Business software that grows vertically
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Managing contracts with RB Control Systems POS software
Our Point of Sale program offers a variety of infield forms and contracts. You can also implement your existing forms and contracts into the program.
Customize Sales Agreements and Contracts by choosing from any one of our many pre-existing sales agreements. You can also create your own contracts. Attach contracts to your sales orders by simply selecting them from the drop down list.
View a listing of all of your open sales orders at a glance or view a particular category to quickly find a sales order. Sort sales orders by customer name, date of job, or city.
By selecting the “Modify Customer” button from inside a sales order you can modify customer information. When you save or quit the customer screen, you are taken back to the order you were working on.
By customizing sales questions in the Sales Order screen, your staff will remember to gather all necessary information when selling big ticket items. At the touch of a button, all of the information concerning their job and the appropriate custom contracts are added to each Sales Order.
For convenience, the sales order and sales order search screen contain a quick inventory look-up button.
Sell an entire merchandise kit by typing in a single part number. You can customize a kit on the fly that is preset in inventory.
Create an unlimited number of different labor “parts” for sales orders. You can also customize these descriptions “on the fly” each time you want to elaborate or change the description.
Quickly add special order part numbers through a sales order. Select to have the part number automatically applied to the sales order. When your staff adds a special order part to inventory, you will receive an automatic inter-office e-mail notification that a special order part has been added.
Create quotes and convert them to sales orders instantly. You can modify quotes and sales orders as necessary. Generate reports of all open quotes, open sales orders to view outstanding balances, all open jobs at a glance, booked reports, delivered items, and other important information.
Customized Insta-Text and sales agreements automatically print on your receipts and Sales Orders to inform customers up front about your policies and warranty information. This prevents misunderstandings and future problems.
You can attach Insta-Text to any item in your inventory that prints on receipts. For example, attach the text "No returns on electrical equipment," to all the electrical parts in inventory. For certain items you can add the message "All returns under warranty are done directly through the manufacturer. Please keep the paperwork inside the box." This clarifies your return policies in writing directly on the receipt. These messages are automatically applied when the specified items are added to the purchase.
You can print professional 8 1⁄2" x 11" contracts from the sales order screen, or print the small cash register receipts if just taking a payment. Your company logo appears on every sales order.
The in-field service forms eliminate numerous problems out in the field. The customized service forms merge with the customer's name, address, phone numbers, directions, and service information so your service staff always has the proper information they need to complete their jobs.
Customers will be impressed by your professional Picking Tickets and Delivery Slips. Because they print from the Sales Order screen, you have the power to make sure that the correct merchandise is delivered to each job.
The sales order screen allows you to take a customer's down payment and hold the job as an open order until completed and paid in full.
Convert sales orders and service orders to Accounts Receivable at the touch of a button.
When the customer pays for the order completes the sale, select the "Create Purchase Order" button to automatically add the item to the Wish List / Purchase Order. When you do this, the POS system automatically sends the information from the following fields to the purchase order — "In-house Memo," "Customer Name," "Date," "Items are Needed By," "Needed for Installation," "Service Call," "Delivery or Pick-Up."
Track warranty claims from the return of the merchandise through the replacement or repair of the item. Track the warranty claim with the vendor from the day the claim is made to receiving a replacement item or credit. Our inventory control procedure for warranty tracking updates your inventory with each step.
