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STEP1 Products:
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The STEP1 distribution system consists of a group of core modules, plus optional
modules to augment various business issues. The core package consists of:
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ORDER DESK.
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This is an all-inclusive, easy to use order entry package designed to be able to
answer most any question that a customer could come up with during the ordering
process, without having to leave Order Desk to go find the answer.
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Since special pricing is so common in the industries we serve, Order Desk immediately
shows you all items that this customer buys, at whatever price is correct for him.
If costs went up, Order Desk shows what new price you should be charging this time
to get the same margin as last time, plus it shows the last price paid and last
order date.
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Customer credit, open invoices, and all historical invoices are available to you
at the touch of a button
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Order Desk also tracks items that need to be reordered by the customer, to help
build up your orders and minimize emergency stock outs at your customer site.
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For new items, Order Desk easily lets you search for new items. You can search either
by name or by type of item. STEP1 also supports the J&M On-Line Catalog System,
which then allows you to view pictures and mfg. Descriptions right from within Order
Desk. (If you are using any of our on-line ordering products for your customers,
then they can access the catalog, too.)
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WAREHOUSE MANAGER.
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Once the orders are entered, this package helps you traffic and manage them. You
can sort your orders into electronic ‘bins’ by truck route, which then builds the
manifest for each truck run.
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One touch of a button and you can see if you are going to have any backorders for
anything on this truck before you even begin picking for it, thus allowing you to
decide who will be backordered.
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Warehouse Manager also supports what we call ‘wave picking’. This produces a picking
ticket for the entire truck, so you only make one sweep through the warehouse to
collect all items on all orders for this truck run. Note, you are not forced to
do this, it’s just there if you want to do it. You can pick by order as well.
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BILLING MANAGER.
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This program allows you to quickly and easily keep up with your invoicing. You can
invoice by truck run, which really makes billing fast. Suppose 25 orders went out
on a truck run, and when the driver got back there was 1 order that needed to be
modified (refused item, or whatever). The billing mgr would just fix the 1 order
that was wrong, then would bill all the rest of the truck with one click.
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Billing Manager also supports individual review and invoicing of orders, if you
prefer.
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PURCHASING MANAGER.
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STEP1 has a sophisticated purchasing system that will really help you increase your
fill rate while simultaneously lowering your average on-hand stock of inventory.
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One of the things that it does is to watch customer demand on items, so it knows
which items you are likely to run out of soon, even if stock levels are OK at the
moment!
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The system also has auto-fill logic so you can get to whatever size purchase order
is required for this vendor quickly and easily. Auto fill supports dollar size,
weight, and cubes.
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PRICE MANAGER.
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This is an easy to use yet sophisticated system to help manage your customer’s pricing.
Of course it allows you to enter special prices for each customer for each item.
But there’s so much more you can do with Price Manager. It allows you to set policy
pricing for a customer. For example, you could set a special price discount scheme
for an entire category or sub category of products for a customer. You could also
set pricing by vendor.
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Price manager also allows you to set pricing for groups of accounts. So, if you
have pricing for charitable organizations, you could just set up one profile, then
any new charities that you do business with just associate with that profile.
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A/R MANAGER.
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The system is a dream for your A/R manager. You can effortlessly customize the A/R
screen at any moment to show any of these conditions:
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- All customers
- All customers with balances
- Delinquent customers only
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All customers for a salesman
- All customers for a branch sales office
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You can also sort with just one click to get the customers sequenced from most delinquent
to least delinquent, making it easier to know who to call first.
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Posting checks is extremely easy. It shows you all open items for the account, and
you just highlight those being paid with your mouse. If the customer is just making
a payment on account, there is a button you click that applies the payment for you.
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If you have any group of customers that pay all on one check, then you can link
individual A/R accounts together to form what we call a ‘payment group’. This allows
you to have all the open invoices from all the accounts show up in A/R looking like
one account, which makes applying cash easy. It then knows which invoices were paid
for the various accounts, and marks them appropriately.
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Also, there is an easy way to find which customer this is if all you have to go
by is your invoice number.
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A/P MANAGER and A/P CHECK WRITER
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There are 2 separate programs for this, since some companies have clerks that only
enter A/P items and never write checks.
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This is an extremely easy program to use, allowing you to enter vendor invoices,
and check against the PO’s on the fly.
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You can deploy a payment to as many as 10 expense accounts, all with easy Windows
lookup buttons if you don’t know all the account numbers.
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Check writing is easy as well. There’s a suggested pay program that tells you which
checks should be issued today. You can control things like payment due dates and
if you want to take advantage of discounts.
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BANK RECONCILIATION.
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Supports Bank Rec for single or multiple checking accounts.
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SALES MANAGER.
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This tool is a dream for your sales manager. View your accounts by salesman, or
by industry type. Review margins. Check out what customers are buying and what they
aren’t. Look for problems early before they become big problems.
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G/L MANAGER.
