Sales Estimates
-
Expiry Tracking : Set expiration dates to keep estimates timely and
encourage faster approvals. -
Estimate Details : Include estimate numbers, reference codes, and
itemized amounts for clear documentation. -
Status Updates : Track the status of every estimate sent, viewed, or
accepted, in real-time.


Product, Services & Inventory
-
Product and services :Manage products and services by categorizing
items and tracking prices, costs, and stock for efficient inventory & sales. -
Product & Service Categories : Categorize products & services to streamline
inventory management and enhance the customer shopping experience. - Inventory Adjustment : Manage inventory adjustments by recording stock changes & reasons to ensure accurate tracking and optimal levels.
Accounts Receivable
- Customers :Add and manage customer profiles with essential contact and financial details. Keep records organized to streamline invoicing and communication.
- Credit Notes : Issue credit notes to customers for returns, discounts, or corrections. Maintain clear records and automatically adjust accounts for accurate receivables tracking.
- Customer Payments : Capture payments, track statuses, and ensure accurate accounting with healthy cash flow.


Accounts Payable
- Purchase Invoices :Easily manage purchase invoices, track statuses, and ensure timely vendor payments.
- Vendor : Manage vendor details and track receivables to ensure timely payments and reliable partnerships.
- Vendor Payments : Manage vendor payments in multiple currencies, record details, and track statuses for timely settlements and reliable partnerships.
Financial Accounting
- Chart Of Accounts :Organize financial data by categorizing accounts for clear tracking, reporting, and accurate management.
- Manual Journal :Create manual journal entries to track debits and credits, ensuring accurate records and compliance.
- Financial Statements :Generate financial statements and summaries for receivables, payables, and vendor transactions for clear oversight.


Expense Tracking
- Comprehensive Overview : Track expenses with detailed records of dates, amounts, and categories for better financial management.
- Categorization : Organize expenses into specific categories to simplify analysis, improve reporting, and support smarter budgeting decisions
- Easy Entry : Simplify the process of entering expenses with user-friendly forms that allow for quick updates and adjustments.
Promotional Industry Integration
- Customizable Products :Offer a variety of customizable promotional products to meet diverse marketing needs and enhance brand visibility.
- Streamlined Fulfillment : Simplify the order fulfillment process to ensure promotional items are delivered on time for campaigns and events.
- Sales Tracking : Track sales and customer engagement to optimize promotions and boost Return On Investment
