Receivables Approval Workflows
Incorporate your approvals workflows in Financials with approval amount limits specific to each user. Request approval for posting and notify an approver in the system who can approve, reject even delegate the request to another user all on your phone.
Multiple Ship to Addresses
Allow your customers to decide which addresses they would like their goods to be delivered.
Managed your Sales Contacts
Using the internal CRM, you can manage sales opportunities, send email campaigns, make segmentations, and create to-dos to assign to salespeople or the entire sales team.
Allow for the shipment of goods purchased from a supplier to be delivered direct to your customer.
Create a purchase invoice to record your agreement with a vendor to buy goods on specific delivery and payment terms or create a purchase invoice from all or selected lines on a sales invoice. Option to insert recurring purchase lines such as for monthly replenishment order.
Payables Approval Workflows
Incorporate your approvals workflows in Financials for Office 365 with approval amount limits specific to each user. Request approval for posting and notify an approver in the system who can approve, reject even delegate the request to another user all on your phone.
Add items and specify their unit of measures (e.g. piece, kilo, pack, hour), costing method (e.g. LIFO, FIFO, Standard, Average), unit cost and price. View your current stock levels and transaction history.
Easily provide availability of your inventory across various locations and by multiple methods, see availailbity by transactions, or by item.
Item Variants & Substitutions
Link Items with the same (or similar) characteristics, so that if a customer orders an item which is unavailable, you can offer a substitute item.
Serial and Lot Numbers
Assign serial and lot numbers manually or automatically.
Essential for a business wanting to track freight time and charges for shipments from overseas. See expected arrival date, bill of lading number and more.
Allow for streamlined logical planning for your Inventory with reordering policies and minimum and maximums levels. Even bulk create replenishment of your inventory through a worksheet.