Banking
Customer accounts, account transactions, customer messages, and customer registration.
Modules
Each module is a part of the software you can open, extend, and host. The list below is the set that ships in the applications today.
Credit Note
Credit notes, the lines on each note, and lookup across existing notes.
Customer
Customers, customer areas, customer orders, and customer lookup.
Customer Portal
Sign-in for customers, a home page, public products, public orders, and a shopping cart.
Fleet
Vehicles, fuel logs, and fleet lookup.
Inventory
Products, brands, categories, price groups, units, and VAT codes. Stock covers locations, batches, moves, stock takes, forecasts, reorder levels, promotions, dead stock, and reconciliation orders.
Invoice
Invoices and invoice lines, proforma invoices, blocked credit invoices, settlement discounts, and invoice lookup.
Mobile Sales
A phone layout for customer orders, customers, inventory, stock take, fuel logs, the sales rep, and a mobile home screen.
Mobile Trade
Trade finance work on a phone, including the instrument flow used away from the desk.
Offline
An offline client so the application can keep working when the connection drops.
Payment
Customer payments, supplier payments, customer credit, supplier credit, company expenses, and payment lookup.
Planning
Delivery groups, delivery zones, delivery planning, picker planning, and a planning overview.
Project
Projects and sub-projects, activities and scheduling, companies and customers, skill groups and the skill matrix, sales quotations, invoices and invoice payments, reporting, and Sage.
Purchasing
Suppliers, supplier groups, purchase orders, purchase-order planning, and purchasing lookup.
QuickBooks
QuickBooks connection, customer, invoice, credit memo, product, and tax-code lists, plus sync back to the application.
Reports
Sales, customer, product, supplier, commission, and sales-rep reports, plus a generic report path.
Sage
Sage customer, stock, supplier, invoice, credit note, and purchase-order lists. Mismatch checks, Sage query, integration, and sync.
Sales
Sales orders, sales lookup, and the sales dashboard.
Sales Team
Sales reps, groups, routes, locations, coverage, check-in, and a map. Commission, brand and category performance, product performance, drivers, pickers, and the daily declaration.
Shipping
Shipments, goods-in notes, goods-received notes, and shipping lookup.
TradeFin
Clients, brokers, institutes, and beneficiaries. Instruments from registration through settlement, SWIFT lines and relays, payments and payment banks, invoices, journals, expenses, export packs, templates, and the finance overview.