Datafile Software For Accounting and Business Management
Accelerate Business Growth & Deliver More Value To Clients Through Datafile Bunsiness and Accounting Software.
Business Accounting Software & Automation
Datafile Software Is Great For
Resource Planning, Business Alerts, Component Tracking, Works Order Processing
Inventory Forecasting, Customer Organization Management, Matrix Pricing
Stock Location Management, Branches, Trade Counters, Route Planning
Automatic Invoicing, Route Analysis, Asset Tracking, Digital Service Forms, Field Engineers
Integrate Systems & Automate Processes
Field Sales – EPOS – CRM – eCommerce – B2B – Service Teams
Connected systems centralise control of your business information allowing you to capitalize on it in a timely manner enabling more proactive management & decision making as well as unifying customer experiences.
Datafile is Modular ERP Software so you only buy what you need. The system is robust and secure as you would expect with granular access controls helping you with GDPR while still empowering your users.
Datafile is designed to work the way you work and is ideal for companies who have grown successfully and now want to gain more control and automation.
Many software systems can be tailored to fit your business but none as easily or cost-efficiently as Datafile. Our parameter-driven “on/off” functionality means that we can deliver a solution that fits your business processes, employee roles and security rights without lots of expensive system development.
Datafile has many methods for integration helping to drive efficiencies into all the key areas of the business. One simple example is Online Ordering linked to Stock and Sales Order Processing.
Datafile supports both Cloud and In-House models so you are free to choose if your Business Software is run within the organizations IT infrastructure or Hosted in the Cloud.
Datafile launched in 1985 dealing with thousands of UK businesses. Over 50% of clients have continued to use Datafile for over 10 years.
The control center of the system setup and on-going customization requirements. Parameter-driven switches control features
Sales Transactions – Sales invoices, credit notes, and payments received – together with an extensive reporting suite.
Purchase transactions– purchase invoices, credit notes, and payments – together with an extensive reporting suite.
Main accounting record for your business holding accounts for current and fixed assets, liabilities, revenue and expenses, gains and losses.
Cashbook allows for management and reporting of the Bank and Cash Accounts. Receipts and Payment Routines can be defined to reduce data entry by using posting groups.
Links to the Nominal Ledger for accumulating employee costs, and Job Costing for the accumulation of posted timesheets to the employee for salary calculations.
Contract & Job Costing
Tracking of costs associated with a specific contract with a customer. Costs can be grouped e.g. material costs, labor, direct expenses, overheads or sub-contractor costs.
Designed to meet a wide range of requirements whilst retaining the ease of use. Includes multiple/single locations, assemblies, finished goods only.
Where there is no Order Processing requirement this application provides the production of a sales invoice or self-billing invoice.
Sales Order Processing
Designed to meet a wide range of needs whilst retaining the ease of use and highly configurable links to email and produces PDF’s.
Purchase Order Processing
Designed to meet a wide range of needs whilst retaining the ease of use and highly configurable based on the requirement.
Batch & Serial Tracking
Batch / Serial tracking allows for the system to record information related to an individual product or batch of products.
Works Order Processing
Also known as Bill of Materials, designed for companies that manufacture or assemble products for customers and for stock. Highly configurable based on the requirement.
Contracts & Servicing
Includes Automatic Invoicing, Pricing Uplifts, Contact Periods – Annual / Quarterly / Monthly / Seasonally / Ad Hoc, Contract Costing, and Profitability. Configurable based on the requirement.
Highly configurable based on requirements, includes CSV, XML and SQL capability for Sales Order Processing, Sales & Purchase Ledgers, Job Costing, Stock, Accounts.
B2B, B2E and B2C eCommerce platform supporting Datafile Matrix Prices, Stock & Sales Orders, Branch Stock and more, plus the usual links to other Online Services & Gateways.
The team at Portal People have been delivery partners for Datafile Business and Accounting Software for a number of years. Over the years we have gained extensive knowledge of the system and its capabilities, as well as forged a strong friendly relationship with the author and other Datafile delivery partners.
In addition to the core system the Portal People team have developed a suite of web based applications to compliment the capabilities of Datafile and extend the reach of the system to online customers and teams out in the field. The combination of Datafile Software and Portal People’s specialist applications are a powerful suite of tools when looking to automate and digitally transform business operations.
Portal People provide a full range of services from initial consultancy, system design, implementation ,training and support as well as customer portals and web applications.
|On Premis or In The Cloud|
|Modular System Buy Only The Modules You Need|
|Cost Efficient Customisation Through Parameter-driven “on/off” Functionality|
|MTD (Making Tax Digital) Ready|
|Training and Support Packages Available|
|Software Updates Performed|
|Integration With 3rd Party System*|
|B2B Ordering and Webshop Ready|
|*3rd Party integration subject to specification.|
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