Quasar Accounting
07782 148 591
+44 1506 300 530 or sale@epos.sale
HOME OF QUASAR ACCOUNTING & POS IN THE UK
SALES INVOICE
A sales invoice can be generated from a customer quote,
a sales order, a point-of-sale terminal, imported into
Quasar from your WooCommerce web store or created
manually.
•
A copy of the invoice can be emailed directly to the
customer using Quasar's email function.
•
Invoices may be paid immediately with single or multi-
ple tenders. Approved customers can charge to a re-
ceivable account.
•
Automatically applies applicable customer discounts
and special pricing.
•
Automatically applies applicable taxes by product and
customer.
•
Alerts the sales staff if loyalty discounts are available.
SALES ORDER
Create sales orders for your customers with firm prices
and expiry dates.
•
Use Quasar's direct email function to email a copy of
an order directly to the customer in PDF format.
•
When the customer is ready to receive the product, the
order can be used to generate a customer invoice..
CUSTOMER QUOTES
Bid on jobs and provide quotes to your customers with firm
prices and expiry dates.
•
Use Quasar's direct email function to email a quote di-
rectly to the customer in PDF format.
•
If accepted, the quote can be used to generate a cus-
tomer sales order or a customer invoice.
SELLING DISCOUNTS
Discounts provide a full audit trail. Always know who is giv-
ing what discount and to who. Discounts can be either line
item or transaction discounts.
•
Create either percentage off or dollar discounts.
•
Set the start date, end date, start time, end time and
valid days of the week that the discount is valid.
•
Include or exclude stores, store groups, customers, cus-
tomer groups, items, item groups, departments or sub-
departments.
•
Have the discounts auto apply or have the sales per-
sonal add them manually.
CALCULATED PRICING
Calculated prices are a special tool used to generate spe-
cial prices for special customers.
•
Create cost plus, percentage off, dollar off, or at/for
pricing.
•
Set the start date, end date, start time, end time and
valid days of the week that the calculated price will be
valid.
•
Include or exclude stores, store groups, customers, cus-
tomer groups, items, item groups, departments or sub-
departments.
PRICE CHANGE BATCH
While you can change prices by item the price batch tool
allows you to change the price on large quantities of items
all at once.
•
You will have the ability to add an entire department
sub-department or item group to your price batch.
•
Choose to calculate prices to maintain a percentage
markup or margin. Alternatively, choose a general per-
centage increase/decrease or, if you prefer, use the
target margins you have set for each of the items to
establish your new prices.
•
Use rounding rules to round your price points.
•
In addition to the regular price you can set up to four
pricing levels and four quantity levels..
PROMOTIONAL BATCHES
Create and execute promotional batches which can con-
tain large quantities of promotion priced items.
•
Promotion batches are set by price zone
•
Set the start date, end date, start time, end time and
valid days of the week that the promotion pricing will
be available to your customers.
•
Include or exclude stores, store groups, customers or
customer groups. As an example, you may decide to
have a promotion just for a special group of customers
or you may elect to not give the promotional price to
certain customers.
•
Generate price labels for all of your promotional items.
CUSTOMER LOYALTY PROGRAM
The loyalty program assign points to customers for their
purchases and provides the ability for customers to earn
discounts based on those accumulated points.
•
Special discounts are defined to redeem customer
points.
•
Points are defined by sub-department an further by
item if necessary, hence higher profit items can be set
to generate more points.
•
Customer points are displayed on receipts.
•
Cashiers are notified when a customer has earned
enough points to receive a points discount.
DEPARTMENTS AND SUB-DEPARTMENTS
Very strong inventory control features including synchro-
nizing your products, pricing and onhands with your
WooCommerce online store. Departments are the highest
level of inventory. Sub-departments are nestled within de-
partments and items are nestled within sub-departments.
This hierarchy provides an excellent tool for finding, report-
ing and listing items. The following default information de-
fined in the sub-department makes creating new items
much quicker:
•
Define if the items will be purchased, sold and
inventoried.
•
Define the ledger account information for the items
•
Define the taxes associated with the item and whether
those taxes are included in the selling price of the
items.
•
Define the target margin of the items.
