Plumbing Store POS Inventory Software

Contractor Options

Many times a lighting showroom will give a builder a quote to light a home. While the house is being built it may be sold to new owners who want to make changes to the floor plan or upgrade the lights. They will typically collect the difference between what the contractor is responsible for and what the customer has to upgrade to. We allow simple collection from the customer and continue to keep the entire lighting package on the same invoice for the builder showing what they are responsible for.

Delivery Shedule

At any point during the sale, you can set the delivery date for your customer. Once you set the delivery date, an appointment is created in thedelivery scheduler. Each delivery that is scheduled can beassigned to a specific employee, and will remind them of the delivery date and time.

Job Costing

Help your contractors by creating "jobs" for them in the system. When they purchase from you, each invoice can be attached to a specific job (or project). At the end of the job, you can run reports on the job, such as income and expense reports, allowing your customer to examine the profitability of each of the jobs.

Contractor Tracking

When a contractor starts a project, they will ask you for a firm quote for the materials. You'll perform a takeoff from their plans and create a quotation. This quote will include a list of all the materials and a total dollar amount that the builder will be charged. You may create a template to copy over and over to every similar project, or you may just build a work order for a single project.

At this point, you may only know the lot number as the address may not yet be assigned by the post office. You can enter either the lot number or the job address and then be able to search for this work order by the address, builder name, work order number, shipping date, or other method.

During construction, the project may be sold and the new buyers will have the opportunity to change some of the specs that were to be installed. You can remove those items that are not wanted and add new ones as required. The work order will show the total work order dollar value, the builder's allowance and how much the new owners are required to pay.

Normally, the new owners will pay the change fee right away, but you can take a deposit and choose to place the rest on accounts receivable to be paid later. The system will keep track of the owner payments separate from the builder's allowance and payments.

* Note that the work orders are not posted to the ledger as income until the materials are delivered and the job is completed. This saves you from paying tax at the time of order and instead shifts the tax payable based on the date shipped. If there are several customer invoices created for payments or accounts receivable, these can also be left as work orders until completion. At that point, all related work orders will be posted at the same time.

As construction completion dates are unreliable, the system will allow you to enter a shipping date, but prevent you from actually shipping the goods until the shipping date has been confirmed by the customer. This simple trap helps prevent a lot of unnecessary deliveries. As well, if some items are delivered to the job site and others are special ordered, the system will keep track of what has been delivered and what still needs to be delivered, helping to prevent double shipping of items already shipped.

Allowance Amount

If your contractors set allowances for their clients for their project, Akamai Point of Sale Hawaii POS software can track this for you. For example, a contractor may allow $1000 for the lighting in a specific house they are building for a client. Akamai Point of Sale Hawaii POS software will record the allowance, so that when the customer comes into the store to pick out their lighting fixtures, the system will tally up the total value of the items they choose and inform the sales clerk of how much they owe after the allowance has been used up.

Contractor Options

The Contractor tab provides special functionality unique to your contractor sales. It provides the ability to assign contractor allowances, track job costing, specify delivery dates and view the part and labor breakdown of the invoice.

Job Address

Job addresses are critical. At the time you start a projects order, you'll often be dealing with a builder instead of the final owner. The contractor may have many jobs on the go, so you need to use the addresses to keep each job separate. If the post office has not yet assigned an address, you can enter the lot number in place of it and change the address at a later date. All invoice information and history will stay with the invoice even if some of this critical information is changed.

You can also use job names or job numbers. This is beneficial if the builder you are working with uses these as you can sync your records up with the builders to ensure your invoicing is clear and simple for them to understand.

Pricing Options

Akamai Point of Sale Hawaii POS software allows you to Categorize Different Price Levels for Customers

Akamai Point of Sale Hawaii POS software allows you to set a list price, and up to 99 separate price schedules (price levels.) You can assign a price schedule to each customer, and this will control what level of pricing they will receive on each purchase.

Not all of your customers are the same, and it makes sense to charge them accordingly. You may have retail and walk-in traffic that pay list price, regular customers may get a small discount, and high volume customers such as contractors may get a better discount, while relatives and staff may get a different discount.

