Sales & Operations
Quotes, Orders & Invoices
Manage your complete sales workflow from quotes to invoices
- 9 Pricing Methods
- Quote → Order → Invoice Conversion
- Print & Email Options
- Validation Warnings
Customer Management
Manage customer records, contacts, and addresses
- Contact & Address Management
- QOI History Tracking
- Financial Settings
- Customer Analytics
Product Management
Set up and manage your product catalog
- Product Creation
- Pricing & Units
- Product Categories
- Inventory Integration
E-commerce Integration
Connect with Amazon, eBay, Etsy, Shopify, and WooCommerce
- 5-Platform Integration
- Order Synchronization
- Inventory Updates
- Product Listings
Inventory & Purchasing
Inventory Management
Track stock levels, physical counts, and material certifications
- Real-Time Tracking
- Physical Count Workflow
- MTR Management
- Write-off & Transfer
Purchase Orders
Create POs, receive materials, and track purchases
- Template-Based Creation
- Receiving Workflow
- Purchase Clearing
- Supplier Integration
Supplier Management
Manage vendor records, contacts, and purchase terms
- Supplier Profiles
- Contact & Address Management
- PO History
- Payment Terms
Financial Management
Accounts Receivable
Manage customer payments and track outstanding invoices
- Payment Entry
- Invoice Allocation
- Aging Reports
- Payment History
Accounts Payable
Manage supplier invoices and payment processing
- Invoice Entry
- Purchase Clearing
- Payment Processing
- Vendor Statements
General Ledger
Chart of accounts, journal entries, and financial reports
- Chart of Accounts
- Journal Entries
- Financial Reports
- 6 Formula Types
System & Administration
Permissions & Access Control
Manage user permissions and access levels
- 11 Permission Areas
- 6 Permission Levels
- Financial Exclusion
- Audit Trail
Import & Export
CSV import/export for data portability
- Bulk Data Import
- Data Export
- Validation Rules
- Error Handling
Amazon Setup
Step-by-step SP-API credential setup for Amazon Seller Central
- SP-API Registration
- Refresh Tokens
- AWS IAM Setup
- Marketplace IDs
Zoro.com Setup
File-based inventory, pricing and order exchange with Zoro.com
- Channel Setup
- Product Mapping
- CSV Export
- Order Import
Deposits & Clearing Accounts
Reconcile card, Stripe, cash and cheque takings against your bank
- Why Clearing Accounts
- Daily Reconciliation
- Processor Fees
- Stripe Payouts
Online Payments (Stripe)
Let customers pay invoices online by card or bank transfer
- Payment Links
- Multi-Invoice Statements
- Automatic Reconciliation
- Journal Entries
ShipStation Integration
Shipping integration with 100+ carriers
- Carrier Integration
- Rate Shopping
- Label Generation
- Tracking Updates
Application Updates
Automatic update mechanism and version management
- Version Checking
- Automatic Download
- Update Installation
- Release Notes