Accounting

• Financial History
• Trade Volume Summary
• Aged Fees Receivable
• Fees Collected
• Monthly Statement
• Multiple Pricing Plan
• Option to change Fees per Transaction
• Cash Blend Transaction
• 1099 Reporting
• Ad-hoc Fees

Ad-hoc Fees

• Collect Trade Tax On Trade Fees
• Charge Interest on Negative Balance
• Charge Late Fees on Cash Due
• Service Charge
• No Activity Charge
• Maximum Credit Balance

Log & History

• Member detail tracking - audit log
• Member search log
• Staff search log
• Staff usage log

Transactions / Authorization

• Only Trade Authorization
• Only Cash Authorization
• Cash Blend Authorization
• Manual Authorization
• Corporate Authorization
• Multiple Purchases
• Plastic Card Authorization
• Pay Someone
• Pay Anyone - Pay non barter member
• Debit Account
• Account Adjustment
• Recurring Trades

Restriction Criteria based
on Unpaid Fees

• Reduce credit line
• Remove credit line
• Reduce Trade balance
• No authorization

Payments

• Integrated with various Payment Gateway
• Auto pay - Credit Card
• Auto pay - Cheque Clearing
• Manual entry for cash received
• Member can register in Auto Pay using
• Credit Card or Cheque to pay fees due
• Member can pay fees due one time only
• using Credit Card

Customer Relationship Management

• 360 degree customer view
• Customizable Dashboard
• Activity Log
• Reminders & Follow Ups
• Task Assignment and Progress Tracking
• Audit Logs

Business Intelligence / Reporting

• Charts & drill down reports
• Transaction & Fees report
• Fees receivable report
• Aged fees report
• Trade volume report
• Goal & Achievement report
• Income & Expense report
• 1099 B report
• Sales & Purchase report
• Performance Report

Communication

• Schedule, Automated & future dated
• Newsletter
• Send emails to all members/customers
• Send email to specific members/customer
• based on type, location, fees owing
• Send SMS / Mobile phone messages to
• specific members/customer based on type,
• location, fees owing
• Schedule, Automated & future dated SMS/
• mobile phone messages
• Members can ask question to other
• members about offers and listings

Brokering

• Brokers get commission on each transaction
• Sub Brokers can also receives commission
• Ad-hoc reports for specific member
• Broker Performance Reports
• Admin can assign and track various goals to brokers
• View searches made by his customers
• Log and Schedule activity/call with his members

Staff Management

• 3 Level hierarchies for Staff
• Different access rights for staff level
• Department management
• Department based access rights
• Various goals for each staff
• Assign multiple members to staff at once click
• Multiple commission plans for staff
• Staff commission can be set per transaction or fees received
• One click member assignment from inactive staff to new staff

Alerts & Notifications

• Member receives emails after each transaction
• Member receives SMS/ Mobile alerts after each transaction
• Member receives SMS/ Mobile alerts when user ask question about offer, listing he created
• Member receives email when user ask question about offer, listing he created
• Member received SMS, Email when someone request a Quote
• Member receives SMS, Email when purchase or sale made
• Member receives SMS, Email when order status changes

Content Management

• Multilingual
• Each staff can select his own language Each member can select his own language
• Customizable Email Templates
• Customizable Mobile Alerts
• Customizable Member Site Content
• Replaceable Images

Seller Features

• Debit swipe card - Receive money from other member
• Debit account
• Product, Service & Listing - 3 types of offers to sell
• Facility to upload multiple offers by uploading excel or CSV
• Multiple images for offer
• Video upload facility for offer
• Facility to upload company brochure
• Offer can be marked as Hot, New or Featured
• Discount Module
• Only cash, only trade and cash blend option for offer
• Offers can be associated with multiple categories
• Pickup, Delivery and Both as shipping options for offer
• Shipping can be charged in trade dollars
• Sales History
• Request item search
• Email Notifications
• Mobile phone alerts
• Recurring / Automatic trade - to pay other member

Member Site

• Customizable UI
• Real time purchase & sell from member site
• ESCRO facility for online purchase
• Member can create 3 types of offers - Product, Service & Listing
• Hot, New & Featured types for offer management
• Quick search
• Advance search - By offer type, location, distance, category
• Multiple Sub accounts / Employee Accounts for each member
• Different roles & rights for each member
• Different roles & rights for each sub accounts / employee accounts
• Member can view statement online
• Member can view transactions by date range
• Member can download XLS, CSV & PDF for statement
• Member can have multiple locations / branches
• Facility to hide certain members from other members

Buyer Features

• Pay barter members online
• Pay non barter members online
• Save searches
• Favourite offers and listings
• Favourite members
• Rate other members
• Ask question regarding offers & listings
• Share offers and listings on social sites
• Buy Offers Online
• Purchase History
• Print Receipts
• Create request/wanted item
• Email Notifications
• Mobile phone alerts

IVR System

• Debit a swipe card
• Transfer fund
• Check Balance

Administrator

• Debit a swipe card
• Transfer fund
• Check Balance

Theme and Skin

• Customizable Theme
• Customizable UI