Business Features
SMARTEDGE covers every aspect of your business needs, not just your accounting!

Organisational Management - Sales Management - Financial Management - Suppliers and Purchasing
Contact Management - Items and Warehousing - Company Implementation

 Customers and Leads

SP1 SMART
Accounting
SP2 SMART
Company
SP3 SMART
Enterprise
 Activities and Notes ok ok ok
 Address Labels ok ok ok
 Age Analysis (multiple aging options) ok ok ok
 Banking Information ok ok ok
 Campaign Source ok ok ok
 Classification (Lead or Customer) ok ok ok
 Collection Period Analyis ok ok ok
 Communication Preferences (e-mail/print documents) ok ok ok
 Communication Tracking (e-mails/documents sent) ok ok ok
 Credit Limit Control ok ok ok
 Customer Balances ok ok ok
 Customer Blocking ok ok ok
 Customer Categories ok ok ok
 Customer Groups ok ok ok
 Customer Ledger ok ok ok
 Discount Handling ok ok ok
 Document Tracking ok ok ok
 Foreign Currency ok ok ok
 Interest Calculation ok ok ok
 Interest Rates (customer specific or company default) ok ok ok
 Mass Statements (e-mail and date customisable) ok ok ok
 Multiple Addresses ok ok ok
 Multiple Contacts ok ok ok
 Multiple Ledger Accounts (A/R, Trust, Contract Accrual) ok ok ok
 Parent Company w/grouped statements ok ok ok
 Price Differentiation ok ok ok
 Customer Specific Product Catalogs ok ok ok
 Customer Specific Price Catalogs ok ok ok
 Sales Statistics by Customer, Customisable Data Presentation ok ok ok
 Standard Sales Representative ok ok ok
 Standard Payment, Delivery and Transportation Terms ok ok ok
 Statements with Age Analysis ok ok ok

 

 Sales Opportunity Automation

SP1 SMART
Accounting
SP2 SMART
Company
SP3 SMART
Enterprise
 Opportunities ok ok ok
 Opportunity Activities and Notes ok ok ok
 Opportunity Value Estimation ok ok ok
 Sales Pipeline Tracking ok ok ok
 Automatic Conversion of Opportunity to Invoice ok ok ok

 

 Order Fulfilment and Invoicing

SP1 SMART
Accounting
SP2 SMART
Company
SP3 SMART
Enterprise
 Back Order Processing   ok ok
 Bill of Materials    ok ok
 Business Unit Allocation ok ok ok
 Cash Invoices ok ok ok
 Commercial/Export Invoices ok ok ok
 Container Tracking   ok  ok
 Credit Notes ok ok ok
 Customer Refunds ok ok ok
 Delivery Slips   ok ok
 Electronic Documents in PDF ok ok ok
 Export Duties    ok ok
 Foreign Currency Invoices ok ok ok
 Freight Estimation, Costing and Invoicing    ok ok
 Invoices (Tax and Non-Tax) ok ok ok
 Joint Capture Window For All Sales Documents ok ok ok
 Mass Delivery ok ok ok
 Mass Invoicing ok ok ok
 Order and Quote Activities and Notes ok ok ok
 Order Confirmations ok ok ok
 Order Fulfilment Stages ok ok ok
 Payments With Automatic Invoice Matching ok ok ok
 Proforma Invoices ok ok ok
 Purchase Order Suggestion from Sales Order   ok ok
 Quotes ok ok ok
 Quote to Order/Invoice ok ok ok
 Sales Orders ok ok ok
 Shipment Tracking    ok ok

 

 Contract Management

SP1 SMART
Accounting
SP2 SMART
Company
SP3 SMART
Enterprise
 Contracts for Progressive Invoicing (Sales Contracts) ok ok ok
 Contracts for Recurring Invoicing (Subscription Contracts) ok ok ok
 Contract Activity Tracking ok ok ok
 Document Attachments ok ok ok
 Initial Pro-Rata Invoicing ok ok ok
 Multiple Invoice Cycles (Job Schedules) ok ok ok
 Once-Off (Ad-Hoc) Contract Invoicing ok ok ok
 Scheduled Recurring Contract Invoicing ok ok ok

  

 Campaigns and Marketing

SP1 SMART
Accounting
SP2 SMART
Company
SP3 SMART
Enterprise
 Campaigns ok ok ok
 Campaign Analysis ok ok ok
 Campaigns Linked to Mass Communication (mass e-mailing) ok ok ok
 Customised Datasets (sub-set of customers, suppliers or contacts) ok ok ok
 Customer and Contact Dataset Export for Local Mail Merge ok ok ok
 E-mail Templates (HTML/Plain Text) ok ok ok
 E-mail Tracking ok ok ok
 Mass Communication by E-mail ok ok ok
 Stand-Alone E-mail Address Lists for Mass E-mailing ok ok ok

  

 Commission and Bonus

SP1 SMART
Accounting
SP2 SMART
Company
SP3 SMART
Enterprise
 Personal Commissions ok ok ok
 Team and Team Leader Commissions ok ok ok
 Commission By Invoice or By Item ok ok ok
 Commission Calculated From Sales, Gross Profit or Units Sold ok ok ok
 Commission Payable on Invoice or Payment ok ok ok
 Personal Bonuses ok ok ok
 Team and Team Leader Bonuses ok ok ok
 Bonus Calculated From Sales, Gross Profit or Units Sold ok ok ok
 Bonus Earnings Carried Forward to new Bonus Period ok ok ok
 Bonus Earnings Expiry ok ok ok

 

 Customer Service & Support

SP1 SMART
Accounting
SP2 SMART
Company
SP3 SMART
Enterprise
 Service Cases ok ok ok
 Automatic Service Case Invoicing ok ok ok
 Service Case Activity Tracking ok ok ok
 Service Case Employee Assignment ok ok ok
 Trouble Tickets ok ok ok
 Knowledgebase ok ok ok
Extensive Support
SMARTEDGE has an extensive range of Support Documentation, comprehensive online Help Files and a FREE online Support Ticket System.

A startup wizard guides you step by step through the configuration of your company.
Ticket
FREE online Support Ticket system

Manuals
Detailed self-training manuals where needed.

Help
Comprehensive online Help documentation

stock management

Stock Management

Comprehensive stock tracking whether working from home or tracking multiple warehouses.

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service calls

Service Calls

Track your customer service calls including entering items used and technician time details.

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multiple currencies

Multiple Currencies

Capture your transactions in multiple currencies including for customers, suppliers and bank accounts.

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fixed assets

Fixed Assets

Track your Fixed Assets and have your depreciation automatically calculated and posted.

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projects

Projects

Allocate any financial transaction to a Project and view detailed statements.

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invoice collections

Invoice Collections

A detailed process to aid you in collecting outstanding money owed by customers.

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contracts

Contract Invoicing

Recurring, Multi-Delivery and Sales Invoices can be generated by using Contracts.

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sars

Tax Compliance

SMARTEDGE has a number of features to ensure full legal compliance.

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  • Part 1
  • R 0
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  • full and complete access
  • Part 2
  • Unlimited Transactions
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  • Startup Wizard
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  • Part 3
  • Invoice Immediately
  • Upgrade Anytime
  • Equipment incl.
  • Multiple Users
  • Customise your Invoices