Login to the Customer Portal

Call us at 1-877-258-5465

Follow Blue Link on Twitter Connect with Blue Link on LinkedIn Like Blue Link on Facebook Follow Blue Link's Software Blog Check out Blue Link Software on YouTube Blue Link Software on Google Plus

Blue Link Inventory and Accounting ERP Software Features

Blue Link ERP Software Features

Integrated Accounting & Inventory ERP Software

Download PDF Version

Blue Link ERP - integrated accounting, inventory management and contact management software - offers robust functionality for Wholesalers and Distributors. The following is a highlight of the software features included with Blue Link ERP. Optional components are identified in the left column.

Common/Overall Feature Highlights Click to interact

  • Multi-user and multi-company
  • Robust & Reliable -  Microsoft SQL-Server database
  • Multi-currency (unlimited number of currencies)
  • International – configurable for Canada, USA, the Caribbean and other jurisdictions, including sales taxes and terminology
  • Real-time system - provides up to the minute information
  • Drill down interface – easy to access information
  • API (application programming interface) facilitates seamless integration with 3rd party front end applications.
  • User Defined Fields to add custom details and notes to Customers, Vendors, Sales, Products and Purchases
  • Detailed screens have individual user controlled columns, ordering and filtering
  • Change-logging of key fields noting before and after values as well as who and when changed
  • System-wide security restrictions based on user-login
  • Centralized Customer and Vendor notes that are available wherever Customers and Vendors are used
  • Reports can be exported directly into Microsoft Excel
  • Open database structure supports end user reporting with 3rd party tools such as MS Excel and Crystal Reports based on security
  • Quick Lookup Toolbar – instant access to specified orders, invoices, quotes, etc.
  • Uses SQL Reporting Services for scheduled / emailed exception and management reporting

General Ledger

  • Financial Report Writer – unlimited financial statement formats, with the ability to consolidate multiple companies on a single report
  • Reversing and recurring entries
  • Executive Summary – snapshot of key financial information, including ratios
  • Unlimited profit centers / departments
  • Drill down to transaction detail
  • Restrict transaction dates based on user-definable sliding window
  • Posting integrity rules prevent trial balance or control accounts from going out of balance

Accounts Receivable

  • Collections screen - reduces collection period, eliminates paper and includes ability to email PDF invoice copies and statements
  • Detailed or summary aging – current or retroactive
  • Payment history report – shows how payments previously received were applied to outstanding invoices
  • Customer Groups – facilitates head office / branch scenarios where head office pays branch invoices
  • Customer-specific language and pricing rules
  • Credit checking and credit hold functions

Accounts Payable

  • Detailed or summary aging – current or retroactive
  • Vendor payment history – provides detailed history of payments made against invoices and discounts taken
  • Alternate Vendor Payments – for credit cards, and for transferring liabilities from one vendor to another
  • Recurring transactions
  • Vendor prepayments and offsets
  • Sales tax remittance screen for reconciling and paying sales taxes

Bank Management

  • Unlimited bank accounts – all currencies
  • Bank Reconciliation function
  • Deposit processing – prints deposit summary and maintains deposit history
  • Quick payment functions – for miscellaneous items, vendor prepayments and customer refunds
  • Transfer funds and track exchange differences

Payment Processing

  • Single screen for almost all payment processing
  • Multiple open payment runs
  • Payment authorization/segregation of duties options
  • Date and discount sensitive ‘items to pay’ lists
  • Support for online payments and Electronic Funds Transfer (EFT)


  • Integration with PayMate payroll software

Contact Management

  • Single point of entry for all names and address information
  • Tracks prospects as well as customers and suppliers
  • Create quotes for prospects or customers
  • Quotes respect customer contract pricing rules (price lists)
  • Convert quotes to orders – one click
  • Tracks multiple contact persons per company and multiple companies per individual
  • Log verbal and email communication for prospects, customers and vendors

CRM (Lead Opportunity Management) Optional Component

  • Comprehensive, flexible lead opportunity tracking and management
  • Steps and processes are user-defined according to your workflow
  • Marketing list management
  • Microsoft Office integration, including emailing via Outlook and merging with Word templates
  • Acts as a sales dashboard for next actions and follow-ups complete with task scheduling

