Boardwalk Finance 2.0

Operating systemsOS : Windows
Program licensingScript Licensing : Commercial License ($89.00)
CreatedCreated : Jul 7, 2007
Size downloadDownloads : 8
Program licensing
Thank you for voting...

Boardwalk Finance is a web-based, integrated business ...

boardwalk_finance by Surf Highway Software is a web-based, integrated_business_solution ideal for gaining a competitive advantage through efficiency.
It offers: product management, service management, project management, contract management, quote/order management, invoice processing and more.
Completely configurable and customizable for your industry and company. Boardwalk Finance 2.0 can also be used with any of our other ASP products instantly, using proprietary IntegrateNow technology.
Features:
Product and Service Management
• Product families supported to allow for "product lines", "departments" or product categories.
• Unlimited number of product specifications and product options may be specified.
• Product inventory control quantity values: in-stock, in-reserve, on-order, on-back-order.
• Product fields include: name, code, description, price, cost, vendor, serial, discontinued, warranty, etc.
• Separate shipping required, shipping cost, and handling cost fields provided for each product.
• Standard services can be generated through the service management screens.
• Standard service fields include: name, code, description, price, cost, vendor, tax exempt, comments, etc.
Contact and Project Management
• Company management screens supplied to add/edit companies (that own projects, contacts, & contracts).
• Contact management screens for adding/editing contacts, accounts, passwords, employee info, etc.
• Project management screens included for creating projects and updating general project information.
• E-mail notifications are optionally sent to the project team when a new project is created.
• Security group (project team) management screens for integration with Project Soft.
• Project tasks can be sorted by category & have items linked to them, such as: specs, notes, attachments, etc.
• E-mail notifications are automatically sent to the prime person when a project task is created or re-assigned.
Quote and Order Management
• Quotes can be subject to approvals through their work-flow statuses, and converted to an order effortlessly.
• Quote fields include: name, status, contact, contract, PO, desired deliv. date, tax exempt, special instr. , etc.
• Quote line items can be comprised of products and services.
• Product line items include fields for product options and quantity, as well as ID, name, and description.
• Service line items are generated from a: project task, standard service, or entered as a free-form service.
• Service line items include fields for the service description, project task, hourly rate, and comments.
• Descriptions for service line items created from project tasks are filled in automatically from the task descr.
• Shipping, handling, and tax are automatically applied to the order total via easily set configurations.
• Order line item statuses provide a way to send partial orders to customers.
• Professional quotes & orders are available to print or send in e-mails (one file, no images only HTML).
Contracts and Reports
• Contracts are named, and are driven through a work-flow with required statuses.
• Contract fields include: name, type, status, description, terms, length, warranty info, etc.
• Reports/detailed listings for: companies, contacts, products, services, projects, contracts, quotes, & orders.
Configurations and Security
• Selling company information used for quotes and invoices is selected from a list of companies in the system.
• Configurations for subtracting from in-stock and in-reserve inventory levels at order generation time.
• Configuration for displaying the order line item statuses, such as: pending, on back order, shipped, returned. • All products, services, and states may be configured to be tax exempt on quotes and orders.
• Separate tax rate configuration fields for products and services.
• Configurable text message that is displayed on orders (such as: 20% off on subsequent orders, etc).
• E-mails may be sent by any administrator to: teams, contacts, or comma separated lists.
• Project access is restricted with the use of security groups (depts/project teams).
• Each employee/contractor will have their own login and can add/edit project tasks, task hours, etc.

Boardwalk Finance 2.0 scripting tags: solution, project, integrated business solution, project management tool, boardwalk finance, service management tool, fields, bull. What is new in Boardwalk Finance 2.0 software script? - Unable to find Boardwalk Finance 2.0 news. What is improvements are expecting? Newly-made Boardwalk Finance 2.1 will be downloaded from here. You may download directly. Please write the reviews of the Boardwalk Finance. License limitations are unspecified.