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.
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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.
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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.
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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
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