Features

Purchase Orders

  • Create professional quality purchase orders in seconds
  • Track account, department and project spending
  • Manage purchase order approval process
  • Print, PDF and/or email purchase orders securely online
  • Attach quotes, schedules and other files
  • Create, print and export purchase order reports

Inventory

  • Import items during setup or add them on the fly
  • Track inventory item balances and transactions
  • Maintain and adjust item quantity, cost and price
  • Attach drawings, specs and other files to item records
  • Create, print and export inventory reports

Invoices

  • Create professional quality invoices in seconds
  • Add unlimited lines with accounting and tax detail
  • Print, PDF and/or email invoices securely online
  • Keep track of payments received from customers
  • Attach quotes, schedules and other files
  • Create, print and export sales and A/R aging reports

Bills and Expenses

  • Enter bills and expenses and manage appovals
  • Track account, department and project spending
  • Match bills to purchase orders and po receipts
  • Keep track of payments made to vendors
  • Attach quotes, schedules and other files
  • Create, print and export spending reports

PO Receipts

  • Keep track of receipts on purchase orders
  • Print and/or convert po receipts into PDF files
  • Attach receiving documentation and other files
  • Create, print and export po receipt reports

Sales Orders

  • Create professional quality sales orders in seconds
  • Copy customer purchase orders into sales orders instantly
  • Print and/or convert sales orders into PDF files
  • Attach quotes, schedules and other files
  • Create, print and export sales order reports

Shipments

  • Keep track of shipments on sales orders
  • Print, PDF and/or email packing slips securely online
  • Attach shipping documentation and other files
  • Create, print and export shipment reports

Customers

  • Import customers during set up or add them on the fly
  • Manage and access customer records from anywhere
  • Keep track of transactions with customers
  • Attach contracts and other customer files
  • Create, print and export customer reports

Vendors

  • Import vendors during set up or add them on the fly
  • Manage and access vendor records from anywhere
  • Keep track of transactions with vendors
  • Attach contracts and other vendor files
  • Create, print and export vendor reports