•
Defaults can be overwritten at the item level..
MARGIN & PROFIT CONTROL
Quasar's extensive margin control starts with setting tar-
get margins at the sub-department level.
•
When adding new items Quasar calculates a sug-
gested selling price for you based on your target
margin.
•
When doing mass price changes Quasar calculates the
new selling price based on your rounding rules and tar-
get margin.
•
Quasar gives you the ability to calculate new selling
prices for items at the time of receiving.
•
Extensive reporting supports your margin control
efforts.
•
Tracks all discounts, markdowns and price overrides
and reports on them...
BARCODES, LABELS & SIGNS
Design your own barcode shelf labels, shelf talkers and
signing. Create new shelf labels or barcode labels with the
click of a button for:
•
All items included in a mass price change.
•
All items included in a promotion.
•
All items just received.
CONTAINER DEPOSITS & ENVIRONMENTAL LEVIES
Quasar tracks container deposits and environmental
levies separate from the item costs.
•
Quasar can break out deposits embedded in the cost
of the item and include them, when necessary, in the
selling price of the item.
•
Quasar provides account ledger control on deposits
and levies.
STOCK TRANSFERS
Those businesses with multiple locations will be interested
in the Quasar stock transfer feature.
•
Create your "transfer out" in one location and the
"transfer in" in the second location.
•
The security controlled "Transfer in" must be received
by the receiving store.
•
Update of inventory quantities for the sending store at
time of sending.
•
Update of inventories at time of receiving in the receiv-
ing store.
•
In-transit inventories tracked for audit purposes.
•
All ledgers updated
MARKDOWNS & ITEM ADJUSTMENT TRACKING
Create a list of markdown and adjustment reasons and
set the ledger account associated with each reason.
•
Create a cost adjustment and set the reason for the
adjustment. Examples(Shop Worn or Damaged).
•
Create a quantity adjustment and set a reason.
Examples(Physical Inventory, Theft, Defective).
•
Report on margin losses and track on financial
statements.
POWERFUL REPORTING
View the stock status of any item at any time. View the
sales history of an item by month, week or day. In special
information screens you can view:
•
An items sales, purchases and adjustment activities in
both summary and detail.
•
All transactions containing a specific item or group of
items.
•
All sales of a specific item or group of items.
•
All purchases of a specific item or group of items.
•
In all of the above cases you can drill down and view
the actual transactions. You can report on items pur-
chased by specific customers and you can report on
items sold to you by specific vendors. You can very
quickly find any transaction with a specific item on it.
PURCHASE ORDERS
Generate purchase orders manually or use Quasar's auto
order feature.
•
Use the auto order feature to generate orders based on
current stock, sales trends and sales history.
•
Use the auto order feature to generate orders based on
on hand quantities and min/max quantities.
•
Populate an order manually, with the auto order feature
or using an order template.
•
Create order templates in the same item sequence as
used by your vendor in their shipping documents. That
will significantly speed up your receiving process as
you compare the order to the receiving.
•
Update costs and generate price changes from the
order.
•
Generate the receiving vendor invoice from the order.
RECEIVING
Create your receiving document (vendor invoice) manu-
ally or generate it from the order.
•
Quasar automatically closes the order when all items
are received.
•
If back-orders are accepted from a vendor then an
order remains open until all items are received.
However, if back-orders are not accepted then an
order is closed as soon as some items on the order are
received.
•
Payment terms can be defined to take advantage of
vendor payment discounts.
•
When required vendor claims can be generated from
the vendor invoice.
•
Update costs and prices from the vendor invoice.
•
Add charges such as franchise fees or freight to the
vendor invoice.
TRUE LANDED COST
Quasar provides the ability to define charges such as
freight charges and franchise fees.
•
Charges, such as Freight, can be allocated to the cost
of each item based on that items actual weight
(landed cost = cost + freight charges) .
•
Charges, such as franchise fees, can be allocated to
the cost of an item based on the cost of that item
(landed cost = cost + franchise fee).
•
Quasar handles multiple charges on one vendor
invoice.
•
Charges can be included on the vendor invoice (inter-
nal), or they can come as a separate billing on a third
party invoice (external). Either way Quasar provides the
ability to include the charges in the landed cost
calculation.