Inventory Management

  • Multiple Warehouses
  • Handles serialized inventory
  • Multiple Units of Measure
  • Flexible multiple pricing models - product & customer driven
  • Automated Reorder Management - multiple methods to determine order levels and quantities with auto creation of Purchase Orders
  • ‘Available to Promise’ to display future quantity availability based on currently recorded open purchases and sales
  • Inventory Configurator – flexible and easy to use – available from sales order, quote and purchase order screens
  • Easy setup of Bills of Materials for use as kits or assembled products
  • Inventory counts - full and cycle counts

Order Entry & Invoicing

  • Powerful order entry includes backorder processing
  • Flexible product lookups by class, description and other attributes, with ability to quickly add multiple items to an order
  • Ability to reverse posted invoices and reinstate as sales orders – with complete audit trail
  • Credit check and credit hold rules with the ability to record payments and apply credits from within the sales order
  • Recurring Sales Orders
  • Create purchase orders linked to sales orders with optional drop ship functionality
  • Multiple shipments/invoices per order with backorder management
  • Flexibility in display of items on sales orders and associated documents
  • Crystal Reports option for invoice allowing full end-user customization of Printed Invoice with multiple language support
  • Sales Analysis – flexible sales reporting
  • Unlimited customer contract pricing & discount rules (price lists)
  • All pertinent information about customers and products is available directly from the sales order screen

Pricing Rules

  • Contract pricing — specify prices by product/customer with contract expiry dates
    • Multiple contracts / price lists per customer, with contract priority or “best price” options for each customer
  • Volume discounts
  • Define price matrices for automatic price discounts dependent on “categories” of customers
  • Make global price changes across products by amount or percentage and for given ranges or categories of product

Workflow / Review Screens
  • Sales Orders
  • Quotes
  • Purchase Orders
  • Production

  • Single list access to all open Sales Orders or Quotes etc.
  • User-defined layout controls what is displayed, including the order it is displayed in and what subsets of data to display
  • Create multiple, task driven ‘views’ or 'filters' of the list that can be available to all users or just the individual, supporting workflow and segregation of duties for users
  • Perform tasks based on selected orders such as print documents, update statuses or post

Purchase Orders

  • Default pricing from vendor records or last purchase (optional)
  • Track job costing at the detail level on Purchase Orders
  • Print, fax or email purchase orders
  • Handles backorders – over or under receive
  • Receive purchase orders with or without supplier’s invoice
  • Linked Sales Orders with backorders are automatically updated by received POs.

Purchase Order Returns

  • Records/reserves items to be returned and removes them from available inventory
  • Track Vendor RMA numbers
  • Print Picking and Packing documents
  • Record restocking charges
  • On shipping, reduce inventory and record accounting transactions
  • Create Accounts Payable credits

Job / Project Costing

  • Integrates with sales orders, purchase orders, accounts receivable and payable, etc.
  • Create estimates and track changes via change orders
  • Compare estimates with actual to date, report variances
  • Job profit and loss, and detailed cost reports available
  • Time card entry tracks employee costs directly to jobs and optionally integrates with Payroll solution
  • Allocate Inventory (and related costs) directly to a job as used

Bill of Materials / Production Control

  • Production control supports assembly and build to specification production
  • Track “soft costs” such as labor and overhead
  • 3 step assembly process, which can optionally be run as a single step for “after the fact” recording
  • Print work order document for production department
  • Tracks and posts Work in Process
  • Automated production from Sales Order for made-to-order assemblies

Return Merchandise Authorization (RMA)

  • Track expected product returns from customers
  • Issue RMA number to receive against
  • Handles serialized and Lot tracked items
  • Return to stock, or scrap
  • Handles re-stocking charges

Reporting and Analytics

  • Ability to create a report based on data within the system which can then be updated on an automatic basis for real-time insight into business health
  • Used for automatic emailing of invoices, order confirmations and many other documents and reports
  • Reports may be sent to external recipients (such as customers) or internal recipients (such as salespeople)

Remote System Access / Remote Sales Reps

3 ways to use the system remotely:

View more RepZio information

  • Take orders with our online customer ordering portal (Business-to-Business eCommerce software)
    • More information on our customer ordering portal is available further down this list

Commission Processing

Base Feature: Commission split & basic reporting
Optional Component: Advanced commission processing

  • 4-Way Commission Splits per order
  • Commission Schedules allow granular definition of percentage paid -  depending on both salesperson and products sold
  • Commission Payment Processing Screen calculates commissions to be paid, generates Accounts Payable transactions automatically
  • Holdbacks can be retained, and paid out at a later date.
  • Handles adjustments plus delay / accelerate commission payments
  • Support for “effective dates” for commission percentage elements.
  • Split timing between Invoiced and Paid
  • Optionally restrict salespeople to their own accounts

