Ideal provides you with hundreds of powerful features that will automate and integrate all areas of your hearth business including sales, purchasing, service, and accounting departments.

The following information is just a sampling of what the Ideal software has to offer in order to help you revolutionize your hearth business in time, profits and productivity:

Point of Sale | Inventory Information | Pricing | Customer Information/Marketing | Purchasing | Reports | Work Orders | Accounts Receivable | Accounts Payable | General Ledger | Bank Reconciliation | Multi-store Capability |


 

Point of Sale (POS)

 

• Quickly and easily create invoices, quotes, layaways, special orders, and handle all related sales transactions.
• Easily track and sell fireplaces by grouping all products that make up a fireplace as one "kit".
• Search items by product number, description, product type or product category.
• Cut transaction time in half by instantly locating a product and adding it to an invoice.
• Track and accept an unlimited amount of customized tenders.
• Accept deposits on orders.
• View detailed history for wholegoods, accounts receivable, and sales.
• View all notes, pricing information, and stock levels for every item.
• All transactions are in real-time so your inventory is instantly adjusted.
• Backorder items directly from invoice.
• Look up orders by customer name, customer ID, order ID, location, order type, status, order date, counter person, purchase order number, or terms.
• Print detailed and professional looking invoices.
• Easily email quotes, invoices, or work orders by converting them into PDF, TXT, RTF, or HTML files.

 

Inventory Information

 

• Load common hearth price lists that eliminate you from having to enter inventory by hand.
• Locate any item from over a million parts in under a second!
• Search and filter inventory items by stocked and non-stocked or sort by manufacturer, product description, range, category, product type, and price code.
• Check the status of an inventory item in real-time.
• Create fireplace kits and assemblies to sell as one unit.
• View cost, category, stock level, and any other information associated with a product by customizing the search screen.
• Assign detailed notes to parts for you and your employees to remember.
• Instantly view important information associated with each product including all open sales orders, past invoices, purchase order receipts, and lost sales.
• Categorize products to your special needs by creating 3 user defined fields.
• Easily identify "dead" or slow moving inventory.

 

Pricing

 

• Set unlimited price ranges.
• Round all of your pricing points to create your own custom price.
• Issue different prices to builders, retail customers, employees, etc.
• Assign price adjustments permanently or for a set period of time.
• Create custom pricing based on the supplier.
• Apply different pricing points based on manufacturer.
• Easily run sales by creating price adjustments for a set period of time.
• Create specific individual pricing for special customers.
• Set pricing rules to establish product discounts for selected customers.
• Apply specific pricing levels for select suppliers.

 

Customer Information/Marketing

 

• Search for customer by name, phone number, ID, city, state, zip, category, terms, sales rep, price type or tax code.
• Add customers and additional contacts to existing customers on the fly.
• Track additional information on customers by creating 3 customized user-defined fields.
• Track credit card information for each customer.
• Add customer email addresses and websites.
• Easily assign time stamps to the notes of each customer to manage telemarketing and sales campaigns.
• View and sort important information associated with each customer including all open sales orders, work orders, past invoices, money owed, and items on order.
• Use advanced filtering features to create mailings based on customer type, items a customer has purchased, purchases on certain dates, product recalls, and much more.

 

Purchasing

 

• Reduce costs and save countless hours of time by automatically creating your purchase orders based on sales history or ordering points.
• Easily process and adjust order recommendations.
• Track all of your special orders.
• Fax purchase orders electronically.
• Track all of your supplier information.
• View detailed purchase history based on supplier.
• View real-time transaction activity for each supplier.
• Add your own custom fields for your suppliers.
• Accept purchase orders and instantly add them to your inventory in just a couple of clicks.
• Track any order/back order by part number or purchase order number.

 

Reports

  Sales Reports

• Create a Cash Control Report.
• Record your lost sales.
• Easily view your top selling products.
• Compile a list of your top selling customers.
• View sales totals based on departments.
• View your employees' sales totals at any time.
• Calculate and view your daily, monthly, or yearly sales tax totals in seconds!