For each inventory item, you can decide what type of discount you want to give for each price schedule. To make things easier, you can choose to set a price default for a category of items, but then you can optionally change the schedule for individual items on the inventory record.

You can also create price schedule exceptions, where a customer can be on one price level for all purchases, except for one item or category of items, where they may be at a better price level. This can be handy if you have a contractor that specifically purchases a large quantity of a certain type of item, such as paint, and you want to give them a better deal just on those products.

For larger orders, you may negotiate a special price with a contractor. This can be a labor intensive process if you try to track it manually. With Akamai Point of Sale Hawaii POS software, setting up a special contract price means they will automatically get the correct price each time they order the item. The special price can be set to expire automatically at the negotiated date.

Labour Tracking Software to Manage Technician Time Effectively

Labour Tracking Software provides for a Simplified process for Managing the Service aspects of your Business

Akamai Point of Sale Hawaii POS software includes a strong service module that allows your service coordinator to schedule work, enter work orders and assign priorities to that work. For example, a job can be flagged as Urgent, Important, Service Shop, Waiting for Parts, and Completed and Ready for Invoicing. You can create up to 16 priorities based on your business needs. As a work order (service ticket) progresses, you can quickly change the status from one type to another. The service coordinator can then keep careful track of all open work orders and schedule the technicians based on priority, etc.

Of course, we can also schedule work such as monthly or annual service work and have pop up reminders. The system can also track copy counts, mileage or hours used for each piece of equipment so that you know when service work was done and when more maintenance should be scheduled.

You can create Sub Categories that are defined as being labour items. You can create one or many items in these sub categories for different types of labour such as shop labour, warranty labour, installation labour, etc. Each could have a different hourly rate, or unit rate if you bill by 6 min increments. You could even have different flat rates for different types of work. Akamai Point of Sale Hawaii POS software is flexible to meet your business needs!

Optionally, when you sell a labour item, the system will ask you who is doing the work. This will let you enter the technician or mechanic, how much time they spent and how much time to bill for. Note that this will then let you print productivity reports showing time spent versus billed for different types of jobs and/or different technicians.

The system will then ask you for the description of what you did. The comment can be typed in "on the fly", or you can call up and re-use a canned comment in the system. If you perform a lot of repetitive jobs, you can reuse the same comment instead of typing it in over and over. Generally speaking, the more you charge for the labour, the more you want to justify your work to the customer. Akamai Point of Sale Hawaii POS software makes this easy by prompting you.

As a service company, time is your most valuable asset. Tracking how long services actually take your crews, and comparing those hours with what you estimated, is essential to ensure you maximize your profits. Easily track which materials were used on which services, and for which customer. Since material costs are separate from labour costs you'll be able to determine profitability on a per line item basis.

Powerful, Efficient, Effective, and Easy to use Labour Service Monitoring

Akamai Point of Sale Hawaii labour tracking software provides powerful, configurable data collection of labour, that provides help in managing technician time on projects. This is a proven system that is trusted by thousands of clients to help them manage and run their business. Akamai Point of Sale Hawaii labour tracking gives management the ability to track labour efficiencies, while having the functionality to pull reporting on service labour work conducted, thus improving your businesses ability to plan and track. The feature is so efficient it will ROI quickly and will provide continued savings for your business year after year.

Akamai Point of Sale Hawaii POS software will help you to save time and money while becoming more efficient in your servicing processes. Regain control of your business and your service hours to help increase your billable hours charged. Don't waste time with several different software solutions, Akamai Point of Sale Hawaii POS software is fully integrated and can provide immediate real-time data to cover ALL your business needs!

