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Boardwalk Finance - Small business accounting software.
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Boardwalk Finance offers a one-stop-approach to managing products, contacts, quotes, and orders. It features project and service management, allowing for products and services on the same invoice. E-mail invoices to customers and manage deliveries. Boardwalk Finance is also the management tool for Boardwalk Web Store. Works with any combination of our products using IntegrateNow technology.For a Limited Time: Enter "save25now" in the promotional code field on the checkout page to save 25% on your order today!
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| Price $ 99.00 |
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Product Overview - Screen Shots and Key Benefits
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| Product/Service Management |
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Order Processing |
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Boardwalk Finance allows for companies to manage both products and services.
The product architecture is complex enough to handle large and small companies by including: Product Families, Product Options, and Option Values.
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Create orders with ease using selection driven navigation and field compliance in
the order management module. Charge for orders using: credit cards, checks, cash, checks, and PO Numbers.
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The product structure is rich with fields you will only find in larger,
more expensive systems, such as: serial number, discontinued, product code, in-stock, in-reserve, on-order, on-backorder,
warranty, vendor info, and more.
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Order line items provide separate statuses to enable partial shipment (and partial payment).
Generate professional invoices that are customizable with your company information and delivery/return messages.
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Services can be generated from Project Tasks (also includes a FREE
Project Manager), be Standard or Free-Form. Job Costing is possible because both products and services have price and cost fields.
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Boardwalk Finance even allows for product shipping charges, handling charges, and tax exemption.
Internet sales are covered as well, with tax exemption configurations for products, services, 1 or many states.
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| Quote Management |
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Configurations & Taxes |
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Provide your company with seamless contact management, contract management, and quote management. The quote manager allows
your staff to apply special contract pricing and terms to quotes, as well as print/e-mail professionally formatted quotes.
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There are configurations for: selling company, product tax rate, service tax rate,
tax exemption, order display message, and displaying the order line item status. You can also add as many states that are required for tax exemption. |
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Quotes can be accurately recorded and controlled through a status driven work-flow. Ensure
valid quotes with the quote expiration date and desired delivery date.
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Perform inventory control with the configurations for "subtracting from In-Stock" and
"subtracting from In-Reserve" (as well as the on-order and on-backorder fields). |
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