Tailored Software Development

As your company has grown, what was once manageable has become unruly. Can you relate? If so, in addition to our software as a service (SaaS) solutions, we offer custom solutions and consulting.

Many times our clients have unique business issues. After an exhaustive search, they were unable to find a solution. In these situations, we work closely to design and implement a solution that focuses on their specific business needs. Here are some examples.

QB INTEGRATION

  • Time consuming manual data entry
  • Dated Information
  • Multiple Companies
  • Apps don’t talk like you want or expect them to
  • Disparate data from different sources

With a tailored solution, all data is typically brought into a central system, processed, validated then pushed into one or more QuickBooks accounts.

INVOICE AUTOMATION

  • Project Managers need to review time and expenses before the client is invoiced
  • Keeping up with invoicing to maintain cash flow
  • Work orders needing monthly billing
  • Sales Orders need to immediately invoice and email the client
  • Complex markup calculations

With a tailored solution, an algorithm can be used to create mock invoices that can be sent to project managers for approval and upon approval, the invoice is emailed to the client.

ORDER MANAGEMENT

  • Multiple streams of orders and payments.
  • Spending lots of time fixing data problems.
  • Orders kicked back because items/SKUs don’t match and customers are duplicated.  
  • You have sales tax nexus issues.
  • Calculating shipping charges.
  • Shipping queues
  • Handling returns

With a tailored solution, the orders are brought into a central solution, validated, and then converted to a sales transaction, receipt or invoice.  The sales transaction is then pushed into an accounting solution such as QuickBooks.  Centralized data is now available for real-time reporting and analysis.

REPORTS

  • Need real-time reporting
  • You are creating spreadsheets by copy/pasting data from different places.
  • It takes too long to format reports.
  • Manually calculating sales commissions
  • Raw data too sensitive to share
  • Invoice approval
  • Sales across franchises

With a tailored solution, we are able to rollup data from different sources into a single report, including data from multiple QuickBooks accounts.

Our CodeShoppe.NET tailored solutions are lead by [email protected]. He is an Advanced Certified QuickBooks Expert and has been building QuickBooks integrated solutions for over 14 years.