What Is SBII

Simple Business Invoicing & Inventory (SBII) is a comprehensive sales management system that includes: invoicing, inventory management, automated billing, both physical and email mailing list management, and sales tracking. Invoices, bills, and statements can be printed on plain paper or emailed directly to customers.


SBII features an intuitive graphical interface with pop-up menus and pick lists that minimize typing. Inventory is automatically tracked when items are sold and the program offers extensive customer tracking. Reports include customer profiles, product sales analysis, inventory, income, sales tax, cost of goods sold, etc.


Bills, invoices and customer statements can be emailed directly to customers using a standard SMTP email server. SBII can also be used to send simple newsletters or special notices via email to selected groups of customers in your mailing list.


Customer lists and product definitions can be imported from delimited text files (i.e., *.csv, *.cgi, etc.).


SBII can be configured to automatically compute two sales taxes (e.g., Canadian GST and PST).


SBII can be used alone or in conjunction with OWL's Simple Business Accounting (SBA) to provide complete tracking of both sales income and business expenses.


SBII requires Windows 95 or above, A hard disk with approximately 2 Megabytes of available space and access to an SMTP compatible email server for email capability.


Key Features:

An intuitive graphical interface with pop-up menus and pick lists that minimize typing. For    example, to create an invoice you simply choose the customer and products sold from a series of    menus. SBII fills in the invoice and computes the sales tax for you. Then, with the click of a    button you can also process credit card charges. Once completed, the invoice can be printed with    mailing labels or emailed directly to the customer.


Estimates.With the same ease that you create an invoice, SBII now allows you to produce    estimates or price quotes for your clients. You select the items fromyour predefined price list and    the estimate is automatically assembled to be printed or emailed to your client.


Inventory Management. Once you record purchases of the products that you sell, SBII tracks    inventories by deducting items sold from inventory on hand. Inventory may be managed using    either the First in-First out or Last in-First out methods. Reports for inventory on hand, cost of    goods sold, reordering stock are provided.


Customer tracking. Customer profile reports show each customer, the items they have    purchased and the dates each item was purchased.


Sales tracking. Product sales reports give a complete picture of the products that are selling and    those that are not. The Buyers report shows you the names of customers who have purchased a    particular product.


Mailing list management. Customers can be separated into up to 100 groups. Mailing lists and    address labels can be generated for any combination of one or more groups of customers. This    feature lets you target your mass mailings to just those customers who are most likely to    respond to a given mailing.


• To help you get started quickly, customers lists and product definitions can be imported from    delimited text files.


• SBII can be configured to automatically compute two sales taxes (e.g., Canadian GST and PST).


• Income data entered into SBII can be imported into OWL's Simple Business Accounting (SBA) to    provide complete tracking of both sales income and business expenses.