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Take the hassle and complexity out of materials requisition with FreshVu2Go.

Create and approve material requisition requests from your re-sellers, distributors, departments, or sister companies with ease. Manage inventory costs, and simplify the distribution of direct and indirect materials. Begin a materials requisition from one company or department and complete it from another, all with a single keystroke; while producing an instant accounting audit trail to monitor the progress of materials. Fast, simple and effective. Just the way you like it!
✔ Experience real time requisition entries
✔ Improve communication between buyers and suppliers
✔ Fulfill material requisition alerts for different departments ✔ Increase efficiency and item transparency between multiple companies.

materials-req

The entire requisition cycle is automated,including direct and indirect costs applied to labor and materials. Obtain item requisition requests and approve requisitions, while generating purchase orders in one company and sales orders in the other. When the items are issued, or invoiced, the receipt of goods is automatically generated in the ordering company, closing the loop and providing a seamless paper trail. A well-integrated and maintained requisition system allows companies to achieve unparalleled efficiency and cost savings by controlling the way materials are managed between several companies while providing easy access to key products by monitoring interactions with those providers to assure the best pricing is achieved for all material requests.


WORKFLOW AND ALLOCATIONS

FreshVu2Go organizes how your departments and teams participate in the requisition process. Authorize and monitor tasks and teams to ensure the right people are alerted when they need to deliver orders, fulfill assignment prompts and maximize margins.


MATERIAL REQUISITIONS

Eliminate paperwork by digitally completing all steps of the materials requisition process. The requesting company can view the available inventory, along with cost and item details from a distributor’s request materials. Once the requisition is approved, the system automatically generates a sales order and purchase order to fulfill your requisition request. Once the requisition is fulfilled by the distributor (Source Company), an invoice is generated on the distributor side and a receipt of goods is also auto generated on the requester’s side. Finishing the seamless, efficient and painless process with sent email alerts. Did we mention that you also saved a few trees!


COMPLETE INTEGRATION

The requisition module integrates with purchasing, order management, inventory management and all financial modules to automate all processes, eliminate duplicate data entry and properly account for all transactions. Once you approve a requisition, FreshVu2Go automatically creates a purchase order that can be tracked within the purchase order management module on the requester’s system. On the distributor’s system a sales order is auto generated and can be tracked within the sales management module closing the loop. Approving requisitions has never been easier!


TRACKING FOR AUDITS

The Requisition Management Module provides a complete audit-trail of all transactions. The system keeps the details of all transactions, including the user who entered the transaction, the user who approved the transaction, and the user who modified the record. The auditing process is simplified by having notes, as well as supporting electronic documents attached directly to transactions.


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ipad friendly inventory software | FreshVu2Go

It’s Time to Go Mobile

In today’s on-demand world, customers expect you to be respond to their needs at a moment’s notice. FreshVu2Go’s online business management software gives you access to every aspect of your business from your iPad, laptop or tablet, whether you’re out visiting clients, at a business lunch, or working from home for the day. Now that’s a powerful and convenient tool to have on your side!

With FreshVu2Go you can:

  • Check in on your business no matter where you are
  • Track hours with the FreshVu2Go Project Management Timer that runs in the background while you’re out on business
  • Capture expenses with ease. Simply take a picture of the bill (think business lunch!) and log it into the system.
  • Send an invoice quickly and easily: Seal the deal at a client’s office, send the bill while you’re there, and get paid by the time you’re home!

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FreshVu2Go has made reconciling accounts and tracking numbers fun! OK, so maybe that’s a slight exaggeration, but we can honestly say we’ve made it easy. You’ll spend less time managing your purchasing and expenses and more time on revenue generation with FreshVu2Go’s powerful and easy-to-use online accounting software. We help you keep a lid on costs and simplify the purchasing process so you can move to more important tasks:
✔ Export purchase orders directly to receipt of goods
✔ Search fields for quick retrieval of inventory data
✔ Attach documents and track through document number
✔ Edit expenses and track accounts payable from our easy to view layout

07-PO_New-Expense3

MANUAL VENDOR INVOICES (AP)


Processing manual vendor invoices such as leases, out-of-pocket expenses or utility bills is a breeze with FreshVu2Go. Simply snap a photo of the receipt, save it and then add it as a document to an existing manual vendor invoice. Talk about simple!

