System features (Some of the most important…)
Security (Network version only)
User access can be controlled per module and if needed, you can set up access per window. Each user can only access what he is allowed to.
SQL solid (Network version only)
IPSO Biz multi-user system runs on Hyperfile Sql because of it’s high capacity and low cost. SQL licences are included in all multi-user versions.
Built for performance
More than 75 KPIs have been integrated in IPSO Biz making it quite easy to have up-to-the-minute statistics for making the right decisions.
You can set up communication templates to handle all email and regular communications so you can power up your company’s image. Most of “Business-in-a-box” 600 or so letter and email templates are compatible.
Users can select their interface language (french or english). Main documents (purchase orders,invoices, packing slips and all communications) can be created it the language of the partner / contact.
All modules of IPSO Biz are tightly integrated for organizational performance and reduced lead time.
Integration of the CRM inside IPSO Biz makes it an extremely powerful communication tool for quick mass emailing and sales follow-up.
IPSO Biz typically will handle over 95% of your needs. However you might have atypical business needs that should be taken care of. Our technical staff certainly will be glad to look into your specific needs and propose solutions.
Bookkeeping has never been easier!
In addition to allowing you to completely manage the accounting activities of your company, our accounting module is compatible with Acomba software Acomba X*, Advantage and Sage 50.
Compatible with established accounting software
You already have an accounting solution – Advantage* Acomba Acomba Sage X* or 50? IPSO Biz can interface with these products and allow you to keep for your records. Otherwise, IPSO Biz has its own accounting module to simplify your life:
Management of customer accounts
Account statements, statistics, grandfathering list, fast cashing, deposit slip, multi-currency, management of credit limits, customer blocking.
Management of accounts payable
Prompt payment, statistics, list of prior art, printing checks or direct deposit leaves.
Journal entries, lists and reports.
Forecast sales and expenses over several years, analyzes the current year.
Conciliation available on all accounts
Balance sheets, statements of income, Checklist
Report taxes for a multitude of taxes.
* Current development
Create your submissions in IPSO Biz and become more productive !
Manage your submissions as ever, and, in one click, convert them to orders. Automatically the recommendations and planning systems will be activated to allow you to plan everything.
Tenders suppliers, effectiveness dates, alerts on table edge, fast conversion orders, historical and statistical. Print or send by email your submissions and make automatic tracking via our CRM module.
Complete order management, complete histories, order book and statistics. Print or send by e-mail your documents.
Some features: flexibility (tax arrangements and currencies in each command), graphical analysis, management of deposits, rapid identification of billable, credit limits, customer blocking lists and management reports.
This module is fully integrated to the planning system provided in IPSO Biz, which significantly reduces the time when purchasing a product or when releases into production while eliminating duplicate data entry and the risk of errors.
Billing becomes a breeze!
This module allows to ship and bill easily, quickly and precisely.
Load control in one click: included shipping documents, identification tags, automatically checks inventory availability, output materials with or without lot.
Close your bills by transferring them to client accounts with a click. Flexibility (taxes, terms and currencies in each invoice), automatic management of deposits, credit notes, debit notes. Complete history and graphic sales statistics. Integrated communication module.
Easy daily inventory tracking!
Manage your inventory efficiently by IPSO Biz that offers a full transactional tracking each parcel inventory.
Stocks / Transactions
Multi-site, multi-batch, expiration management, management of each lot with its unique price, order booking, non-storable products, full history of transactions, statistical graphs. Calculations of trends, inventory turns and other available indicators.
Accounts procedures with optional load current stocks, counting list and standard reports.
Integrated into the planning system included in IPSO Biz, this module allows you to make purchases and recommendations to avoid shortages.
Buy as never before, IPSO Biz makes life easier with a recommendation system proven and easy to use.
Real small integrated MRP to the delight of shoppers to reduce inventories and inventory while eliminating shortages.
MRP for reconciling inventory, sales, ongoing purchases and production in a list of buy recommendations easily understood. Get one-click. Planning min. / Max. and to order.
Complete management of vouchers, possibility of price request, price list providers, multi-currency, historical, statistical, monitoring documentary.
Management receptions, labels, manifests, multiple receptions, statistics and reports .
Integrated punching system!
For entering hours worked by all employees, to calculate an accurate cost of returns, to weight the indirect and prepare payroll.
Weekly time sheets
Project mode or manufacturing mode (agenda), management time banks, vacation banks, sick banks, indirect management, productivity calculations, standardization to transfer to existing payroll software, old lock timesheets. Productivity and management reporting statistics.
Know the productivity of your team every time
An option “time stamp” is available to facilitate the entry of attendances and activities directly on the factory floor with touch screen.
Indispensable tool for any business that needs to deliver on time.
Graphical planning (Gantt)
Definition of positions, management of resources (labor) finite capacity and according to priorities, working day calendar, job schedule, work schedule, Gantt
Displaying the load (infinite capacity)
All to provide impeccable and efficient service!
For companies offering a repair service, maintenance or repair phone (call center)
Management of service calls (prioritize, document, perform and charge). Using modular packages, statistics and integration to document management.
Facilities management (your customers or within your company) and statistics.
Contract management, call history, recurring billing, warranty work.
Will be enhanced with the upcoming arrival of a mobility option to enable mobile teams to conduct interviews and services to customers.
CRM / Marketing
A customer management system (CMR) is a must for those who want good control its sales processes.
Profiling, mass email mailings, complete history of communications, monitoring and management of stocks, automation, contact management.
Coding levels, graphical display, grouping levels.
Mass emailing and letters, integrated with communication module.
Content models to standardize and facilitate your communications, full service history, statistics, monitoring and alerts, models compatible mailbox “business in a box” .
The use of a CRM system saves a lot of time and effort to easily reach a multitude of prospects and customers in different markets. This is also referred to an organizational tool to manage time effectively.
The point of sale is the ultimate tool for an effective counter sale!
( 2016 release )
Point of sale
Sales, account payments, credits , returns, coupons , discounts , can pick up the address or email your customers, sending cash register receipts by email, compliant with modern equipment, operating in multi- box mode, list and reports union, statistics.
Able to perform all your transactions from a single window, the store is extremely effective, especially since it is built entirely IPSO Biz system.
For companies who desire more, this module can exceed your expectations in business management matters.
Job descriptions, evaluation of employees, employee personal information
Prioritizing and assigning tasks.
Management meetings, historical, reporting, follow-up, preparation, assignment, followed by the meeting points of postponement the agenda, documents, control of the game.
Display performance indicators
Factory or office (requires customization)