SFM

SALES MANAGEMENT • Create and send Sales Estimates to customers • Convert estimates into Sales Orders, then fulfill and invoice • Track every order from draft to delivery • Generate Credit Memos for returns and refunds • Multi-currency support with automatic exchange rates PURCHASING • Create Purchase Orders for vendors • Receive items into your warehouse and record vendor bills • Track what you owe, what has been received, and what is pending • Process vendor credit returns FINANCE AND ACCOUNTING • Write checks, make deposits, and transfer funds between accounts • View General Ledger and Balance Sheet reports • Manage accounting periods and Chart of Accounts • Submit and approve Expense Claims with categories • Bank balance, receivables, and payables at a glance INVENTORY • Track stock across multiple warehouse locations • Monitor movements — on hand, committed, on order, in transit • Organize products with item categories • View item-level sales summaries FIELD SALES MANAGEMENT • Assign routes to your sales team with GPS tracking • Daily Visit Forms with check-in/out and location verification • End of Day reports for field team accountability • Market Surveys with competitor analysis and photo capture EXECUTIVE DASHBOARD • Due today and upcoming reminders • Bank balance and finance snapshot • Sales trend charts and item sales breakdown • Inventory health metrics • Today's route summary for field teams MORE • Role-based access — each user sees only what they need • Multi-organization — switch between companies • Dark mode • File attachments on any transaction • Customizable quick actions • Over-the-air updates