| PetraSell features marked by X are not available in Petralite |
| Find |
| ____Setup |
| ______Update Current Company |
| X_____Add a Company |
| ______Delete a Company |
| ______General Setup Menu |
| X_______Receiving/Vendor Barcode/Label Setup |
| X_______Frequently Keyed Phrases |
| X_______Zip Code Setup |
| X_______UPS Tables |
| ______Work Station Setup |
| ________Reports to Which Printer |
| ________Cash Register Setup |
| ________Invoice / Statement / Check Forms |
| ________Point of Sale for Invoicing |
| ________Expert Advice Setup |
| ____STARTUP |
| X___Company Select |
| ____Quick Find |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ____Auxiliary |
| ______Copy Company |
| X_____Auxiliary |
| X_____Inventory Price List Update |
| X_____Convert other software to PetraSell |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| Sales |
| ____Client / Sales |
| X_____Client Contracts |
| X_____Perpetual Client Receivables |
| X_____Search Client Memos |
| ______Create Invoice |
| X_____Sales/Work Orders |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ______Layaway |
| ______Delete Client Invoice |
| ______Item Sales Information |
| X_____Back Order / Client Alert |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X_____Recall |
| ______Shipping |
| X_____Print Accum Shipping Labels |
| ____Receivables |
| ______Receive Client Payments |
| ______Apply Client Payments |
| ______UnApply Client Payments |
| ______Delete Client Payment |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X_____Returned Checks |
| ______Client Credit Memo |
| ______Client Debit Memo |
| ______Client Refund |
| ____Cash Register |
| ______Cash Register Sales |
| ______Closeout Cash Registers |
| X_____Midday Register Review |
| ______View / Fix Receipt Slips |
| ______Discount Codes |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X___Sales Personnel |
| X_____Sales Personnel Master |
| X_____Commissions |
| X_____Default Commission Tables |
| X_____Salesperson Listing |
| X_____Sales Hierarchy Report |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ____Client Returns |
| ______Issue RMA |
| ______RMA Summary |
| ______Print / Reprint Individual RMA |
| ______Receive RMA |
| ______Delete RMA |
| ____Client Research |
| ______Client Open Invoices (Individual) |
| ______Client History |
| ______Client Invoice Reconstruct |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ______Item Sales History |
| ______Payment Application Status |
| ______Adjust Client Balance |
| ______Validate Client Data |
| ____Client Reports |
| ______Sales Reports |
| ______Open Client Invoices / Sales |
| X_____Open Sales Orders |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X_____Client Labels / Envelopes |
| ______Receivable Reports |
| X_____Collection / Generic Letters |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ______Print Invoices |
| ______Print Pre~Invoices |
| X_____Recall Reports |
| ______Client Master Reports |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| Purchases |
| ____Vendor / Purchases |
| ______Bills |
| X_____Purchase Order with Auto Receiving |
| ______Purchase Orders |
| ______Receiving |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X_____Consignment |
| ______Terms Setup |
| ____Payables |
| ______Check Printing |
| ______Hand Written Checks / Cash Payment |
| ______C O D Check Printing |
| ______Credit Card Check Printing |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ______Refund from Vendor |
| ______Vendor Credit / PrePay |
| ______Paid Out / Paid In |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X___Auto Order / Back Order |
| X___Return to Vendor |
| X_____Issue / Update TBR (To Be Returned) |
| X_____Update TBR with Vendor RMA # |
| X_____Print / Reprint Individual TBR |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X_____Ship TBR |
| X_____Delete TBR |
| X_____TBR Summary |
| ____Vendor Research |
| ______Vendor Open Invoices (Individual) |
| ______Vendor History |
| ______Vendor Invoice Reconstruct |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ______Item Purchase History |
| ______Adjust Vendor Balance |
| ______Validate Vendor Data |
| ____Vendor Reports |
| ______Purchase Order Reports |
| ______Outstanding Payables |
| ______Received Items Report |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ______Vendor Name / Terms Report |
| ______Payable Reports |
| X_____Vendor Labels / Envelopes |
| ______Vendor Master Reports |
| Inventory |
| ____Inventory Master |
| X_____Search Inventory Memos |
| X_____Inventory by Location |
| X_____Bill of Materials |
| X_____Rentals |
| X_____Substitute Item |
| X_____Supercedes |
| X___Inventory Types |
| X___Auto Increment Master |
| X___Print Labels ( Barcodes ) |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X___Fabrication ( Kitting ) |
| X___Alter Prices |
| X___Take Physical Inventory |
| X_____Count Worksheets |
| ______Inventory Adjust |
| X_____Location Transfer / Adjust |
| X_____Update Physical Count |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X_____Update Count from Handheld Scanner |
| ______Change Inventory Item ID |
| ______Valuation of Inventory/Cost of Sale |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ____Service Codes |
| ____Service Code Reports |
| ____Sales Tax Percentages |
| ____Inventory Research |
| ______Serial Item Tracking |
| ______Item Purchase History |
| ______Serial Item Location |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ______Current Month Item Profit |
| ______Item Sales Profit History |
| ______Inventory Validate~ Obligation/Allocation |
| ____Inventory Reports |
| ______Inventory Summary |
| ______Inventory Profit History |
| ______Inventory Projected Profit |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ______Inventory Discrepancy |
| ______Inventory by Vendor |
| ______Price/Inventory List(UserDefined) |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ______Inventory by Location |
| ______Bill of Material Worksheet |
| ______Month / Year~to~Date with Reorder Levels |
| ______Value of Inventory as of Month |
| X Payroll |
| X___Payroll Master |
| X___Time Clock |
| X___Payroll Setup Screen |
| X_____Federal/State Tax Tables |
| X_____Federal/State Withholding Allowances |
| X_____Update FICA Withholding Percent |
| X~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X_____Startup Year~to~Date Figures |
| X_____Recreate Payroll YTD |
| X_____Cost Center Master |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X___Payroll Reports / Check Printing |
| X_____Employee Listing |
| X_____Hours / Gross Pay Report |
| X_____Print Payroll Checks |
| X_____Enter Manual Check |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X_____Wages / Hours History Report |
| X_____Individual Earnings Report |
| X_____Year to Date Earnings |
| X_____Deduction / Other Income History |
| X_____Vacation / Sick Hours Status |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X_____941 Worksheet |
| X_____Print W~2 Forms |
| X_____Print 1099~MISC Forms |
| X_____Print 1099~DIV Forms |
| X_____FUTA Quarterly Tax Preparation |
| X_____SUTA Quarterly Tax Preparation |
| X_____Cost Center Reports |
| Checkbook |
| ____Checkbook |
| ____Reconciliation |
| ____Checkbook Correction |
| ____Void a Check |
| ____Checkbook Reports |
| X G/L |
| X___G/L Master Chart of Accounts |
| X___G/L Transaction Journal |
| X___Pre~Posting Review |
| X___Post Journal to Ledger |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| X___Setup Required Accounts |
| X___Validate G/L |
| X___G/L Reports |
| X_____Account Listing with Transactions |
| X_____Income Statement and Balance Sheet |
| X_____Chart of Accounts |
| X_____Transaction Journal Listing |
| X_____Trial Balance Listing |
| X_____Journal Transaction History |
| Daily |
| ____Deposit Slips |
| ____Financial Summary |
| ____Monthend |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ____Rerun Monthend |
| ____Print Range of Statements |
| ____Individual Statement Printing |
| ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ |
| ____ReIndex Files |
| ____Backup |
| ____Forecast |
| ____Saved Reports |
| ____Help FW |
| ____Finalize |
| X___Canteen (for New Mexico Prison System) |