PowerLink modules

PowerLink is a suite of powerful modules that work together to build the system you need. Below is a summary of the main features of each. Use this to identify the elements you need, then take a look at the bundles on the Pricing page to see which is the best fit. If you're not sure, we can help with a free phone consultation - no strings attached.


Dashboard Designer

Customise dashboards to meet the individual needs of each PowerLink user so they can focus on mission-critical data. Add pages to existing dashboards and create entirely new dashboards using the template design wizard.

  • Create custom dashboards and "gadgets"
  • Create custom gadget toolbars
  • Search, calendar and charts
  • Drill into from gadget data cell
  • Runtime sorting, filtering and totalling
  • Add events for mouse click and hover
  • Email and print gadgets
  • Display multiple dashboard unattended mode

Report Designer

Create custom reports & gadgets

  • Create custom reports using visual designer
  • Create reports using Report Wizard
  • Visual Query Builder
  • Output reports as KFI, Excel, Word or Text
  • Save reports as PDF
  • Email report to customer and supplier contacts
  • View report data and copy and paste
  • Off-line ODBC reports
  • Customise virtually all standard reports
  • Access to reports library
  • Import and export reports (share)
  • Run Crystal V9 reports from PowerLink
  • Use external data sources for reports
  • Before and After Print Events
  • Create custom queries for reports
  • Cloud270 Reports app available separately for viewing reports on your mobile device

Custom Fields

Add custom fields for customers, products, suppliers, employees, jobs, sales reps and more. Different fields are supported including lookups, check / tick boxes, multi-line text boxes (memo fields), dates and more. Use custom fields on reports and dashboard gadgets.

  • Add custom fields for many items such as:
    • Jobs and Job Types
    • Machines
    • Employees
    • Products and Product Groups
    • Manufacturing Requisitions
    • Customers
    • Sales Reps
    • Suppliers
    • Quotes, Orders, Invoices, Sales Leads
  • Add different types of fields such as:
    • Text boxes
    • Multi-line Text Boxes
    • Drop down lists (combo boxes)
    • Check boxes (tick boxes)
    • Dates and Times
    • Numbers
    • Calculations
  • Use customer, supplier and employee fields on emails
  • Use custom fields on reports, solutions and gadgets
  • Cloud270 apps available separately for viewing and editing custom fields on your mobile device

Lead Management

Create sales leads, quotes and invoices for prospects and customers. Record history of discussions and create custom fields to collect more details. Monitor profitability and success rates of quotes and use as job budgets.

  • Sales lead creation and tracking
  • Quote creation and tracking
  • Emails to customers
  • Mass campaigns
  • Cloud270 Customers, Quotes and Orders mobile apps available separately for accessing information from your mobile device

Quotes

Create quotes for customers. They can be as simple or complex with multiple sections and options depending on the situation. Produce great looking quotes using multiple layouts. Email them as PDF to your customers. Create jobs and budgets from quotes and more...

  • Multi-section quotes to group by sub-job or option
  • Job quote templates and copy quotes
  • Create jobs from quote
  • Create purchase orders from quote
  • Create job budget from quote
  • Create kit requisitions from quote
  • Create orders and invoices from quote
  • Customised quote layouts
  • Custom fields for quotes
  • Multiple quantity fields for dimensions
  • Add notes to contact history for quotes
  • Recalculate quotes using latest product prices
  • Cover letter and notes with quote
  • Customise quote entry screens using SBE
  • Cloud270 Quotes Mobile App available separately for accessing information from your mobile device

Customer Contact Management

Manage contacts for prospects and customers. Create notes and tasks and monitor to-do lists. Create custom fields to collect extra data: text, look-up, yes/no, date and time. Send individual or bulk emails. Create email templates.

  • Customer / Prospect accounts and contacts
  • Customer / Prospect task tracking
  • Event and campaign tracking
  • Customer / Prospect notes
  • Customer / Prospect custom fields
  • Sales Rep custom fields
  • Personalised email fields
  • Email templates
  • Cloud270 Fetch, Customers and To Do List mobile apps available separately for accessing information from your mobile device

Supplier Contact Management

Manage contacts for suppliers. Create notes and tasks and monitor to-do lists. Create custom fields to collect extra data: text, look-up, yes/no, date and time. Send individual or bulk emails. Create email templates.

  • Supplier accounts and contacts
  • Supplier task tracking
  • Supplier custom fields
  • Emails to suppliers
  • Supplier notes
  • Mass emails
  • Cloud270 Fetch, To Do List and Purchases mobile apps available separately for accessing information from your mobile device

Employee Contact Management

Manage contacts for employees. Create notes and tasks and monitor to-do lists. Create custom fields to collect extra data: text, look-up, yes/no, date and time. Send individual or bulk emails. Create email templates.

