Sales
Add Customers
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.
Campaign Pricing
Create sales campaign available to all customer or particular customer segments with specific start and end dates.
MAKE OFFERS
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.
SHIPMENT TO MULTIPLE ADDRESS
Allow your customers to decide which address or addresses they would like their goods to be delivered.
ORDER PROMISING
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.
Purchasing
ADD VENDORS
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.
DROP SHIPMENTS
Allow for the shipment of goods purchased from a supplier to be delivered direct to your customer.
PAYMENT TO VENDORS
Keep your payables to your suppliers in order with the ability to account for different currencies from your suppliers.
PURCHASE DISCOUNTS
Manage negotiated discount from your suppliers based on minimum quantity, unit of measure and more.
PURCHASE PRODUCTS
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. May insert recurring purchase lines for monthly replenishment order.
PURCHASE RETURNS OR CANCELLATIONS
Create a purchase credit memo to revert a specific posted purchase invoice to reflect which products you are returning to the vendor.
Inventory
ADD ITEMS
Add items and specify their unit of measurement (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.
CYCLE COUNTS
Ensure your physical count matches what’s in your system with the ability to verify inventory on a SKU or item level.
LANDED COST
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 WAREHOUSES
Keep your warehouse(s) organised with the ability for bin management, picks and putaways, and more.
MULTIPLE LOCATIONS
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.
Accounting
ACCOUNTING & BUDGET
Manages all your financial and accounting needs.Improves cost accounting and allows managers to accurately define budget and allocate costs (for raw material, labor, transportation, and others)
GENERAL LEDGER
Track the financial health of your business with the core of your Accounting system.
ACCOUNTS PAYABLE
See amounts owed and how long debts have been outstanding, determine how and when payments are made with information analysis for each transaction, integrated workflow for invoice approvals and record updates, supports multiple international payment methods, integrated document management for scanned invoices.
ACCOUNTS RECEIVABLE
Effective and secure solution for invoice entry, payment follow-up, registration of payments, automation of reminder letters, and interest-charging, with structured customer database for marketing and sales analysis.
TREASURY MANAGEMENT
Provides information relating to cash flow of the organization, by processing and analyzing all cash and bank transactions, arising out of payment of supplier’s invoices, receipt from sales invoices, standalone payment and unallocated payment/receipts.
TAX MANAGEMENT
Ensures that all tax implications like Tax Deductions, Service Taxes, VAT, etc. are collected and recorded properly. Reporting ensures that there are timely deposits into the government treasury and timely tax returns are filed
Manufacturing
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.
CAPACITY PLANNING
Ensure that capacities from work centres are accounted for when planning for materials and more.
DEMAND FORECASTING
Manage past demands and be able to understand lead times for your processes to meet the demand for finished goods.
Fixed Assets
DIMENSION TAGGING
Know where your funds are going using customisable tags that can be placed on customers, items, expenses, 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.
BUDGET VS ACTUALS
Present information effectively by showing how well your business has performed compared to budget for the same period. Drill down to understand the cause of problems to make better decisions for the future.
CONSOLIDATED REPORTING
See how all your businesses are doing when accounting for multiple companies.