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Products » Franchise Suites » FR2 Franchise Product
Invoicing | Customer Relationship Management | Accounting | All-in-One Enterprise Suites |
Franchise Suites | Software for Accountants |

SMARTEDGE Franchise Product
SMARTEDGE FR2 contains all the features you need if your franchise is trading products and managing stock and inventory.
Perfect for trading, wholesale and distribution franchises requiring:
- Sales and Opportunity Management
- Service Cases and Trouble Tickets
- Quotes, Order Fulfilment and Invoicing
- Stock/Inventory Management
- Contract Management
- Purchase Management
- Comprehensive Accounting
All-in-One Management for Franchises Trading Products and Handling Stock
For product trading franchises, order fulfilment is the core process of the business operation. Without proper order fulfilment and stock control the company's financial situation will deteriorate because of capital limitations and reduced profit margins. With SMARTEDGE FR2 you have full control over every aspect of your operations.
Please note that all features in FR1 Franchise Service are also available in FR2 Franchise Product. Features listed with a red title are features available in FR2 but not in FR1.
Customer Relationship Management
Taking care of your customer is essential to any successful business. Our CRM module enables your sales consultants and other customer service personell easy access to all the information about a customer or a lead in one place. To boost sales a business needs to track its leads and sales opportunities. Your sales people need to be able to distinguish between important and less critical opportunities as well as easily seeing their sales pipeline. Just as important is keeping your existing customers happy so that they keep buying from you.
SmartPanelsA real-time view of your invoice, payment and customer situation at a glance. [Read More] Simple Interface for Opportunities, Quotes and InvoicesWith SMARTEDGE you get a simple and straight-forward interface to create opportunities, quotes and invoices. Opportunities and Quotes can seemlessly be converted to invoices without re-entering any data. [Read More] Sales PipelineSales Pipeline reports can be created from your opportunities where opportunity stages and probabilities are used to estimate the value of current opportunities. [Read More] Order Fulfilment with Stock ManagementSales Order can go through stages in the order fulfilment process including options for reserving stock until delivery. When products are delivered stock is automatically reduced and cost of goods sold updated. [Read More] Back Order ManagementSales Orders that cannot be fully delivered due to stock shortage can be partly-delivered with a back order being created automatically. [Read More] Contract ManagementRecurring subscription sales or Progressive invoicing can be handled without effort using contracts. Subscription contracts are available for recurring cyclical invoicing. [Read More] Customers, Contacts and ItemsStore your customers and contacts for re-use. You can also create different products and services to track sales of individual items, offering you superb understanding of what you are selling and who you are selling it to. [Read More] |
Keep Track of PaymentsJust as important as getting the invoice out is getting the payment in. Included in our Invoicing system is customer statements and age analysis of outstanding payments. [Read More] Service CasesService Cases allow you to easily track multiple service activities for a customer. Service cases can be invoiced automatically. [Read More] Call Center With Trouble TicketsTracking customer service requests is easy with SMARTEDGE. All customer request can be added as trouble tickets and subsequently invoiced automatically if the service request is chargeable. [Read More] Employee Incentives and RewardsIncentives and rewards are handled automatically in SMARTEDGE. You can create commission and bonus plans for employees, and from these plans, commissions are calculated when invoices are issued. [Read More] ReportsEasy to read reports give you full view of your opportunities, quotes, invoices, service cases and trouble tickets. The reports can be customised to view data for different time periods. [Read More] Sales and Profitability StatisticsWith SMARTEDGE you can produce statistics showing total profitability, or sales and profitability by customer or products/services. [Read More] Appointments and TaskWith SMARTEDGE ES2 Trading you can keep track of your appointments and tasks. You can also add important notes on customers and invoices for later reference. [Read More] |
Purchasing
Tracking purchases and supply chain management are critical tasks for any trading business that wants to be successful and achieve growth. Without control of the supply chain the company's financial situation will deteriorate because of capital limitations, loss of control and reduced profit margins.
