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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Ask the Ledger is a comprehensive ERP solution designed for wholesale distributors, operating directly on your Windows server, which ensures that your business data remains under your control and enhances performance without relying on internet connectivity. This system encompasses the entire distribution process, facilitating customer management, sales order processing, invoicing, cash receipts, inventory oversight, purchasing, vendor billing, route delivery, recurring billing, production planning, lot traceability, and advanced reporting powered by AI. Each module within the system is seamlessly integrated, allowing for a smooth flow of data from the initial order entry all the way through to delivery and cash collection, eliminating the need for manual data re-entry or external connections. Among its standout features are a sophisticated 5-tier pricing engine that accommodates quantity discounts and customer-specific pricing, automated recurring billing capable of handling various schedules including daily, weekly, biweekly, and monthly, and route delivery management that includes essential documents such as pick lists, packing slips, and driver manifests. Additionally, the system supports comprehensive bill of materials and production management capabilities, making it a robust tool for distributors looking to streamline operations. With Ask the Ledger, distributors can expect enhanced efficiency and a more organized approach to managing their business processes.

Description

Seamless Features – Core activities are streamlined with a clear progression and minimized input, eliminating the hassle of navigating through multiple screens or repeatedly entering account details. Effectively manage schedules, treatment plans, case presentations, prescriptions, x-rays, photographs, medical histories, billing procedures, and automatically document the Doctor's treatment notes. Receive reminders for upcoming visits through email or text messages on a monthly, weekly, or daily basis, in addition to traditional mailings. Monitor cancellations and keep track of individuals who have fallen off the recall list. Easily access ledgers, billing charges, contracts, eStatements, eClaims, and financial reports. Take advantage of the comprehensive billing capabilities offered by our integrated contract system, ensuring a smoother financial management experience. This system is designed to enhance efficiency and provide a user-friendly experience for all users.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Flat rate pricing
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Ask the Ledger

Country

United States

Website

asktheledger.com

Vendor Details

Company Name

Data Team

Country

United States

Website

www.datateamdds.com

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Product Features

Dental

Appointment Management Yes 
Appointment Reminders Yes 
Claims Management No 
Clinical Charting No 
Imaging Yes 
Inventory Management Yes 
Patient Account Management No 
Patient Billing No 
Patient Records Management Yes 
Treatment Planning Yes 

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