All the features you need to successfully run your business
Add customer details including their address, contact person, phone number, email address, payment details, discounts, bank accounts, and add notes. See payments due, payments history and transactions by period reports.
Create sales campaign available to all customer or particular customer segments with specific start and end dates.
Create a sales quote where you offer products on negotiable terms before converting the quote to a sales order and then an invoice. Ability to copy document lines from another sales document or copy a sales invoice to quickly create similar document.
Correct or Cancel Unpaid Sales Invoices
Perform an action on an unpaid posted sales invoice to automatically create a credit memo and either cancel the sales invoice or recreate it so you can make corrections.
Multiple Ship to Addresses
Allow your customers to decide which addressed they would like their goods to be delivered.
Give your customers accurate shipment and delivery dates easily.
Add vendor details including their address, contact person, phone number, email address, bank accounts, invoicing and payment details and, currency code. See payables owed and payment history reports.
Allow for the shipment of goods purchased from a supplier to be delivered direct to your customer.
Pay to Vendor
Keep your payables to your suppliers in order with the ability to account for different currencies from your suppliers.
Manage negotiated discount from your suppliers based on minimum quantity, unit of measure and more.
Purchase Returns or Cancellations
Create a purchase invoice to record your agreement with a vendor to buy goods on specific delivery and payment terms or create a purchase invoice from all or selected lines on a sales invoice. Option to insert recurring purchase lines such as for monthly replenishment order.
Create a purchase credit memo to revert a specific posted purchase invoice to reflect which products you are returning to the vendor.
Add items and specify their unit of measures (e.g. piece, kilo, pack, hour), costing method (e.g. LIFO, FIFO, Standard, Average), unit cost and price. View your current stock levels and transaction history.
Ensure your physical count matches what's in your system with the ability to verify inventory on a SKU or item level.
Essential for a business wanting to track freight time and charges for shipments from overseas. See expected arrival date, bill of lading number and more.
Manage Your Warehouse
Keep your warehouse(s) organised with the ability for bin management, picks and putaways and more.
Manage inventory in more than one location to know where you can potentially get stock internally if required.
Serial and Lot Numbers
Assign serial and lot numbers manually or automatically.
Bill of Materials
Create bill of materials on a granular basis with the ability to have multiple levels while also calculating for the time and cost to build.
Ensure that capacities from work centres are accounted for when planning for materials and more.
Manage past demands and be able to understand lead times for your processes to meet the demand for finished goods.
Be able to account for a fixed asset losing or gaining value using methods like straight-line, while being able to view easily the history of that fixed asset.
Account for the disposal of a fixed asset or its movement from one company or location to the next.
Record maintenance and service expenses for a fixed asset as well as tracking insurance for it to make decisions on when to dispose or sell a fixed asset.
Budget vs Actuals
Know where your funds are going using customisable tags that can be placed on customers, items, expenses, invoices, line items on those invoices and more. With this automated, you can easily view real time reports on the health and performance of your business.
Present information effectively by showing how well your business has performed compared to budget or period. Drill down to understand the cause of problems to make better decisions for the future.