Order Tracking Features

Unlimited number of orders. Keep a history of all of your orders.

Prints custom labels containing order information. Can print using the popular DYMO® LabelWriter brand printers. Use the printed labels to organize your workflow.

Prints custom negative labels. Simplifies and organizes lab print ordering and in-house image processing.

Automatic or manual invoice numbering with customizable formatting. Helps you track your orders.

Records the salesperson and their commission percentage. Easily keep track of commissions for your entire sales staff.

Automatic sales tax calculation with up to 3 customized rates per order (such as state/county/local, GST/PST, etc.). Saves time and insures accuracy.

Does not charge sales tax for those products you have designated as sales tax exempt. Makes it easy to collect sales taxes properly.

Records shipping and handling charges. Correctly separates out shipping and handling as “other income” instead of inflating your product line receipt figures.

Calculates interest on past due accounts. Saves time and insures accuracy.

Automatically determines balance due. Always know who owes you money.

Deadline dates show when clients expect their orders to be ready for pickup. Helps you deliver orders on time.

Fully customizable automatic calculation of order deadlines. Saves time when entering orders.

Fully customizable order statuses. Gives you the flexibility to use SuccessWare's predefined statuses and/or your own custom statuses that suit your studio.

Multiple statuses per order. Allows you to track different parts of an order (printing, framing, album binding, etc.) at the same time.

Keeps a history of all order statuses. You will always know how and when each processing stage was completed, who on your staff was responsible and which vendor (lab, album company, etc.) processed the item (if any).

Allows you to specify a vendor, reference number and contact person for each status. Know which lab, album company, etc. is currently processing items for an order and how to contact them for status updates, problems, etc.

Contacts a vendor or contact person associated with a status via phone, E-mail or their web site with the click of a button. Easily keep in touch with a vendor who is processing an order.

Creates customized reports on orders based on their statuses. Know what is happening with each order at all times.

“As of” dates for order statuses specify when an order status was set to its current value. Know exactly when negatives were sent to your lab, prints were sent to your album company, etc.

Records order processing reference numbers when sending film, negatives, prints, etc. to your lab, album company, etc. Track orders-in-process sent to vendors.

Records which session generated an order. Enables proper sales average calculation—per session instead of per order.

Allows an unlimited number of orders per session—even with different clients, deadlines and statuses. Gives you complete flexibility when entering orders.

Allows an unlimited number of products per order. No need to breakup orders due to limitations.

Records the product line and category for each ordered product. Helps you determine how each income area of your business is performing.

Automatically enters the price of products added to orders. The prices can be changed directly on the orders, if necessary. Saves time and insures accuracy.

Quick ordered item entry list allows you to enter an ordered item by simply clicking it.

Handles multiple pricing versions. Make pricing changes while honoring old prices for current clients.

Records the pose number for each ordered product. Insures accuracy while processing orders.

Records detailed product descriptions with unlimited length. Give your clients a record of exactly what they are ordering complete with descriptions of package contents, negative retouching, artwork, etc.

Notes on each ordered product. Allows you to enter processing details that do not need to appear on order forms.

Ready To Deliver check box for each ordered product. Allows you to keep track of which products are ready to deliver to the client and which are still being processed.

Calculates discounts on the total sale amount in actual dollar amounts and/or on a percentage basis. Allows you to give a discount at the time an order is placed.

Calculates discounts on individual products in actual dollar amounts and/or on a percentage basis. Gives you the flexibility to discount individual products at the time an order is placed.

Properly handles gift certificate purchases as credit to be redeemed at a later time. Don't pay sales taxes until gift certificates are used to purchase an actual product.

Allows an unlimited number of payments per order. Easily track all client payments.

Processes credit card transactions over the Internet.

Client payment plans with optional automatic credit card processing on due dates.

Imports orders from ProSelect presentation and sales software for professional portraiture studios.

Imports orders from MorePhotos internet sales and proofing service for professional photograhy studios.

Shows payments that are ready for deposit. Never lose track of cash and checks before they are deposited.

Shows the account in which each payment was deposited along with the deposit date. Know exactly where each payment goes.

Refunds client payments via cash, check or credit card reimbursement. Making refunds is quick and easy.

Easily splits payments between two or more orders. No need to have clients write more than one check to make a payment toward multiple orders.

Bounced check wizard. Makes it a snap to indicate that a client check payment was returned for insufficient funds.

Automatically fills in a default amount for a client payment based on the order balance and your preferences. Speeds up payment entry. No need to use a calculator to find out how much a client should pay.

Includes several printable order forms (invoices) for your immediate use or customization using a simple graphical order form editor. No need to start from scratch when creating your invoices.

Create an unlimited number of printable custom order forms (invoices) containing your logo, text, graphics and order information. Click here for a sample! Gives you complete control over your invoice designs.

Prints statements to be sent to clients who have asked for monthly bills or who have past due orders showing each outstanding order with totals. You can choose to have interest added to past due orders and to include a past due notification on the statements. Also prints individual client statements. Greatly simplifies monthly client billing by automating the process and printing all of the statements at one time.

Records the date each statement was sent along with any interest added for past due orders. Provides a record of past-due notifications to provide proof that you have made a good-faith effort to collect if you ever have to refer a collections matter to the judicial system.

Create an unlimited number of printable statement formats containing your logo, text, graphics and order information. Gives you complete control over your statement designs.

Sends personalized E-mail to clients containing their order information. Compose and send E-mail messages for order confirmation, invoicing, etc. right in SuccessWare.

Easily modify and delete orders. Gives you the flexibility to handle any order changes.

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