Order Processing


Prism's sales distribution and operational route management desktop software (with hand held add on) for order taking / scheduling/dispatching a field force of route salespeople, delivery drivers, pre-sell staff or service technicians. Prism's sales distribution module handles call in orders, call the customer to get the order or offer recurring sales on a scheduled basis for companies who deliver product, sell off the truck, pre-sell or install, service and repair equipment. The software schedules and generates orders, dispatches the field force, tracks inventory on site and on the truck, and provides many reports, such as information on a route profitability and /or technician's productivity. By: Prism Visual Software


AppFinity WebSalesForce system provides flexibility to your sales people to place sales orders and quotes for their own sets of customers directly into your AccountMate for SQL Sales Order module over the Internet. With the WebSalesForce system, your sales people do not have to be in the office to place order or access their own sets of customers’ information. They can now place order or access their data anytime, anywhere.

If you have multiple sales offices and a centralized accounting department to process the shipment and billing, WebSalesForce is a perfect solution. The system allow your salesperson in all offices to access the central databases to quote the price, place the order and check the transaction’s status. By: AppFinity Software


AppFinity WebCustomer system enhances the global presence of your company by providing Internet-based quoting and ordering functions.

WebCustomer offers your existing customers the ability to place orders directly into your AccountMate for SQL Sales Order module over the Internet whenever they desire. The integration of WebCustomer into your accounting system is a giant step forward in the level of customer service your company can provide. You can sell products over the Internet just as you would with your accounting software. By allowing customers to place their own orders, you can certainly increase the accuracy of orders placed into your system, and significantly reduce administrative and sales support expenses. What’s more, WebCustomer allows your customers to check order status, and view up-to-the-minute account information, including outstanding invoices and payment history anytime. By: AppFinity Software


AppFinity WebStore System is the latest addition to AppFinity Software’s ever-expanding menu of online shopping solutions. WebStore is a fully customizable Web-based ordering system that enables you to maximize your revenue opportunities while minimizing ongoing costs to maintain your site. If your business typically processes a significant volume of daily transactions and you are not yet enjoying all the benefits of a truly affordable online shopping solution, then the time to act could be now!

WebStore is unique in that it integrates and maintains the exact look and feel of your existing Web site while making it quick and easy for your new customers or returning customers to make purchases online and even track the status of their shipment. By: AppFinity Software


This Program brings you world class Project Management. It increases Project control while enhancing productivity and efficiency by measurable amounts. Interfaces with Service and Job Costing. The Visual Project Manager has specific tools for project managers and customer service reps. It handles all requests into the organization and all the activity performed on a customer or project – whether it’s billable or not. It is filled with options for collecting, sorting and filtering data based on products or services to sell or be sold. It tracks every stage of the pipeline and allows probability assignment to each stage. Know the real cost of customer service policies, the effectiveness of personnel. It documents all customer interaction and makes that valuable information available throughout the enterprise and can be sorted and filtered. Everyone in the company can have access to every instance of communication with each client or customer, or not, based on permissions. This tool acts as a shell upon which other VAM activity is initiated (always related to a project and contact). Whether that activity is related to Sales, Front end Call Center, Production, Job Management, Service, or back office activity, all work is more easily co-managed, scheduled, and prioritized using inherent Request and Activity management functionality. Business rules and desired workflow can be predefined and managed through the RM Control Panel. This tool helps Users to stay on task and identify priorities. For management, it allows you to track opportunities and responses more closely, defining profitable methods and people for enhancement and identifying problematic methods for correction. Finally, use the power of AccountMate to consolidate your activity and increase the effectiveness of Customer Service, Sales, and Project Management. By: Analysis & Information Services, Inc.

Third party software included on this site has not been tested and is not endorsed by AccountMate Software. Technical support and warranties are the responsibility of the issuing company.