•
Quasar handles taxes that are included in the cost of
your items and accurately breaks the tax out to provide
you with the true cost.
•
Quasar handles container deposits that are included in
the cost of your items and accurately breaks the de-
posit out to provide you with the true cost.
•
Quasar handles environmental levies that are added to
the cost of your items.
•
Costs can be set by store and/or by vendor.
TAKE ADVANTAGE OF PAYMENT TERMS
CONCENTRATE ON SALES AND PROFITS
Fully integrated accounting. Built to allow you to spend your
valuable time making money and not doing tedious book
keeping.
•
When you purchase products your inventories are up-
dated along with your ledger accounts.
•
When you sell products your inventories are decreased
and your ledger accounts are updated.
•
As you bill for your services your ledger accounts are
updated.
•
All actions done in real time
CHART OF ACCOUNTS
Create your chart of accounts manually or import our
sample and edit it as required.
•
As you buy and sell your accounts are updated for you
in real time.
•
View the account entries created by any transaction.
SERVICE CHARGES AND STATEMENTS
As in any accounting system the three most common re-
ports are the trial balance, the balance sheet and the
profit and loss statement. In addition Quasar offers:
•
A ledger posting detail between a start and end date,
for one or all accounts, for one or all stores(locations),
or for a group of stores.
•
A ledger posting summary report for all accounts be-
tween a start and end date, for one or all stores(loca-
tions), or for a group of stores.
•
A point of sale transaction posting report.
•
Ability to define as many reports as you may require.
JOURNAL ENTRIES AND TRANSACTION JOURNAL
While not unique to Quasar journal entries may be added
using a journal entry screen.
•
All transactions such as customer invoices, customer
payments, customer returns, vendor purchases and
vendor claims automatically generate journal entries.
•
The journal entries for each transaction can be viewed
in the transaction journal screen.
•
Transaction journals can be viewed for all entries, for
manual journal entries, for disbursements, for receipts,
for sales and for purchases between defined dates and
for a defined store (business location).
CREATE A PAYABLE
The Quasar Accounting vendor invoice can be created
from an order, from a packing slip generated from our
mobile receiving app or imported from a file.
•
The vendor payment terms default from the vendor
master file. These can be edited manually by invoice.
•
Charges such as franchise fees and freight can be
added to the invoice for true landed cost calculation.
•
The vendor invoice summary provides a ledger sum-
mary of vendor invoices.
VENDOR PAYMENTS
When you make a vendor payment Quasar uses the ven-
dor terms to automatically take vendor payment dis-
counts. If you are late with your payments you still have
the option to take the terms discount anyway.
•
You can pay a single vendor using the vendor payment
screen.
•
Select "Pay All" to pay all invoices, select just the in-
voices to pay or allocate your payment to the oldest
invoices.
•
If you desire to pay all bills that are due from all ven-
dors there is pay bills screen available for that..
•
Bills can be paid with hand written cheques. By using a
system generated cheque or by recording debit/credit
online payments.
PAYABLE INFORMATION SCREENS
In addition to standard reports Quasar has three screens
that are very useful in viewing payable information. All
three screens provide the ability to drill down directly to
the transaction.
•
The vendor purchases screen provides a detailed list of
items purchased from a vendor between a start date
and an end date. The report can be filtered by depart-
ment, sub-department or item.
•
The aged payables screen provides a broad look at all
payables, a look at payments due to one vendor or a
look at individual transactions.
•
The inquiry screens lists all transactions between a
start and end date while providing an opening and
closing balance for the period defined..
BANK RECONCILIATION
•
Quasar's account reconciliation screen reconciles your
banking data with a bank statement.
•
•
Simply enter the bank statement date and the ending
date for transactions to appear as part of the
reconciliation.
•
Bank charges can be entered as required from the rec-
oncile screen.
•
Report on cheques or payments not cleared by the
bank.
CUSTOMER TYPES AND DEFAULT INFORMATION
As the name suggests, customer types define a special
type of customer. For example, commercial customers,
non-charge customers or regular charge customers. In the
Customer type screen you can set multiple defaults which
make adding new individual customers much quicker.
