Accounting, Inventory Control and Sales Management Modules

The Spire Difference

WHY BUSINESSVISION USERS ARE SWITCHING TO SPIRE

Technology is evolving at a rapid pace. Businesses expect more from their software and that means new features, greater flexibility and an enhanced user experience to simplify the complexities of managing day-to-day operations.

With Spire, you can transform your business to become more efficient, meet customer demand and drive profitable growth.

USER EXPERIENCE

LIST VIEWS
Data is presented in a grid format so all records for that module can be seen at once. Columns can be moved and sorted in any order, which makes it easy to view, update and analyze data.

FILTERS
Filters can be used to select data right on the screen and can be saved for future reference, including the column layout and sorting.

MULTIPLE WINDOWS
Modules can be opened in a new window so that you can view multiple modules at the same time. Multiple screens of the same module can be opened as well.

SEARCH
Information can be easily found based on single and multiple word searches for each module.

COMPLETE MODULE INTEGRATION
All modules are completely integrated so that you can view and maintain sales and purchase orders wherever they appear, such as in the Customer, Vendor and Inventory modules.

REPORTS AND FORMS
All reports and forms are found in the related module and can be printed or email merged to separate recipients. Different reports and forms can also be printed simultaneously.

FEATURES

REQUISITIONS
This module integrates purchasing requirements derived from Sales Orders, Inventory and Production Manager (a separate add-on module for manufacturers).

PRICE MATRIX
Customer pricing can be set based on a wide range of variables, such as specific customer/inventory combinations, customer types, inventory product codes or territories. This module supports multiple price points based on volume, date ranges, cost plus pricing and cumulative price breaks. It also has the ability to push customer specific pricing to the matrix from an order or quote.

COMMUNICATIONS
The Communication module can be used to create follow up items that can be assigned to yourself or coworkers. Pop up alerts can be created to display a message regarding a specific customer, vendor or inventory item whenever that information is relevant.

EXPORT
Data can be exported easily to Excel from all module lists. All data on screen exports in the same column and row format as seen on the screen.

INVENTORY ADJUSTMENTS AND TRANSFERS
Inventory adjustments and transfers can be done in a batch, instead of one item at a time.

BILL OF MATERIALS
This module creates a bill of material for any manufactured or kitted item.

INVENTORY LANDED COSTS
Default landed cost % can be established by item. Landed cost can be allocated to items on a PO receipt by weight, quantity or value.

LOT TRACKING
Ability to track lots from purchasing to production to sales.

CUSTOMER MAIL MERGE
Users can print or email merge documents to a selected group of customers in the Customer module.

ELECTRONIC FUNDS TRANSFER (EFT)
Vendor, customer and employee pre-authorized debits can be exported and submitted to the bank, significantly improving the collection and payment process.

CUSTOMER HISTORY IN SALES ORDER
A customer’s sales history can be viewed from within a sales order. The sales history is quickly filtered for the items already on the order, showing the quantity and price of prior sales.

DESIRED MARGIN VISUAL AID
Once the desired margin by product code is established, the margin will turn red on each line item that falls below that desired margin in sales orders.

BARCODE SCANNING CAPABILITY
The Fill Order tab in Sales Orders and Receive Order tab in Purchase Orders are designed to work with barcode scanners to improve accuracy and efficiency.

PHASES
Custom built phases can track all activity for a sales, purchase or production order.

EMAIL TEMPLATES
Any form or report can be emailed using a template. Email templates are a set of user-defined standard messages that can be edited before they are sent.

SALES HISTORY EDIT
Non-financial information on an invoice can be edited in Sales History (ex. customer PO number, salesperson, territory, or item description).

GROUP EDIT
A group of inventory items, customers or vendors can be edited all at once.

HIGHLIGHTING SPECIFIC DATA
Users can assign different foreground and background colours for specific customers, vendors, inventory and sales order types.

CODE CHANGE
Inventory, customer and vendor codes can be amended to reflect revised part numbers, customer and vendor names.

CUMULATIVE DISCOUNTS
Discounts can be offered based on a minimum quantity of items purchased over multiple items matching a certain criteria (ex. product code).

LABELS
Labels, including barcodes, are easily created for inventory, purchase orders and sales orders.

RESTRICTIONS BY USER
Permissions can be set for sales reps to only see the sales orders and sales history for their own customers, customers within a specific territory, or salesperson code.

SALES ORDER DETAIL JOB HEADERS
Headings can be created in the Detail section of sales orders to better organize items. These can be subtotalled if desired with form/report customization.

DEPOSIT ORDERS
The sales order list displays deposits received and outstanding amounts.

USER SELECTABLE KIT COMPONENTS
Components for a kitted inventory item can be specified. When that kit is added to an order, the system will prompt to ask which items should be included in that order.

JOB COSTING BY INVOICE DETAIL
Job costing can be done on a line-by-line basis on a sales or purchase order.

AUTOMATED RECURRING ORDERS
Sales orders can be set to repeat at specified intervals based on location and date.

SORTABLE DETAIL LINES
Sales order details can be sorted and will show the number of lines on each order.

Technology

DATA CONVERSION
Virtually all of BusinessVision data is migrated into Spire.

DATABASE
Spire uses PostgreSQL, a more modern and faster database than BusinessVision’s Pervasive database.

API
Spire has a comprehensive Application Programming Interface (API), which allows third-party developers to easily read and write Spire data.

SCALABILITY
Users do not have to be added in groups 5 or 10, and can be added one at a time. There is no change in technology as a company grows from one user to an unlimited number of users.

SECURITY AND BACKUP
Data in Spire is much more secure than in BusinessVision as it resides in a password-protected database. Backups are fast and can be done when users are logged in.