Espresso is a fully integrated financial and business management system with built-in multi site technology and an extensive feature set that streamlines key business tasks for retail, distribution and multi-site organisations. 

Below is a partial list of features current as of 2009.  This list is growing rapidly so please contact us for any requirements not listed.  Espresso features fall into the following general categories:

  Ø Point of Sale
  Ø Debtors
  Ø Creditors
  Ø Accounting
  Ø Inventory
  Ø Fashion
  Ø CRM
  Ø Website Integration
  Ø Mobile PDA
  Ø Reporting

Point of Sale

POS Fast, Intuitive & Effective 24 x 7

• 24 x 7 operation even if shop server crashes or internet goes down
• Real-time transmission of sales to head office (with queuing if internet is off-line)
• Real-Time posting into branch and/or head office accounting system
• High speed, Easy to Use POS Interface
• EFTPOS integration - for faster payment processing
• POS hardware support - eg docket printers / scanners / cash drawers / touch screens etc.
• Choice of several POS screens (touch or non touch)
• Highly configurable - choose what data cashiers see / edit + collect comments / extra info
• Shop server can act as cashier workstation for smaller stores - save on hardware costs
• Fast and easy stock lookup
• Style, Colour, Size, Fit searching
• Global Stock Lookup - see stock availability at other stores / warehouses
• Cashier can create sales orders to be dispatched from other stores / warehouses
• Cashier can create inventory requests to deliver stock from other stores / warehouses
• Global customer lookup - easily find customers from any store or the website
• Loyalty program
• Gift vouchers
• Gift registry - live integration to website gift registry - buy gift items at POS
• Lay-bys with repayment plan management
• Franchise support - provide ERP functionality to franchisee
• Automate franchisor to franchisee B2B transactions
• Consignment inventory - sell items provided on consignment for suppliers / franchisor
• Multiple barcodes per stock item
• Weigh scale support
• Price embedded barcodes - scan labels created by weigh scales
• Serialized stock items - track serial number back to original purchase
• Unlimited price bands
• 5 levels of quantity price breaks
• Customer specific pricing / contract pricing
• Campaigns / discounting - measure profit per campaign
• Package deals / Buy one get one free / Mixed dozen etc.
• Bill of materials - sell manufactured items - analyse profitability per manufactured item
• Multiple split payments
• Till reconciliation - with coin count / credit card reconciliation / adjustments / variances
• Suspend or resume a sale
• Create sales from mobile phone or PDA or web browser (via PDA or website interface)
• Sales reports can be run at the store instantly
• With authenticated login managers can use any POS workstation to log in to any store / warehouse or head office.

Debtors / Sales

POS transactions (above) are identical to regular sales invoice transactions, so most POS functionality is also applicable for regular debtors transactions.  Conversely much of the debtors functionality listed below can also be enabled on the POS screens.

• POS transactions posted as sales / identical to other sales transactions
• Switch view of POS transactions from touch screen to standard view for back office users
• Highly configurable sales transaction screens (drag and drop)
• Create totally customised sales transaction screens (via software development kit)
• Unlimited customers
• Unlimited contacts per customer
• Unlimited delivery addresses per customer
• Fast easy searching of customers - by code / name / phone number / user defined search
• Sales quotes
• Post customer receipt with order or with invoice (in the one transaction) or as separate transaction
• Sales order processing - order picking or part order picking
• Back orders - automatically created from part picked orders
• Back orders can be created on the fly from POS or other sales invoicing screens
• Optional intermediate delivery note transaction prior to invoicing
• Credit Notes
• Consignment Invoices
• Sales Returns / Return Stock / Return with Credit / Return Replacement / Refunds
• Gift registry integration to website (in real time)
• Easy matching of invoices to receipts, credit notes etc - with currency variance if required
• View / edit matching relationship from all transactions
• Drill down on matchings to display matched transactions
• Drill down on customer from transaction screen
• Drill down on stock code from transaction screen
• Matching relationship reports - see how customer payments were linked to sales & vice versa
• Credit limit management
• Show outstanding transactions prior to posting sale if credit limit exceeded (optional)
• Select items previously sold to customer - via popup wizard
• Emailing or faxing of transactions automatically
• Print aging balances on invoices
• Print multiple copies of transactions
• Delivery run allocation
• Bulk sales order picking - extensive filtering (eg stock availability / part orders / delivery run etc)
• Bulk sales printing - (eg print all sales picked today)
• Bulk sales order invoicing
• Bulk sales order banking / direct debiting

