The Business Cockpit — See More, Do More
Go beyond dashboards. The Business Cockpit gives owners and decision-makers a real-time, interactive view of revenue, margins, credit alerts, and inventory risks — with the power to act immediately, not just observe.
Send It. Track It. Get Paid Faster.
Email customer invoices and statements with ease — from anywhere in the workflow. Know who received them, who opened them, and give your customers real-time access to live balance data. Never lose track of what’s been sent (or seen).
Accounts Payable with Built-in Checks and Balances
Track every step of the AP process — from invoice to approval to payment — with built-in validations, clear discrepancy alerts, and permission-based roles that keep your finances accurate and your team accountable.
Track Every Dollar — From Payment to Deposit
Easily manage undeposited payments with full transparency and control. Group payments by method, assign them to bank accounts, and view deposit history — all while keeping a clean audit trail between payments and deposits.
Total Control Over Customer Balances
Easily manage outstanding invoices, credits, and payments — all from one powerful view. Grouped by company, the system shows you what’s owed, what’s credited, and lets you apply payments with full flexibility and visibility.
Record Payments Fast — Apply with Precision
Quickly record incoming customer payments in batches or apply them directly to specific invoices. Whether you're logging checks or cash, the process is fast, flexible, and built to fit your workflow — partial payments included.
Flexible Customer Billing — By Order or Route
Bill customers your way — by individual sales orders or entire completed routes. Quickly select what’s ready to invoice, generate multiple invoices in one go, and access printable versions instantly if needed.
Finance Without Friction — Full Control, Fully Connected
Our powerful finance tools offer full visibility and control. Automate ledger postings, manage journal entries, issue credits, and generate real-time financial statements — all with drill-down access and flexible period closing.
See the Profit Behind Every Invoice
Go beyond totals — get the full cost and profit breakdown for every invoice. Compare estimated and actual costs line-by-line, per lot, and drill into the source POs and vendor invoices to validate your margins.
Stop Clicking. Start Finding.
No more digging through menus. With application-wide search, just type what you need — the system brings up relevant features, dashboards, and actions personalized to your role and permissions. It’s fast, intuitive, and tailored to how you think.
Table or Card? You Choose.
Whether you're a legacy user who prefers traditional tables or someone drawn to modern card layouts, our flexible list views adapt to you. Easily switch between views to match your workflow and get actions closer to your data.
Smarter Items for a Changing Market
The Item Catalog adapts to real-world changes — from shifting pack sizes to seasonal produce variations. With draft items, scheduled unit conversions, and vendor flexibility, managing item data has never been this precise or future-ready.
Total Lot Visibility — From Start to Sale
Go beyond basic inventory counts. With full lot-level history tracking, your team can trace every movement — from receipt to sale, adjustment to allocation — and drill into the exact source of every change.
Pick. Allocate. Ship. Just Like That.
Speed up your warehouse operations with auto-generated pick tickets and intelligent lot allocation. The system handles the heavy lifting with FIFO logic — so once items are picked, you're ready to ship.
Smarter Routing for Smoother Deliveries
Logistics just got easier. With automated customer-based routing and a powerful route management dashboard, your team can assign, review, and adjust sales orders — all by date, customer defaults, and delivery routes — in just a few clicks.
From Dashboard to Doorstep — Smarter Shipping Starts Here
Manage your daily shipments with precision. From routing to closing and printing, the Shipping Dashboard gives you live updates, route readiness, and auto-generated documents — all while streamlining every task along the way.
Spot What’s Oversold Before It’s a Problem
Buyers need to act fast — and with visibility into oversold items, you’ll know exactly what’s missing and when it’s due. Check inventory by item or lot, see what’s oversold, and get ahead of the demand before it hits your dock.
Ditch the Sticky Notes — Draft Your POs
Stop relying on notes and memory. With autosaved draft POs, buyers can start an order with whatever info they have and finish it later — without triggering inventory or accounting processes prematurely.
From Vendor Setup to PO — In One Flow
No more delays when adding a new vendor location. Buyers can instantly draft a purchase order, pre-filled with default items, while the vendor awaits approval. It’s a streamlined workflow that keeps operations moving without skipping controls.
Blazing-Fast Purchase Orders with Order Guides
Buyers can fly through PO creation with smart order guides. Default or seasonal, order guides pre-fill orders with the right items, quantities, units, and even sundries — so you only have to tweak the exceptions.
Fast, Flexible Receiving at the Warehouse
Receiving just got easier. With smart filters and flexible receiving options, warehouse staff can quickly confirm what was delivered, flag discrepancies, and close or partially receive lines — all with a final verification before submission.
Know Your True Costs — Loads, Charges & Landed Costs
Streamline your purchasing and financial accuracy with powerful load management and landed cost calculation. Track shipping volumes, manage additional charges, and distribute costs with precision — all the way down to the item level.
One Company, Many Roles — Seamless Vendor & Customer Management
Trade with ease. Whether buying or selling, the system treats companies as flexible entities that can act as both customers and vendors — with support for multiple addresses, contacts, and seamless lookup across all features.
Sell Faster — Even Before the Customer’s Approved
Don’t let setup delays block your sales momentum. With this streamlined flow, sellers can start drafting orders for new customer locations right away — while approvals happen in parallel. Fast, flexible, and built for real-world sales teams.
Sales Orders in Seconds with Smart Order Guides
Enter sales orders faster with pre-configured Order Guides. From default orders to seasonal extras, sellers can auto-fill orders with just a click — cutting down time, reducing errors, and keeping customers happy.
Stay in the Loop — Every Sales Order, Every Step
Sales reps can stay fully informed with real-time visibility into order progress. Filter by status, drill into details, and see exactly when an order shipped, billed, or had notes added — all in one place.
Your Sales. Your Dashboard. Your Advantage.
The Seller’s Dashboard gives reps real-time insight into performance, customer behavior, and order activity — all in one interactive view. From top-selling items to open orders, it’s the hub for staying informed and taking action.