Full Features

Invoicing & Point of Sale (POS)

Maxim provides multiple POS features that can be configured to meet your unique business requirements, including your customer pricing requirements.

Its real-time, central lookup features include multiple stock locations, powerful product search features, order and return management features.

From quoting to invoicing to calculating and tracking work in progress and job scheduling Maxim provides a completely integrated solution where transactions are entered

Point of Sale

  • Sales orders
  • Sales order pick list
  • Delivery docket
  • Timber tally tracking – print a pick list and delivery docket
  • Print back orders on pick list and delivery docket
  • Cash sale customers – POS payments: Cash, Cheque, EFTPOS, Credit Card
  • Credit control – stop credit or credit limit reached notifications


  • A client can be a customer or supplier or both.
  • A client can be a contact or prospect.
  • Branch to head office customer and supplier linking.
  • Multiple delivery or site addresses
  • Table attributes for report
  • Contact lists
  • Note recording – credit or general notes.
  • Client aliases.
  • Can change client code and still maintain history and links.
  • All Maxim created client documents can be emailed or efaxed direct to clients.

Centralised debtors

  • Company nominated as a debtor group company.
  • Customer accounts allocated to a home branch.
  • Customer can purchase from any debtor group company with consistent pricing.
  • Centralised banking, statement production and credit control and reporting.
  • Company, region and group reporting.

Invoicing & credit notes

  • Daily auditing procedures
  • Close invoice controls
  • Invoicing audit report with options such as – report by sales rep, calculate GP using UnitCost or StdCost
  • Changes audit
  • Authorise audit reports
  • Print invoices by control
  • Credit notes link back to original invoice line with reason credit required.

Key reports

  • Daily and Monthly Sales Report
  • Compares “Period This Year” with “Period Last Year”
  • Shows GP% to be used as part of the auditing procedures
  • Sales by sales reps
  • Annual sales reports including Five Year Sales, Quarterly Sales, Customer Product Sales that creates a data view for further analysis. 

Co-operative buying

Take advantage of group buying for better pricing.

Features include:

  • Ability to identify core roducts
  • Interface to product catalogues
  • Priority cards
  • Store promotion pricing
  • Report of sales
  • Price updates
  • EDI transfer of supplier and sale invoices via Web Portals
  • Add or change functions to assist with the requirements imposed by buying groups.

Quoting & Job Costing

Maxim provides flexible quoting and job costing options that make it easy for you to manage projects and jobs.

Features include:

  • Fixed price or quoted materials valid for the period of a specific job
  • Ability to be structured based on levels or options, for example: framing, sub floor framing, exterior lining, rainwater or roof framing
  • Customer price books or to price a specific item
  • Quotes can be copied, imported and set to a template quote
  • Ability to create a supplier link for automatic purchase order generation if materials in a quote are not supplied x stock
  • Dispatch materials listed in a quote to a job
  • Import kits or components into a quote
  • Successful quotes will link to a job and or sub jobs
  • Multiple job types – actual charge up, fixed contract, materials quoted, progress claims, quoted price fixed, manufacture.
  • Sub-contractor cost tracking and payment generation
  • Sub-contractor invoice input
  • Buyer created invoices
  • Sub jobs and job activities for job analysis
  • Margin reports
  • Job price changes – manage open jobs where there have been material price changes
  • Job based or process based.
  • Job WIP reports
  • Actual materials supplied compared to materials quoted reporting
  • Multi level bill of materials
  • Build up kits or components using materials and non inventory items such as labour
  • Back costing reports.

Inventory management

Our aim is to provide uninterrupted production, sales, and/or customer-service levels at a minimum cost. For many companies, inventory is the largest item in the current assets category, so inventory problems can and do contribute to losses or even business failures. Maxim has the functions and knowledge to help you succeed.

Features include:

  • Flexible product coding
  • Supplier links – supplier product code and barcode
  • Multiple stock locations
  • Flexible UOM location set up – Price/SOH Unit, Purchase Order Unit, Sale Unit, Stocktake Unit
  • UOM conversions ie. M3 to LM
  • Packet and indent tracking
  • Item/serial nimber tracking – tracking of high cost units
  • Flexible product searching – key words, category/sub category, supplier product code, packet number, serial number, product code, stock number
  • Inventory and non-inventory products
  • Full transaction history held against an item
  • Product costing options include moving average cost (UnitCost), standard cost, actual cost for packets, indent and serial number tracking
  • Real time stock takes
  • Stock take by bins allowing for rolling stock takes
  • Stock take by location
  • Notification of optimum stockholding
  • Automatic order generation
  • Product or shelf labels with barcoodes
  • Inventory reports include exception reporting, SOH reports, product usage, age SOH, stock turns, GMR01 (Gross margin return on investment), packet aging.

Reporting, Analysis & eIntelligence

Make sense of your data with QlikView business KPI dashboards and filtration reports.

Features include:

  • QlikView - Business KPI Dashboards and filtration reports; analyse data with state of the art charts and graphics
  • Invoke email generation to nominated users when a condition has occurred, for example when an inventory item moves into a negative SOH value, or an items unit costs moves outside of a normal range
  • Free from account numbering while being able to build a chart and report structure in a flexible way
  • Incorporate divisions and cost centres
  • Budgets can be loaded
  • Full financial reporting available at the press of a button – period reports, comparison reports, period budget with actuals
  • Multiple company databases
  • Group financial reporting
  • No month end roll over
  • Month/period control by use of account periods
  • Real time transaction processing – transactions are updated to the database as soon as it is created by a user or a process
  • Full screen drill down from a transactional view to the original transaction screen.
  • ExtendX Data Unlimited - tools and services to turn data into information and information into corporate intelligence.


Maxim’s pricing routines are designed to meet the needs of Maxim’s customers.

Features include:

  • Category/sub category structure holds discount and mark up defaults. Retail price can be driven by a standard cost
  • Individualised pricing routines
  • Structured pricing matrix to determine the price for a customer
  • Discounting options – cash/trade discount, settlement discount
  • Promotion pricing
  • Customer special discount or price at a product or category/sub category level
  • Standard, promotion and every day low price pricing labels
  • Supplier product price updates
  • Product Margin Management - managing product gross profit percentages
  • Daily sales + GP% reports
  • Pricing changes managed by effective dates
  • Special buy-ins do not effect standard product costs
  • Quote margin reporting.

Foreign Exchange

Any number of currencies can be used for purchasing and selling.

Features include:

  • Available for customers and suppliers
  • Control accounts have an offsetting Forex Exchange Difference account
  • Forex gain loss calculations.

Document management / eDocuments

Be able to access your documents with ease.

  • All key client documents can be sent to clients by email or efax.
  • Sale invoice can be sent by EDI.
  • Link to Contact Management or CRM.
  • A user can create and maintain their own contact lists from the main company contact list and use it to manage prospects
  • Contact communications can be by email with attachments, efax and SMS.
  • Linked folders can be created for Clients, jobs, quotes and BOMs to hold relevant documents.

Purchases / Suppliers

Use QlikView to analyse purchasing patterns and to strike better supplier pricing.

Features include:

  • Able to identify a supplier as belonging to a Buying Group
  • Flexible options to authorise supplier invoice payments and to pay suppliers.
  • Linking of processes such as purchase order to sales order, sales order to purchases order, sales order to stock receipt, quotes to purchase order.

Fixed Assets

List and identify your fixed assets and integrate them with the general ledger.

Features include:

  • Monthly accounting and tax depreciation
  • Sale and disposal of assets
  • Revaluation of assets
  • Monthly reporting.