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  • Key Features
  • Sales Order Entry
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  • Purchase Order
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  • Management Dashboard
  • General Ledger
  • Report Generator
  • Budgeting
  • Fixed Assets
  • Banking
  • Point of Sale
  • Inventory Management
  • Manufacturing
  • Job Costing
  • System Manager
  • Role Based Security
  • Data Import/Export
  • Reporting
  • System Requirements
  • Integrated Shipping System
  • Credit Card Payment Processing
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  • CVO Editions">CVO Editions
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System Manager

Custom Vantage Office™ was designed with flexibility and ease-of-use in mind. Each company and even specific users may require something unique to themselves.

That’s why the features and options found in the System Manager will allow you to configure Custom Vantage Office™ to run in a specific way for each user and your business.

Key Features  
User defined powerful grid searching    
    Group by any column in the Search Form    
    Export and summarize search information    
    Advanced searching options available    
    Company Setup    
    Starting Transaction Numbers    
    Ship Via Setup    
    Terms Setup    
    Company Policy    
    Reminder List    
    Schedule Category Type    
    Schedule Activity Details    
    Customer Data Fields    
    Prospect Data Fields    
    Customer Auto Schedule    
    Prospect Auto Schedule    
    Set Default Shipping Terms for new transactions    
    Set Default Customer Terms for new transactions    
    Option for Deleting Orders after Convert to Invoice    
    Option to use Default Currency when duplicating transactions    
    Option to display post and un-post messages    
    Option to check credit card type before posting    
    Option to check for blank default accounts on start-up    
    Option to assign check numbers after printing    
    Enable Audit Trail    
    Set Inventory Costing Method    
    Set Inventory default Item Type    
    Set Inventory default Warehouse ID    
    Set Inventory default Classification    
    Set minimum profit margin percentage    
    Option to display customer and inventory special pricing methods when invoicing    
    Option to prevent negative stock    
    Option to display out of stock message    
    Set bonus points formula    
    Sales – default line item tab order    
    Sales – default decimal places    
    Sales – track discounts in G/L    
    Sales – enable back orders    
    Sales – enable invoice voiding    
    Sales – prevent negative allocation    
    Sales – display over credit limit message    
    Sales – display customer notes when adding an order    
    Sales – use Company Logo on Orders and Invoices    
    Purchases – option to display only the inventory items for the selected Vendor    
    Purchases – track discounts in G/L    
    Purchases – automatically create a bill after receiving inventory    
    Purchases – enable A/P clearing    
    Purchases – enable multiple terms and discount override    
    Purchases – default decimal places    
    Purchases – 1099 threshold    
    Enable and setup Add-Ons    
    Set User default work flow menu    
    Set User defined Find Form options    
    User option for invoice warning message about item reorder point    
    User option to show Dashboard on start-up    
    User option to show Scheduled Activities on start-up    
    User combo box drop down options    
    User setup of Favorite Reports    
    Set User desktop and themes    
    Setup or change User keyboard shortcut    
    Set User printing options    
    Setup Currency Exchange Rates    
    Zip / Postal Codes    
    Store locations    
    Enable Reminder List