Connecting your SalesBinder account with Xero gives you ease of mind, knowing everything in your business is staying in sync – without having to do any manual double data entry. Focus on your sales while having both your inventory properly tracked and your accounting books all balanced.
Xero is easy to use online accounting software that’s designed specifically for small businesses.
Find out more or try Xero Accounting Software for free.
Connecting to Xero is quick and easy. Simply login to your SalesBinder account, click on "Settings" then click "Manage Integrations". From there simply click on the Xero integration and follow the steps. For more information you can check out the following useful Knowledge Base links:
Manage your inventory and check stock levels in real-time. Receive low inventory notifications and generate purchase orders to replenish your stock.
Scan inventory into your orders, generate barcodes for your documents, search for inventory or documents by scanning barcodes.
Have multiple warehouses, offices, or retail stores? No problem. Easily track where all your inventory is by organizing everything into locations and zones.
Organize inventory items using custom attributes such as size, color, and location. View how many you have globally or at each location.
With built-in CRM features you can keep track of all your customer accounts with ease. Add multiple contacts, private notes, and review their purchase history.
Create beautiful, professional invoices & estimates in just a few seconds and then instantly email them as PDF's directly to your customers or prospects.
With integrated purchase orders, you can easily replenish your inventory levels by ordering more stock and even track when those new items will arrive.
Generate extremely detailed reports for your inventory, sales and services. Filter your reports by date-range and category to see what's making you the most money.
Custom user permissions allows you to toggle what each of your team members can see and do. Hide things, make things read-only, or hide everyone else's stuff.