invoices. Assign "marketing source" codes to customers, orders, and invoices to track advertising, promotions, special offers, etc. More information about sales commissions can be found under Payroll.