The need for a flexible and easily modifiable application was an understood goal of ours when designing Interprise Suite. The Interprise Suite System Manager was developed in a way that allows you to customize the application without requiring any programming skills.

Interprise Suite provides an extensive array of wizards to customize and maintain transaction variables to use throughout the system. When creating a new company database, a multitude of default data including complete country and currency details, more than 72,000 default postal codes for the US and account type templates suite for most industries and ownership types.

Set up Interprise Suite in any language, assign home currency and set country specific details such as tax, SSD Analysis, etc. Languages may be set up by user preferences enabling employees to log in to Interprise Suite and allow them work in an environment that is most convenient to them. The Interprise Suite application is designed to be a global and multicultural business solution, delivering all the tools that encompass that goal.

Interprise Suite provides industry-specific default information, which in turn can be infinitely modified to fit perfectly to your company needs.

Interprise System Manager Benefits :

• New Company Wizard
• Maintenance Wizards
• Data Dictionary Maintenance
• User Forms and Security
• Tools and Setup

Setting up new company information is no longer a lengthy or exhausting task. Interprise Suite’s New Company Wizard delivers the most comprehensive and fastest means to enter corporate details which also has considerably less steps than the setup methods of other applications. An abundance of default data is included, eliminating redundant, useless steps from the setup method. Import capability is provided to allow copying from existing records (such as an excel document) of major entities like customer, supplier and inventory items.

Some of the general features include :

• Creating An Entirely New Company Database In Minutes
• Wizard-Based Setup Designed To Reduce Complexities Associated With Setting Up A New Company
• Detailed, Check-Off List For Company Information
• Set Up Required Details Such As Banking And Accounting
• Set Up Default Users And Set Up User Preferences
• Set Up or Import Customer, Supplier And Inventory Data
• Company Setup List Maintains Company Information In One Place

Data exported from other applications may be set up in an import template document that can be imported instantly and simultaneously to Interprise Suite. This eliminates a considerable amount of process time. Import templates include notes for importing records that you can simply remove from the template to use as the import file itself. No need to waste precious hours re-entering customer or inventory data. 

• Import Records From The New Company Wizard Or From The Import Wizard Option In The System Manager
• Generate Templates From The Import Wizard
• Notes For Importing Records Are Listed In The Import Template Document
• Columns Need Not Be In The Same Order As Long As The Column Labels Are Correct
• Column In The Import Template And Can Be Missed Off Altogether
• Error Reporting - Reports Errors And Does Not Import When An Error Does Occur
• Class Templates Fill In The Blank Columns In The Import Template

Interprise Suite holds thousands of company files and a multitude of information that is used daily in every business task. With the maintenance forms provided in the System Manager set up, information is kept organized and available. Set up information can be created from the maintenance forms, or directly from the form where it is needed.

Details of the maintenance forms includes :

• All 238 Countries
• Ability To Set Postal Code As Searchable And Auto Add Postal Codes Per Country
• Include A Country In The SSD Analysis
• Set Up Phone Formatting Per Country
• Postal Code Wizard Supports International Postal Codes
• Detailed Postal Code Information
• Postal Code Form Can Display A Map View Of The Postal Code From The Web Using Yahoo Maps
• Default U.S. Zip Code Information Containing Over 72,000 Postal Codes
• Tax Details Can Be Added Per Postal Code

• Payment Term Wizard Supports Different Company-Specific Payment Terms
• Setup Settlement Discounts In A Multitude Of Ways
• Setup Payment Term Groups
• Setup Shipping Methods To Apply Freight Charges
• Setup Shipping Methods Groups
• Set Up New Currency Information, With Exchange Rate Relative To Home Currency
• Currency History Lets You View Foreign Exchange Rate Fluctuations Per Given Period

Create and maintain :

• New Source Information
• New Company Department Information
• Salutation Information
• Name Suffix Information
• Job Title Information
• Relationship Types
• Document Types
• Team Information
• Territory Information
• Manufacturer Information

The Data Dictionary is the powerful customization tool within Interprise Suite where administrators can modify the forms and fields to look and act according to unique business processes. The customization of tools in Interprise Suite are designed for easy and complete comprehension allowing you to maintain your organization’s distinctive requirements and needs.

The following is a preview of the data dictionary :

• Modify Field Labels And Data Types
• Implement Field Level Security
• Language Tools Converts A Field Or Form Into Preferred Language
• Bubble Help Manager To Customize Contents And Appearance
• Custom Field Wizard Included To Add New Custom Field Like Text Boxes, Check Boxes, Date Fields And Pull Down Lists
• Create Customized Script for Interprise Suite Business Intelligence Query Builder

The User Role allows you to restrict access to users, from the module level down to the field level. Almost every part of Interprise Suite can be restricted to certain users - e.g.you can restrict users to view the business intelligence dashboards, view or change the customer account information, view or change the information in the credit card number field, or use the void buttons. Administrator privileges in Interprise Suite lets you determine user roles so you can just implement a user role for a user to implement default access privileges.

• User Roles To Determine Access Levels Of The User
• User Role-Based Customizations For System Modules And Custom Modules In Interprise Suite
• Modify Existing Module Properties Or Create New

• Insert Plug-In Applications e.g. Insert Custom Form, Section, Dashboard Or Workflow
• Modify Module Menu Descriptions - Apply Multilingual Descriptions
• Detailed User Accounts - User Country Is Set As Default Country In New Setup e.g. New Leads, Prospects Or Customers
• Set Up And Manage Personal Email Accounts
• Create And Register Fax Accounts
• Set Up Default Email And Fax Accounts To Use
• Specify User Preferences - Preferred Application Skin, Language And System Of Measure
• Default Skin Options
• Group Contacts And Users By Team
• Set Up Team Email Accounts

Other setup tools can be found under the Tools Menu of the System Manager Module providing access to other useful tools in managing the Interprise Suite system.

• Help Manager That Modifies The Help Document And Incorporate Them In The Form Where It Is Applicable
• Exception Logs To Review System Errors With Details To User, Date And Exception Message
• Company Checklist That Maintains Company Information As Well As All The Other Setups In The System
• Set Up General Preferences In The System Preferences Form
• Maintain Transaction And Numbering Defaults
• Set Up Simple And Compounded Tax Schemes