Officebooks

OfficeBooks is a web-based business management application designed specifically for distributors and manufacturers. It caters to businesses of all sizes, including small companies and larger organizations with up to 100 employees. According to the vendor, OfficeBooks is suitable for professionals and industries such as distributors, manufacturers, inventory managers, small business owners, and supply chain managers.

Key Features

Inventory control: According to the vendor, OfficeBooks simplifies inventory control by allowing users to upload spreadsheets or manually enter item information. It automatically adjusts inventory levels in real-time when items are purchased, built, or sold, providing accessibility to all users within the company.

Sales & quotes: OfficeBooks enables users to create quotes using integrated contact and inventory data. Quotes can be sent to customers via email, and customers have the option to review and accept orders online. The system also allows for easy conversion of orders into sales with a single click, and it alerts the team to fulfill the order.

Purchase orders: OfficeBooks allows users to generate professional-looking purchase orders that include their company logo and terms and conditions. The system sends instant email notifications to suppliers, who can review and accept orders online. Purchasing is seamlessly integrated with the inventory control system, prompting users to purchase goods to fulfill work orders or sales orders.

Accept credit cards: According to the vendor, OfficeBooks provides businesses with the capability to accept credit card payments within minutes of creating an account. Users can send invoices to customers via email, which include an embedded "pay now" link. Credit card payments can be collected directly from customers or quickly charged using the shared credit card information.

Contact management: OfficeBooks offers a centralized contact management system that keeps all contacts in one place, including customers, suppliers, and staff. Users can easily import contacts from MS Excel or Gmail, facilitating access to order history and interactions with customers and suppliers. This feature ensures quick and convenient access to relevant information.

Reports: OfficeBooks offers a variety of reports to monitor business performance. Users can define date ranges for the reports and export them in different formats, such as MS Excel, PDF, and HTML. The available reports include on-time delivery, supplier on-time delivery, shipments by customer, purchases by supplier, and products sold by quantity or value, among others.