"It's flexible and powerful for everyone in the office. My office people want to use SNAP-2-IT."
Joe Foster
A & J Foster / EcoWater

"It's so fast and easy to take orders.  It has stored all my data for years. SNAP-2-IT  has become one of my most valued assets in business."
Dave Young
Valley Industrial Plumbing

"I was up and running in less than a week with all my old data. I even had time to customized my own forms and reports."
Dwight Worswick 
Worswick Cable Industries

"We're a 24/7 service & repair company. I don't think we could live without SNAP-2-IT."
Albert Zappia
Quality Assured, Inc.

"Simply stated, It's Fast, Easy, and Fun!"
Beth Bewley
Eufora

"If I can use it, anyone can. Connecting our WAN to use SNAP-2-IT was a snap."
James Thoenen
Vaughan Pools, Inc.

 


 


 

 

 
 
 
 
 
 
 

 

Customer & A/R Features

The customer file is the most used record.  It is where all transactions for a particular customer can viewed and retrieved in seconds.  You will have total control over your customer because all the data is located right off the customer record screen.  You won't need to ask any questions.  You'll have all the answers in front of you.  Customers will no longer be able to say "I'm not sure if I paid that invoice."


Customer File

  • Can hold more than 2 billion customers - If you can find a computer big enough! And, unlike some systems, SNAP-2-IT won't bog down with lots of data.

  • Customer selection window can be instantly sorted - By name, ID, street, city, zip code, phone, or one of your own fields. This means you can instantly locate a customer by phone number, zip, name or ID. You can even enter a partial street address and find the rest. 

  • Customer screen can be totally customized - ALL field names can be changed. 

  • FIVE note files for each customer - Keep marketing notes separate from collections, service, etc.  Special report will allow you to keep track of user entering notes.  Great for collections.
     
  • Unlimited ship-to file - File can be defined for each customer with no limits, of course. 

  • Average days to pay - Displays in the customer account part of the customer screen. 

  • Shipping labels  - (any format) can be printed right from the customer screen.

  • Individual statement  - Can be instantly printed right from the customer screen. 

  • Unlimited terms file can be defined.

  • Personal Scheduled  - Events for marketing follow up calls & appointments, etc. 

  • Special Negotiated price file - Lets you specify a price for any number of inventory items for as many customers as you want. The negotiated price overrides other price mechanisms to prevent quotation or billing accidents. 

  • Information sheet - Multiple styles can be defined and printed right from the customer screen. Very handy for service companies. Just bring up a customer, print the information sheet, and you're off!
     

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Invoice Billing & Sales

  • Multiple pricing options. Special pricing by customer, discount pricing, level pricing, price by discount code, markup by %, and new general price option by inventory item. You can always manually override any price on a particular invoice.

    Use your own invoice forms. With SNAP-2-IT, you can customize to just about any invoice format. So if you are already using a format you like, no problem!

  • Service charges and late fees can be computed, if desired. Individual customers can be shielded from service charges.

  • Five different sets of notes may be attached to the invoice itself with unlimited text! One set that can also be printed directly on the invoice.

  • 5 different aging report formats for customer receivables!

  • Unique on screen customer aging window.  Get up-to-the-minute information on your receivables with the on screen aging. This great feature displays an aged customer list and even allows any customer to be selected and viewed! You can even make cash receipts right off the aging screen. This is a great feature for that lucky person in your company who works collections!

  • Flexible repetitive invoice billing.  This feature allows customers to be set up on a billing schedule. Invoices can be produced in batch for all customers who need to be billed on a regular basis.

  • Multiple-page invoices.  No restriction on the length of an invoice. We have customers who make invoices and orders with hundreds of line items. Printing is no problem.

  • Use your current invoice format! SNAP-2-IT provides you with 5 different styles of invoices at the same time. Each style can be customized to the way you want.

  • Sales tax report - Especially nice for those who live in California or other states which require extensive breakdown of sales tax collected.

  • Commissions by invoice - Can compute multi-level commission structures. Each sales person can designate who else is also to get commissions as well as the rate.

  • Multiple accounts receivable accounts - Can be designated on each invoice if necessary.

  • Instant line item sales history by customer - This is a great feature. Right on the customer screen, a single key brings up the DETAIL sales history for the customer. You can see everything. Browse or search by date.