  • Employee accounts and contacts
  • Employee task tracking
  • Employee custom fields
  • Emails to employees
  • Employee notes
  • Cloud270 To Do List mobile app available separately for accessing information from your mobile device

Standing Orders

Create standing orders for customers to manage regular orders and monitor gross profit margins. Each standing order can contain multiple sections, for customers who place different types of periodic orders. Each section can be given a user-definable frequency code to suit your production or billing needs.

  • Refresh to pick up changes to product prices and costs
  • Place standing orders on hold until a nominated date
  • Set a Start, Review and Expiry date (suits contracts)
  • Add notes, tasks and custom fields
  • Produce follow-up reports and production lists
  • Generate customer invoices
  • Generate ABA file (if payments are via direct debit)

Job Management

Create jobs for customers, assign to sales reps & employees. Specify required-by date, status and instructions. Create custom fields to collect more data. Allocate time, materials, contractor and supplier expenses. Monitor job status, costs and profitability.

  • Visual Jobs workflow
  • Visual Jobs dashboards
  • Job creation and tracking
  • Job quotes (multiple sections)
  • Email and print job cards
  • Email notifications when assigning job
  • Job custom fields
  • Job departments and areas
  • Job notes
  • Job Templates (copy jobs)
  • Documents attachments to job notes
  • Contact management integration
  • Assign sales rep and employee to job
  • Labour pricing and costing schedules
  • Sub-jobs
  • Flexible job code format
  • Custom job status codes
  • Custom job types
  • Customised job card layouts
  • Customised job reports
  • Budget quantities, cost and income
  • Create job budget from quote
  • Multi-level budget variance reports
  • Cost and bill sub-contract and other
  • Cost and bill labour and materials
  • Flexible costing and reporting
  • Cloud270 Jobs, Timesheets, Appointments and Projects mobile apps available separately for accessing information from your mobile device

Job Billing

Create job invoices quickly using the time, materials and supplier expenses which have been allocated to the job. Price materials using markup or customers normal price. Invoices multiple jobs at once based on department, job type or status. You can individually approve each invoice line. Alternatively create a fixed price quote and bill the job at stages using that.

  • Bill jobs as Do and Charge or Fixed Price
  • Bill jobs individually or several at a time
  • Invoice materials using GP%, % markup or customer special price
  • Fixed price jobs can be billed at stages using budgets
  • Attaché debtor ledger integration
  • Flexible billing by activity and employee
  • Customised job invoice layouts
  • Multiple invoices per job
  • Hold and release invoices (progress billing)
  • Cloud270 Jobs, Timesheets, Appointments and Projects mobile apps available separately for accessing information from your mobile device

Timesheet Entry and Billing

Enter employee time time using daily timesheets or on directly on job card. Time can be assigned to job or customer. Shift / activity codes allow flexible costing and billing. Create invoices individually or invoice multiple customers / jobs at a time. Send timesheets directly to Attache Payroll and eliminate double handling.

  • Enter time on job card or employee timesheet
  • Assign cost / billing rates per employee per activity
  • Create invoices for time billed
  • Invoices can display time individually or consolidated by date and employee
  • Integrates with Attache Payroll and Debtors
  • Timesheet entry, management & billing
  • Cloud270 Timesheets and Appointments mobile apps available separately for accessing information from your mobile device

Machine Management

Invoice machine time as wet or dry hire. Enter machine and employee duing timesheet for wet hire billing. Time can be assigned to job or customer for billing. Assign running and maintenance costs to machines to track profitability.

  • Supports unlimited number of machines
  • Invoice machine time as wet or dry hire
  • Wet hire standby rates
  • Assign running costs and maintenance to machines for costing reports
  • Detailed machine costing reports
  • Wet hire and dry hire billing
  • Machine custom fields

Project Management

Keep track of projects. Create milestones for projects with dates. Jobs with the same miletone can be managed visually using the Project Kanban board. Prioritise jobs and assign areas for reporting.

  • Job milestones
  • Project tracking Kanban
  • Multiple job levels (parent / child)
  • Cloud270 Jobs and Projects mobile apps available separately for accessing information from your mobile device

Labour Schedules

Ultimate flexibilty when costing, charging and paying for employee time. Schedules can be setup for a customer or individual jobs. Schedules can be used when employees attend worksites with labour agreements in place.

