Purpose-Built for Metal Trading

Full PO workflow from creation to receiving.

• Interactive delivery method with address updates
• Two sets of additional cost fields
• Received materials badge for tracking
• Template generation from existing POs
• Print options (PO document & receiving slip)

Track payables with PO integration and duplicate prevention.

• Auto-populate from purchase order
• Purchase clearing management
• Duplicate invoice validation
• Over-allocation prevention
• Flexible distribution across GL accounts

Track outstanding purchase orders and invoices.

• PO date and status columns
• Groups by individual PO number
• "On Invoice" calculation
• "Do Not Show Cleared POs" filter
• Balance tracking per PO

Comprehensive product and inventory management.

• 15+ unit types (inch, ft, lbs, pcs, etc.)
• Automatic unit conversion
• Material/Shape/Grade categorization
• Multi-warehouse support
• Inventory adjustments with financial impact

Never lose track of material certifications.

• Drag-and-drop document upload
• Automatic OCR extraction (heat numbers, lot, mill, dates)
• Comprehensive search (heat number, product, date range)
• Secure cloud storage (Google Cloud)
• Time-limited signed URLs (60-min expiration)

Streamlined physical count process with built-in calculator.

• Count sheet generation with filters
• Mixed-unit calculator for quick entry
• Compare & adjust with validation thresholds
• Complete audit trail (master + detail records)
• Historical audit view

Build Income Statements, Balance Sheets, and custom GL reports.

• 6 formula types (exact, wildcard, line ref, %, negated, mixed)
• Activity & Balance report types
• Multi-period comparisons (3 date ranges)
• Color-coded formula display
• Non-blocking warnings for missing data

Complete visibility into every financial transaction.

• Grouped by transaction GUID
• Balanced/unbalanced indicators
• Manual journal entry creation
• Real-time balance validation
• Filter by date range, entry type, origin

Manage your GL accounts without IT support.

• Two-tab interface (Assets/Liabilities, Revenue/Expenses)
• Full CRUD operations
• Color-coded account types
• Soft delete with restore capability
• Complete audit trail

Multi-invoice payment allocation and aging reports.

• Apply payments to multiple invoices instantly
• Partial payment support
• Credit balance tracking
• Aging reports (0-30, 30-60, 60-90, 90+ days)
• View invoices directly from payment screen

End of day sales and activity summary.

• Status-grouped display (Invoice/Order/Quote)
• Margin calculations ($ and %)
• Quick sale identification
• Timezone-aware date filtering
• Print-friendly layout

Granular control over who sees and does what.

• 11 permission areas (client, supplier, product, QOI, PO, inventory, AR, AP, GL, report, admin)
• 7 permission levels (NO, R, RC, RU, RCU, RCUD, FULL)
• Financial field exclusion (-f suffix)
• Temporal tracking (from/to dates)
• Complete audit trail of permission changes

Track every change with created by/updated by fields.

• User audit logging for all actions
• Inventory audit (quantity and cost changes)
• Financial transaction logging
• Permission change history
• Inventory count audit history

Built for speed and data integrity.

• Desktop application performance
• Keyboard shortcuts throughout (F2, Ctrl+P, Ctrl+H)
• Dual-connector database architecture
• Transaction management (all-or-nothing operations)
• Performance metrics collection