Web based document management software
No need to buy web based document management software! Our low cost web based ERP small business management software includes a simple to use comprehensive web based document management feature which enables the upload, storage and attachment of multiple files or ‘original’ documents to any sales and purchasing document , product or service item record in our system.
For example you can attach files or documents to:
- Customer relationship management (CRM) – leads, prospects, customers and contacts
- Sales order management – sales quotations, orders, invoices and credit notes
- Sales forecasting - sales forecasts and sales opportunities
- Suppliers - supplier and supplier contacts.
- Purchase order management – purchase quotations, orders, invoices and credit notes
- Inventory and Service Items – store documentation alongside the products and services you sell
- Jobs - time sheets
- Employee expense claims – store hotel bills, taxi receipts, etc
- Accounting – customer and supplier payments, general journals, bank deposits
Categorization, annotation and searching
Our low cost web based ERP small business management software lets you easily assign categories, notes and reminders to each document to help you organize and follow up actions. You can search for documents from any customer or supplier record or from the system wide search.
Unique references
Alternatively you can attach a link to any of the above documents to reference documents stored outside of the system.
Document security
You can configure the system wide roles and permissions to control who has permission to view documents,
Document storage limits
For heavy users we reserve the right to charge a small monthly fee for storage and back up.
