Solution · Trade and stock
Trade: from catalogue to quote, from purchasing to stock, from invoice to bank
Your product and service catalogue, quotes, purchasing and stock, invoices and bank movements are linked.
- Sales
- Purchasing and stock
- Invoices and collections
- Bank and cash
How the work flows
- 1Product and service catalogue, with pricesSales
- 2Quotes as PDF, accepted by linkSales
- 3Purchase orders and goods receipt into stock at average costPurchasing and stock
- 4Transfers between warehouses and stock per warehousePurchasing and stock
- 5Invoices and payment remindersInvoices and collections
- 6Bank statements matched by rulesBank and cash
Highlights in this bundle
- Services priced by the hour or per unit; physical products with warranty months and on-site or depot service
- A sent quote's price stays fixed even if the catalog price changes later
- Quotes go out as PDF and e-mail; the customer accepts by link, confirmed with a 6-digit code sent to their e-mail
- Stock cost is a moving weighted average across the business: a receipt re-averages it, an issue or a transfer leaves it unchanged
- A movement that would take a warehouse below zero is refused; movements are never edited or deleted, a counter-movement corrects them
- Move goods between warehouses in one step; both halves of the transfer are linked and the cost does not change
- Goods received go into the chosen warehouse at the order price, converted to the base currency at that day's rate
- Bank rules match a line by its text or the other side's IBAN, set counterparty and cost category, and suggest a matching open invoice
Modules in the bundle
Products and quotes, stock and sales orders, invoicing, bank and spend.
- Sales · Tracking
- Invoices and collections · Tracking
- Spending and payments · Base
- Bank and cash · Base
- Purchasing and stock · Process