Lakeshore Software Highlights

System-wide Features

User-defined: pop-up notes for customers, orders, vendors and items
Easy look up options; extensive search and reporting capabilities
Drill down options to see details of summary data
Handles multiple companies
Has virtually unlimited number of customers, vendors, items which can be added on the fly
Retain orders, invoices, vendor invoices for many years with easy search and look up
Go paperless! Fax or e-mail orders, invoices, letters
Scan documents and attach to customers, quotes, orders, vendors

Store complete quote indefinitely and track and find with 11 search and look-up codes
Supports multiple quantities, & vendors
Request quotes from vendors
Order can be automatically generated from quote
Prospect file with ability to move prospect to customer file

Easy one-screen order entry format that mimics a handwritten form
Special order format for wearables order; generates orders to both the decorator and the blank goods vendors
Supports multi-vendor orders and multiple ship-to addresses
Complete order stored so you can instantly repeat an existing order
Upload art files and include thumbnail on documents
Immediate credit reporting if customer is past due, over credit limit or on credit hold
Instant access to customer, vendor and order notes with extensive access to history for follow up and analysis
Flexible special pricing options including price groups (wholesale/retail), end quantity, specific pricing for customer/item combination

Set up your own steps in the life of the order
Mark steps complete as soon as finished
Instant access to current order status from any workstation showing which steps have been completed and by whom
Automatic scheduling of each step with ability to manually override

Vouch against order detail to directly compare expected and actual costs
Automatically set up recurring payments
Payment selection based on user-defined discount and due dates
Supports payments through credit cards and handwritten checks
Controls prepaid invoices and deposits to vendors
Allows entering and printing single check
Multi-account distribution; automatic assignment of accounting codes based on vendor
Automatically accumulates vendor rebate data
Calculates and reports rebates earned, samples purchased, remaining rebates and order deadlines

Handles customer-owned merchandise
Includes special purpose types of items including reference-only, kits, and bill of materials
Extensive fulfillment program procedures and reporting
Costs based on FIFO (First in, First out)
Reporting of inventory by vendor, customer, program, or up to 9 inventory types
Reporting of sales and gross profit by item and type of inventory
Buying routines

Automatically generated through order processing and invoicing and updated for any changes in the order
Can be based on sales, gross profit, discount code or profit percentage
Pay when orders placed, invoiced, collected or any combination
Supports variable rates depending on accumulated sales/profit
Override capability
Reserve account to track samples and other miscellaneous charges

Automatically accumulated from order & invoice data
Current month and year-to-date as well as prior year reporting
Supports division reporting
Customer analysis - ranking by sales volume as well as gross profit dollar amount or gross profit percentage
Sales and gross profit reporting by company, salesman, customer, customer type, item and others

Select addresses of customers, vendors or prospects or from orders with many selection and sorting options to pinpoint recipients of the mail piece
Produce letters, mailing labels and shipping labels
Mail-merge features
Print, FAX, or e-mail letters
Generate single letters such as new customer or thank you letters

Extract data from any file using up to 10 selection criteria and up to 5 sort levels per request
Create your own report using the extracted data
Export extracted data to Excel or a flat file

Allow restricted access for customers to check the status of their orders
Allow restricted access for customers to place orders and check the availability of items.