When selling medications or medical equipment, you can maintain your final contact (e.g., a doctor) in the system, as well as the hierarchy above them (e.g., a department and hospital).
Priority enables you to create various contacts (doctors, nurses, etc.), assign them to a department, and assign the department to a hospital. Price quotes and orders can be issued in the names of any of the above agents, while maintaining their place within the hierarchy.

Priority offers a fully integrated graphic calendar, in which you can define alerts and constraints, and which can be synchronized with MS-Outlook. Use this calendar to set up meetings, schedule appointments for technicians and sales people, and assign resources.

Assigning Technicians by Specialty/Geographic Region/Available Work Days in a Heterogeneous Environment
Priority's Customer Service module enables you to manage technicians by their area of expertise, the geographic regions in which they operate on any particular day of the week and their availability in respect to customer needs. You can then use the system's graphic interface to schedule technicians for service calls.

In companies that provide services to a wide range of customers, such as a chain of large medical clinics, where patients can move between many different treatment areas within each clinic, it is easy for customers to leave the premises without paying their debt. The challenge is to minimize outstanding customer debts, identify those customers who haven't paid and restrict their access to future services.
This issue can be resolved in Priority by taking the following steps:

• Prevent the debt from aging by collecting it in a timely fashion, run an aging report on a daily basis to identify those customers whose debts are still new (e.g., they have just left the clinic without paying), and collect those debts by phone.
• Set up warning messages that appear when an appointment is scheduled for a customer with an outstanding debt.
• Prevent the scheduling of an appointment for such customers in other clinics in the chain.

Priority contains a unique utility for managing long-term contracts, which have an agreed price and fixed payment schedule. The agreements can be linked to varied exchange rates (in the dual currency package), and are invoiced automatically when a payment date is reached.
In a multi-customer environment, billing can be arranged in advance with the customer via a standing order, and charged to the customer's bank account or credit card.

Priority's profit center module enables measurement and analysis of profit centers in the organization by up to 5 different dimensions. For example: dimension 1 - analysis by activity sector, dimension 2 - analysis by department, dimension 3 - analysis by project, etc.
Each dimension is a kind of independent system of revenue and expense, receiving input directly from financial transactions (or partial transactions). A single financial transaction can take part simultaneously in all 5 dimensions operating in the system, according to predetermined rules, or when recording the transaction, or retroactively.

In multi-company organizations, encompassing a variety of business sectors across companies, there is a need for reports and analysis of the organization's activity by business sector.
Priority's Profit Centers utility enables the simultaneous recording of accounting activities for each sector in both company ledgers and in the relevant profit center.
Using profit center attributes that are part of our financial transaction records, you can produce a consolidated profit and loss report (and analysis) across subsidiaries for a specific business sector that is shared by more than one subsidiary.

Priority resolves the common need for customized documents for external use by using MS Word templates.
You can design customized document templates in Word, add company logos, and, most importantly, implant "smart tags" for data exported from Priority in the appropriate places within the template. Once you have saved the template to the template library, you will be able to print documents in the new format.

Priority enables you to define and manage the company's branches. Each branch can be linked to an area, enabling sales analysis by branch and by area. Each branch can be linked to the branch warehouse, and its inventory can be managed by the desired inventory levels, as defined for the branch.

Each employee is linked to the branch in which they work. Document numbering can be defined separately for each branch.

You can produce reports summarizing sales by branch (at the order, shipping document, or invoice level), determine separate numbering patterns for each branch's documents, and attach a separate logo to printed documents for each branch.

System access can be limited by user branch, so that each user can access only data related to their own branch or to other branches for which they have been given privileges.