• When a labour item is sold, the technician can be selected, the number of hours performed and charged entered, and comments can be added about the service completed.
• Create Service reminders/appointments and have them pop-up accordingly. As Service Reminders are appointments for servicing units at specific future dates and times, Akamai Point of Sale Hawaii POS software allows you to create service reminders from different areas in the system.
• Automatically prompt to set service reminders after completing an invoice.
• Use barcode scanning to track service work.
• Monitor labour efficiency.
• Use the Comment fields to record the specifc servicing work that was completed.
• Control time spent by the second, dates completed, billable hours vs. actual hours, and record the technician name who performed the work.
• Set up multiple different labour types for what makes sense for your business (i.e. oil change labour, appliance repair labour, etc.)
• Reporting - Akamai Point of Sale Hawaii POS software offers full reporting for your service labour tracking.
• Better manage service calls and work orders.
• Service and track information based on customer units.
• Akamai Point of Sale Hawaii POS software offers true automation with real and definable time and money savings

Advanced Inventory Control

If you have a large operation or multiple locations or just a need for better control, you can improve with Warehouse Inventory Management Software

The Advanced Inventory Control (AIC) Module is an exciting development for businesses with or without a warehouse that require tracking and storing of inventory in more than one location. Stock items can be tracked through the picking and receiving process, allowing you to know where your stock is at all times.

The Advanced Inventory Control module allows you to represent a physical location with up to a 20 character code that can be created in segments that relate to physical partitioning of a location (for example; zone/row/shelf/bin) for better management. Each location can be associated with one or more inventory items and vice versa. This way our software allows you to run reports on all locations in which a specific inventory item resides in or identify what inventory items reside in a specific location.

Additionally, you can further define a location by:

• Designating a special returns location where goods that are returned by customers can be placed.
• Designating a cross-dock location where goods that are received and sent directly out to a customer or job site are placed.
• Setting pick and put away locations priorities at the inventory item's location level. When receiving stock you can assign it to put away locations the system suggests and when invoicing you can pick from suggested pick locations.
• Specifying a high quantity value for an inventory item at a location to indicate the maximum quantity for reordering purposes. High quantity is also used when receiving stock to indicate when a location is full or overstocked.
• Indicating locations as "fixed" when there is a permanent link between the inventory item and the location whether there is stock in it or not.
• Indicating locations as "random" when there is only a link between the stock and location while there is stock in the location. Random locations are generally used for areas where stock moves in and out of frequently and it is not the permanent holding location for the item (i.e., Cross-docking, Returns areas, Customer pick up areas etc.).
• Quarantining one or more locations if you want to reserve an area while reorganizing the warehouse or if you want to reserve stock for a period of time. You need security privileges to sell from a quarantined location. (See Setup Wizard> Users and Security> Locations tab).

This module interacts with the inventory, invoicing, purchasing/receiving/billing, departments (optional), rental (optional) and units (optional).

Create Locations

The first thing that you will need to do is create locations, or a virtual map of your store, in System 5. In this way, you can define areas of your store, allowing you to later assign items of stock to very specific areas, such as zones, aisles, rows, sections, bins or any other area that you want to define. You can also label the zones with more specific names, such as "Chilled Section" or "Hazardous Goods Sections."

Recieve Stock in Locations

Inventory items can be assigned to Locations. When an item comes into your store, it can be recieved into the highest putaway priority location. For example, a certain item may have 3 locations; the front of your store, the back of your store and in your warehouse. The first putaway location would probably be the front of your store. If that area is already full, the system will default you to the second priority location at the back of your store. If that is also full, you will be directed to the correct area of your warehouse. This way, when an item is received, you can be sure that it ends up in the most crucial place. When you are receiving this stock, you can also make a manual adjustment to this location, allowing you the flexibility to change your stock locations as required.

The system also allows for "fixed" or "random" locations. Fixed locations are permanently attached to the stock item, while random locations are temporary holding areas, such as Cross Docking, Returns areas, or Customer pick up areas.

There will also be the ability to assign the SKU to a Random Location at time of receipt in the instance of new stock coming in and not having a permanent location. This could also be used for items like temporary stock or promotional stock that will not have a permanent location.

Stock Movements

The system also allows you to move stock to and from locations for purposes of optimization or replenishment, or inventory on a work order to a customer pick up location.

Location Maintenance

The system allows you to easily update and maintain your locations. Through the Location Wizard, you can quickly add hundreds of locations in minutes. Alternatively you can add locations one at a time via the Location Maintenance grid or alternatively change locations you have added in the past. You can change whether a location is quarantined, requires picking, allocation status, purpose of the location or add a comment on a location record. The grid will also display whether the location currently is linked to an inventory item and whether it contains any stock currently. You can link to the item location record through this screen to make changes to priorities for picking and putaway.

