Shutter Soft: Your All-in-One Shutter Management Solution
Empowering the Future of Plantation Shutter Fabrication
Experience a seamless workflow from order entry to delivery with our comprehensive, fully integrated system designed specifically for shutter fabricators.
Order Entry & Management
Unlimited Product Options & Customization
Product Variety: Enter orders for an unlimited range of product types—from rectangular (4, 3, café, 2-sided, and direct mount) to arched panels, door cutouts, bypass, tri-pass, bifold track, double hung, rake top, cathedral top, panel only, specialty shapes, and sill covers.
Tailored Options: Each product type comes with specific options and rules, with validations set per your company’s specifications.
Smart Features:
Auto numbering that starts at your chosen value.
Auto-assigned delivery dates based on product type.
Advanced search by order number, purchase order number, sidemark, customer, or status.
Easy Line-Item Management
Quick Details: View full line-item details at the press of a button.
Efficient Duplication: Use the duplicate button to copy most order features (except for width and height) for faster entry.
Visual Aids: Each product type includes drawings for clear reference.
Comprehensive Order Tools
Multiple order and email statuses to track progress.
Attach pertinent documents and view transaction history in one place.
Versatile printing options with various fabrication printouts and labels—with custom reports available upon request.
Company Profiles & Customer Information
Complete Customer Records: Store detailed information including customer contacts, pricing, delivery routes, invoicing info, sales tax rates in an easy to use format.
Flexible Setup: easily set up multiple customer accounts
User Access: For companies using our online ordering module, you can manage the access a user has whether they are the owner, working in the office, the factory, a salesperson or a customer.
Tailored Pricing Structures:
Unique to fit each customer’s needs, you can have your own pricing model, whether window size or tip-to-tip. Shutter Soft handles the surcharges and all the extras.
Versatility Across Products: if you make/sell custom products the software can handle that too.
Online Ordering:
Empower your customers to enter orders, make deposits, and process payments directly through the system.
Set up specific permissions to control customer access and features.
Customer, Pricing & Company Management
Financial Integration & User Security
Seamless Accounting & Invoicing
Automated Invoicing: Once an order is completed, Shutter Soft creates an invoice that can be synced directly with QuickBooks.
Easy Payment Processing: Accept company payments via check, credit card, ACH, or e-check. Log payment details, select the orders being paid, and automatically connect with your payment processor and QuickBooks.
Transaction History: Every financial transaction is logged and easily accessible from the Overview window.
User Access & Permissions
Flexible Security Levels: Grant access with five distinct security levels—from Admin to standard User—to ensure that only authorized personnel perform critical tasks.
Granular Control: Set up permissions for over 50 different operations, covering both employees and customers, so that everyone sees only what they need to.
Integrated Online Ordering: Customers and employees alike can securely access the system for order entry, status tracking, and payment processing.
Deposit System: System in place if desired, to put hold on orders until deposit made.
Credit Card Processing: Ability to add a surcharge to credit card purchases automatically.
State-of-the-Art Fabrication Tracking
Real-Time Updates: Strategically placed tablets at every key process—from cutting and assembly to QC and packaging—upload progress in real time, keeping your office updated without interruptions.
Customer Transparency: The same tracking data can be viewed via the online ordering app, ensuring your customers always know their order status.
Automated Machine Integration
QR Code Technology: Leverage QR codes printed on labels or cut sheets to automatically set up machinery, reducing human error.
Partner Integrations: Seamlessly connect with equipment from leading providers such as Texas Machine Design, LPX Automated Louver Machine, SBX Automated Stile Machine, RPX Automated Rail Machine, and Hoffmann Machines.
Streamlined Delivery & Batch Processing
Delivery Planning: Easily plan deliveries, create manifests that include detailed order information, and track progress via package labels embedded with QR codes.
Batch Printing: Customize batch processes for printouts and labels based on square footage or projected delivery dates to optimize your workflow.
Automation, Fabrication Tracking & Delivery
“We needed a Shutter Production program that would be easy to use and work with our TMD fabrication equipment. Additionally, we wanted a program that would be an easy transition for our team. Shutter Soft met all those needs. It’s been great to work with a Software company who also builds Shutters and understands the dynamics involved. Thanks!”
— Robert Walker All About Blinds & Shutters
Contact
Feel free to contact us with any questions.
Email
bbauer@shuttersoft.co
Phone
877-864-3989