• Riata CRM links directly to the data in your ACCPAC/SBT Accounting Systems and TIW Alere Accounting System.
   

• The Sales Tab (pictured above) shows you a complete listing of all Bids, Orders and Invoices. Sort the list any way you want by simply double clicking on the fields
   

• Enter bids and orders right into your accounting system (coming soon for Alere)
   

• Maintain ship to addresses and print a list of ship-to's
   

• The sales link provides real-time sales information such as, account balance, credit limit, open orders, period / year to date sales.
   

• With the click of your mouse, Bids, Sales Orders, and Invoices can be instantly viewed, printed, faxed or emailed.
   

• Our queries and reports are even faster than ever before! Your salespeople can instantly see a list of all bids, orders, and invoices for the current customer. With the press of a button any of these views can be instantly viewed or printed!
   

• All this, as well as instant access to other inquiries such as Items Sold, Payments, Sales History, and more provide your sales staff with all the necessary sales information!
   

• View AccPac Pro Series customer note in Riata's customer priority memo.  If memo marked as priority each time contact record is accessed the memo pops up on the screen.  Great place to keep notes such as "No Credit Terms", "Only take orders from Jenny", "Always try to upsell", etc.
   

•  PDF Blaster implementation to provide ability to fax or email invoices and orders if you are a PDF Blaster user