Yes, you can generate a daily report that details the total sales and breaks down payments received by cash, check, and credit cards. This report is available in the point of sale (POS) section under the “Sales Reports” or “Excels Report Review” options. It provides comprehensive information and can also break down the data per location, ensuring detailed and organized financial tracking.
Yes, reports can be customized for an additional fee to suit specific business needs. The GreeneStep out-of-the-box solution has over 150 default reports across modules pre-build and standardized as per US Business Requirements.
Yes we can bring in historical data when you migrate to GreeneStep.
Product Master and Link to Images Repository, Customer Master, Prospect Masters, Supplier / Vendor Master, Chart of Accounts, Inventory Stock / Quantity Opening Balances, AP and AR Opening Balances.
Also we custom import : All Open Sales Orders and Sales Quotes, Credit Orders and Credit Quotes, All Open Purchase Orders (Not Received/Not Invoiced) and Debit Orders, Supplier Part Numbers, Customer Part Numbers.
Existing Sales Invoices and Purchase Invoices will be imported as LEGACY Data only for future reference and will not impact Customer/Supplier Balances.
We help to do the above from pre-formatted excel spreadsheets that you need to provide. Please ask for the standard templates from our Support and Implementation Team.
GreeneStep does not have any native app, but you can access your data using a Tablet / Smartphone on the go using a Mobile Web Browser like Google Chrome or Safari or MS Edge, or Firefox.
The web access product is built to resize for the respective device form factor and display responsive screens which enable the solution to take the shape of the device screen being used.
Since the solution is hosted on GreeneStep Hosted Server, customers can securely access the software over a web browser on the go using the Remote Connectivity tool that is exclusively set up for each customer’s login.
Yes. GreeneStep does have an integration with Avalara and Taxjar for US Sales Taxes.
About Avalara GreeneStep Connector
This is an add-on connector and not a part of an out-of-the-box solution. Contact the GreeneStep Support Team for more information on these customization connectors that need to be set up exclusively for your company.
You need to have an account at Avalara or at Taxjar to get these services.
https://www.youtube.com/watch?v=l9bxa7BT5bM&t=7s
Customers can have multiple users access to GreeneStep Support Portal for which the customer must be on Remote Maintenance Support.
Customers can log in with their email IDs and password to create a support task. For access to support login, please email your request to support@greenestep.com
Customers can have multiple users access to GreeneStep Support Portal for which the customer must be on Remote Maintenance Support.
Customers can log in with their email IDs and password to create a support task. For access to support login, please email your request to support@greenestep.com
GreeneStep releases a new upgrade every year. As part of managed upgrades, our Support team will help in upgrading your servers.
This upgrade will have new features, bug fixes, technology improvement, and functionalities built in as per the requests of the existing customers as well as market trends. The upgrades are managed upgrades which means that the GreeneStep Support Team will upgrade the system on behalf of the customers after checking all the dependencies including any customizations done for the customers.
For an out-of-box Back Office solution, the time taken to ‘Go Live’ varies between 3-4 weeks. For solutions with multiple customization’s and external dependencies and integrations, the time taken would increase on the basis of the complexity of the customization that varies from three (3) months to 12 months to rollout. GreeneStep recommends to go live in a progressive manner and go-live with out-of-box first and take each customization as a separate project and implement the same.
Customers can access the Help Center online 24×7. There are certain advanced user guides available at the HELP CENTER, for which a customer must request exclusive login details.
Please email your HELP Center request to support@greenestep.com. Here customers can search for any GreeneStep product features, How to do guides, and other help manuals.
In case you did not find the required or relevant articles or help manuals, please do email us at info@greenestep.com with the document required (a procedural document, a training document a process document, or how to use document or any help on navigation, etc., we will create the same for you and send it across.
Customers can have multiple users access to GreeneStep Support Portal for which the customer must be on Remote Maintenance Support.
Customers can log in with their email IDs and password to create a support task. For access to support login, please email your request to support@greenestep.com
GreeneStep is offered as a hosted solution.
We have multiple options when it comes to hosting from Shared Virtual Serves to Exclusive Virtual Servers.
We can also install GreeneStep On-Premise if the customer insists on the same on their servers
Another option is that the deployment can be done on the customer’s third-party hosting centers or premises on compatible systems as per GreeneStep’s system requirements.
Technical Support Team will be available from 8.00 AM EST to 4.00 PM EST during this time customers call GreeneStep Support Number (703) 546 4236 and Dial Extension 402. Support Personnel will answer the call and if busy please leave a voice message with a callback number and query in brief.
Customers can also send emails to SUPPORT@GREENESTEP.COM providing details of the issue or any support request.
GreeneStep recommends customers create Support Tasks on the Support Portal directly. You can create a new task request for your issue or any support need. Please attach a screenshot of the issue, provide step-by-step details, and update the Priority of the Task. If you need access to this support portal, please email us at support@greenestep.com or contact the support team. Such tasks created by customers will be addressed on the same day or the next day with suggestions where an email will be sent with a solution or resolution.
Every day we take customers’ database backups and important files of GreeneStep Apps after customers’ business hours, and it is stored at different locations securely. We also take complete Server backups every fortnight. For any unforeseen circumstances, we will be able to restore the Server to the last “Best Server Restore Point” available and restore all the customer-related files from the stored location. With minimum downtime, everything should be up and running. If needed, we will also share a copy of your data weekly, at your convenience. You will be provided a link to download the latest database backup files.
We implement GreeneStep remotely and have experience doing so for over 12 years. Training on how to use the solution is done remotely using the customers’ sample data.
Laptops or Desktops with a good internet connection is all it takes to use our hosted solution. One can also access GreeneStep using a smart phone / tablet device. Kindly review the System Requirements article to know more about the System Requirements for an On Premise setup.
When creating a new customer, if you want the default pricing group to be set, it should be specified in “Region Master.”
Note: Since the pricing group is assigned/specified for a specific region, the user must be logged into that particular region for the pricing group to be defaulted.
