# PhreeBooks Features

PhreeBooks was created as a full featured ERP/accounting system designed to run in an internet environment. Based on the administrator interface of the well established ZenCart shopping cart application. PhreeBooks features include:

## Full Featured Installation Script

- Derived from the fabulous installation script used in Zencart. Phreebooks will guide you through the installation including the chart of accounts, fiscal years and default cost account settings.

## Customer Features

- Individual customer credit terms
- Unlimited shipping and billing addresses
- Individual sales accounts
- Receive payments through large number of payment modules, checks, and cash
- Sales Orders, Invoices and Point of Sale capability
- Full featured order status window allow for easy organization and review of orders at all status levels

## Vendor Features

- Individual vendor payment terms
- Unilimed vendor ship from addresses and remit to addresses
- Individually assignable expense accounts

## Inventory Features

- Handles different types of inventory items: Stock, Assemblies, Master Stock, Non-Stock, Service, Labor, and Description Only
- Individual inventory cost methods: FIFO, LIFO, and Average
- Multi-tier pricing, up to 5 price levels
- Inventory Stock level management
- Individually assigned cost accounts for sales, inventory, and cost of sales
- Serial number tracking capability
- Customizable inventory group/field manager. Add as many inventory attributes as needed, in as many groupings as needed to help organize and fully define you products

## Banking Features

- Receive payments from customers
- Pay vendors, write checks directly from PhreeBooks
- Payment manager allow payments of multiple vendors at a time
- Reconcile receipts/payments with bank statement
- Handle Payroll with employees (future upgrade)

## Human Resources Features

- Maintain employee information
- Linked to the payroll feature

## Import/Export Features

- Extensive/programmable export feature allow for individual field selection, order
- Allows fields to be processed prior to export (e.g. format a currency, round a number, etc.)
- Filters allow for selective exporting of just the fields desired
- User selected field delimiters and text qualifiers to create common csv and tsv (tabbed) formats
- Export of customer, vendor, inventory, banking, employee and general ledger data

## External Interfaces

- Modularized interfaces available to third party applications
- Included interface to ZenCart shopping cart system
- Download online orders from shopping cart systems with a push of a button
- Upload product information from PhreeBooks to your shopping cart system to allow for a single database solution

## Multi-Company Features

- Capable of handling multiple companies with individual databases.
- New companies can be created through the setup script or copied from an existing company

## Report/Form Features

- Includes many standard reports and forms to get up and running out of the box
- Robust report builder tool allows creation of custom reports and forms
- Ability to create documents in A3, A4 and Letter size paper, portrait and landscape orientation

## Payment Modules

- Payment modules to allow for multiple payment methods
- Easily expanded with additional payment modules

## Shipping/Freight Features

- Modular shipping tool allows for direct interfacing to many popular freight cariers
- Included modules: free shipping, flat rate, UPS, FedEx, and more.
- Shipping manager tool allows for multi-piece shipments that exceed the individual package weight allowed by carriers
- Shipping tool links directly to the order screens. Ship from and ship to addresses automatically fill the shipping manager window and drops freight selection back into order, reducing errors

## Security

- Every menu choice has programmed security access (none, read-only, enter, edit and full) on an individual user level
- Runs under a SSL or non-SSL environment
- Separate user account for each company (in a multi-company environment)

## Other Features

- Uses pop-up windows to quickly navigate and locate the information you need
- Based on the full featured ZenCart shopping cart system administrator menu
- Style sheet templates are compatible with the ZenCart template definitions to create a common 'look and feel' across the two applications
- Backup feature to protect valuable company data
- Multi-language feature allows individual users to operate in the language of their choice
- Platform independent
- Web based to allow access from any browser, anywhere