Marina Software Specialists

Client Records

• Simplest 'Unit' consists of one account and one customer record.
• Details of additional persons -including digital photographs - can be linked to an account.
• Multiple contracts may be linked to each account, multiple boats to each Contract and multiple berths to each boat.
• Almost limitless comments available for full client history.
• Automatic update of comments when changes made.
• Graphic display shows all related data in a clear and simple diagrammatic form.
• No problems with duplicate client or boat names whatsoever.
• Very simple handling of change-of-ownership with automatic addition of notes to necessary clients.
• Finding a client is very simple - either by surname, boat name, account code or contract.
• Many lists are "active" - click on a line to display all the data for that client.
  

Contracts

• Berths can be easily assigned or re-assigned to contracts - berth-holders or visitors. 
• Automatic invoice creation for new or renewed contracts.
• Graphical berth utilisation monitoring.
• Each contract is a separately-billable item and may be renewed or extended as necessary.
• Contracts may also be linked to one or more berths, for sub-letting.
• Multiple instalment plans may be defined - with deposit, surcharge and monthly payments calculated automatically.
• Batch or one-shot preparation of instalment invoices.

Accounts

• Client Unit is linked by Account Code to an External Accounts system.
• Data is retrieved directly from Accounts System -balance and transactions correct up to the minute.
• Lists all client transactions - including new ones that have not yet been exported, and those not originated in M3.
• Currently Sage Line 50 is supported. TAS Books and Access Accounts are in the pipe-line. Others will be added as required.
• Accounts are completely un-affected by any changes of ownership.
• Produces Invoices and Receipts with full re-print facility
• Full Discount and Surcharge facilities.
• Facility to input client charges for future invoicing.
• External Accounts provide Statements and other accounts features

Invoicing

• Rapid selection of correct fee type. 
• Option to save invoice items until later 
• Free individual selection of saved items.
• Unlimited invoice length across multiple pages.
• Professional invoice form on plain paper or printed stationery.
• Preview option allows visual check as invoice is built up.
• Single account for clients with multiple contracts/boats/berths.
• Full or part-payment can be recorded at time of invoicing.
• Up to 6 different payment types - cash, cheque, credit card etc -in a single client transaction.
• Each payment method may have discount/surcharge applied.

Security

• Controlled access to accounts by User ID.
• Only Supervisor Mode reveals sensitive features.
• Databases have built-in  integrity protection making it difficult to break data links.
• Use of industry-standard databases minimises risk of data loss through network or PC breakdown.

Pricing

• Great variation is possible on  mooring or general price structures available, with separate pricing for any range of boat lengths or contract type.
• Nominal Ledger codes are automatically validated on new price set-up and when Exported to Accounts.
• Ability to enter next season prices and use alongside current prices as required.
• Price Lists can be printed, either for ranges of boat lengths, or tailored to one vessel

DataBase

• Uses Microsoft databases - either Access or SQL Server. It is fully compatible with both.
• For a network over 5 users, a full version of Microsoft SQLServer is essential.
• The Database Schema is fairly self-explanatory and freely available to users, allowing ad-hoc queries to be generated.

Operations

• Allows easy recording of boat arrivals, departures and movements between berths and lift-outs etc.
• Berths can be allocated to arriving boats either from a suitably-filtered list of empty berths.
• If the graphics feature is installed, berths can be allocated visually by a "drag and drop"-like process. Since the graphics are true to scale, it is easy to avoid unsuitable moorings - judged by boat length and beam.
• The log of boat movements can be analysed in great detail - an invaluable aid to management and planning.

Graphics

• A single highly-detailed image of the site is shown in thumbnail form.
• Active areas can then be defined on the thumbnail, and are then enlarged to show occuping boats. The whole image, including the boats, is strictly accurate to scale.
• Alternatively, a GoTo facility is available from the Client Information Panel, showing an area centred on the selected boat.
• Each graphical window can be freely re-sized, scrolled and zoomed in or out.
• The level of boat/client detail shown on the graphics changes with the scale.
• Each area can be printed out exactly as displayed.
• If the Operations module is also installed, boat movements can be carried out by interaction with the graphics.

Boat Yard

• See the Boatyard page for more information on this great feature.

Power

• Tracks which meters are used by each boat
• Facilitates charging for electricity usage
• Copes with fixed meters or metered cables
• Handles returnable deposits, metered charges, minimum charges and standing charges
• Invoicing on assignment, return or on regular basis
• Interfaces available for Power Monitoring Systems