SalesBinder
Features
Inventory
Inventory Management in the Cloud
Multi-warehouse Locations and Zones
Item Variations using Attributes
Barcoding and Barcode Scanning
Account Management
Customers, Prospects, Suppliers (CRM)
Orders
Invoices and Estimates
Purchase Orders
Administration
Financial Reporting
Custom User Permissions
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Full Inventory Software Features List
Inventory Management
Enter all your Inventory (
unique or quantity items
)
Organize Inventory into custom categories & locations
Filter inventory list by category and/or location
Drag and Drop categories to re-order them
Import & Export your inventory using CSV files
Link Inventory Items together & create custom packages
Create custom estimates & invoices based on inventory
Add private Notes for each Inventory item
Add
"Unique Inventory"
items
Add
"Quantity Inventory"
items (small parts, accessories, attachments, or anything else that doesn't require unique SKU’s)
Add
custom inventory fields
for specific categories
Additional Expenses can be added to Inventory Items, which allows for accurate profit margin calculations
Organize inventory into multiple Locations and Zones
Generate
Purchase Orders
and replenish stock levels
Barcode your inventory items for fast item lookups
Reports
Generate
Financial Reports
for any given date range:
Gross & Net Revenues
Your Inventory Valuation
Cost of Newly Purchased Inventory
Profit / Loss
and more...
Generate Inventory Reports (items sold, top sellers, etc)
Generate Low Inventory Reports (items that need to be replenished)
Categorize revenue from services (Repairs, Rentals, etc)
Generate Aged Receivables Report which organizes all unpaid invoices by groups and by how old they are
Generate a payments report for all received payments during a specific period of time
Generate Customer Revenue reports and generate customer statements
Dashboard & Activity Feeds
See what everyone has been up to in the daily Activity Feed
Review important data changes, compare old data to new data
Review the Top Sales Leads and Top Unpaid Invoices
Global Search displays all results from all sections
Detailed Account Statistics show where your records are used
Global Address Book with instant searching
Graphical display shows how many Records are remaining
Customer Accounts (CRM)
Organize all of your
Customer Accounts
in one place
Store multiple contacts for people under each account
Enter unlimited notes & instantly search through them
Review all estimates & invoices for a specific account
Reminders messages if account has unpaid invoices
Add
Prospects
(businesses that might become customers)
Add Sales Opportunities & what they're looking to purchase
Enter unlimited notes for customers and prospects
Estimate the closing percentage for each opportunity
Sort your Sales Leads to display the hottest Opportunities first
Prospects automatically convert into Customers when an Invoice is issued
Import & Export customers, prospects & suppliers from CSV files
Apply
custom labels
to specific accounts and keep everything organized
Create and assign custom pricing tiers to specific accounts
Invoices, Estimates & P.O's
Quickly and easily create invoices, estimates & purchase orders
Download estimates & invoices as PDF documents
Email estimates & invoices as PDF attachments
Convert approved Estimates into Invoices
with one-click
Automatically expire Estimates after X amount of days
Re-open expired Estimates
Review your revenues, including accounts receivable
Live Profit Analysis tool allows you to review estimated profit margins when creating estimates or invoices
Review which accounts have overdue Invoices
Record partial payments, returned payments and refunds
Create Packing Lists for your Warehouse teams (with optionally barcoded item list)
Scan inventory barcodes directly into new orders (like checking out at the supermarket)
Barcode your orders so you can scan them in to look up more details
Multiple Users & Settings
Highly customizable settings (currencies, payment terms, units of measure, etc)
Collaborate with your team by
adding multiple User Accounts
Change default settings used throughout SalesBinder
Connect to the
SalesBinder API
and integrate our system with 3rd party software or even your website
Custom user permissions: set view access to each section, limit to only viewing their own documents, and also set optional read-only access
Set users to only have access to a specific location
Upload custom user profile photos or use one from
Gravatar
Integrate with other 3rd party services, such as QuickBooks Online
Note: Features are constantly being added. Feature List last updated: June 17, 2016.
Network Status:
100% Global Availability
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