Inventory management software implementation in 30 days


inventory management software implementation
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    Your data is safe with us:

    Our core business is protecting our customer’s information. However we can give whatever assurances you need (i.e. your non disclosure agreement). Read how we protect your data

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    We can rapidly migrate Master and Transaction data from QuickBooks & other systems:

    From QuickBooks we can migrate Master and Transactional data back and up to dates specified by you. Transactional data can be imported in two forms – Live and Read only. *Other means data from another vendor system i.e. Zoho.

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    Master data:

    Master data = Customers, Suppliers (Vendors) and their respective Contacts, Items (SKUs), Chart of Accounts, Terms, Classes, Custom Fields, User (reps) – Workers.

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    Transaction data:

    Sales Quotes, Sales Orders, Sales Invoices, Cash Sales (Sales Receipts), Purchase Orders, Bills (Purchase Invoices), Cash Purchases.

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    Live data:

    Transaction data that can be edited.

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    Read only:

    Transaction data that has a document Status of Historical and is read only. This type of imported transaction is useful for tracking and reporting i.e. a Sales Orders with a Status of Historical can be the basis for historical report of sales to a customer.

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    Status:

    All transaction documents in Salesorder.com have a Status field.

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    Settings:

    See here

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    User Training:

    Whilst our system is very easy to learn and use, we can deliver bespoke training to meet the needs of your Sales, Fulfilment and Accounting teams.

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    Additional features, customization and integrations:

    We’re a software engineering business and our platform is purpose built to be extended, customized and integrated with other systems. In the majority of requirements we’ll do this fast and for free.


“Milly is always straight talking, thorough and super helpful” Rachel Moir, PM, Cafe Campesino