PURCHASE ORDERS


FreshVu2Go makes it easy to generate and monitor vendor orders with our web-based sales management solution. From anywhere, simply process the item data you want to receive, save it and print or email it right to your supplier. You’ll be happy to say cheerio to your calculator. FreshVu2Go instantly calculates purchase orders, including taxes!

RECEIPTS OF GOODS


With FreshVu2Go, receiving shipments is a breeze. Just choose a purchase order to receive against, check the line items, and you’re done! It doesn’t get much easier than that.

REPORTING EXPENSES (AP)


Hands up if you hate entering receipts into a spreadsheet! Unfortunately, keeping track of expenses is a necessary but tedious task. FreshVu2Go aims to minimize the hassle with intuitive views to show you what you’ve spent and where and what you’ve spent it on. You can sort by supplier or product type with just a couple of clicks to get the information you need quickly and easily.

VENDOR MANAGEMENT


Manage your suppliers with ease with our powerful online inventory management software. FreshVu2Go gives you access to complete supplier histories, including purchase records, credits, balances and notes. Booking tasks and activities for both you and your suppliers is just as easy, ensuring you never run out of stock and can keep your business running at full capacity. Our cloud-based software makes it easy to process and send orders, settle accounts, and simplify payment methods and terms. Everything can be done from the cloud!

cloud-flowchart-purchasing-software

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time-attendanceDo you remember roll call at school? Well, we’ve developed something similar for your business. FreshVu2Go’s online time and attendance tracking software enhances your staff management with more detailed logging of staff activities, including the ability to enter specific comments related to each task. This additional level of detail allows you to minimize compliance risk and demonstrate adherence to regulations.

✔ Reduce administrative time associated with timesheets

✔ Increase payroll accuracy and automate routine processes

✔ Recognize and address attendance matters before they’re problem

✔ Calculate billable hours with one easy action of the click of a button


TRACK PROJECT HOURS


Our online time and attendance feature allows users to log in and track attendance from anywhere, at any time. If you’re on a job site calculating materials and hours for a quote, that’s billable hours you can attach to a project in time and attendance. Trade shows and business luncheons can be assigned to a specific activity in time and attendance. Use time and attendance as a time tracking option for staff in an office or on the warehouse floor. We help you track time so you can increase your bottom line and accounting trail.

KEEP DETAILED RECORDS


Track and log time and attendance on the go, so you never lose a billable minute. FreshVu2Go’s online time and attendance tracking module supports all phases of a project by providing detailed information and documentation on time and labor. Improve staff management by attaching logged hours by staff with specifics jobs in the project management module. You can also add notes to each project entry.

DATA INTEGRATION


We think the right tool can make a big difference and helps avoid unnecessary overruns and nasty surprises during the life cycle of a job. While you may find many online time and attendance tools on the web, we go beyond the basics by offering integration of our time and attendance module with our project management feature.

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The FreshVu2Go “WOW” Factor…you’ll be constantly amazed at how quick and easy it is to manage your business.

If I go with a paid package, what are the terms?

Again, it’s up to you. Your FreshVu2Go subscription is month-to-month, so you can cancel whenever you want. If you’re ready for a longer-term commitment, you’ll receive a 15% discount on a yearly subscription.

How about refunds?

If you’re not happy with FreshVu2Go in the first 30 days, we’ll give you your money back without any questions.

What else do I need to know?

