Customers (CRM)

• Store basic billing, shipping and additional contact point info for your customers along with optional custom fields
• Flexible, definable Invoice Terms to incentivize timely collection the way you prefer
• View a consolidated list of all activity with customers including communications, notes, quotes, orders, invoices and payments
• Automatically or manually generate monthly customer statements and deliver via email, fax, or physical copy
• Create Customer Surveys to gather feedback that can be automatically emailed when invoices are created
• Adjust Account Statuses as needed by marking customers as on-hold, closed, or prelimable
• Import Customers and make mass changes by exporting to CSV and reimporting with revised data

Finances

• Month / Year Close
• Department and Location Tracking
• Bank Reconciliation
• Budgets
• Recurring Entries
• Account Summarization
• Import Entry Sets
• Generate and track deposits made to bank accounts from Invoice Payments, Order Deposits and Direct GL Entries
• Reconcile payment and checking accounts against the General Ledger
• Quickly reconcile large quantities of transactions with the High Volume bank rec option
• Ability to select the date when each transaction clears your bank
• Subledger vs General Ledger Reconciliation Reports for Sales, Accounts Receivable, Accounts Payable, Accrued Purchases, Customer Deposits, Inventory and Out On Rent

Order Management

Sales Orders,
  Work Orders,
    and POS

• Create invoices via Point of Sale
• Fulfilment Ordering, Shipping and Invoicing
• Credit Card Support: swipe to charge, manual CC number entry, built with Castles MP200 CC terminals, or take payment via B2B web portal (customer login and payments via secure web browser)
• Sales Taxes: import, auto-apply based on city/county/state, full and partial exemptions for ship-to locations and jobs
• Order Quotes
• Service Orders
• Rental Orders, including pickup tracking and cycle billing
• ACH / EFT payments supported
• RMA System
• Check & Cash Payment tracking
• Shipment Estimating
• Linkable to Job
• Customer Credit System with option to set credit limits per Job
• Order Deposit Payments
• Invoice Terms and Interest calculating
• Profit Margin display and ability to use as basis to set pricing
• Serial Number Tracking
• Drop Shipping
• Returns, Refunds and Credits
• Per-customer, per-job and per-location special sales pricing
• Price Override Requests with approval system

Billing

• Process Credit Card Payments
• Email invoices with ability to pay without any login
• Monitor overdue customers and invoice aging
• Customers can login to view Invoices, create Orders and make Payments
• Track customers accross mulitple locations
• Discounts, Promotions, Pricelevels, Markups & Special Customer Pricing

Payables

• Create or import Vendor Bills, or generate from Purchase Orders
• Generate checks en masse and print on blank check stock, or a predefined template
• Add an authorization layer for vendor payments by turning on the payment pre-approval system
• Track individual credit card purchases and roll up into a credit card statement vendor bill
• Allow vendors to view Purchase Orders and Bills, and monitor when Payments have been issued
• Store basic payment, order-from and additional contact point info for vendors along with notes and custom fields
• Set up Vendor Terms to match the payment schedules of your vendors
• View a consolidated list of all activity with the vendor including communications, notes, purchase orders, bills and payments
• Create Custom Surveys to gather feedback from your vendors
• Manage insurance and other required certificates for your vendors

Purchase Orders

• Set item pricing per vendor with ability to define quantity discounts and purchase units
• Generate Vendor Bills from Purchase Orders
• Track Purchase Order receipts and accumulate against an Accrued Purchases GL account; relieve Accrued Purchases by converting PO receipts to Vendor Bills
• Generate POs automatically via Sales Orders, Item Reorder List (report) with min/max values assigned to an item, or manually by user entry
• Create Purchase Order proposals for review prior to making them official POs

Job Tracking

• Store general information about jobs including status, customer, address, GPS coordinates, etc.
• Track details of jobs that qualify for prelimnary notices (prelimable) including prelim estimates, credit limits and dates
• Add bank, insurance and architect details for jobs
• View Orders, Invoices, Purchase Orders, Vendor Bills and labor hours linked to the job
• View a consolidated activity list for jobs that includes notes, orders, invoices, purchases, vendor bills and payments
• Track Job Costs from labor, shipments and Vendor Bills all the way to the General Ledger level
• View job profitability and variance from definable job budgets
• Manage waivers with definable waiver types
• Levelset (aka: Zlien) integration: send job, invoice and customer details to Levelset for management and approval of preliminary notices and liens

Inventory

• Track stock levels and committed inventory across multiple locations
• Cost of Goods Tracking: FIFO, LIFO, Location Average or Company-Wide Average
• Stock Level Counting: Cycle counts and full inventory counting to adjust stock levels with mobile-friendly interface
• Inventory Transfers: Create, ship and receive transfers from location to location
• Assignable Bins and Zones
• Price Levels & Markup Sets
• Build Orders (Convert and build new inventory items from existing items)
• BarCodes with support for custom designs
• Set default General Ledger accounts for Sales, Inventory and Cost of Goods Sold based on item category and item type (stock, non-stock, other charges, rentals)

Payroll

• Store general information about Employees including name, address, date of hire, shift, pay rate, marital status, etc.
• Track Employee hours with a TimeClock System for employees to clock in and out
• Generate Payroll checks or NACHA formatted direct deposit files you can upload to your bank
• Manage Employee deductions, company benefits, taxes, workers' compensation and other related elements to ensure your company is directing payroll dollars properly to be in compliance with relevant regulations
• Automatically import federal and state tax tables

Reporting

• Over 150+ standard reports available by default
• Custom Report Writer built-in to generate your own reports
• See erp.nolapro.com for currently available reports
• End-of-month auto-archiving of key reports is available

Document Storage

• The majority of records in NolaPro allow for files to be attached, so you can upload documents for Customers, Vendors, Employees, Jobs, Orders, Invoices, Vendor Bills and many others
• Users can input scan documents containing QR codes to auto-attach files onto NolaPro records
• Order shipment confirmation & signature scans can be configured to auto-generate an Invoice for the shipment after scanning

Integrations

• Built-in credit card support for USA ePay and Authorize.net
• 3DCart eCommerce
• Shopify eCommerce
• Magento eCommerce
• Zen Cart eCommerce
• osCommerce eCommerce
• NolaPro API (for custom integrations)
• Levelset (Lien management)
• RingCentral (Fax delivery of invoices)
• Positive Pay (Check details sent to bank to authorize checks)
• vTiger CRM
• Custom Integrations can be made via the NolaProCS API