Picking by Locations

The pick priority is used to identify the primary picking location. The picking priority is used to determine the order of picking when multiple locations are associated to a SKU for picking. When a sale is made and stock is staged for picking, the system will provide the first location in picking priority order with enough stock to supply the order. If you sold 10 of a SKU and only 3 were in the first picking priority location, and 15 were in the second priority, you would have 2 records on the picking slip indicating to select 3 from location 1 and 7 from location 2. The user will have the option to change any location automatically selected by the system prior to printing the picking slip.

These locations are only suggested by the system, they can be changed prior to printing the pick slip to process picking. If no picking priority is entered then the system will base priority on the alpha numeric sequence of locations attached to the SKU.

Auditing with AIC

As with all inventory transactions, a full audit of all inventory transactions is available at the point of sale and PO showing user, date, time, function, data modified.

Customer History

Whether you're looking for Sales history, Service history or Invoice history - Akamai Point of Sale Hawaii has you covered

Akamai Point of Sale Hawaii POS software will keep track of the quantity of items sold on a month by month basis for a 36 month period. This quick summary will give you a quick and easy view of the inventory movement. When printing inventory movement reports, you can ask for the sales for given set of months, or you can print a quarterly or seasonal sales report.

The system also stores the full sales history by linking the inventory item to each and every sale ever made. When printing a sales history, you will be able to view the date of sale, invoice number, customer name, quantity sold, and selling price. Optionally, the system can even print the comments associated with the sale of the item. If there is an item recall from the manufacturer, it will be easy for you to track down all the customers. But even more important, if you have an accessory for the item, you can mail or contact each person and let them know about the item, allow you to better sell to your existing customers.

Have you ever had a customer come into your store with an old item, without a receipt, and insist that it is still under warranty because they only purchased it last July. After spending hours in your hot attic or cold basement searching through old invoices, you discover that they purchased 3 years ago in October and their warranty is no longer valid. Isn’t there any easier way for warranty tracking?

With Akamai Point of Sale Hawaii POS software, warranty items can easily be tracked and stored in your customer record. Not only that, but all of their previous invoices and purchase history are available at your fingertips. Search for a specific product that they purchased or the invoice that it was purchased on. Either way, it's all interconnected and you can find the invoice within minutes.

Customer History

You can quickly bring up a list of all invoices on file, sorted by date and showing the current outstanding balance. By selecting an invoice, the system will bring up a list of the items sold on that invoice, compete with part number, description, quantity, and price sold for. You can then even select a given item, and the system will show you who sold the item, the date and time it was processed at the till, who you bought the item from, how much it cost you, and the profit you made on selling that item. It will even show any special comments or notes attached such as if the item was damaged when it was sold and cannot be returned. Or if they bought it on sale, you'll know not to refund them the full retail price.

This history is invaluable at point of sale, because customers will often come in and want to purchase an attachment for the item they purchased, but cannot remember the model number or exact item description. For example, if they bought a fax machine, you want to ensure that you sell them the correct paper to go with it.

• Windward System Five will keep track of the quantity of items sold on a month by month basis for a 36 month period.
• Flexible and powerful management report generation.
• Accurately Track Service History.
• Integration with Sales Invoicing.
• Fully integrated with your software solution.
• Purchase history and invoice history for clients.
• View service history for repairs and services.

Real Inventory and "Virtual Warehouse" Databases

Why clog your main database with items that you might sell? Using our auxiliary database allows you to keep items you may sell out of your main database. When a customer wants you to order it, a few button clicks adds it directly to your main database.

Cost Markup Tables

Some small cost items might have a larger margin than items with a higher cost. Using Akamai Point of Sale Hawaii POS software you can use our price adjustment routine and build a markup table to assign markups based on the cost of an item. Items less than 1.00 markup 300%. Items between 1.01 and 2.00 markup 250%, etc.

Parts & Service

Work Orders are used for work in progress. This can include repairs, but can also include sales where extra work is required before the item is delivered to the customer. The inventory is marked as allocated so that it cannot be sold to someone else, but the invoice is not posted to the general ledger until the actual sale is complete.