Simple Interface for RFQs and Purchase OrdersWith SMARTEDGE you get a simple and straight-forward interface to create Request for Quotes and Purchase Orders. Request for Quotes can seemlessly be converted to Purchase Orders without re-entering any data. [Read More] Receive Delivery Of GoodsSMARTEDGE offers a simple interface to received delivery of purchase orders. When goods are received at the warehouse the purchase order can be verified against the delivery and goods be added to stock. [Read More] Landed Cost and Cost of Purchase AccrualSupplier Charged freight can be added to purchase orders and automatically allocated to the products, calculating the correct landed cost for your products. Cost of Purchases can be accrued when delivery is taken. The accrued cost of purchases is subsequently reconciled against the actual supplier invoice. [Read More] |
Suppliers and Supplier PaymentsStore your suppliers for re-use. Specific supplier prices are kept so that next time you buy an item from a supplier the system will remember the supplier's price. [Read More] Supplier InvoicesKeeping your Suppliers in order is simple. SMARTEDGE allows you to capture supplier invoices with payment due date. Supplier Invoices can either be based on a Purchase Order or captured as a stand-alone supplier invoice. The Supplier Age Analysis tells you at a glance when you need to make payments. Foreign currency imports are supported. [Read More] ReportsEasy to read reports give you full view of your purchases. The reports can be customised to view data for different time periods. [Read More] Purchase StatisticsWith SMARTEDGE you can produce statistics showing total purchases, or purchases and costs by supplier or products/services. [Read More] |
Stock and Warehousing
Managing your stock is very important to achieve high stock turnover and good working capital. Companies ignoring their stock management risks that their stock becomes outdated. Inventory can make up a huge part of your balance sheet and it deserves focus and professional management.
Multi-Warehouse SupportSMARTEDGE supports multiple warehouses, allowing you to stock products in different geographical locations. Each warehouse is tracked independantly. [Read More] Stock Adjustments/Write-OffsStock levels can easily be adjusted or counted. Loss on stock can be written off automatically. [Read More] Current Stock and Average Stock CostWith SMARTEDGE you know at all times your current stock level for any product in any warehouse. The system maintains the average stock cost for your current stock. [Read More] |
Minimum/Maximum/Order PointsStock items can get minimum, maximum and order points defined, allowing you to automatically create purchase orders to replenish stock when the stock order point is reached. [Read More] Continuous Financial InventoryWith SMARTEDGE you can enable continous financial inventory. This means that every stock movement creates a inventory change transaction in your financial books. [Read More] Stock ReportsEasy to read reports give you full view of your stock and inventory. The reports can be customised to view data for different time periods. [Read More] |
Accounting
Accounting is the backbone of any business, and without accurate financial information your cash flow and profitability will suffer. SMARTEDGE Accounting is a complete accounting solution for small and medium sized businesses, ensuring that your books are in order and that you are completely informed about the overall performance of your business.
SMARTEDGE allows you to allocate income and expenses to departments, projects and other business units or employees. It enables you to get a better understanding of how the different parts of your business are doing, and every report can be produced for the business unit or for the company.
SmartPanelsA real-time view of your financial situation at a glance. [Read More] Powerful Bank Manager for your Cash BookSMARTEDGE offers a powerful, yet easy to use, Bank Manager to capture all your money transactions. The bank manager can automatically capture payment transactions from electronic bank statements downloaded from your internet bank. [Read More] Easy ReconciliationWith SMARTEDGE bank reconciliation becomes a hassle-free experience. Whether you use the bank managers auto reconciliation feature or manually reconcile your bank accounts, you will at all times be sure that your bank is in order. [Read More] Accounts ReceivableTracking customer invoices and payments is easy with SMARTEDGE. Aging Balance reports give you full overview of your accounts receivable and you can easily produce mass statements that can be e-mailed as PDF documents to your customers. [Read More] |
Accounts PayableKeeping your Accounts Payable in order is simple. SMARTEDGE allows you to capture supplier invoices with payment due date. The Supplier Age Analysis tells you at a glance when you need to make payments. [Read More] Value Added Tax HandlingSMARTEDGE tracks all your VAT transaction for you without you needing to worry about it. At the end of the VAT period a VAT return is automatically created in the format required by SARS, for your easy transcription to SARS' VAT submission form. [Read More] Financial StatementsIncome Statements, Balance Sheets and Cash Flow Statements can be produced for any time period at any time. [Read More] ReportsEasy to read reports give you full view of your invoices, financial transactions, general ledger and trial balance. The reports can be customised to view data for different time periods. [Read More] |
Click Here to see the feature list for FR2 Franchise Product.