Business
- Sales
- Quotations, sales orders, pricing and customer terms.
- CRM
- Leads, opportunities and the history behind an account.
- Purchase
- Requests, purchase orders, supplier pricing and receipts.
Business apps
Twenty-one applications across ten groups, all running on the same Core OS. Switch on the two or three that cover your hardest workflow, and add the rest when the business needs them.
How it works
Because the Core OS is already holding your companies, users and master data, an app has everything it needs the moment it is activated.
Step 1
Companies, branches, users, roles, customers, suppliers, items and warehouses exist before any app does.
Step 2
It reads the records that are already there. No separate data set, no import, no second copy of your customer list.
Step 3
Its documents and events are visible to every other active app, so a workflow can run straight through them.
The catalogue
Five have a page of their own so far — Sales, Inventory, Trade, Dispatch and Logistics. The rest are described here until theirs is written.
These three read every other app, which is why they belong at the top of the stack rather than beside it.
FAQ
Whichever cover the workflow that costs you the most today. For most trading and distribution businesses that is sales, inventory and dispatch; for importers it usually starts with trade and logistics. We work that out with you before anything is switched on.
Configuration rather than migration. The customers, suppliers, items and warehouses the new app needs are already in the Core OS, so the work is setting up how your business wants the app to behave, not moving data into it.
Yes. Each app is useful on the Core OS alone. Activating more of them adds connections between them — a dispatch that draws on a sales order, an invoice that draws on a dispatch — rather than being a requirement for either to work.
Workflows, approvals, roles and document rules are configuration, so a good deal of how an app behaves is set per business. Anything beyond that is scoped as part of implementation — talk to us with the specific requirement.
Have a different question? Talk to us.
Describe how an order moves through your business today. We will tell you which apps cover it and which you can leave switched off.