Every FreshVu2Go package comes with the following features:

  • Easy data exporting and importing to control your data quickly and effectively
  • FREE and friendly Customer Support from Monday to Friday 9AM to 5PM (PST)
  • Reliable backup procedures and security safeguards to protect your data
  • Integration with the safest and most popular online payment gateways, including PayPal and many more

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time-attendanceDistributors and manufacturers using FreshVu2Go’s RMA (Return Merchandise Authorization) module have a competitive edge using our completely integrated management solution that saves time and boosts customer satisfaction. With the FreshVu2Go RMA feature, returns and replacements can be processed with both speed and ease. Most businesses that handle item sales also need to process customer returns. As today’s customers demand a more specialized level of service, tracking and resolving these returns can be an increasing challenge. With RMA, returns and replacements can be managed with ease. Handle every return with one flexible solution, no matter what your industry.

RMA SERVICE & REPAIR


With our service and repair web-based software solution you can process quick customer item returns direct to stock, or run the returns through the inspection process first. The inspection process allows you to track service work performed so you can fix & repair a part prior to putting the item back into stock. For items that are irreparable, disassemble them for parts or destroy the part completely. Our return merchandising authorization module is a snap to use.

RMA LOOKUP


An RMA transaction is important to both you and your customer, because it tracks returns being made and offers protection against fraudulent returns. For your customer, the RMA number is used as a reference when calling about the progress about a return. FreshVu2Go’s service and return module allows you to track and search for a return by RMA, customer name, description, invoice number, locations, status, item, quantity and operation required.


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ONLINE INVENTORY MANAGEMENT SOFTWARE

Maintain the right inventory levels and reduce tied-up cash in unnecessary stock.

ONLINE POINT OF SALE SOFTWARE

Offer your customers the flexibility they need from wherever you retail, with the web-based mobile FreshVu2Go’s POS System.

ONLINE INVOICING & ESTIMATES SOFTWARE

FreshVu2Go’s online invoicing system allows you to drop sales transactions straight into invoicing for quick, easy billing.

ONLINE TOOL CRIB MANAGEMENT SOFTWARE

Assign inventory to employees, track items by zone, flag extended check-outs, as well as identify items on reserve.

ONLINE PURCHASING & EXPENSE TRACKING SOFTWARE

Our user-friendly purchase and expense toolkit lets you track and manage receipt of goods to include details specific to your service or product.

ONLINE TIME & ATTENDANCE SOFTWARE

FreshVu2Go’s online time and attendance tracking software enhances your staff management with more detailed logging of staff activities.

VEHICLE & EQUIPMENT MAINTENANCE SOFTWARE

Our Maintenance Pro feature allows you to track fuel and mileage, track equipment breakdown and schedule regular upkeep.

ONLINE PROJECT MANAGEMENT SOFTWARE

Schedule tasks, generate invoices, track project hours, allocate inventory, monitor time and attendance, as well as determine unbilled hours.

RENTAL SOFTWARE

Optimize your asset scheduling and inventory stock levels to increase your efficiency, manage rental return inspections with the ability to assign maintenance as required in order to assure your equipment is repaired in time for the next rental.

ACCOUNT MANAGEMENT (CRM)

Managing your contacts, sales and purchasing history couldn’t be easier with FreshVu2Go’s secure and safe online loud-based software solution.

MOBILITY

Manage your accounting, projects, estimates, returns and other key areas from an iPad, laptop, tablet, or PC.

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Time, as they say, is money. FreshVu2Go helps you master both these valuable commodities with our versatile online time keeping and project management software. From project tracking to recording attendance and time, FreshVu2Go’s web-based solution allows you to stay on top of your projects and resources wherever you are.

Generate Invoices

Less time invoicing means you spend more time making money. While we can’t get rid of invoicing entirely, we sure can make it faster and easier! FreshVu2Go lets you invoice your projects with just a click of the mouse. You can also issue interim invoices for work performed to date, even if the project isn’t completed.

Project Manager

Schedule tasks to your staff, monitor materials usage, track project hours, and bill each project in stages – all of this is possible with FreshVu2Go’s online project management solution. We put you in control of your projects no matter where you are, with our powerful yet easy-to-use online project management tools.

Project Management Timer

Track and log time and attendance on the go, so that you never lose a billable minute, and always have the most up-to-date information. When it’s time to bill, you can slide the existing time data straight into your invoice and get it out the door in no time. Now that’s easy!