Inventory Reports

• Create an Inventory Valuation Report.
• View inventory movement and sales for the criteria you specify.
• Compile a list of your worst selling products.
• Easily detect theft or other inconsistencies with your inventory.
• Sort inventory by periodic quantity.
• Compare yearly sales totals.
• Track customer back orders.
• Create a Product Transaction List.

  Purchasing Reports

• View your Order Recommendation Report
• Access your purchase history.
• Track the items you receive.
• View open purchase orders.

Work Order Reports

• View status reports of your work orders (all, pending, on hold, and complete).
• Easily calculate billable hours for your technicians.
• Create a report of all service history.

  Accounts Receivable

• Quickly and easily run customer statements.
• Compile a Receivable Transactions List.
• Create a Receivable Aging Report.

Accounts Payable

• Quickly create detailed transaction reports.
• Compile a Payable Checks List.
• Create a Payable Aging Report.
• Create a Payable Cash Requirements Report.

General Ledger

• Compile your account balance and transactions activity.
• Create a General Ledger Transactions List.
• View your Balance Sheet and compare to the previous year.
• Create a detailed Income Statement and compare to the previous year.
• View your Income Statement compared to the budget you set and with the previous year.

 

Work Orders

 

• Monitor you technicians' billable hours and efficiency.
• Assign multiple technicians to any work order.
• Add product information to a work order in just a few clicks.
• Quickly enter work order symptoms and requests.
• Group work order shortcuts so you can add multiple lines to a work order faster.
• Create repair kits - so you can add a group of parts, supplies, and labor codes in one click.
• Search for open work orders by customer name, phone number, equipment serial number, order number, and more.
• Track detailed information and the status of each work order.
• Quickly locate detailed work order history.

 

Accounts Receivable

 

• Easily run customer statements and collect payments more efficiently.
• Set payment terms for each customer.
• Enforce penalties for late charges.
• Control credit limitations for each customer.
• Instantly adjust money that is owed to you.
• Quickly process payments you receive from each customer.
• Keep detailed account of all payments that you have received.
• Automatically post accounts receivable transactions to the general ledger.

 

Accounts Payable (Optional)

 

• Quickly pay suppliers and process checks in one easy step.
• Cash in on discounts offered by vendors for early payments.
• Keep an accurate account of all your past payments.
• Maintain detailed records of payments you owe to other businesses.
• Set up flexible payment terms for each supplier.
• Guarantee you will never pay the same bill twice.
• Make only partial payments.
• Keep a detailed assessment of all checks that you have issued.
• Quickly access the activity of all your bank accounts.
• Eliminate double entry and save time by automatically posting accounts payable entries.
• Print and reprint checks.
• Print check register by supplier, check number range and date range.

 

General Ledger (Optional)

 

• Keep detailed money management reports on all areas of your business.
• Compare your actual financial statements to the budget your set.
• Easily trace information and get a more detailed description on all of your statements.
• Reduce data entry and improve accuracy by creating one journal entry that can be applied throughout the entire general ledger.
• Develop detailed records of all money that comes in and out of your business.
• Eliminate double entry.
• Regroup and rearrange balance sheets on the fly.
• Create and maintain multiple budgets.

 

Bank Reconciliation (Included with General Ledger)

• Maintain an accurate reading of all your account history.
• Easily track your daily deposits made into each account.
• Automatically post checks that you issue.
• Apply interest earned or service charges to the correct general ledger account in one easy step.

 

Multi-store Capability

 

• View your customer information from any location.
• Combine your accounts receivable and accounts payable.
• Access work order history from any location.
• With general ledger, generate income and expense reports for each store into a combined balance sheet.
• View inventory status of each location in real-time.
• Create separate end-of-day reports for each location.
• If you need an item from one specific store, you can create an invoice for any location you choose no matter which store you are at.