Contractor Sales

Support for selling large quantities to one customer, such as sales for an apartment building or hotel chains through contractors.

Contractor Pricing

Negotiating a special price with a contractor is the reality of large orders. Tracking this manually can be labour intense, consuming any value received from the initial negotiations. With Akamai Point of Sale Hawaii POS software, entering the item, the contractor and the price means the contractor gets that pricing automatically. You can also set the price to expire at the negotiated date automatically.

Upselling Accompanying Accessories

When selling pipe, do your sales and service reps know - or remember - to offer the accompanying fittings? Many faucets come without handles; do your reps know to remind customers that they need to purchase these items separately, or which handles fit which faucets? Using tag along parts and upsell warning comments can allow your staff to remember to sell accompanying inventory, and increase profits on each transaction!

Document Management by Inventory Item

Installation instructions are often required by your customer and contractors. Using our documents button on an inventory item allows you to associate images, instructions and other resources to be available for printing at the click of a button.

Start Saving Money

Our System will quickly pay for itself through reduced Inventory Shrinkage, cash flow optimization, and improved customer satisfaction by minimizing lost sales from running out of stock.

Take Control of Your Inventory

Akamai Point of Sale Hawaii's Inventory Control Software makes it easy for you to track, print out reports and always be aware of your stock levels. Akamai Point of Sale Hawaii's Inventory Control software lets you see what you sold, what you need to order and what should be left in stock.

Quickly Find Inventory

Find inventory By part number, description, supplier, main and sub category lookup and numerous other search options

Easily Check Inventory Levels

Easily see quantities in stock, committed-to work orders, layaways and quantities available to sell

Accurate Costing Methods

First in, First Out Costing or Average Costingwith inventory reports showing a weighted average of the remaining stock.

Payments

When payments are received, you can specify how much was paid against each invoice. This allows for better control of the system and easier reconciliation with your customers. Of course, Akamai Point of Sale Hawaii offers several shortcut keys to simply pay all the invoices in one fell swoop or to pay invoices up to a given amount.

Work in any month or year

You can enter invoices into any month in the current year or previous year, and reprint most reports for any given period. This allows you to continue invoicing first thing in the morning of a new month, even if the back office is not finished charging interest, adjusting accounts and printing statements. Many other systems require that you completely finish a month before being able to start a new month or year.

Customer Credit Control

On the customer account, you can specify the credit limit for the customer, in addition to the price schedule to use, charge type, and comments. If you try to create an invoice that will put the customer over their credit limit, the system will warn you. If you do not have the security clearance to override, the invoice can not be completed until the account is paid.

Collections

Collections on outstanding debts are never fun, but Akamai Point of Sale Hawaii can make them easier. You can print an aged A/R report, complete with customer name, phone number and a list of all the outstanding invoices. Optionally, this report can be configured to only include customers with balances older than a certain number of days, such as over 60 days or 90 days so that you don't have to manually skip over the current customers.

As you call each customer, you can enter your comments into the appointment scheduler and set a date to review their file and ensure they have paid, and if not, to call them back. By keeping track of all you customer contacts, it's easier to control when to call and remind them of their past promises.

Writing Checks

If you are entering information from a previously handwritten check, you can do that without having to print them. Incredibly, many other systems force you to print the checks, regardless. After creating a check, you can choose to post-and-pay it, or simply batch for later payment. This lets you spend some time setting up the checks. Once you are ready, you can load the checks into the printer and then print and post the batch at one time.

Time Payments

In some cases, you may get a large shipment of goods from a supplier and be allowed to pay in thirds, one month at a time. Windward System Five will allow you to enter·a time payment plan, with distributed payments. This information is used with the cash requirement report to determine which bills have to be paid.

Buying Group Support

If you deal with buying groups, then you'll buy the inventory and goods from a supplier but pay the buying group. This is because to get great discounts, the buying groups often pay the bills very quickly or at least guarantee payment. When you use buying groups, you'll be able to report on all the purchases from a given supplier, even if you don't owe them any money, and be able to look at the buying group from a financial point of view to see what you owe. You can even use this technology if you purchase goods with your credit card. There, you buy from a supplier but pay Visa, Mastercard or American Express.