Barcode Scanning Optional Component

Out of the box, Blue Link allows for barcode scanning and barcode printing. Blue Link also has a dedicated wireless barcode scanning solution for:
  • Inventory look-ups
  • Picking and packing
  • Receiving inventory
The solution is available as an iPhone/iPod Touch app or as a Windows Mobile solution for Motorola scanners. Learn more by clicking below:

Wireless Barcode Scanning Solution

Lot Tracking (Traceability) Optional Component

  • Full lifecycle Lot Tracking (from purchase through inventory to sales history)
  • Tracks internal and external lot numbers
  • Auto or manual lot number assignment
  • Optionally use lot (specific) costing
  • Tracks additional information such as expiry and best before dates
  • “Where used” reports facilitate product recalls and health alerts
  • Assists with regulatory requirements such as FDA / ISO / CIFA

Landed Cost Tracking (Accruals) Optional Component

  • Define expected landed costs on purchase orders, and factor these into inventory costs – for accurate product costing
  • Ability to specify default landed cost factors by product
  • Ability to apply each landed cost factor to each line on a purchase order using one of several pro-rated methods - or enter individually
  • Ability to reassign landed cost components to different vendors after receipt of purchase orders
  • Complete sub-ledger system – reconciles with General Ledger control accounts, with variance reporting
  • On-screen lookups and drill down to landed cost details from inventory screen
  • Drill down to landed cost details from Purchase Order History

Product (Color/Size) Matrix Optional Component

  • Originally for apparel industry, useful for any industry that has a base product that varies in one or two elements
  • Simplified creation of Inventory items for the related group
  • Table-view quantity selection for matrix products on Purchasing and Quotes/Sales
  • Product availability views as a group
  • Products also available though non-matrix/standard purchasing and sales

Document Management Optional Component

  • Store and index electronic documents for easy retrieval
  • Cross reference documents to:
    • Vendor, vendor invoice, purchase order, lot numbers, serial numbers and more — Documents such as customs documentation, specifications, designs
    • Customer, sales order #, invoice #, quote # and more — Documents such as tax exemption certificates, credit applications, specs, customer purchase orders, proof of delivery (POD)
  • Link or view documents from within Blue Link related to a field (see examples above)
  • Instantly get a list of documents associated with that field
  • Zoom, rotate, annotate and redact documents
  • Full document management including a scanning solution is also available

Tablet App for Sales Reps & Tradeshows Optional Component

View more RepZio information

Sales Order Accruals Optional Component

  • Define anticipated selling costs with defaults
  • Attach selling costs (estimates / actual) to sales order
  • Costs may be factored into profitability and commission calculations
  • Ability to reassign sales accruals to different vendors after invoicing
  • Complete sub-ledger system – reconciles with General Ledger control accounts, with variance reporting

Inter-Warehouse & Inter-Company
Inventory Transfer Optional Component

  • Automates transfers between locations within the same company
  • If the inter-company feature has been enabled, then this screen will also allow for transfers between companies
  • Transfers of serialized and Lot tracked items between locations
  • Tracks items in transit between locations
  • Prints picking / packing slips for transfer

Warehouse Shipping Optional Component

  • This component allows a warehouse employee to select an order to ship, enter shipment details, print the documents required to accompany the order, and mark the order as shipped.
  • Based on rules defined in the system, the act of “shipping” the order may also result in an invoice being printed (that could accompany the shipment), and even posted.
  • Use this screen to:
    • Enter ship quantities
    • Record serial numbers
    • Print Picking Slips, Packing Slips and Invoices (based on security)
    • Mark the order as “shipped”

Backorder ManagementOptional Component

  • Comprehensive component for filling backorders, based on rules that can be user-configured.
  • Preview allocations based on your defined rules - user can edit before updating the actual orders
  • Backorders may be filled based on requested ship date
  • Optionally exclude (or include) orders on credit hold
  • Additional factors that may be specified include:
    • “Ready” orders
    • Fill priority
    • Ship Complete
  • Automatically print picking / packing slips for orders filled (optional)

Transformational Purchase Orders Optional Component

  • Enables the transformation of one existing inventory item, through the use of a third party Vendor, into one or more different items.
  • Transformed items have the cost of both the original root product as well as the incremental processing cost of the 3rd party Vendor
  • In multi-step transformations using multiple Vendors, new purchase orders and drop ship information can be automatically created
  • Payables for the incremental costs are created automatically
  • Transformation PO can be used to tear apart assembled inventory

