Financial Strengths

By Michael Caton  |  Posted 2003-07-28 Print this article Print

Financial Strengths

Given Everests Foundation as an accounting application, its not surprising that its financial management features were the strongest of the suite. We could easily create and manage accounts payable and receivable, inventory, and payroll. Furthermore, the software includes a comprehensive array of canned financial reports and memos.

We were disappointed, however, in Everests customer relationship management features, largely because the application takes a task-centric view of customers based on the sales process. In addition, contact management is treated separately from customer tracking, with customer tracking being managed through invoices, inventory and purchasing.

ERP in a box

Icodes Everest includes most of the ERP and commerce functionality small and medium-size businesses need

  • Accounting general ledger, accounts receivable, accounts payable

  • Payroll U.S. payroll, time clock

  • Inventory control returned-merchandise authorization, bar-code printing and scanning, serial number tracking, stock areas

  • Marketing contact management, marketing analysis, customer tracking

  • Sales e-commerce, point of sale, job costing and quoting, order entry, credit card processing

  • Everest Advanced Edition does include a more comprehensive sales force automation application, with features such as opportunity management and a sales funnel for qualifying leads.

    As a client/server application, particularly one that is running sales applications on the same system as payroll, controlling access to information is a critical concern.

    Everests security features allow administrators a good amount of flexibility in controlling user privileges at the most granular level. And we used group as well as individual user settings, for example, to manage access to the broad range of information running on Everest.

    On the e-commerce side, we found the pricing management tools to be robust, allowing us to create complex pricing schemes based on criteria such as volume, one-time discounts and sales. The package also includes a number of e-commerce enhancements, including support for CVV2 security code on credit cards and support for VeriSign Inc.s Payflow Pro credit card processing. Enabling Everest for e-commerce requires setting up Everest E-commerce Standard Edition, which comes with the suite, on a dedicated Web server.

    Capturing and processing transactions extends beyond the Web to storefronts. Everest can also integrate with point-of-sale hardware such as bar-code scanners and printers, pole LCDs, cash drawers, and keyboard/credit card swipers.


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