Introduction
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Introduction to DealOngo:

Foreword
General features
Customer/Vendor relations
Inventory control
Document database

DEALONGO is an order processing, inventory control, customer/vendor database management solution specifically designed for small to mid-sized companies and business owners taking orders on the go - from customers in their premises, at trade shows, in the field, and more. DealOngo is the handheld tool of the busy sales professional, able to handle all phases of order processing, sales tracking, goods delivery, and stock control process.

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DEALONGO will turn your PocketPC device into a whole office accompanying you in your business travels. Now all the necessary sales data is at your disposal here and now - and you do not have to loose the time while customer service in office out there is checking inventory, placing orders or searching for answer on customer's question you could not answer yourself. Make all the necessary steps during one visit, reducing human error chance, improving speed and accuracy of serving your customers. Create all the necessary sales documents (invoices and more) on site, quickly and easily, by browsing for predefined customer, vendor or product data of adding new. Get all totals, discounts, taxes, etc. be automatically calculated for you in any sales document and stock automatically updated depending on payment document status. Optimize the inventory levels and speed of documents circulation, getting more time for expanding your business.

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DEALONGO is quite simple to use to, it successfully combines an easy-to-understand interface with all the powerful features necessary to automate your sales force. It is flexible enough to fit any sales organization structure and documents circulation system, with no necessity to adjust them for using new tool.

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The following is a brief list of DealOngo features:

General:
  • all of your business contacts, accounts and sales processes are always with you on the trips and visits
  • orders processed and stock managed quickly and easily
  • multilevel password protection with user security profiles
  • built-in calculator accessible when filling almost all fields
  • can be easily customized to fit almost any needs

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Customer/Vendor relations:
  • customer database
  • vendor database
  • define credit limits
  • define payment terms
  • define discounts and proper product price levels
  • automatically assign unique customer/vendor IDs or input them manually
  • store customer/vendor related contact details, personal notes, etc.
  • access and edit all the above details easily any time
  • manage orders to vendors
  • manage sales to customers
  • trace customer payments, debts, overpayments
  • view the complete sales and document history for selected customer/vendor
  • create any docket with automatic data import from selected customer/vendor account
  • automatically generated delivery list and status for selected customer/vendor with option to manage it manually

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Inventory control:
  • item database
  • define product-related sales tax types for further automatic calculation
  • up to 5 product price levels in addition to standard cost and sales prices
  • scan and print barcodes
  • partial deliveries for an order allowed
  • inventory stock status
  • multiple product categories allowed
  • access and edit all the above details easily any time
  • option to accept same goods from different vendors
  • tracing the minimum acceptable number of items in stock with auto-order option (quick pre-filled Purchase Order generation)
  • manual stock adjustment allowed
  • individual pipeline predictions
  • create any docket with automatic data import from selected product account

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Documents:
  • docket database
  • easily create all necessary sales documents (Purchase Orders, Quotations, Orders, Invoices, Pro-Forma Invoices, Credit Notes, Delivery Dockets)
  • automatic correlation of all dockets with existing stock
  • automatic and manual stock adjustment depending on existing docket types and status
  • option to efficiently manage the stock deliveries covered by selected document
  • generate new docket on the base of existing one, avoiding unnecessary re-typing of already entered information
  • change the type of document while entering it if necessary
  • define different delivery types and their costs for further automatic calculation in all dockets
  • automatic product price calculation when creating dockets (can be overridden)
  • automatic sales tax calculation in all dockets
  • automatic calculation of totals and gross amount in all dockets
  • add any number of goods per docket by browsing your stock
  • set a reference from within a docket to any other existing docket
  • select delivery deadline
  • credits, refunds and returns supported
  • tracing the status of each document (not placed, on-order, canceled, on hold, etc.)
  • print all types of sales documents
  • powerful database search system with simple and complex search criteria (filters)
  • custom search criteria (filter) creation
  • access and edit any existing docket easily any time

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