Description of Plum Easy Modules

(Click here to see a Screen Shot of Plum Easy)

Plum Easy gives you the opportunity to manage your business to a level, which satisfies your needs.

The major sub-sections of Plum Easy are:-

Material Pricing

Quoting

Job Management

Debtors/Client Management

Creditor/Supplier Management

Cash Management

General Ledger

Pricing Module

Quickly load Suppliers Material Information and Pricing;

Restructure your Selling Prices to suit your margins;

Print Price Lists for your use;

Create your own Material Listings for non-standard supplies or material from suppliers who can’t supply you a price disk;

Create your own Rates. A Rate is a combination of material and/or labour which is used often in the course of pricing or quoting. Rates changes as the individual items change price.

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Quoting Module (Click here to see Quote Screen)

Create detailed quotes for small or complicated jobs; break jobs into logical sections for better management;

double-click edit quantities/prices;

Copy existing quotes or set up standard quotes for frequent requests;

Quote on your selling price or cost price adding a specific percentage or dollar profit;

Create standard quoting letters and user defined standard paragraphs;

Print Hack Sheets and Bills of Material.

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  Jobs Module

Create Job Worksheets;

Allocate costs to jobs (material and labour) either in summary or in detail;

Calculate and print Progress Claims;

Manage Retentions;

Print Invoices and maintain client job history data;

View jobs on screen or in report form to gauge progress.

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  Debtor Module

Record client details once only for ready access;

View unmatched debtor transactions and client history on screen;

Print Invoices for non-job related activities;

Review Job Histories by client or job address;

Print monthly statements;

 Produce client mailing labels;

 Print Outstanding Account details by Client or Invoice;

 Track Retentions and PPS with-held by Debtors.

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  Cash Book Module

 Allocate your expenses to cost centres;

Allocate your receipts against debtors or income accounts;

Allows for multiple bank accounts;

Provides for monthly periodical payments;

Interacts with debtor & creditor transactions;

Easier to reconcile your cheque account;

Track PPS with-held against your sub-contractors.

Track GST both on cash and accrual basis.

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  General Ledger

 Produce Profit & Loss Statements;

Produce Balance Sheet;

 Create your own Chart of Accounts or use our standard;

 Add or delete Accounts as required;

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