Payment method rules
Control which payment methods (cash, cheque, bank transfer, POS, card) are available for each payment term.
Finance
Financial primitives set up once, applied everywhere
Bank accounts, payment methods, tax zones, and currencies. Configure them in one place and have them flow through every order, invoice, and customer-facing screen consistently.
OwnerFinance
Part ofDashboardMultiple tax locations
Manage complex tax rules across different regions. Taxes calculate automatically based on the delivery location.
Multiple currencies
Trade in different currencies and pull live exchange rates, so international customers see prices in their own currency.
Tax display preferences
Set whether prices are entered tax-inclusive or tax-exclusive as the default. Overridable per product.
More from Dashboard
Sales
Every order, one screen
View app orders, web orders, WhatsApp messages, emailed POs, and walk-ins all from one place. Filter, search, and take action without switching tabs.
OwnerSales RepCustomer Service
SalesAI reads however your customers send orders
Accept WhatsApp messages, emailed PDFs, photos of handwritten lists, and more. The AI extracts line items into a draft order. Review and confirm in seconds.
OwnerCustomer ServiceSales Rep
SalesProduct variations without duplicate SKUs
Sell the same product in different sizes, colours, packs, or custom specs each variation carries its own pricing, stock, barcode, and customer-facing label, all under one parent product.
OwnerSales Rep
AdminCapture the data your business actually runs on
Add fields specific to your business. To products, companies, contacts, orders, suppliers, price lists, and more. So the records you keep match the records your team needs.
Owner
AdminMake every table show what matters to you
Pin, hide, reorder, group, and filter columns on any table. Orders, products, customers, stock, payments. And save the layout as a named view your team can share.
OwnerSales RepCustomer ServiceWarehouseFinance
SalesEvery buyer sees their agreed price
Price lists tailored to each customer, discounts based on volume, contract rates, and special pricing are all automatically implemented on any platform.
OwnerSales RepCustomer ServiceFinance
InventorySell the same product in any unit, without duplicates
Sell, store, and manage one product in PCS, BOX, PACK, PALLET, KG, or L. No duplicate SKUs, no spreadsheet workarounds.
OwnerWarehouseSales Rep
InventorySell singles from a pallet, automatically
Order three from a case of twelve, and the case splits at picking. Pallet, case, and single quantities reconcile across the system, automatically.
OwnerWarehouse
InventoryOne product, many codes. Every unit identifiable on its own
Assign a unique SKU and barcode to every unit of a product so picking, receiving, stock counts, and reordering all scan cleanly, however the goods are packed.
OwnerWarehouse
InventoryStock across every warehouse, live
Real-time stock across every warehouse and bin location. See what's available, what's reserved, and what's low without leaving your screen.
OwnerWarehouseSales RepBuyer
InventoryMultiple warehouses, one operation
Keep an eye on your stock in real time, no matter how many places you store it. And automatically route orders to the right location to save on shipping costs.
OwnerWarehouse
PurchaseEvery supplier, in one record
Manage suppliers, contacts, addresses, payment terms, currency, warehouse, balances, and purchase history in one place.
OwnerBuyerFinance
PurchasePurchase orders from draft to delivery
Generate, submit, receive, monitor, and fulfil purchase orders to suppliers from inside your Dashboard.
OwnerBuyerFinanceWarehouse
SalesOne profile per customer, every trading rule attached
Control currency, price list, payment terms, catalogue, balance limit, warehouse, and assigned sales team per customer.
OwnerSales RepFinanceCustomer Service
AdminCustomer logins, secured and recoverable
Treat every buyer login like an enterprise account. Visibility into where they're signed in, the power to end a session, and a one-click recovery path when someone's locked out.
OwnerCustomer Service
SalesReturns and credit notes, without the email chain
Log a return, generate a credit note, and process a refund or write-off in a couple of taps. Stock adjusts automatically. VAT stays correct.
OwnerCustomer ServiceFinanceWarehouse
Finance30/60/90-day terms that reconcile themselves
Set payment terms per customer. Bacs and SEPA payments are allocated directly to your invoices. The system will automatically distribute any unreconciled payments for you.
OwnerFinance
FinanceReceive money, clear invoices, sleep easier
Every payment (by link, by bank, or in bulk) lands in one queue. The system auto-matches to invoices when it can, or hands off to finance when it can't.
OwnerFinance
AdminReps see their customers. Pickers see their queue. Finance sees the books.
Define who sees which data and runs which operations, at the role and team level. From a small back office to a large warehouse floor.
Owner
AdminDocuments that reflect your business, not a template
Every document your customers and team see. Invoices, picking lists, purchase orders, credit notes. Runs through your conventions: your numbering, your fields, your layout, your tone.
OwnerFinanceWarehouse
AnalyticsWhat's actually happening, before the month-end
Get real-time updates on your sales, top movers, rep performance, and at-risk accounts. No more spreadsheets or waiting for finance reports.
OwnerMarketingFinance
OperationsMove from spreadsheets, paper, or your old ERP in an afternoon
Drag and drop a CSV file. Map columns, preview every row, then import. Customers, products, prices, stock, and open orders. No consultant required.
OwnerFinance
Run your business,
without the complexity
Start free · Try paid plans for 30 days.