  • Define charge, cost and pay rates for employees within specified Payroll Groups
  • Define charge, cost and pay rates for specific activities
  • Create schedules for specific scenarios or jobs
  • Apply a schedule to an individual job
  • Apply a schedule to a customer, so rules apply to all new jobs
  • Cloud270 Jobs, Timesheets, Appointments and Projects mobile apps available separately for accessing information from your mobile device

Job Planner

Create job appointments in a calendar-style interface. Group employees into user-definable categories, such as training or certification. Appointment time can be authorised then automatically updated to timesheets.

  • Visual calendar drag and drop interface
  • Assign customer or job to appointment
  • Cloud270 Appointments mobile app available separately for accessing information from your mobile device

GL Costing

Reconcile transactions costed to jobs to general ledger account codes to produce financial reports for each job or cost centre. Reports can be produced across multiple financial years.

  • Reconcile job transactions to general ledger account codes
  • Produce financial reports for each job or cost centre
  • Reports are customisable
  • Reports can span across multiple finanical years
  • Cloud270 Fetch and Reports mobile apps available separately for accessing information from your mobile device

Kit and Assembly Management

Create kits, build batches of kits & manage components. Specify quantities, sequence and instructions. Monitor kit costs and component stock. Plan production based on historic sales. Create custom fields for kits and requisitions.

  • Visual Assemblies workflow
  • Visual Assemblies dashboards
  • Create kit / BOM definitions
  • Build kits and receipt into Attaché
  • Track builds in progress
  • Global updates (replace components)
  • Deleted and out of stock warnings
  • Low profit margin warnings
  • Overdue stock delivery warnings
  • Stock reorder warnings
  • Product custom fields and notes
  • Product Group custom fields
  • Requisition custom fields
  • Update kit costs to Attaché
  • Kit templates (copy kits)
  • Build instructions / line sequence on kits
  • Set quantities per batch
  • Generate requisition using impress / replenish
  • Cloud270 Fetch mobile apps available separately for accessing information from your mobile device

Batch and Serial Number Tracking

Track batch and serial numbers on incoming stock purchases and outgoing sales. Assign batch numbers to manufactured stock and track components.

  • Track batch / serial numbers on incoming stock purchases
  • Track batch / serial numbers on outgoing stock sales and manufactured items
  • Record expiry dates with numbers
  • Use and track components for manufactured items.
  • Customised tracking and management reports

Kit Costing

Link kits to jobs to manage manufacturing work in progress & costs. Allocate actual labour hours to manufacturing jobs, and issue components as they are used to ensure stock levels are accurate.

  • Manufacturing job costing reports
  • Manufacturing WIP reports
  • Build kits to order from customer quote
  • Customised Build List
  • Customised manufacturing process

Solution Builder

Create and deploy integrated applications, from simple forms that store extra information to powerful solutions with e-mail and internet support. Automate manual processes or integrate disparate systems to improve control.

  • Create custom forms and solutions
  • Create custom bound data forms
  • Create custom unbound data forms
  • Access to PowerLink objects API
  • Powerful scripting language
  • Code behind forms
  • Program events (open, close, update, timer)
  • Standard controls (text, combo box, tab etc)
  • Advanced controls (data grid, OLE, button etc)
  • Customise selected standard forms using SBE
  • Attaché live data integration
  • Create custom databases and tables
  • Import text files into data tables
  • link to external databases using ODBC
  • Cloud270 Solution Builder / Custom mobile apps available separately for accessing information from your mobile device

Integration

The live Data Service ensures that all Attache data required by PowerLink is immediately available. There is no messy synchronisation. As data changes in Attache the data service will make it available to PowerLink.

  • Attaché integration (Live Data Service)
  • Attaché BI compatible
  • External ODBC data source connection
  • External MS Access MDB connection
  • Customised database / web-site integrations
  • Custom app development
  • Visual workflows
  • Customisation Library
  • Mobile apps available +
  • Multiple companies

Security

  • Restrict user access to each company data file
  • Restrict user access to each program on menu
  • Restrict user access to each report
  • Restrict user access to each dashboard gadget
  • Restrict user access to each dashboard
  • Restrict user access to each Cloud270 mobile app

Support, Training and Other Services

  • Telephone / email support
  • Remote control support *
  • Web training videos
  • Support knowledgebase
  • On-line Help and User Guides
  • Custom Reports Gallery
  • Custom Solutions Gallery $
  • Mobile App Gallery $
  • On-site training & support #$
  • #Available from accredited partners
  • *Requires signed authorisation
  • $Additional fee applies for services provided
  • +Selection of apps depends on Edition. Not all desktop features available in mobile apps.