Manage your invoicing/billing with the following transactions a) Invoices b) Cash Sales c) Credit Notes d) Debit Notes
Retrieve quotations, sales orders or delivery orders to an invoice. No repeat data entry.
Duplicate any previous invoice to create a new invoice to save time.
If there is a customer return or refund, create a Credit Note by selecting the original invoice and retrieving the data to create a Credit Note easily and establish a linkage between the Invoice and the Credit Note. Partial returns are also supported.
You can also use our Cash Sales transaction as a simple point of sale system to capture cash sales made to customers.
Control credit limit and terms during invoicing to avoid extending too much credit to customers.
Analyse your sales with our Sales Analysis reports.
Send email alerts from our Emails module for overdue and unpaid invoices.
Manage your inventory easily with the following transactions: a) Stock Received / Goods Received Note b) Purchase Returns c) Delivery Orders d) Location Transfers e) Issue Notes f) Stock Adjustments
Accurately track your inventory in a single location or in multiple locations.
All users across multiple locations will have real-time access to the stock information across your organisation.
Track available stock on hand and track every single inventory movement in our stock card report.
Purchasing
Streamline your purchasing process with the following transactions: a) Purchase Requisitions b) Purchase Orders
Track Stock Availability including incoming Purchase Orders and outgoing Sales Orders.
Set minimum stock levels to highlight items that need to be re-ordered.
Link with our approvals module for managers to approve.
Track Outstanding Purchase Orders and also Purchase Orders that have been received.
Analyse Purchase Orders issued with our Purchase Analysis reports.
Quotations and Sales Orders
Create fast and accurate quotes and track confirmed orders with the following transactions: a) Quotations b) Sales Orders
Issue quotations easily and convert confirmed quotations to Sales Orders or even directly to Invoices. There is no need to re-enter data.
Copy transactions to easily re-create a quotation.
Save Quotations in Draft mode if you are not ready to send it out.
Check stock on hand.
Check historical prices and promotion prices available.
Link with our approvals module for managers to approve.
Track outstanding Sales Orders and also fulfilled Sales Orders.
Analyse your sales with our Sales Analysis reports.
Manage Account Receivables (AR), Account Payables (AP) and Journal Entries with the following transactions: a) Official Receipts b) Cheque Returns c) Payment Vouchers d) Journal Vouchers
The inventory system is linked seamlessly with the accounting system. All inventory transactions related to accounting such as invoices and credit notes are automatically posted to the accounting module.
Search for any transaction easily with our General Ledger and Transaction Inquiry interface.
Generate financial reports such as Profit & Loss and Balance Sheets anytime and anywhere in real-time.
Track all accounting entries in the Debtor Ledger, Creditor Ledger and General Ledger.
Generate Debtor Statements and Unpaid & Overdue Statements and auto email them to customers using our Email module.
Knockoff invoices against payments for both Customers and Suppliers and keep track of this using the AR and AP Audit Trail report.
Store multiple files with related transactions, customers, suppliers or item records so that you never lose track of them.
For example, upload supplier invoices to your Goods Received Note, Bank Payment Slips to Payment Vouchers and Official Receipts or a product catalogue to a product record.
Search for files by file name or reference number.
Email Alerts
Send Debtor Statements.
Send Unpaid & Overdue Statements to chase customers for prompt payments.
Promotions
Manage special pricing by date range for example, if you are planning a marketing campaign.
Control pricing by location, business group or customer.
Control pricing by volume e.g. 1-10 qty = RM 10, 11-20 qty = RM 9 etc.
Pricing managed in this module appears in all sales transactions.
Serial Numbers
Track serial numbers of valuable items such as mobile phones, printers etc
Never lose track of valuable items and ensure serial numbers can be traced back to every transaction.
Quick Entry
Use a barcode scanner to scan in items into transactions such as Invoices, Stock Received etc.
This increases data entry speed and ensures better accuracy.
Reports
Multiple standard reports available.
Reports can be exported to excel, printed or printed to PDF using a PDF printer.
If you need a customized report, let our partners know about your requirements.