Sales Budgets / Estimates Optional Component

  • Create sales budgets/estimates by Customer/Product/Salesperson
  • Record separate budgets by fiscal or calendar year, broken down into periods within the year
  • Maintain multiple years of estimates concurrently
  • Track current and prior historical estimates for each period
  • Compare actual to current or prior estimates for the period(s)
  • Organize data by Customer, Product, Categories or Classes

B2B Online Customer Ordering Portal Optional Component

  • Web-based business-to-business eCommerce component
  • On-line product and price lookups (uses customer-specific pricing)
  • Customers can place order on-line
  • On-line order status tracking
  • Salespeople can logon to place orders, etc. for their customers
  • Multiple language support
  • User-definable text, screen colors, images buttons and labels
  • Language specific product images and descriptions
  • Configured from within the user interface, no HTML required

B2C eCommerce Integration (Web Services)Optional Component

  • Facilitates complete two-way integration with B2C eCommerce webstores
  • Up-to-minute live updates between Blue Link & the webstore (inventory, orders, shipments and payments)
  • Two-way integration requires implementation of web services on the eCommerce webstore

Expense Tracker Optional Component

  • Component for recording and processing expense claims
  • Users may enter claims and submit for approval
  • Manager review approval routine
  • Automated transfer to accounting for payment and general ledger postings
  • Specify allowable expense types and limits per employee

Point of Sale Optional Component

  • Point of Sale component that integrates with the Blue Link Elite accounting data
  • Access to Inventory, Customers and Pricing.
  • Supports payments in multiple currencies including split currency payments.
  • Supports split payments between types of payment (Cash, credit cards and others)
  • Supports Payment on Account
  • Operates standard cash drawers, bar code scanners
  • Print to full page invoices or narrow column receipt printers
  • Configurable manager override options

Credit Card Processing GatewayOptional Component

  • Automates processing of credit cards from within Blue Link Elite
  • Generates credit card charge and returns the authorization number
  • Handles pre-authorizations
  • Requires 3rd party software

Credit Card Data VaultOptional Component

  • Useful when customers pay with the same credit card multiple times
  • Credit card information is stored in a triple-encrypted separate database
  • This component will assist with PCI compliance

EDI Integration ManagerOptional Component

  • Facilitates integration with EDI translation services
  • Imports and exports EDI transactions between Blue Link and approved EDI service providers

Service Manager Optional Component

  • Tracks Service Orders – ideal for in-shop service and repairs
  • Track multiple service requests per order
  • Assign service requests against specific equipment items
  • Track parts and labor against service requests

Scheduling for Service & Sales Optional Component

  • Schedule service technician appointments with the Service component
  •  Schedule sales meetings with the Lead Opportunity component
  • Allows you to create schedule groups (e.g. sales, technicians)
  • Allows you to send meeting notification to customers
  • Optionally integrates with Outlook/Exchange to sync calendars (requires 3rd party software)

US Sales Tax Integration Component Optional Component

  • For U.S. sales taxes only
  • Performs an online tax check and updates the applicable taxes on sales orders
  • Requires 3rd party software
  • Based on Zip Code (Zip2Tax) or based on address and product category (Avalara)

Electronic Funds Transfer Optional Component

  • Ability to process payrment runs electronically
  • Creates a payment file for transmission to your bank
  • Ask for details on supported banks

Pharmaceutical Distributor ComponentOptional Component

  • Sophisticated product tracking and management functionality to help meet industry standards/regulations
  • DEA features allows users to identify type of license, state, license number and expiry for each customer
  • Pedigree management enables users to enter information about a specific drug's route from the manufacturer to your company, in addition to automatic printing and emailing of pedigree documents
  • Note: lot tracking component must be present for Pharmaceutical Distributor to function
  • Pharmaceutical Scheduled Drug Add-On Component (Optional):
    • Scheduling features allow users to keep track of which customers received specific groups of product and when they were received
    • Classification capabilities enables users to restrict the type and quantity of controlled drugs that can be sold to specific customers
    • Note: Pharmaceutical Distributor Component must be present to use Scheduled Drugs Add-On Component
Download PDF Version

Like What You See?

Request a demo or quote to determine whether our software is a good fit for your business:
Request Demo / Quote
Request a Free software Consultation