Team Timesheets

You can get your teams working together like never before with FreshVu2Go’s team timesheets. We help you stay updated on billable time across the entire team and monitor your resource usage as the project progresses. FreshVu2Go gives you complete control of every second.

Time & Attendance (Optional Module)

Do you remember roll call at school? Well, we’ve developed something similar for your business. FreshVu2Go’s online time and attendance tracking software enhances your staff management with more detailed logging of staff activities, including the ability to enter specific comments related to each task. This additional level of detail allows you to minimize compliance risk and demonstrate adherence to regulations.

Track Unbilled Time

Don’t just wait until the final invoice to know what your billable hours will be! With FreshVu2Go, you can see billable hours at any stage of a project, even if they have not been invoiced. This helps with projections and managing staff time to avoid cost overruns and nasty surprises at the end of your project.

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Task management is the very platform from which your efforts spring. There is no completion if you don’t dedicate yourself to knowing what you want and then taking action on it. A clear list of tasks helps you plan and execute that action.

Tasks define and outline ideas and thoughts you have and writing them down turns them into actions and makes certain you don’t forget them and accomplish them quickly.

Our organizational skills help us decide what is important and what isn’t. We also achieve accountability in ourselves when we create activelymanaged task lists, which themselves make clear where we have not achieved enough direct action and provide us with opportunities to get more things completed.

A Simple Rule

This next section discusses the tips and task management processes taken from David Allen’s Getting Things Done: The Art of Stress-Free Productivity

One great reminder about tasks and the calendar pops up that occur at least ten times a day in my life and my work: “If it takes less than 2 minutes to do it, do it now.”

Doing something immediately helps you achieve one more completed task and helps you avoid doing something else that happens alltoooften on the average day: the random adding of more things to the task list. Getting those short-term tasks done will help you build momentum for the longer tasks you do have on your list.

Task Hierarchy

This is the most complex part of this guide. Most people have many ways of organizing the different parts of their lives, but the one that I have seen often and found the most useful is the division of life into:

  • Health
  • Wealth (including career)
  • Relationships (friends, family, significant other)
  • General Happiness (catchall for everything else)

It would make sense for our tasks to fall into these categories too. Sure, there will be the everyday mundane tasks that doesn’t really sit inside that hierarchy. For example, things like going to the bank, doing laundry, purchasing groceries, etc. For this reason, I also recommend a general “Everyday” category for such tasks.

Now, for some people this is too structured, in which case I would recommend:

  • Projects: personal projects that you want to complete, like redecorating the living room, cleaning out the garage, or finishing a certain book.
  • Events:  planning a dinner party, organizing a family trip out of town, etc.
  • General Errands: same as the “Everyday” list above.
  • Things For Later: ideas that you want to revisit one day, just not at the current moment.

Pen and Paper Task Management

Developing a great task management method only remains great if you use it regularly. Despite the in-roads that technology has made into our lives from moment to moment, there is still nothing more efficient, more quick and more easily-controlled than a pen and piece of paper. No complex or expensive equipment is needed and any person, young or old, can learn it.

All you need are the three “P”s:

  • Pens (colored, at least two different)
  • Paper
  • Post-it notes.

Compile a list of everything you need to get done using blue or black ink. Let it be wild and free – personal events, work tasks, planning sessions or meetings, or a random assortment of errands. Give a quick summary of the topic after each one.

Now, begin to group things on a second piece of paper, crossing them off with red ink after they have been copied to their groups. Once the grouping is complete, set all of the groups in front of you and designate the most important groups to the least important groups using a letter of the alphabet for their order (most important is labeled A, next is labeled with a B, and so on). Look at your A group and begin prioritizing the tasks, first to be done, second, and so forth with numbers (1 for the first to do, 2 for second, etc). If you notice any of the tasks can be done using the Two Minute Rule I mentioned earlier, vault them into the top spot and get them done as soon as you can. Then examine group B, find the Two Minute Tasks and complete them, then move to group C. Evaluate group C, group D, E, etc., until all of the Two-Minute tasks have been completed.

