Yes. In the advanced stages of discussion, prospects can evaluate our software with their own data so that they get a better understanding of how GreeneStep handles their business processes.
Need to sign up a mutual nondisclosure agreement to get started with a Free Evaluation of the software for a limited period.
Contact the Sales Team for Signing up for a Free Demo and a Free Evaluation. Terms and Conditions Apply.
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.
Specific Tax Settings: Configure tax exemptions and specific tax rules for different customer types, such as resellers or non-profit organizations.
Create and manage custom tax codes to address unique business needs and special tax scenarios.
Yes, you can enhance customer service by setting up comprehensive customer profiles. These profiles can include automatic discounts and net 30 account terms. You can define payment terms (net 30, net 15, etc.) and set up pricing groups to apply specific discounts for different customer types (wholesale, retail, etc.). You can upload scanned documents like driver’s licenses, applications, and sales tax exemption certificates as attachments within the customer profile.
Yes, user permission levels can be customized to grant access selectively, restricting users from accessing certain menus. For example, the accounting team may only have access to finance and accounting menus. Additionally, there’s a mechanism for overriding certain restrictions, such as credit limits, by users with appropriate permissions. Regarding order fulfillment, a packing slip is automatically generated and sent to the warehouse to guide the picking and packing process.
Yes, using pricing groups you can set up various customer level pricing. We recommend defining a base price for the product, such as $12,000, and applying discounts based on customer groups. For example, business customers (B2B) might receive a discount, resulting in a final price of $10,000, while consumer customers (B2C) pay the full $12,000. This discount is automatically applied at the time of invoicing, ensuring accurate pricing for each customer type.
Yes, you can upload attachments related to customers, including scanned documents or PDF files such as licenses, certificates, or contractual agreements. These attachments can be stored in a digital format within the system and accessed easily whenever needed. Additionally, there is a document management system available on the customer side for efficient organization and retrieval of attachments. Furthermore, you can utilize extended data fields to capture and store additional information as alphanumeric or numeric data. These features provide a comprehensive solution for managing customer-related documents and information within the system.
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 and they can choose where a copy of the database can be securely stored as a backup.
Yes. Customers have access to data and they can choose where a copy of the database can be securely stored as a backup.
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.
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.
The pick ticket report can be customized to include prices. If needed it can be parameterized to only show the unit number and unit name, with all prices being excluded.
The ticketing system allows for the creation of tasks or tickets to address client issues or tasks internally. When a client calls in with a problem, a ticket is created, and it gets routed to the appropriate person for resolution. This ensures that the client is notified of the progress and status of their issue. Initially, the preference is for employees to create the tickets, but there’s potential for clients to submit tickets directly in the future. The system allows for tracking ticket status and progress, and tasks can be reassigned if necessary. Email notifications can be configured to keep clients informed about the status of their tickets, although this depends on the management decision and preference regarding communication volume and content.
In GreeneStep, you can easily view item storage locations by double-clicking the received column. You can then select the specific bin and location for precise tracking. Additionally, the system can be configured to require bin selection to ensure accurate inventory and tax calculations.
To manage inventory for finished products assembled from multiple components, create a new product entry and list all the individual components. The system will automatically adjust inventory levels for both raw materials and finished goods, ensuring accurate tracking and financial management.
Yes, it’s possible to implement an automated system to send monthly statements to customers, informing them of their balance and reminding them of any unpaid invoices. This would involve building a custom utility that can be deployed to trigger the sending of statements automatically at the end of each month. Additionally, we can include a payment link directly in the statement to facilitate easy online payment for the customer. This approach aims to streamline the payment process and make it convenient for customers to settle their invoices without the need for physical visits or inconvenience.
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 simplifies drop shipping by automatically creating a purchase order when you sell a non-inventory item. After receiving the item and invoice from your supplier, GreeneStep recognizes it as a drop shipment, assigns the items to the corresponding sales order, and guides you through creating a sales invoice, ensuring a smooth process from start to finish.
GreeneStep releases a new upgrade every year. 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 BackOffice 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.
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.
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 also access this Help Center online 24×7. There are certain advanced user guides available at the HELP CENTER, for which a customer must request exclusive log in 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, or a training document or 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.
GreeneStep also offers below professional services along with its Product
Product Deployment, Setup and Configuration
Data Migration and Implementation Services
Training and Product Adoption Services
On going Support Services ( Level 1 Functional and Level 2 Technical Services)
Regular Managed Upgrades and Maintenance Services
Customization Development (Integrations, Plug-In and New Report Customizations)
GreeneStep Cloud Hosting and Business Continuity / Backup / Monitoring Services
Business Consultation Services
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.
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.
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.
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.