Persson Technologies

BusinessAdvisor software package - The Swiss Army Knife for Small Business!
Feature Design Thoughts
June 21, 2005

  

Functions to be included (perhaps not all in original release):

Entity Management Module
	Screens:
		Enter/View/Modify My Company
		Enter/View/Modify Departments
		Enter/View/Modify Employees
		Enter/View/Modify Customers
		Enter/View/Modify Vendors
		Enter/View/Modify Product Categories
		Enter/View/Modify Report Groups
		Enter/View/Modify Products		
		Enter/View/Modify Parts		
		Enter/View/Modify Payment Methods
		Enter/View/Modify Shipping Methods
		Entity Selection Screen
		Import Employees/Customers/Vendors/Parts/Products
	Reports:
		Department Summary/Detail
		Employee Summary/Detail
		Customer Summary/Detail
		Customers approaching support renewal
		Vendor Summary/Detail
		Products Summary/Detail
		Products by Categories Listing
		Parts Summary/Detail
		Parts Where Used Report 

System Setup
	Screens:		
		Color Picker
		Employees Listed Per Screen 
		Employee Access Per Screen/Report
		Screen Field Placement
		Inventory/Cost Calculation scheduler
		HelpDesk Screen Selection Fields
		Workorder Screen Selection Fields

System Monitoring/Maintenance
		Usage logs (who did what when)
		Database Health
		Database Backup/Restore
		Delete old data
		Database Reindex/Shrink
		Database Exception/cleanup
		Re-create demo database
		Back Door Access (Persson Technologies Only)

Contact Management Module
	Screens:
		Enter/View/Modify Contacts
		Enter/View/Modify Contact Types
	Reports:
		Contacts Listed Alphabetically
		Contacts Added After Specified Date
		Weekly call summary report

Customer Order Entry Module
	Screens:
		Enter/View/Modify Orders by Customers		
	Reports:
		Receivables Aging Report
		Sales by Customer Report
		Sales by Employee Report
		Sales by Product Report

Parts Order Entry Module
	Screens:
		Enter/View/Modify parts orders by Vendor
	Reports:
		Part Cost by Vendor Comparison Reports
		Part Purchases by Vendor Report 		

Production Module
	Screens:
		Enter/View/Modify production
	Reports:
		Production by products
		Production by employee	

Inventory Control Module
	Screens:		
		Enter/View/Modify Inventories
		Enter/View/Modify Waste
	Reports:
		Inventory Value Report	
		Current Estimated OnHand Report 
		Inventory Level Variance Report 
		Item Usage Detail/Summary

General Ledger Module
	Screens:
		Enter/View/Modify Transaction Detail
		Enter/View Accounts
		Enter/View Account Types
	Reports:
		Account Summary Report
		Transaction Listing Report
		Summary by Account Type Report

Asset Tracking Module
	Screens:
		Enter/View/Modify Assets		
		Enter/View/Modify Asset Categories
		Enter/View/Modify Status		
	Reports:
		Assets by Category Report
		Assets by Date Acquired Report
		Assets by Department Report
		Assets by Employee Report
		Assets by Vendor Report
		Depreciation Summary Report
		Maintenance History Report

Resource Scheduling Module
	Screens:
		Enter/View/Modify Resources
		Enter/View/Modify Reservations
		Enter/View/Modify Resource Types
	Reports:
		Resource Schedule Report
		Resources by Type Report

Time and Billing Module
	Screens:		
		Enter/View/Modify Time Cards		
		Enter/View/Modify Expense Codes		
		Enter/View/Modify Work Codes
	Reports:
		Client Billings by Project Report
		Client Listing Report
		Employee Billings by Project Report
		Project Billings by Work Code Report

HelpDesk Ticket Management Module
	Screens:
		Enter/View/Modify HelpDesk Tickets
	Reports:
		Open Tickets By Customer 
		Open Tickets By Employee 
		Open Ticket Aging
		Open Tickets By Priority
		Ticket Processing Summary by Employee for Dates

Service Call Management Module
	Screens:
		Enter/View/Modify Workorders by Customer		
	Reports:
		Revenue Entered by Employee Report
		Sales by Month Report
		Finished Workorders in House Report
		Unfinished Workorders Report
		Workorder Summary Report

Bid And Quote Module
	Screens:
		Enter/View/Modify Bids/Quotes by Customer 
	Reports:
		Outstanding Bids/Quotes by Customer 
		Outstanding Bids/Quotes by Age
		Rejected Bids/Quotes
		Accepted Bids/Quotes (converted to workorders)

Expenses Module
	Screens:
		Enter/View/Modify Expense Reports by Employee
		Enter/View/Modify Expense Categories
	Reports:
		Expense Report Summary by Category Report
		Expense Report Summary by Employee Report


Product Catalog Creation
	Screens:
		Create Product Catalog

Automated customer emails
	Screens:
		Enter/View/Modify/Send emails to subscribed customers

Customer postal label printing