BFMP Project

Open-Source Business Template for Filemaker Pro 9.0

Features

The following is a list of features that are being developed in BFMP:

  • Multi-Language

    • English & Spanish standard
    • Easily customizable text label dictionary
    • Additional languages can be added with customization of the text label dictionary and custom dialog script steps

  • Multi-Currency

    • USD base currency
    • Purchase or sell in USD or other currencies
    • Change currency rate system wide or only for a specific document
  • Product Management

    • Cost and Pricing by Location
    • Distributor Pricing and Discount Levels
    • Specifications (colors, materials, designs, sizes, origin, unit of measurement, product type)
    • Portals linking product by document type/number and container number
    • Photos (high and low resolution organized by product brand and manufacturer folders and linked by product ID)
    • Bar Code printing (requires Scodigo SmartPHP)
    • Inventory Control, Product Aliases
    • Product Kits, Product Sets
    • Organization by Product Supplier, Manufacturer, Brand, Department, Category and Subcategory

  • Product Catalogs

    • Multiple Lay Outs with High or Low Resolution Photos

  • Current Price List

    • By Location
    • Find current price list for a location and export to Excel by pressing a single button

  • Bar Code Label Print Out (Requires Scodigo SmartPHP)

    • 2 column, 2"x1" label / column lay out is standard
    • Control over whether or not sales tax is included in the price printed out on the label for a particular location

  • Account & Contact Management

    • Contact information
    • Pricing level and Quick Aging
    • Access to document history
    • Multiple types of account (e.g. prospect, customer, distributor, supplier, manufacturer, sister-company, friend) for a particular account

  • Sales & Purchase Documents

    • Quotes, Orders, and Invoices/Receipts

  • Credit & Debit Documents

    • Quotes and Memos

  • Stock Transfer
    • Requests and Transfer Orders between Locations

  • Inventory Adjustments
    • Adjustments after a manual inventory performed

  • Wish List Request

    • List of products in a Purchase Quote for employees without access to cost information

  • Single, Multiple or Kit Selections

    • A single product item can be added directly in the document
    • In addition, a kit can be selected that will automatically enter all of the products and their individual quantities automatically into the document
    • In addition, the user can go to a list of all active products, search for particular products in a simple or advanced search, omit those products not wanted, and add all of the products in the found set in mass to the document
  • Multiple Print Lay Outs for Documents
    • With/without small photo or in Catalog format with various column/row lay out choices in high/low resolution photos

  • Print/Save/Email Document
    • Save/Email as a PDF
    • PDFs are automatically saved in specific folders by document type

  • Process Document

    • In addition to the normal processing of a document (e.g. Sales Quote to a Sales Order), a document can be duplicated (with a new number) or a special process can be performed that allows for a document to be created of a type completely different from the original (e.g. Creation of a Purchase Order based on a Sales Order)

  • Point of Sale

    • Each user has his/her own cash register on each PC in the BFMP synchronization network
    • Register opening and reconciliation
    • Payments in multiple currencies
    • Multiple payment options (cash, credit card, check, wire transfer, credit memo)
    • Use of bar code scanner for product search

  • User & Location Management

    • Up to 90 users.
    • Users are assigned access controls
    • Up to 9 location groups, 90 total locations, and 90 computers
    • All managed by a single administrator via synchronization

  • Local Transactions & Remote Synchronizations

    • Transactions are performed on the local computer regardless of whether or not an internet connection is available
    • If there are multiple locations set up for synchronization via Filemaker Pro Server, local data can be synchronized to the other remote PCs through the server when the internet connection becomes available.

  • Advanced Search
    • By Products, Accounts, and Documents

  • Mass Email List for All Customers
    • By Location or For All Locations

  • Quick Account Info Email

    • Send summarized information saved in PDF by email - beneficial to send information on new prospects to sales representatives or distributors quickly

  • Tasks List

    • To Do List viewed by access level
    • Task is linked to the user creating it, an assigned user, account, contact, product and/or container

  • Log In/Out & Window Control

    • Log In limits user to specific locations
    • Re-Log In allows for quick logging in by a supervisor with a higher access level to perform a more sensitive transaction on the same computer quickly
    • Organize open windows vertically, horizontally, or in a cascade

  • Admin & Support
    • One-touch database backup
    • User Guide (PDF)
    • Training Videos (Future)