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, 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.
Tax Jurisdiction Management: Manage multiple tax jurisdictions with varying rates and rules, accommodating the complexity of selling in multiple locations.
GreeneStep does have a Test Server/Sandbox that our prospects can get access to for an extended Free Trial to work and get a feel of our product.
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.
Yes. Customers have access to data and they can choose where a copy of the database can be securely stored as a backup.
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
GreeneStep includes robust barcode and QR code functionalities, supporting both 2D and QR code labels. Users can design and print custom barcode labels, scan items upon receipt, and update product information seamlessly. For instance, manufacturer details can be added using internal part numbers or UPC codes. The system supports scanning and updating 13-digit UPC codes, internal part numbers, or serial numbers, facilitating efficient data retrieval. This comprehensive support for barcode and QR code scanning ensures accurate item tracking and inventory management, enhancing operational efficiency by allowing quick access to product information through various scanning methods.
Yes, GreeneStep’s platform offers comprehensive integration with accounting features designed to streamline your financial processes. Our integrated accounting module includes:
Additionally, our platform supports running financial reports, giving you insights into your financial health without needing to export data to external software. This means you can perform all accounting tasks directly within GreeneStep, potentially eliminating the need for any third-party accounting software. Our goal is to provide an all-in-one solution to simplify your financial management and enhance operational efficiency.
GreeneStep solution is a custom solution; it depends on what you need. So it would be best to do an intro call where we can see what pricing would match your needs. It can be as low as 40 dollars per user per month. Either way, we offer a one-month free trial, so you can see an ROI before committing to anything. Please see Pricing for various options.
The Hosted data is very safe and secure. The servers are housed in Phoenix NAP with multiple layers of Physical as well as computing security. We offer 99.9% of uptime with our hosted solution. Similarly have a separate data center in Canada.
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.
Email us at sales@greeneStep.com. Call us on the US +1 703 546 4236 X 403 | IN +91 7349028396
Customization charges are based on the specific requirements for which GreeneStep will document in detail the “Customization Requirement Solution Agreement (CRSA)” This detailed functional and technical specification document will be shared with you for review and approval.
We implement GreeneStep remotely and have experience doing so for over 15 years. Training on how to use the solution is done remotely using the customers’ sample data.
Stimulsoft Report Designer tool is used to build GreeneStep Reports. There are over 150 out-of-the-box scanned reports developed and released as part of the GreeneStep product.
Sample Sales Order, Purchase Order, Sales Invoice and Check Printing Reports are part of it. Specialties of these reports are compatible and viewable on both desktop, mobile browser views. Contact Support team for any customization of reports that adds value to your decisions on time every time.
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.
Yes. GreeneStep provides customer references based on various criteria: such as closet to your territory, industry type, and also the expert end-user. We will get permission from the existing customer and set up a schedule or arrange for the contact details.