Software for small business booking and secretary -- 2
Budget: $750 – $1,500 USD
Business software to help follow up all aspects of business in 1 place, i want a very simple and easy to navigate software, i want to be able and see all sales in 1 place and also be able to dig out only per customer or per supplier. I want to have a very good system that will follow up everything regarding my business and will help avoid mistakes in pricings deadlines and book keeping, i need everything to be dated with proofs and alerts.
- Orders placements with pictures and info database and statuses
- buyers / customers database
- suppliers database
- buyers and suppliers folders
- suppliers pricings
- products info with pictures and pricings from different suppliers
- products with info and pictures and pricing to Customers
- product pricing with agent/middle man and their fees according to each different client- for example agent 1 has different fees for different clients
- history of purchases and sells
- Automatic invoice and purchase order creator
- payments proofs bot to suppliers and from clients.
- shipping and delivery follow-up including airway bills and shipping documents if any
- alerts for past due payments or past due shipping
- Taxes filling ready summary and information
- company expenses with details and proofs
- company schedule for payments follow-ups
- smart search engine
- smart pull out information to convert to pdf or excel or print or email
- add signature stamps and easy to add edit whatever i need
- possibility to work and save everything on cloud so i can work from multiple places and multiple devices
- constant backups with ability to look at changes that happened.
- if prices from suppliers changes or i change to clients i want to have history of prices and dates of changes.
- salary payments
Customers and suppliers panel:
1. customer dashboard
2. agent dashboard ( its client who has sub customers under him)
3. suppliers dashboard
i need all clients/agents to be able to see the following:
1. orders status, dates and details.
2. payments and balances status
3. invoices / purchase orders
4. quotations.
5. pricings for clients for past quotations ( like a pricing list for jewelry so if they want to ask for quotation they can first look at the list and find it there if it was quoted in the past.) all with search engine as well.
6. pricings from factories including dates of pricing
7. proofs of payments and dates
8. search engines
- any other details we will discuss
- Orders placements with pictures and info database and statuses
- buyers / customers database
- suppliers database
- buyers and suppliers folders
- suppliers pricings
- products info with pictures and pricings from different suppliers
- products with info and pictures and pricing to Customers
- product pricing with agent/middle man and their fees according to each different client- for example agent 1 has different fees for different clients
- history of purchases and sells
- Automatic invoice and purchase order creator
- payments proofs bot to suppliers and from clients.
- shipping and delivery follow-up including airway bills and shipping documents if any
- alerts for past due payments or past due shipping
- Taxes filling ready summary and information
- company expenses with details and proofs
- company schedule for payments follow-ups
- smart search engine
- smart pull out information to convert to pdf or excel or print or email
- add signature stamps and easy to add edit whatever i need
- possibility to work and save everything on cloud so i can work from multiple places and multiple devices
- constant backups with ability to look at changes that happened.
- if prices from suppliers changes or i change to clients i want to have history of prices and dates of changes.
- salary payments
Customers and suppliers panel:
1. customer dashboard
2. agent dashboard ( its client who has sub customers under him)
3. suppliers dashboard
i need all clients/agents to be able to see the following:
1. orders status, dates and details.
2. payments and balances status
3. invoices / purchase orders
4. quotations.
5. pricings for clients for past quotations ( like a pricing list for jewelry so if they want to ask for quotation they can first look at the list and find it there if it was quoted in the past.) all with search engine as well.
6. pricings from factories including dates of pricing
7. proofs of payments and dates
8. search engines
- any other details we will discuss