Customer Management

• Create/Update Clients
• Capture multiple Billing & Sampling Addresses
• Capture multiple Contacts & Relationships
• Retire Contacts / Customers
• Search Contacts / Customers
• Set Alerts
• Manage Prospects
• Export Customer / Prospects data to Excel

Analysis/Method Management

• Create and Edit Analysis/Tests
• Create Sub-Tests
• Manage Specifications, SOP, Limits, Calculations
• Manage price list (integrated with QuickBooks)
• Search Analysis

Sample Logging

• Create Sample Log
• Add multiple Analysis (Pre-populated)
• Calculate price/discount for Analysis
• Add / Edit Sample details
• Sampling & Shipping Fee Capture, Calculate Total
• Capture Sample conditions, carriers
• Autocalc Due Date based on working days
• Discount, Due Date accelerators and surcharges
• Campaign Linkage
• Assign Log Manager/Supervisor
• Send Acknowledgement to Customer
• Invoice Number & Date Integration
• Edit / Cancel Sample Log
• Create Sample Log using Quote
• Notes / Attachments
• Search / Track Status

Sample Results

• Assign Analysis
• Automatic calculations, validate Limits
• Supports Ad-hoc calculations
• Capture Findings using Online Data Entry screen
• File Attachments
• Capture Common Findings
• Track progress status
• Set Completion Dates
• Sign Off
• Generate / View Reports
• Create & use Report Templates
• Produce and maintain Templates for Findings types
• Create standard analysis grouping grid
• Capture Methods
• Build CoA (Certificate of Analysis) in PDF format

Status

• Capture Report Sent Details
• Completions and locking Sample Logs
• Version / Reopen an archived log

Search

• Search Files / Samples using different criteria
• Search Reports, attachments, result files

Audit Trail

• Track all Sampling data using 'Who' and 'When' fields
• All Client changes, Invoices and Status changes are tracked in Audit table
• User can view Audit data anytime

Quote

• Create Quote for Existing customer or New prospect
• View / Email Quote

Campaign

• Create / Edit Campaign
• Add Clients to the Campaign

Invoicing

• Display invoice data
• Edit invoice data
• Create invoice in QuickBooks
• Supports multiple invoices for each Sample Log

QuickBooks Integrations

• Import Client / Items from QuickBooks
• Search Client / Items in QuickBooks
• Batch update of Items data from QuickBooks
• Invoicing based on QuickBooks Account

Reports

• PreBuilt Reports
• Export data to Excel

Admin Features

• Manage Holidays
• Manage master data like Locations, Carrier etc.
• Create / Edit Employees & users

Client Portal

• Create portal account
• View Sample Log status
• Request Quote / Reports

Communication

• Create communication
• View History
• Calendar based follow-up