Features
Dedicated Portal
- A fully-featured portal with a dedicated domain, your own logo and color theme.
- All your administrators, managers and wholesalers login into their own account.
- We use Google servers as our host. Our response times are almost instant. (Some of our clients create 50,000+ receipts and invoices a year. Their page processing times are negligible.)
- Our software is compatible with all major browsers (Firefox, Edge, Chrome and Safari).
- It is also compatible with almost all devices (Desktop, iPad, iPhone and Android phones). We have 35% traffic from cell phones!
Receiving & Incoming
- Create a Purchase Order, Receipt, RMA or Drop Ship in one simple and flowing location.
- Associate files, notes, company expenses or vendor expenses to the receipt.
- Associate serial numbers with each item in the receipt.
- Ship to multiple warehouses.
- Partial and complete shipments.
- Partial and complete payments. View all payable receipts and outstanding balances.
- Live tracking of all shipments. View shipments arriving today/tomorrow etc.
- Create Purchase Order PDF document. Email to customer or associated contacts.
Invoicing & Outgoing
- Create an Estimate, Sales Order, Reserved Order or Invoice in one location.
- Associate files, notes, company expenses and/or vendor expenses to any invoice. Associate serial numbers with each item in the invoice.
- Ship from multiple warehouses, both partial and complete shipments.
- Invoice from several companies. (You may want different vendors to see a different company name and logo on the invoice.)
- Track & view shipments. International addresses & shipping supported.
- Accept partial and complete payments & deposits. View reports on all receivable invoices and outstanding balances.
- Create pdf invoices and packing slips. Email to customer or associated contacts.
Profit & Loss
- We support several ways of looking at cost; the most important is calculated cost.
This is a running average cost since the item entered inventory. It is considered the most accurate system for real inventory values. - The cost is stored as of the time of the invoice receiving. This allows for incredible analytics of invoice cost of goods and profit margins.
- There are many built-in tools for profit and loss. Once you get a good command of this, it will completely change how you operate.
- Profit is calculated after invoiced expenses and your additional expenses.
- View profit reports such as: most profitable customers, least profitable items, profit margins this week to last week, etc.
Users & Access
- Multi-role user management: admins, mangers, salesmen, receivers, vendors, etc.
- Each user gets their own dashboard and capabilities.
- Vendors or wholesalers can both sell and receive goods to or from you.
- View user balance reports with activity and a running balance.
- Enable or block users. Send them welcome emails or they can sign up themselves. Upgrade users to whatever role you desire.
Security
- We take security very seriously.
- All data communications (JSON requests) are encrypted.
- We require SSL certificates (either your own or ours).
- You can turn on 2-Step Verification with SMS Text/Email for all new IPs.
- All logins are tracked.
- Our servers are hosted on Google. We try to implement every security technique available.
Customer Support
- We integrate with intercom.com for chat.
- We integrate with mailgun.com for bulk emails.
- In addition we have a ticket system. Both users and administrators can create tickets. Great for returns, shipping labels, etc.
- You rarely need to communicate with your vendors on the phone any more, except for sales of course. The support is great and enables you to accumulate vast numbers of vendors and customers.