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Shop Management

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Big Frank Sports:
We use Price-It Master and made more money than ever before for some reason.

Frank

Homer:
T-quoter. invoicing built right in. we had our own system, but we would have to retype everything into QB to make an invoice, and that got old fast. T-quoter has a bunch of flaws though, I just didn't like the looks of price-it, don't care about price, like Frank -we make more money with it that without. Quoting is so much faster, saving us face time.

tpitman:
Excel. Pretty much just bookkeeping. Cobbled up a workbook with a Schedule C form and sheets for every entry that feed into it so I can list expenses by category and just copy them into TurboTax at the end of the year. A second workbook keeps track of sales by month with a breakout of sales tax and additional discretionary sales tax by quarter with a total for the year, less taxes collected, that I copy onto the appropriate line of the Schedule C Workbook/Gross Sales. The appropriate line at the bottom shows taxable income at any time of the year. Takes no time at all.

ZooCity:
We put everything into the "cloud" recently, almost no paper anymore with the exception of shipping slips.  

I've piggybacked a workflow/tracking system that allows me to check off each step of the order as done and sort by job into our web-based accounting system.  We use Saasu for all of the above, our POS (also web-based with a light software component), payroll (to a degree, the company is aussie so they don't have it totally hooked up for us yanks yet), very light CRM (my least favorite part of the system), tasking out jobs to each other, budgets, damn near everything really and it's been neato so far.  Nowhere near as powerful as QB for reporting and items but does quite a lot and does it well.  It's really up to the user to customize it out and follow their own procedures correctly or it all falls apart unlike QB or other management programs which are more rigid in how you enter things.  It costs $25/month for the accounting file and $25 for the POS which journals into the accounting.  

With the above deal, any of us from any computer with web access, and now even our phones which are basically pocket computers anymore, can generate quotes, enter sales leads, pull up a job, see if it's just a quote or a production invoice, see if they've paid and how much, if blanks need ordered, what the in-hand date it, etc.  We can accept payments this way as well since the whole workflow deal is actually using the functionality of the accounting system.  You can set permissions as well to keep co-workers from messing up the heavy accounting stuff.  

So far I'm a fan and I think it's "the way of the future".  The next step is getting the scrill together to get this and a few other cloud systems integrated into a cloud platform that we log into and uses api and coding to tie all the different functions into one interface.  

Evo:
Quickbooks for now. I am basically a one man show so I've made it work.

I have the item list set up in a way that makes quoting pretty quick and easy. I bought the Ryonet QB add on and for the most part what was in there was unusable except the Excel pricing calculator, which I tweaked a bit to make it work for me.

For QB I have non-inventory items set up for things like print location and colors, with easy to remember codes to type in so there is much less typing involved overall. Print location/colors, shirt color then shirt style/size.

So for a estimate for let's say a 1 color print on the front of 100 Gildan black shirts it would look like the attached. Everything punches in very quick. Only thing that takes any more time is punching a few numbers into the Excel calculator once I glance at the current blanks pricing for that week.

Then I just print to PDFCreator and email it out.

Works for now.

I downloaded a free copy of Fastmanager but I've had no real time to eff with it.

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