Creditors / Purchasing

• Highly configurable purchase transaction screens (drag and drop)
• Create totally customised purchase transaction screens (via software development kit)
• Unlimited suppliers
• Unlimited contacts per supplier
• Fast easy searching of suppliers - by code / name / phone number / user defined search
• Purchase quotes
• Post payment with order or with invoice (in the one transaction) or as separate transaction
• Purchase order processing - order picking of part order picking
• Back orders - automatically created from part picked orders
• Back orders can be created on the fly from purchase invoicing screens
• Optional intermediate delivery note transaction prior to invoicing
• Credit Notes
• Purchase Returns / Return Stock / Return with Credit / Return Replacement / Refunds
• Landed Cost Invoices - apply to multiple overseas invoices - pro-rata by weight, quantity or value
• Easy matching of invoices to payments, credit notes etc - with currency variance if required
• View / edit matching relationship from all transactions
• Drill down on matchings to display matched transactions
• Drill down on supplier from transaction screen
• Drill down on stock code from transaction screen
• Matching relationship reports - see how supplier payments were linked to purchases & vice versa
• Supplier credit limit management
• Select items previously purchased from supplier - via popup wizard
• Price memory - automatically paste previous price paid when re-ordering - monitor price rises
• Popup selling price review / editing screen after posting purchase order / invoice
• Emailing or faxing of transactions automatically
• Print multiple copies of transactions
• Automated purchase re-ordering system based on minimum levels or inventory planning and forecasting module
• Support for multiple vendors of same item
• Support for vendor's product code

Accounting

Powerful financial management with business intelligence analytics

• Open periods - no close off with archiving / loss of historical data
• Three sets of user-definable business intelligence (BI) analysis codes posted to GL with every transaction
• Real-time general ledger - view financials live & instantly
• Real-time filter GL by any combination of analysis codes or currency or company
• Real-time multi company consolidation
• Real-time posting to GL (can be modified for batch posting)
• Real-time drill down analysis and reporting
• Period locking to prevent posting to prior periods
• Foreign currency with currency variance
• Unlimited and flexible GL tree
• Type GL code or GL description when entering journals - no need to memorise all GL codes
• Budgeting
  • Any period or any combination of analysis codes or currency per company or per consolidated
  • Single GL view or spreadsheet view
  • Extensive viewing and reporting options - show budget, actual, variance, year's budget, YTD budget, YTD actual, YTD variance, same period last year, last financial year actual
  • Compare budgets as % of sales
• Batch processing - create transaction individually or in batches
• Export supplier payments to bank for automatic direct deposit
• Bank reconciliation with quick transactions
• High visibility of GL postings in GL tab on transaction screens
• Unlimited transaction searching including customisable queries / search views
• Import transactions from 3rd party systems - easy import wizard with re-useable templates
• Preview imported transactions (as they would appear in espresso) prior to posting