Now, look at the clock. You have probably reduced up to as much as one-third of your entire list of tasks and roughly only an hour has passed. Not bad for only an hour (or more or less). As tasks are completed on the groups page, cross them out using the red ink (so they are still visible despite having a line through them). Now, continue on with tasks in group A until they are all complete.

Let’s say we started this on Monday morning and we still have half our daily tasks left. Write your Tuesday list holding only the tasks that are left over. As each day passes and the next day begins, you may have carried over a number of tasks from Monday. These quick, rewritten task lists give you the chance to think a little more about each one of them, adding details and ideas as you go throughout your week. Now you need to sort. In general, there will be three types of items you have listed: tasks, appointments, and information.

It’s important to separate these out. Appointments will go in your schedule or calendar . Information should technically go into your personal list. Tasks are what you want to focus on during working hours.

Taking this list of tasks, start ordering them, starting at 1. You may find that certain tasks group together well around events or projects. Now that you have your initial list of tasks, it’s time to learn how to use the system effectively. You’ll have two lists: an “immediate action” list, and an “everything else” list.

At the start of every day, pick a new page in your workbook, put down today’s date, and list down all the “immediate action” items on your task list. These are tasks that are due today, overdue, or will be completed in the next couple of days. All of the other tasks should sit in a separate notebook or in a page at the back of your notebook – we’ll come back to this second list later.

As you start your day, look at task number one, and start doing it until it’s done. Then onto task number two, three, and so on….

At the end of every day, transfer everything left over to the next day. Now is the time to take a look at that second “everything else” list, and see what needs to brought into your “immediate action” list for the next day.

If you have random thoughts or ideas during the day, grab a Post-it and write them down. At the end of the day, the content of these Post-its should either go into your “immediate action” list or “everything else” list.

Did you know that FreshVu2Go has a task manager built into our SaaS software? The main benefit of using a FreshVu2Go’s task manager is that there’s no need to create a new list for each day – the list that you’ve created is always active and automatically carries onto the next day. Another huge benefit is the ability to synchronize with your iPhone and have your task list on-the-go all the time.

FreshVu2Go’s task management systems are easy to use and apply to your current daily business processes. If you’re ready to get started on managing your daily tasks with SaaS management software, contact our team today!

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In FreshVu2Go you can enable a client to view, approve and decline quotes, as well as view their sales orders, invoices and consignment orders in the Customer Portal feature.


Clients will be able to see anything related to their own accounts and a history of transactions that have been performed.

It’s really easy to set up. All it takes is four steps:
One – from the clients contact information page, check the quote approval box;
Two – enable the customer portal;

Three – fill in email information; and,

Four – create your clients password.

Once saved, the system will send the password to the client and then they’re good to go.

What will my Clients see in the Customer Portal?

When a client logs in, they’ll be able to see any transactions associated with their account, including invoice details, sales order details, quotes and account statements.

The Customer Portal provides seamless integration with all related transactions in FreshVu2go, so any project, sale, or consignment transaction performed by a user in FreshVu2Go is visible in the customer portal in real-time.

Can clients approve Quotes from the Customer Portal?

We work hard to reduce the steps it takes for you to move forward with a client. That’s why we designed the quote approval feature. This is especially useful for ongoing accounts, as well as new accounts.

When a client’s in the Customer Portal, they’ll see quote activity under Recent Activity, including quotes that are received, approved, or declined. When your client clicks on the quote activity, a new window will open, showing the details of the quote.

If the sent quote is being opened for the first time, they’ll have the option to approve or decline the quote. 

What information will Consignment Clients see?

Like all enabled customers in the Customer Portal, consignees will be able to see invoices, sales orders and recent activities.

Additionally, they’ll be able to see related information on consignment activities, such as date and status search fields for consigned goods. But, that’s not all. Consignees will also be able to invoice items sold and receive an email with the invoiced information.

We’re always working in the background, striving to make FreshVu2Go a great experience.

As always, we’d love to hear your feedback. Let us know what you think!

You can give FreshVu2Go a try here.