This module is where the main information regarding a contract is defined and you can add extra fields to the needs of the business. A contract has a header and detail lines. In the header contains many pages and you can define a lot of informations about the customer and conditions and in the detail lines you can define the installations and costs per installation that you’ve agreed with the customer. Prerequisite for the contracts is the installations module, whereby in the installation module you define exactly what you’ve installed at the customer. For every contract you may have many installations. The contracts module can also be connected to projects module. Essentially the contracts module monitors all the installations of the customer.

The module “Projects” gives you the great ability to attach all your transactions to a special field named “Projects” which is public in the application upon activation. This feature allows you to monitor all your financial information (revenue and expenses) pertaining to a specific project or projects through your transactions. This module could be developed for special needs to handle project management in terms of planning resources, time lines, items etc.

Are all the company’s resources that are not employees. For example a company uses the following resources to carry out their tasks. These resources are laptops, cars, mobile phones etc. So when you execute a task in the CRM you can define which resources you used and how much did these resources cost (applying custom scripts). You can also attach these resources to your personnel and to the assets module. You can also define if these resources will be used in a specific project or business unit. Basically, the resources is a table of all your resources as defined above and you can use this table on the detail line of your sales document, so that you can identify which resources were used on that detail line of the sales document.

Simply you enter and monitor all the items that you’ve installed at a customer. For example we use the installations module to generate all the serial numbers, registration keys and activation keys for all the installations of our customers. It has done some custom work in order to create the serial numbers on the basis of the modules purchased by the customer etc. This module can be applied when companies install h/w and s/w to their customers. They define in the installations modules what exactly have they installed and also monitor the warranties for these items.

It’s a flag on your transaction documents, which means that if you get this module it activates the approval indictor on the documents. So, if you enter an order the order automatically obtains a status “ Unapproved” In the system you will define which document types and personnel have authority for approval. Based on this setup (Role authorization) the order in the above example will be approved from someone and the order will change from unapproved to approved status. When unapproved, the document cannot be saved in total because it is waiting for approval. Please not there is no work flow process for approvals. However, with scripting you can create some form of work flow. For example when the order is unapproved to send a message to the person for approval with a notice on his screen or incoming mail.

Companies that have more than one activity can follow their financial results through the business unit utility. This means that all transactions carried out by a company can be marked with the corresponding business unit that it belongs to. For example if a company has three lines of business selling cosmetics, apparel and jewelry can use the business unit to follow the performance and financial picture for each business unit separately. A similar example would be company that sell hardware and software.

This module acts as a “Joker” to all the modules of the Soft1 product. The purpose of this module is to enter any form of tasks and actions pertinent to any module. For example if you wish to enter all your appointments regarding a specific Customer, for a specific project for specific products and possibly business unit, then you can follow all this information from this module. Another application could be the monitoring of software bug fixing for customers. Essentially, it’s open system module and one can manipulate this module in any form and fashion, because on the one hand it’s connected to all the other modules and on the other you can draw many statistical data depending on the purpose that one will use it.

Essentially this a cost accounting module developed for abroad trading companies that are eligible by law to follow their cost of good sold (COGS) through analytical cost accounting entries. The COGS, by default are created in inventory, but if the company is entitled by law to also create the COGS through cost accounting entries, then this module serves this purpose. For those companies that are entitled to keep analytical cost accounting must have their COGS accounting entries in the cost accounting. This will depend on the cost account that one declares in the items-inventory module. This module is clearly a statutory issue.

Essentially this a cost accounting module developed to create the cost of products for manufacturing companies. You can define all the direct and indirect costs through define cost centers that need to be allocated for the costing of the final product.

This purpose of this module is to create and define a final product comprising of sub-items, for which these sub-items you’ve entered in your inventory system as independent items. A good example to demonstrate the usage of group sets is the assembly of desktop computers. The company purchases motherboards, power supplies, memory chips, graphic cards, keyboards etc, everything required to assemble a computer. The aforementioned items are entered in the inventory module as independent items. In the group sets module the company defines that the computer will comprise of specific items and quantities (1 motherboard, 2 dram memories, 1 graphics card etc). When the company invoices, the item to be selected will be a computer on the detail lines and the system will know which sub-items to reduce from the inventory, subject to the predefined group set. Essentially, a group set is a specification / Bill of material in the inventory for a group items that comprise a set and makes invoicing easier for the company.

Agreements between two parties with respect to the terms of payment and installments are entered in this module. When an invoice is issued one can define the special terms of how the total amount will be settled and the installments to be carried out both in terms of amounts and dates due. Off course, even if no payment agreement is made between the two parties one can enter phantom payment agreements indicating how one usually pays his obligations. The advantages for the Settlements and installments module are:
a) Monitoring open items, either with FIFO method or one to one method (One invoice amount settled against one received payment or one invoice to many payments)
b) Monitoring of payment per Customer
c) Feeds your cash flow results
d) Collections Management
e) Automatically creates

The merging module facilitates in the merging / consolidation of any type of master files and or transactions from company to company with independent databases, subject to predefined scenarios of exporting data entities. The Soft1 XDT setup is common in all companies and the merging company is a superset to the other companies exporting the data entities. For example, if a holding company has 3 independent companies with independent databases wishes to have consolidated data in a virtual 4th company (merging company), both in terms of master and transaction files, then the merging module carries out this task. In our example above, XXF files are exported from each of the three companies and imported into the 4th company (merging company). The merging company is essentially a superset of the other three companies, containing all their master and transaction files as well as their accounting entries.

Through the budgeting module you may create budgeted forecasts for sales, purchases and expenses. Forecasts can be prepared on the basis of historical / past data or zero base budgeting, configurable by date periods. The budgets based on historical data can be set by a percentage increase/decrease or by manually entering specific values. Indicatively, you can budget the sales with dimensions by: product, product groups, salesman, customer category or specific customer, territory etc. All transactions carried out as well as general ledger accounts contribute towards the actual data which can be compared to the budgeted figures, based on the configured dimensions. Availability of reports comparing actual versus budgeted.