Fundraising Technology WinUltra 3.0 Software Save Time and Money

Software Overview

WinUltra 3.0 WinUltra was developed in house by fundraisers for fundraisers and has been time tested with over 21 years of proven performance and users in 43 states, Canada, and Australia. WinUltra is a custom designed program - not an adaptation of "canned" software. When you use WinUltra, you benefit from the input from hundreds of users as we include their ideas in ongoing enhancements. There is also a 30-day demo available.

Click here to see the newest features of WinUltra 3.0!

User-Friendly Features

Network version available.
Tally 9 brochures with 1000 items.
Tally pre-pay sales and give group variance report and problem notices.
Use a UTally disk for remote data entry or to enable multiple people to enter one tally simultaneously.
Detailed user's guide included on software CD.
Backup/Retrieve/Delete created files.
Track prize expenses, commission, etc. with two user-defined fields.
Print several groups at once.
Output Profiles allows you to alter report setup.
Clear files and end seasons easily.
Use 8 1/2 x 11 paper for class/team reports.
Adjust font and paper size.
Security levels protect privacy.
Color and Logo printing on many reports.
Itemized interface with QuickBooks. Send PO's and Invoices from WinUltra to QB. Import/export inventory.
Versions available for non-inventory or holiday shop distributors.
All data exportable to Excel/ASCII, Paradox or Foxpro format.
Microsoft® Access Database Format. Use Access to design additional custom reports.
Internet reporting. Post project status and tally results for rep or group access.

Inventory

Pop-up screens make entry faster.
Import Routine automatically adds new inventory and brochures from major vendors.
Organize Vendor data for ordering.
Create Purchase Orders and receive entire order quickly. WinUltra automatically keeps track of back ordered product.
View product on order, on hand, committed, sold, tallied and to order. Also case size and unit price.
Minimum on-hand helps prevent product shortages.
Forecast future product needs.
Update inventory without printing invoices.
List transaction reports and product availability reports to screen.
Automatic posting on the fly.
Enter Barcode numbers for use with WinScan 3.0 Order Accuracy Verification System.
Print many reports to screen.
Bin Locations - 5 bins for multiple inventories or multiple locations. Easily adjust quantities from bin to bin.
Sortable Columns.
Delete single or range of items.

Inventory Reports:

Transaction report to screen or printer (by transaction, date or on a specific item) for activity analysis, Product Availability (to screen or printer) to see product status after packing a group, Purchase Orders, Orders Received (on screen), Backordered product (on labels), Vendor Directory, Product Listing (overall, per brochure, or per range), Product to order, Product on order, on hand or to order per vendor, Overstock List.

Files

One-time entry of product/prize brochure information.
Create multiple sets of prize levels per prize brochure.
Calculate prizes by items or dollars.
Import Routine automatically adds items to brochures from major vendors.
Mix taxable, non-taxable items.
Use drop-down boxes to find inventory information during brochure entry.
Insert or delete brochure items.
Duplicate a brochure for multiple profit or tax situations.
Enter contract dates and brochure information in the customer file.
View automatically updated sales information and track tallies and packing in the customer file.
Sortable columns.
Tiered Pricing with profit automatically calculated per items or dollars sold.

Files Reports:

Product/Prize brochures and items, Prize levels, Customer directory and labels, Booking report, YTD analysis per brochure w/quantities, percentages, students signed, student sellers & ratios, Group Totals listing sellers, units and averages, Groups to tally/pack, Forecasting.

Data Entry

Team Screen allows you to quickly see the teams and sellers entered.
Tally catalog entry forms. Alternate entry screen lists items on screen in same order as on order form for easier verification.
Use seller number for quick entry from roster labels or personalized order forms.
Tally individual seller prizes. Screen displays qualified level(s).
Verify orders on screen with brochure and grand totals by units and dollars.
Easily add, delete or modify seller orders during tally or later.
Move quickly from seller to seller and room to room.
Search for a seller.
Alter profit percentage universally by brochure to affect this tally only.
Use bulk entry to enter totals only.
Display class/grand totals on screen.
Create a UCollect Disk to give to the group chairperson to keep track of money turned in.
Roster entry for personalized order form printing.
Bad Designator notes when customer uses non-existent number.
Address Entry - by seller or customer.
Phone Number entry.
Free Product Entry - when sellers can earn free product from the brochure. Product is pulled from inventory and listed on student reports - and is scanable, but does not affect prize levels, dollars sold or profit earned.

Data Entry Reports:

File Page itemized analysis, Summary, Class/Team (sellers alphabetized, ranked, prize level, prize selected, product and prize listing), Prize errors and totals, Overall Ranking (by items/dollars), Top Sellers per class, Invoices, Statements, Collection Sheets, personalized Problem Notices for pre-pay sales, Product Order sheets, Drawing Tickets, Personalized Order Takers with group, team, seller names plus turn in date, checks payable info and your company name, Overall Alphabetical Seller List, Groups not invoiced, Order Composite sheets with multiple columns, Distributor Cost Report, Color & Logo printing, Internet Sales Reports, Bad Designator Report.

Packing Reports:

Class/Team Product List, Team Labels, Envelopes (pre-pay or post-pay), Envelopes w/labels, Pack Slips (per seller), Pack Slips w/labels, Roster labels (before the sale - for the brochures), Seller labels (after the sale - for the packages), Prize labels, Pack labels, Pre-pay envelopes, Collection labels, Item Pack label, Team Pack sheets, Backorder labels, Seller list, Large Seller Labels.

Catalog Data Entry

Specifically designed for use with catalog order forms.

View individual items ordered on screen in the same order as on the order form.
Easier to verify order entry accuracy.

Add-On Modules

WinScan 3.0 for barcode scanning for pre-packed order accuracy verification. Click here for more information.
WinScan 3.0 Report for printed reporting and additional order accuracy verification options.
WebUltra™ for internet sales adds online ordering information to seller orders to count toward prizes and profit.
Home Delivery for sending product directly to the seller or customer.
I-Scan for inventory scanning. Scan bar-coded product off the truck and into WinUltra's inventory. Do physical inventory updates.
Cash Box Cashier includes scanned checkout for consignment shops and warehouse sales.

Minimum Requirements

Windows XP
256 MB RAM
Monitor with 800 x 600 resolution or higher

Technical Support

FREE for 1 year.
After free time has expired, support is fee-based per incident or with Maintenance Agreement.
24-hour access to our FAQs on website.
Downloadable updates on website.