Warehouse Management

Always know what you have, where you have it, and how to get it to the customer.

Reduce overhead, lower inventory costs, and tighten up your order cycle with Warehouse Management ES. From Jacksonville to Juneau, Warehouse Management ES accurately tracks your inventory from warehouse to warehouse in real-time, so you know exactly how many you have and exactly where you have them.

In addition to this, it works seamlessly with QuickBooks Enterprise Solutions to keep your financial and warehouse data totally in sync. One user license for Warehouse Management ES is included with the purchase of QuickBooks Enterprise Solutions.

Features of Warehouse Management ES

Inventory Controls

Multi-Location

Warehouse Management ES allows you to put inventory in multiple locations. Now matter how many locations, it will track your inventory and direct the picker to the correct location to fulfill the order — efficiently and properly every single time.

Multi-Warehouse Sales Order

The multi-warehouse sales order feature provides the capability to assign a shipping warehouse at the sales order line item level from within QuickBooks Enterprise Solutions and have separate sales orders automatically created in Warehouse Management ES. Orders are then sent to the correct warehouse for each line item.

Multiple Units of Measure

Warehouse Management ES supports multiple units of measure with viewing options for inventory views, and UOM visibility through all processes on a PC and mobile handheld device.

Item Attribute Controls

System wide and item level options for managing data collection and views for item attributes. Attribute fields are editable in the inventory detail screen. FIFO (First in First Out) inventory rotation option keeps your inventory rotating based on the date it was received in your warehouse. FEFO (First Expiration First Out) inventory rotation option keeps stock rotation based on expiration date with an option to automatically hold inventory from being picked for Sales Orders that have expired.

Bar Code Import

Automatically import a single bar code from a QuickBooks Enterprise Solutions custom field on the item record into a Warehouse Management ES bar code field — enabling bar code scanning for items using the Warehouse Management ES mobile bar code scanner.

Bar Code Scanning and Printing

The most efficient way to manage the processes in your warehouse is with bar codes and real-time wireless mobile scanning devices. If you’re ready to migrate away from paper and pencils, Warehouse Management ES offers an inexpensive, turn-key solution that has everything you need to migrate your warehouse to a real-time, wireless, bar code scanning environment. Minimize mistakes, and watch your efficiency improve.

Build Assembly

The build assembly feature imports a bill of materials for an item assembly created in QuickBooks Enterprise Solutions and allows you to identify the component item locations from which to pick from, generate a build ticket for picking, and to locate completed assemblies at a warehouse stocking location.

Tracking and Shipping

Serial Number and Lot Number Tracking

Warehouse Management ES simplifies tracking serial or lot numbers into an easy step in the standard receiving and picking process. Or, save yourself and your workers the headache and use the bar code scanning option. It is the fastest and most accurate way to collect serial numbers.

Recall Tracking

In the unfortunate case of a recall, you can easily track which sales orders contain the recalled items.

Vendor Returns

The vendor returns feature provides the ability to identify items to return to a vendor and sends the transaction to QuickBooks Enterprise Solutions for a vendor credit processing.

Customer Returns

The customer returns feature provides the ability to collect customer return information for goods that have been authorized for return at your warehouse. A customer credit memo is created automatically in QuickBooks Enterprise Solutions and inventory is incremented in both Warehouse Management ES and Enterprise Solutions.

Wireless Mobile Device Functionality

Receiving Inventory

The mobile device gives you several options for receiving inventory. You can receive inventory with or without a bill, and you can chose to receive to a dock location or directly to a stocking location.

Move Transactions

The move location function moves all items and quantity from one location to another while the move item function moves a specific item from one location to another. Both work seamlessly with a range of mobile devices.

Enhanced Bar Code Functions

Use a mobile device to conduct purchase order receipts to either dock or stock, pick and ship sales orders, conduct inventory counts and move inventory in mass or at the item level.

Field Service

Worry less about work order status, technician productivity and receivables.