Inventory Management

• Stock Tree system for categorising inventory
• Multiple views - Tree View / List View / Filter View / Supplier View / Web View
• Multi company stock locations
• Multi stock locations within each company
• Inventory transactions
  • Adjustments / Transfers
  • Revaluations
  • Inter Company Requests / Dispatches / Receipts
  • Manufacturing Build Work Requests
  • Manufacturing Build
• Stock detail screen
  • Multiple barcodes (with generator) / many user defined fields / unlimited attributes
  • Maintain unlimited price bands / 5 break quantities
  • Manage min / max re-order points - globally or per location
  • View local and global stock - see stock at other locations
  • Drill down to all transactions - sales and purchase orders / transactions / adjsutments
  • Unlimited images per stock item (perfect for website content management)
  • Unlimited text records per stock item (perfect for website content management)
  • Manage bill of materials / accessories / style matrixes
  • Supplier and/or customer B2B contract pricing or discounts
  • Forecasting with graph view - forecast versus actual
• Inventory Planning
  • Forecasting based on simple rolling average or more complex algorithms predicting trend and seasonality from sales history (eg Holt-Winters, Box Jenkins etc.)
  • Automated purchase re-ordering system based on minimum levels or forecasting models and period cover
  • Automated inter location replenishment based on minimum levels or forecasting models and period cover
  • Open to Buy - set purchasing budgets per group of stock items (flexible grouping criteria)
• List entry mode - enter stock codes / descriptions / prices / anything in easy tabular grid
• Pack Quantities (eg purchase by the case / sell by the item)
• Inner Pack Sizes (eg measure stock by weight / post transactions by packs)
• Rolling stock takes - count stock without closing stores / warehouses
• Merging stock takes - aggregate items with multiple display areas (eg shop front + on shelf)
• Stock takes via convenient hand held PDA devices (with built in barcode scanners)
• Multiple stock costing mechanisms - standard, average, last cost, LIFO , FIFO, serial, batch

Fashion

"A dedicated follower of fashion"

• Customisable matrix - up to 4 dimensions (eg style, colour, size, fit)
• Search stock by any combination of matrix dimensions
• Manage fashion items in size packs
• Popup matrix grid when style is selected
• Fashion manufacturing - bill of materials
• Track raw materials for production
• Include loose accessories with sale

Customer Relationship Management (CRM)

• Calendar system for Customers / Prospects / Suppliers - or show all together
• Include transactions on CRM calendars - and group by anything (eg Sales Orders by Delivery Run)
• CRM tasks - Call / Email / Meeting / Task / External
• CRM tasks linked to accounting records (eg customers / suppliers /stock codes / transactions)
• Link Accounting transactions as CRM tasks (eg record email task when emailing a transaction)
• Flag tasks as needing follow-up
• Single and bulk emailing - for marketing campaigns

Website Integration

• Content management system - built-in to accounting system - no 3rd party CMS required
• Upload unlimited stock codes / prices / images / text in accounting system
• Automatic resizing of images per website criteria - means faster image presentation to web user
• Live or delayed replication of all content to website
• Live posting of any type of transaction (eg sales order / lay-by payment / account payment etc) - no importing / re-keying from 3rd party websites
• Live inventory balances on website - for all locations / warehouses
• Selectively transmit web order to shop / franchisee / warehouse based on live stock availability or geographical region (eg range of postcodes) or global longitude/latitude proximity
• Option for preview status for web orders  prior to committing to espresso
• Live / secure access to any ERP information as required (eg customer transaction history etc)
• Create intranet company website - for web based implementation of any espresso feature

Mobile PDA

• Espresso module for handheld mobile devices (eg mobile phones & PDA devices)
• Windows CE and Windows Mobile operating systems
• Scan barcodes (for PDAs with built-in barcode scanners)
• Customisable programming interface - written in C#.Net
• Order Processing
• Stock Take
• Inventory Requests / Replenishment

Reporting

• Report builder - design / customise report layouts - for standard reports and customised reports
• Add graphs to reports
• Create unlimited user defined queries and reports
  • Intuitive Query Builder
  • Or write SQL scripts directly
  • Add prompts to any query - to prompt user for filtering choices when running query
  • Add queries to standard search navigation screens (eg customer or transaction searches)
• Create new queries and reports in seconds by cloning existing Espresso queries and reports - then customise query or layout as required
• Create unlimited report layouts for any standard espresso report
• Crosstab / pivot / business intelligence / slice & dice reporting
• 4 levels of grouping / sub grouping on most reports - intuitive group builder
• Extensive filtering and flexible sorting
• Intuitive period / date range selector
• Instant live financial statement reporting - P&L / Balance Sheet / Trail Balance
• Gst / vat / sales tax reporting
• Hundreds of built-in reports (eg financial statements / aging debtors / top 10 selling items / items sorted by markup etc.)