•
Quasar supports multiple receivable ledger accounts.
•
Payment terms provide the ability for customers to re-
ceive payment discounts when they pay their bills within
your terms.
•
You can set default taxes, if any, that the customer type
is exempt from.
•
If service charges will be applied to past due accounts
you can define default service charge rates.
•
With the regular price level and four addition price levels
you set the default price level by customer type.
•
Default customer controls will define the type of trans-
actions the customer can participate in. Can the cus-
tomer charge? Can the customer withdraw cash from
their account, and if they can, must they have a credit
balance.
FULL ACCOUNTS RECEIVABLE
Quasar provides a broad range of accounts receivable
support. By customer you can define:
•
If the customer can charge.
•
The credit limit for the customer, if they in fact can
charge.
•
The interest rate the customer will be charged on past
due accounts.
•
If the customer wants printed statements or elec-
tronic(email) statements.
•
The credit terms for the customer.
SERVICE CHARGES AND STATEMENTS
Using the service charges screen you can first calculate
and view service charges prior to posting them to the cus-
tomer's account. Then you can use the print statements
screen to generate the statements.
•
You can select the start and end dates for customer
statements. Quasar uses the normal statement start
date to default the statement dates for you.
•
Use the filtering fields to prepare statements for one,
many or all customers.
•
Generate statements within the selection criteria based
on whether the customer has chosen to receive printed
statements or electronic(email) statements. Printed
statements print in a batch. Email statements are gen-
erated and sent out via the "send email" screen.
•
Generate a statement for a single customer and pre-
view it in Quasar's report viewer. From there you can
print or save the statement as a PDF if required.
CUSTOMER LOYALTY
Assign points to customers based on their purchases.
Customers then can receive discounts based on those ac-
cumulated points.
•
Special discounts are defined to redeem customer
points.
•
While default points are set by sub-department, points
can be defined by item, hence higher profit items can
be set to generate more points.
•
Customer points are displayed on receipts.
•
Cashiers are notified when a customer has earned
enough points to receive a points discount.
dot
os
www.epos.sale
call john
from watson
core ltd
07782 148 591
+44 1506 300 530 or sale@epos.sale
HOME OF QUASAR ACCOUNTING & POS IN THE UK
SALES INVOICE
A sales invoice can be generated from a customer quote,
a sales order, a point-of-sale terminal, imported into
Quasar from your WooCommerce web store or created
manually.
•
A copy of the invoice can be emailed directly to the
customer using Quasar's email function.
•
Invoices may be paid immediately with single or multi-
ple tenders. Approved customers can charge to a re-
ceivable account.
•
Automatically applies applicable customer discounts
and special pricing.
•
Automatically applies applicable taxes by product and
customer.
•
Alerts the sales staff if loyalty discounts are available.
SALES ORDER
Create sales orders for your customers with firm prices
and expiry dates.
•
Use Quasar's direct email function to email a copy of
an order directly to the customer in PDF format.
•
When the customer is ready to receive the product,
the order can be used to generate a customer
invoice..
CUSTOMER QUOTES
Bid on jobs and provide quotes to your customers with
firm prices and expiry dates.
•
Use Quasar's direct email function to email a quote
directly to the customer in PDF format.
•
If accepted, the quote can be used to generate a
customer sales order or a customer invoice.
SELLING DISCOUNTS
Discounts provide a full audit trail. Always know who is
giving what discount and to who. Discounts can be ei-
ther line item or transaction discounts.
•
Create either percentage off or dollar discounts.
•
Set the start date, end date, start time, end time and
valid days of the week that the discount is valid.
•
Include or exclude stores, store groups, customers,
customer groups, items, item groups, departments
or sub-departments.
•
Have the discounts auto apply or have the sales per-
sonal add them manually.
CALCULATED PRICING
Calculated prices are a special tool used to generate
special prices for special customers.
•
Create cost plus, percentage off, dollar off, or at/for
pricing.
•
Set the start date, end date, start time, end time and
valid days of the week that the calculated price will
be valid.
•
Include or exclude stores, store groups, customers,
customer groups, items, item groups, departments
or sub-departments.
