Edward A.E. Rich & Associates

Employee Count

Select the number of employees at your company

1 to 10 Small company 11 to 50 Growing company 51 to 500 Medium-sized company 501 to 5000 Large company Over 5000 Large enterprise

Business Location Count

Select the number of locations at your company

One Single store, warehouse, or place of business Multiple locations Multiple stores, warehouses, or other locations all operating under a single company structure Multiple companies Multiple company structures with one or more locations in each company

Features Your Business Needs

Check each type of activity your business performs

Accounts Payable Accounts Payable is used to pay vendors and track payment history Accounts Receivable Accounts Receivable is used to send invoices to customers, process customer payments, and generate customer statements Bank Account Management Bank Account Management is used to reconcile bank transactions with payments made and deposited Customer Relationship Management Customer Relationship Management (CRM) is used to track and improve customer relations and sales Fixed Assets Fixed Assets is used to record tangible business assets and calculate depreciation Inventory Management Inventory Management is used to issue purchase orders, receive inventory, and track inventory movement Order Entry Order Entry is used to place sales orders with customers with a focus on selling inventory Payroll Payroll is used to pay employees and file taxes Work Orders Work Orders is used to places orders with customer with a focus on services performed

Business Focus

Select the primary type of sales your business performs

Retail Primarily focused on selling to the public B2B Most sales are to other businesses

Sales Methods

Check each type of ordering system that applies to your business

Sales order based Most sales are from inventory using Order Entry Work order based Most sales are service jobs or other work specified through work orders Web based Most sales are done through an online shopping cart that is customer driven

Custom Software

Indicate if your business has unique software needs

Yes Please briefly describe below what custom solutions your business requires (integration with existing systems, unique business processes, etc.)

No No custom software or integration is needed

Data Migration

Indicate if your business will be migrating data from an existing ERP or business accounting system

Yes From what system or systems do you need to migrate data?

No No data migration is needed

Web Portals

Check each type of secure portal your business wants to offer

Customer portal Web portal for customers to view and pay invoices, view A/R status, and see order history Employee portal Web portal for employees to view payroll information such as pay check stubs and benefits, work place notices, etc.

Business Outsourcing

Indicate if your business would like to outsource business functions to Edward A.E. Rich & Associates, such as payroll or Accounts Receivable payment processing

Yes What business functions do you want to outsource?

No No outsourcing of business functions is desired

Your name

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Email address We will never share your email address with anyone.

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