Manage Product pricing including creating Quotes, Sales Orders and Invoices with integration to Sage50 and Xero.
Customise your product records using as many custom fields as you need alongside the structured information that is available by default. Filter Products by any of the information that you hold, buy price, sell price, commission rate, category, manufacturer, supplier and many more.
For each product you can specify the start and end date, the tax class and currency prices, and price check dates to keep your pricing up to date.
Track Products on the company record to see what has been sold or quoted with the most recent quoted/sold price displayed and easily include any of these Products again in another quote or sales order.
Create pricebooks to hold unique pricing and assign these pricebooks to a customer to maintain contract prices. Prevent Products from being sold under the buy price, create product titles based on your rules and automatically create product codes.
Let [opencrm] manage the sales order process, filter on statuses with reminders, stop products being sold under minimum agreed prices including setting minimum margins.
[opencrm] offers you real flexibility, you decide if you want to use quotes, sales orders, invoices or purchase orders. You get all of these modules with our simple pricing.