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Accura Core module

The Accura Core Module provides all the essential functionality you require; from taking the initial enquiry, raising the job, through to delivering it and sending the invoice.

With Accura's integrated approach, you save time by not having to input the same information time and time again. With manual systems, you raise the estimate, then the job, purchase order, delivery note and sales invoice. At each stage, you are re-writing or re-entering the same information!


Accura's Core Module provides the following features:

Client and Supplier Management
Client and supplier lists are easily maintainable with multiple contacts and addresses. Client and supplier data can be imported in CSV (Microsoft Excel) format to quickly move across from another MIS or client management (CRM) package. Direct emailing, phone dialling, faxing, address labels and Microsoft Word letter generation are available directly from the client and supplier lists

Estimating
New, repeat, revision and template library estimating with automatic price calculation of up to 5 quantities. Easy, intelligent, wizard-based data entry. Full details of the Estimating Module are available here

Setup Tables and Cost Plus
Models printing machinery, materials, labour and outwork so you can accurately and easily estimate the cost, weight and time of any job, no matter now involved. Accura's Cost Plus method (advocated by the BPIF) means you know the true profitability of a job before you take it on

Production / Order Processing
Raise jobs from estimate, reprint from older jobs, or raise jobs manually with automatic price calculation. Manage proofing, raise delivery notes, and see the current status of all orders. Full details of the Production Module are available here

Sales Invoicing
Create sales invoices from order details and export them to your accounts software. Many major accounts packages are currently supported. No re-typing of invoice details in another program

Full Record History
Easily accessible database of every client, supplier, estimate, order, proof note, delivery note, sales invoice and more. Everything is fully searchable and can be easily exported at the touch of a button

Documentation and Reports
Quote letters, job dockets, order acknowledgements, proof notes, delivery notes, sales invoices and over 30 analysis reports can be produced at the touch of a button. Automatic emailing or faxing or customer documentation direct from screen

Multitasking
Unlike many programs, Accura allows you to do more than one thing at a time, such as access client or order details whilst raising an estimate in the same program window. You don't need to cancel what you were working on just because you answered the phone and needed to access some information on the computer

Report Designer
Using a 'what you see is what you get' design interface you can customise Accura's documents, or have multiple designs for each document. Company logos and staff signatures can be added automatically to printed documents

Security Protected
Define passwords for each Accura user, and which features they can use. Sensitive data can be hidden, or made 'read-only', even down to the level of individual estimates or orders.

 
Includes:
 
Estimating Production Proofing Dispatch Invoicing
 


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