PRICE CHANGE BATCH
While you can change prices by item the price batch
tool allows you to change the price on large quantities
of items all at once.
•
You will have the ability to add an entire department
sub-department or item group to your price batch.
•
Choose to calculate prices to maintain a percent-
age markup or margin. Alternatively, choose a gen-
eral percentage increase/decrease or, if you prefer,
use the target margins you have set for each of the
items to establish your new prices.
•
Use rounding rules to round your price points.
•
In addition to the regular price you can set up to four
pricing levels and four quantity levels..
PROMOTIONAL BATCHES
Create and execute promotional batches which can
contain large quantities of promotion priced items.
•
Promotion batches are set by price zone
•
Set the start date, end date, start time, end time and
valid days of the week that the promotion pricing will
be available to your customers.
•
Include or exclude stores, store groups, customers or
customer groups. As an example, you may decide to
have a promotion just for a special group of cus-
tomers or you may elect to not give the promotional
price to certain customers.
•
Generate price labels for all of your promotional
items.
CUSTOMER LOYALTY PROGRAM
The loyalty program assign points to customers for their
purchases and provides the ability for customers to earn
discounts based on those accumulated points.
•
Special discounts are defined to redeem customer
points.
•
Points are defined by sub-department an further by
item if necessary, hence higher profit items can be set
to generate more points.
•
Customer points are displayed on receipts.
•
Cashiers are notified when a customer has earned
enough points to receive a points discount.
DEPARTMENTS AND SUB-DEPARTMENTS
Very strong inventory control features including syn-
chronizing your products, pricing and onhands with
your WooCommerce online store. Departments are the
highest level of inventory. Sub-departments are nes-
tled within departments and items are nestled within
sub-departments. This hierarchy provides an excellent
tool for finding, reporting and listing items. The follow-
ing default information defined in the sub-department
makes creating new items much quicker:
•
Define if the items will be purchased, sold and
inventoried.
•
Define the ledger account information for the items
•
Define the taxes associated with the item and
whether those taxes are included in the selling price
of the items.
•
Define the target margin of the items.
•
Defaults can be overwritten at the item level..
MARGIN & PROFIT CONTROL
Quasar's extensive margin control starts with setting
target margins at the sub-department level.
•
When adding new items Quasar calculates a sug-
gested selling price for you based on your target
margin.
•
When doing mass price changes Quasar calculates
the new selling price based on your rounding rules
and target margin.
•
Quasar gives you the ability to calculate new selling
prices for items at the time of receiving.
•
Extensive reporting supports your margin control
efforts.
•
Tracks all discounts, markdowns and price overrides
and reports on them...
BARCODES, LABELS & SIGNS
Design your own barcode shelf labels, shelf talkers and
signing. Create new shelf labels or barcode labels with
the click of a button for:
•
All items included in a mass price change.
•
All items included in a promotion.
•
All items just received.
CONTAINER DEPOSITS & ENVIRONMENTAL LEVIES
Quasar tracks container deposits and environmental
levies separate from the item costs.
•
Quasar can break out deposits embedded in the
cost of the item and include them, when necessary,
in the selling price of the item.
•
Quasar provides account ledger control on deposits
and levies.
STOCK TRANSFERS
Those businesses with multiple locations will be inter-
ested in the Quasar stock transfer feature.
•
Create your "transfer out" in one location and the
"transfer in" in the second location.
•
The security controlled "Transfer in" must be re-
ceived by the receiving store.
•
Update of inventory quantities for the sending store
at time of sending.
•
Update of inventories at time of receiving in the re-
ceiving store.
•
In-transit inventories tracked for audit purposes.
•
All ledgers updated
MARKDOWNS & ITEM ADJUSTMENT TRACKING
Create a list of markdown and adjustment reasons and
set the ledger account associated with each reason.
•
Create a cost adjustment and set the reason for the
adjustment. Examples(Shop Worn or Damaged).
•
Create a quantity adjustment and set a reason.
Examples(Physical Inventory, Theft, Defective).
•
Report on margin losses and track on financial
statements.