Field Service Management ES simplifies your business and gives you more control over your people, customers, cash flow and costs. It eliminates paperwork and paper bottlenecks from work orders to invoices — so you can get paid faster.

In addition to this, it works seamlessly with QuickBooks Enterprise Solutions to keep your financial and field service data totally in sync. One user license for Field Service Management ES is included with the purchase of QuickBooks Enterprise Solutions.

Features of Field Service Management ES

Work Orders & Scheduling

Shuffle Schedules Quickly

Scheduling (or rescheduling) work orders couldn’t be easier. Field Service Management ES gives dispatchers a dashboard-full of information, including each technician’s work orders, location and status. Reassignment and reschedules are fast. When a tech runs late, simply drag and drop the work order to assign a new one.

Bird’s Eye View

With Field Service Management ES, you know what each technician is working on, the work status, job duration, arrival time, travel time and hours clocked. Clicking a work order title opens up all job details. You can even edit them.

Equipment Service Data Improves First-time Fix Rate

Store all the customers, contacts and equipment information you need to do the job right the first time. Before a job in the field starts, your technicians know the equipment service history. Information at their fingertips means their first-time fix rates are better and customers are happier.

Wireless Work Orders Cut Paper Hassles

Break through the paper bottleneck. With Field Service Management ES, you can trade in your clipboards for cell phones and PDAs — so you control processes and information better. That means immediate information on work orders and technician schedules as well as fast rescheduling. And, your technicians clock more job time and less travel time.

Schedule Efficiently with GPS and Mapping

Integration with Google Maps allows you to track your workers and locate customer sites easily. With mobile timecard, you can even record your workers’ route throughout the day. The ability to easily shuffle work orders allows you to minimize travel time and get more done each day.

Billing & Mobile Payments

Accurate Parts and Pricing for Efficient, Fast Invoicing

Make your parts catalog and price list available to your field technicians with Field Service Management ES. Then as they close a work order, they can find and add parts to the invoice. Because your parts list syncs with QuickBooks Enterprise Solutions, your technicians will always have up-to-date pricing.

Mobile Payments Get You Paid on the Spot

Using mobile payments, your technicians get “cash on delivery” and you bank your money instantly. There’s no waiting, no double entries and no smudged credit card numbers. Increase your cash flow and reduce the effort it takes to get paid. Cut out invoicing steps in your office, because Field Service Management ES, QuickBooks Enterprise Solutions and QuickBooks Merchant Services all talk to one another. Together they record payments as they happen and match work orders with invoices.

Get Paid Faster and Eliminate Double Data Entry

Field Service Management ES talks directly to QuickBooks Enterprise Solutions, so you can generate invoices the instant your tech closes a work order — without shuffling paper. Never leave money at the job site again. When your technicians capture time and parts at the worksite, your billing is more accurate.

GPS Time Cards & Payroll

GPS-stamped time cards save time and ensure accurate payroll

Easy-to-use time cards on each field technician’s mobile phone eliminate time card errors and validate the technician’s location at clock-in and clock-out.

Be Confident About Your Employees’ Time Cards

Never wait for time cards to come in again, because they’re already in your system. Field Service Management ES creates GPS-stamped "when" and "where" for each time card, so you spend less time reviewing and approving them.

Pay Your Team Without Hassles

Use QuickBooks Enterprise Solutions and Field Service Management ES together to reduce manual data entry and manual time cards. Capture your staff’s hours directly from the field, and cut your payroll processing time and work when timesheets are uploaded into QuickBooks Enterprise Solutions.

Reports & Templates

Powerful Reports Help You Manage Better

Know how your business is doing with built-in reporting tools and dashboards. Check staff productivity, revenue, work orders per technician and more. Use built-in reports or easily create custom reports on your own.

Industry Templates to Match Your Processes

Get productive quickly using industry templates that match the lingo of your business. The pre-configured workflows, field labels and language used in the application will make sense for your office and field technicians right from the start.