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We have an awesome G/L program for you! It produces both monthly and quarterly financial
statements, which your bank will love. You can also have departmental and consolidated
income statements.
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There is a recurring entry feature for things like depreciation, payroll, etc. Very
handy and easy to use, it allows you to set up the accounts to be affected, then
just plug in the amounts as you’re ready to post the entry.
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You can also go to any ledger, then click an entry and it will display the transaction
that generated the entry. This makes it extremely easy to back track through the
system.
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QUERY MANAGER.
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This program is an ad-hoc query tool used to ask questions of the database. It is
extremely easy to use, and allows anyone with Windows knowledge to make basic queries
of the data. For example if you would like to sort your health care customers by
profitability, then query is the tool you would use.
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We have noticed over the years a direct correlation between our customer’s profitability
and their familiarity with the Query Manager.
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DATA MAINTENANCE MANAGER (DMAIN).
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DMAIN is a one-stop shop to maintain all data in your system. You can set up items,
customers, vendors, salesmen, and anything else you can think of right in this one
spot. You can also modify your data from this easy to use tool.
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Customers tell us that this module has really helped them. It makes it easier to
maintain data, and there’s only one place you need to go to do it.
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STEP1 Optional Products:
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SERVICE DESK and SERVICE DEPT MANAGER.
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If you have a machine repair service department, then this package is for you!!!
Service Desk is designed to track machines by serial number, so you know any and
all times you’ve touched the machine. It also keeps a log so that you know what
was done to the machine as well. Service desk is used to enter service dept orders,
with access to your Reference Parts database.
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Service Desk also tallies the total amount spent on repairs on this machine. This
allows your service manager to work with your sales team to advise a customer when
he is spending more on repairs than a new machine would cost. This feature is VERY
popular amongst Service Desk users.
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Service Desk also supports service vans, including keeping a separate van inventory
of parts for each van. There’s also an easy to use replenishment report to move
parts from the service warehouse to the vans.
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You don’t have to know the serial number to start the process with Service Desk.
We discovered that VERY frequently you don’t know this when you first get the call.
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There are a whole series of statuses for machines that are in for repair, so you
can tell in a glance what’s going on with each machine. Examples would be: needs
estimate, waiting for approval, waiting on parts, on bench, done.
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CUSTOMER ON-LINE ORDER ENTRY OPTIONS:
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STEP1 has two options for customers to place orders over the internet. One works
directly with your system, and the other works through the customer’s web browser.
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STEP1 CUSTOMER SERVICE REMOTE:
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This program directly ties in to your system, and allows the customer to order all
historical products, PLUS provides a tie into your inventory system, utilizing formulas
you have embedded in his account to provide special pricing on the fly for all items
of inventory that would be new to this account.
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STEP1 WEB ORDER ENTRY:
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This utilizes the customer’s web browser, and allows the customer to place reorders
for items that he has already purchased. It shows the customer’s special price,
and allows access to the J&M Catalog system if you have decided to use this option.
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SUPPORT FOR YOUR MOST MAJOR CUSTOMERS:
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CORPORATE ACCOUNT MANAGER.
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This program (nicknamed ‘Corp’) is designed to meet the very special and unique
needs of your very biggest customers. It is designed to help multi-location accounts,
such as a school district. It allows the customer to set up budgets for each location,
then the system monitors expenses by location day by day, warning him of any locations
that are running ahead of the budget for the year.
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Corp also allows the sophisticated customer to monitor potential theft situations
of stock at a location. If the system sees that a certain location is using too
much of a particular item, it will alert the customer and tell him what to look
for.
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Corp also helps very major customers with purchasing compliance. It will tell the
customer which of his locations is NOT purchasing certain key items that headquarters
has mandated using.
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This program can potentially increase your sales tremendously. Ask about it when
you are speaking to your sales rep.
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REPORT BUILDER:
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This is a more sophisticated form of our Query program. This allows you to design
or modify reports. If you have any special reporting needs then you will probably
want to consider getting this module.
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REBATE MANAGER.
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If you have any vendors that require you to submit proof of sales to certain customers
to get rebates back on inventory purchased, then you will need this option. This
tool makes a very complex job easy.
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CEO MANAGER.
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This is what we call the ‘Boss’ module. This gives you all the vital signs on the
business. Margins, turns, salesman performance, market segment performance, and
so forth. This is a fairly sophisticated product that also has an ongoing fee associated
with it. Speak to your sales rep for details on this.
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PALM SALESMAN.
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This allows your sales force to carry PDA’s that have all the information on their
sales territory. Customers, customer products, and all inventory items. The PDA’s
also allow your sales reps to enter orders.
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LEAD TRACKER.
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For your sales department, we have an optional lead tracking system that helps you
organize your marketing efforts. It is an easy to use package that integrates in
with Order Desk and Sales Manager.
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KNOWLEDGE BASE (K-BASE)
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This program can be used to tally information about your company for your employees.
Procedures for a special customer, for example. Or your employee policies.
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