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What is ReliaSale?

ReliaTerm provides an entirely mobile sales application with integrated payment processing capabilities. In contrast, ReliaScan delivers extensive mobile inventory management that works even when offline. The suite also encompasses tools such as Co-Pilot, the Dash “Owners report,” point of sale systems, and customer relationship management (CRM) features. Additionally, it facilitates inventory control, product oversight, and pricing management, while also allowing for the generation of aged inventory reports and streamlining purchasing activities. Users can label barcodes, track serial numbers, and scan products during both receipt and dispatch processes. The system generates detailed reports on transfers and necessary logistical moves, oversees commissions and spiffs, and keeps tabs on Electronic Service Contract (ESC) submissions, including tracking missed ESC reports. Other functionalities include a cash-out journal, aging statements for accounts receivable, reports on customer deposits, and tools designed for delivery scheduling and dispatch. Users can generate various reports, such as commission summaries, inventory status updates, accounts receivable insights, sales tax documentation, and general ledger integration. Financial statements are efficiently produced, and the platform ensures smooth integration with QuickBooks. Drill-down reporting tools offer export options to Excel and searchable features via Control-F. The system also tracks vendor instant rebate programs, while ReliaServ acts as a dedicated mobile app for technicians, functioning on both iOS and Android platforms to facilitate location-based scheduling and dispatching. This comprehensive suite of features not only enhances operational efficiency but also significantly supports businesses in their management endeavors, making it a vital resource in today's competitive market.

What is DrillPoint Reports?

DrillPoint Reports boasts a user-friendly interface that allows for the creation of both simple and complex financial reports, all while being seamlessly integrated with your MIP Fund Accounting™ software. This powerful tool enables users to quickly access their financial information directly in Microsoft Excel® and develop polished financial statements with ease. With the option to create a wide array of pre-designed financial statement templates, DrillPoint Reports makes it simple to generate customized, high-quality financial reports suitable for presentation to board members and external consultants. Additionally, the software provides advanced data manipulation options, allowing users to embed formulas, charts, and a range of sophisticated Excel functionalities, which significantly enhance the presentation of shared information. Overall, this flexibility ensures that users can articulate their financial insights and analyses in a clear and impactful way, ultimately fostering better decision-making. The ability to modify templates and adapt reports as needed further solidifies the tool's utility in the financial reporting process.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$20 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Reliable Softworks

Date Founded

2007

Company Location

United States

Company Website

www.reliablesoftworks.com/reliasale/

Company Facts

Organization Name

Capital Business Solutions

Date Founded

2000

Company Location

United States

Company Website

www.capitalbusiness.net

Categories and Features

General Ledger

Not specified

Point of Sale

Barcode Scanning
Commission Management
Customer Account Profiles
Discount Management
Electronic Signature
Multi-Location
Retail POS
Returns Management
eCommerce Integration

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management

Categories and Features

Financial Reporting

"What If" Scenarios
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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