Brainstorming with Shannon on sub features in the business functions realm. We spent some time brainstorming about sales, inventory tracking, POS (point of sale) features, and CRM (customer relationship management) options. See attached for our working outline document.

Working on ideas for the presentation gallery and trying to break things into smaller pieces.

1. Business Functions
1.1. Sales
1.1.1. Inventory tracking
1.1.1.1. Start to finish inventory tracking
1.1.1.2. Item usage histories
1.1.1.3. Unlimited
1.1.1.4. Reports, exports
1.1.1.5. Images, scans, multimedia
1.1.1.6. Units of measure
1.1.1.7. General items
1.1.1.8. Serialized items (stock/units)
1.1.1.9. Time or services (unlimited)
1.1.1.10. Fulfillment
1.1.1.11. Sub inventory (parent/child)
1.1.1.12. Transfers
1.1.1.13. Internal builds (manufacturing)
1.1.1.14. Ecommerce settings
1.1.1.15. Updating inventory counts

1.1.2. POS (Point of Sale)
1.1.2.1. Invoicing
1.1.2.2. Quoting/Ordering
1.1.2.3. Secure shopping cart
1.1.2.4. Barcoding
1.1.2.5. Custom buttons
1.1.2.6. Discounts & campaigns
1.1.2.7. General items
1.1.2.8. Serialized items (stock/units)
1.1.2.9. Time or services (unlimited)
1.1.2.10. Locations & tax settings
1.1.2.11. Hardware options
1.1.2.12. Custom designs & layouts
1.1.2.13. Ecommerce tied to POS

1.1.3. Customer options
1.1.3.1. Loyalty points
1.1.3.2. Preset discounts
1.1.3.3. Purchase histories
1.1.3.4. Payment history
1.1.3.5. Accounts receivable
1.1.3.6. Customer billing
1.1.3.7. Online bill pay
1.1.3.8. Images, scans, multimedia
1.1.3.9. Customer accounts
1.1.3.10. Reports, exports

1.1.4. Reporting
1.1.4.1. Sales reports
1.1.4.2. Profit reports
1.1.4.3. Daily/weekly/monthly reporting
1.1.4.4. Per locations, per salesperson
1.1.4.5. Deposits
1.1.4.6. Purchase histories
1.1.4.7. Trending items
1.1.4.8. Automated P&L
1.1.4.9. Exports
1.1.4.10. Advanced filtering
1.1.4.11. Save your own reports

1.1.5. Payment solutions
1.1.5.1. Normal POS options (cash, check, etc.)
1.1.5.2. Merchant processing (credit cards)
1.1.5.3. Online bill pay
1.1.5.4. 3rd party payment solutions
1.1.5.5. On account (customer credit)
1.1.5.6. Custom configurations

1.1.6. Ecommerce
1.1.6.1. Real-time (live) inventory counts & tracking
1.1.6.2. Fully integrated systems
1.1.6.3. Online product purchase
1.1.6.4. Customer login portal
1.1.6.5. Online bill pay
1.1.6.6. View histories, statements, orders
1.1.6.7. Fulfillment
1.1.6.8. Fully configurable (settings)

1.1.7. Other special functions
1.1.7.1. Work orders
1.1.7.2. Layaway
1.1.7.3. Recipe/builds
1.1.7.4. Hidden line items
1.1.7.5. Reoccurring
1.1.7.6. Barcode/QR code generators
1.1.7.7. Emailing capabilities
1.1.7.8. Discounting engines
1.1.7.9. Quantity tracking & thresholds
1.1.7.10. Loyalty points
1.1.7.11. Gift cards

1.2. CRM
1.2.1. Sales & purchase tracking
1.2.1.1. Payment tracking
1.2.1.2. Monies owed
1.2.1.3. Accounts receivable
1.2.1.4. Purchase histories
1.2.1.5. Invoices/quotes

1.2.2. Customer profiles
1.2.2.1. Holds additional information & subs
1.2.2.2. Log notes
1.2.2.3. Additional contacts
1.2.2.4. Reoccurring billing
1.2.2.5. Purchase & payment history
1.2.2.6. Groups & types
1.2.2.7. Preset options - discount, tax category
1.2.2.8. Photos, scans, files, media
1.2.2.9. Expandable custom fields
1.2.2.10. Manage relationships

1.2.3. Customer tracking & follow-ups
1.2.3.1. Unlimited notes & logging
1.2.3.2. Show/hide notes on calendar
1.2.3.3. Show/hide notes in customer portal
1.2.3.4. Purchase histories
1.2.3.5. Accounts receivable

1.2.4. Calendaring & scheduling
1.2.4.1. Elements of Time
1.2.4.2. Reporting
1.2.4.3. Billing

1.2.5. Unlimited customers

1.2.6. Photos, scans, other files & media
1.2.6.1. Unlimited

1.3. CMS
1.4. Expense Tracking
1.5. Payroll
1.6. Calendar
1.7. Data Connection
1.8. Accounting
1.9. Reports
1.10. Business Intel
1.11. ECommerce
1.12. Big Data