POWERFUL REPORTING
View the stock status of any item at any time. View the
sales history of an item by month, week or day. In spe-
cial information screens you can view:
•
An items sales, purchases and adjustment activi-
ties in both summary and detail.
•
All transactions containing a specific item or group
of items.
•
All sales of a specific item or group of items.
•
All purchases of a specific item or group of items.
•
In all of the above cases you can drill down and
view the actual transactions. You can report on
items purchased by specific customers and you
can report on items sold to you by specific vendors.
You can very quickly find any transaction with a
specific item on it.
PURCHASE ORDERS
Generate purchase orders manually or use Quasar's
auto order feature.
•
Use the auto order feature to generate orders
based on current stock, sales trends and sales
history.
•
Use the auto order feature to generate orders
based on on hand quantities and min/max
quantities.
•
Populate an order manually, with the auto order
feature or using an order template.
•
Create order templates in the same item sequence
as used by your vendor in their shipping docu-
ments. That will significantly speed up your receiv-
ing process as you compare the order to the
receiving.
•
Update costs and generate price changes from the
order.
•
Generate the receiving vendor invoice from the
order.
RECEIVING
Create your receiving document (vendor invoice)
manually or generate it from the order.
•
Quasar automatically closes the order when all
items are received.
•
If back-orders are accepted from a vendor then an
order remains open until all items are received.
However, if back-orders are not accepted then an
order is closed as soon as some items on the order
are received.
•
Payment terms can be defined to take advantage
of vendor payment discounts.
•
When required vendor claims can be generated
from the vendor invoice.
•
Update costs and prices from the vendor invoice.
•
Add charges such as franchise fees or freight to the
vendor invoice.
TRUE LANDED COST
Quasar provides the ability to define charges such as
freight charges and franchise fees.
•
Charges, such as Freight, can be allocated to the
cost of each item based on that items actual
weight (landed cost = cost + freight charges) .
•
Charges, such as franchise fees, can be allocated
to the cost of an item based on the cost of that
item (landed cost = cost + franchise fee).
•
Quasar handles multiple charges on one vendor
invoice.
•
Charges can be included on the vendor invoice
(internal), or they can come as a separate billing
on a third party invoice (external). Either way
Quasar provides the ability to include the charges
in the landed cost calculation.
•
Quasar handles taxes that are included in the cost
of your items and accurately breaks the tax out to
provide you with the true cost.
•
Quasar handles container deposits that are in-
cluded in the cost of your items and accurately
breaks the deposit out to provide you with the true
cost.
•
Quasar handles environmental levies that are
added to the cost of your items.
•
Costs can be set by store and/or by vendor.
CONCENTRATE ON SALES AND PROFITS
Fully integrated accounting. Built to allow you to spend
your valuable time making money and not doing te-
dious book keeping.
•
When you purchase products your inventories are
updated along with your ledger accounts.
•
When you sell products your inventories are de-
creased and your ledger accounts are updated.
•
As you bill for your services your ledger accounts
are updated.
•
All actions done in real time
CHART OF ACCOUNTS
Create your chart of accounts manually or import
our sample and edit it as required.
•
As you buy and sell your accounts are updated
for you in real time.
•
View the account entries created by any
transaction.
SERVICE CHARGES AND STATEMENTS
As in any accounting system the three most com-
mon reports are the trial balance, the balance sheet
and the profit and loss statement. In addition
Quasar offers:
•
A ledger posting detail between a start and end
date, for one or all accounts, for one or all
stores(locations), or for a group of stores.
•
A ledger posting summary report for all accounts
between a start and end date, for one or all
stores(locations), or for a group of stores.
•
A point of sale transaction posting report.
•
Ability to define as many reports as you may
require.
JOURNAL ENTRIES AND TRANSACTION JOURNAL
While not unique to Quasar journal entries may be added
using a journal entry screen.
•
All transactions such as customer invoices, customer
payments, customer returns, vendor purchases and
vendor claims automatically generate journal entries.
•
The journal entries for each transaction can be viewed
in the transaction journal screen.
•
Transaction journals can be viewed for all entries, for
manual journal entries, for disbursements, for receipts,
for sales and for purchases between defined dates and
for a defined store (business location).