  • Back order invoices - Can display back order invoices by customer or for entire company.

  • Unique copy invoice feature - Any invoice can be copied for fast recurring transaction or created back into a sales order for future sale instantly.

  • Unique invoice transfer - Invoices can be transferred to another customer. If you make in invoice and then realize it's on the wrong customer, no problem! Just transfer it to the correct customer. If that customer has different pricing, the invoice can be automatically corrected!

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Order Entry

  • Sales orders can be turned into invoices -You don't have re-enter the information.
  • Separate list for orders - It allows sales people to stay out of the receivables and also allows for deposits to be put a transaction without generating an invoice.
  • Copy open sales orders - Can be copied for multiple orders and even transferred to another customer record..
  • Works with special negotiated prices - If a customer has been given a special price for a particular item, the sales order uses that price.
  • Copy sales order to a quote - Allows new quote with current items instantly.
  • Transfer sales order to a different customer - If you realize that the order was entered for the wrong customer, simply transfer it to the correct customer without re-typing!
  • Prepaid orders - Payments can be made against an order. When the order is turned into an invoice, the payment will be picked up automatically and will show up on the invoice.
  • View all orders for each customer - View all orders from right on the customer screen. Helps reduce confusion in the sales department!
  • Orders can be created from old invoices - This is great when a customer wants to order the same thing they bought last time or even last year.

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Payments

  • Payments from a customer can be cash, check, credit card or credit memo.
  • Each payment can pay more than one invoice.
  • A payment can partially pay an invoice, and can partially pay several invoices.
  • Corporate payments can be applied to multiple customer invoices.

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Quotations

  • Quotations can be turned into an order or can be turned directly into an invoice.
  • Five print styles can be maintained, each style can be customized.
  • Any quote may be copied with a single keystroke.
  • A quote may be transferred to another customer. This is useful when you want to make the same quote for a different customer. Just copy the quote and transfer the copy.
  • Master file of open quotes.
  • Quotes for a particular customer are viewable right off the customer screen.
  • Shows net profit as you make the quote.

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Mailing Lists

  • Can be automatically generated from the customer file.
  • Can sort by name, zip, phone, etc.
  • Completely customizable.
  • Can qualify or "filter" on any field in the customer record.

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Labels

  • Three styles of mailing labels, each can be formatted to any style label.
  • Labels can be printed in batch, or individually printed from the customer screen.
  • Shipping labels can be printed directly from the invoice or order and can be done in batch mode or individually per order or invoice.
  • Batch labels can be qualified or "filtered" based on any field in the customer record.

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Sales Analysis

  • Sales totals for all or partial customers.
  • Sales register includes optional account distribution analysis.
  • Product count can break sales down by item, sales volume, profitability or number of items sold.

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A software alternative for the simple minded business. 
Try it for free and see how much fun 
we can put back into your business operations!

"Good is only good, as what you know to be good."
  If you don't know any better then you'll never know how
 good really can be.  Really, try it for free.  
No questions asked.


Business Partners

SNAP-2-IT is your business partner.  It is a powerful integrated office operation and accounting system that combines the features of "high end" programs with simplicity and visibility.  SNAP-2-IT puts together the finest methods of data input with unique methods of data tracking to succeed where others fail.  SNAP-2-IT tracks your data the way you think.  
SNAP-2-IT  not only makes it easier to get to your data but gives you unprecedented power to customize and format it. 

SNAP-2-IT is made for the real office! It's so simple you might wonder why it's never been done before.

Well now it's here, so SNAP-2-IT!

Our Mission

Our goal is to understand your office needs and to provide you with the most flexible office solution possible. Office efficiency is one key to a profitable business. 
We strongly believe that, 

"Business software should work with you, 
not against you!"

 We don't want to just sell you an accounting system, rather we want to provide you with an integrated office solution. We'll even let you evaluate it for FREE!

SNAP-2-IT's ability to store and handle millions of records makes it a valuable asset.


Find out more about us by clicking here!

sales@mysimpleoffice.com

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Simple Office Solutions, Inc. 
707 Escondido Ave. Ste 202, Vista CA 92084
Voice: 760-643-0335 Fax: 760-643-0340
SNAP-2-IT® Copyright 1994-2005