CREATE A PAYABLE
The Quasar Accounting vendor invoice can be created
from an order, from a packing slip generated from our
mobile receiving app or imported from a file.
•
The vendor payment terms default from the vendor
master file. These can be edited manually by invoice.
•
Charges such as franchise fees and freight can be
added to the invoice for true landed cost calculation.
•
The vendor invoice summary provides a ledger sum-
mary of vendor invoices.
VENDOR PAYMENTS
When you make a vendor payment Quasar uses the ven-
dor terms to automatically take vendor payment dis-
counts. If you are late with your payments you still have
the option to take the terms discount anyway.
•
You can pay a single vendor using the vendor payment
screen.
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Select "Pay All" to pay all invoices, select just the in-
voices to pay or allocate your payment to the oldest
invoices.
•
If you desire to pay all bills that are due from all ven-
dors there is pay bills screen available for that..
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Bills can be paid with hand written cheques. By using a
system generated cheque or by recording debit/credit
online payments.
PAYABLE INFORMATION SCREENS
In addition to standard reports Quasar has three screens
that are very useful in viewing payable information. All
three screens provide the ability to drill down directly to
the transaction.
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The vendor purchases screen provides a detailed list of
items purchased from a vendor between a start date
and an end date. The report can be filtered by depart-
ment, sub-department or item.
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The aged payables screen provides a broad look at all
payables, a look at payments due to one vendor or a
look at individual transactions.
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The inquiry screens lists all transactions between a
start and end date while providing an opening and
closing balance for the period defined..
BANK RECONCILIATION
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Quasar's account reconciliation screen recon-
ciles your banking data with a bank statement.
•
•
Simply enter the bank statement date and the
ending date for transactions to appear as part of
the reconciliation.
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Bank charges can be entered as required from
the reconcile screen.
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Report on cheques or payments not cleared by
the bank.
CUSTOMER TYPES AND DEFAULT INFORMATION
As the name suggests, customer types define a spe-
cial type of customer. For example, commercial cus-
tomers, non-charge customers or regular charge
customers. In the Customer type screen you can set
multiple defaults which make adding new individual
customers much quicker.
•
Quasar supports multiple receivable ledger
accounts.
•
Payment terms provide the ability for customers to
receive payment discounts when they pay their
bills within your terms.
•
You can set default taxes, if any, that the customer
type is exempt from.
•
If service charges will be applied to past due ac-
counts you can define default service charge rates.
•
With the regular price level and four addition price
levels you set the default price level by customer
type.
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Default customer controls will define the type of
transactions the customer can participate in. Can
the customer charge? Can the customer withdraw
cash from their account, and if they can, must they
have a credit balance.
FULL ACCOUNTS RECEIVABLE
Quasar provides a broad range of accounts receivable
support. By customer you can define:
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If the customer can charge.
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The credit limit for the customer, if they in fact can
charge.
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The interest rate the customer will be charged on past
due accounts.
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If the customer wants printed statements or elec-
tronic(email) statements.
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The credit terms for the customer.
SERVICE CHARGES AND STATEMENTS
Using the service charges screen you can first calculate
and view service charges prior to posting them to the
customer's account. Then you can use the print state-
ments screen to generate the statements.
•
You can select the start and end dates for customer
statements. Quasar uses the normal statement start
date to default the statement dates for you.
•
Use the filtering fields to prepare statements for one,
many or all customers.
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Generate statements within the selection criteria
based on whether the customer has chosen to re-
ceive printed statements or electronic(email) state-
ments. Printed statements print in a batch. Email
statements are generated and sent out via the "send
email" screen.
•
Generate a statement for a single customer and pre-
view it in Quasar's report viewer. From there you can
print or save the statement as a PDF if required.
CUSTOMER LOYALTY
Assign points to customers based on their purchases.
Customers then can receive discounts based on those ac-
cumulated points.
•
Special discounts are defined to redeem customer
points.
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While default points are set by sub-department, points
can be defined by item, hence higher profit items can
be set to generate more points.
•
Customer points are displayed on receipts.
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Cashiers are notified when a customer has earned
enough points to receive a points discount.
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Accounting
TAKE ADVANTAGE OF PAYMENT TERMS