👥 Customer & Contact Management
Manage domestic and export customer records in one place, with support for multiple contacts and addresses, linked directly to quotations and orders.
- Customer classification: domestic / export, with customer codes
- Contact management: primary and additional contacts, titles, phone, email
- Address information: company address and shipping address
- Customer PO tracking: record customer purchase order numbers for reconciliation
Screenshot: customer list and detail view
📦 Product Management
A bilingual product catalog with categories, specifications, units, and HS codes — the foundation for quotations and export documents.
- Product categories: multi-level category management
- Bilingual support: Chinese and English names and specifications
- Unit management: pcs, set, kg, etc., with automatic pluralization
- HS codes: ready for Commercial Invoice and customs declarations
Screenshot: product list and edit view
📋 Inquiry & Quotation Management
From customer inquiry to a professional quotation, with domestic/export routing, automatic unit conversion, and PDF generation.
- Inquiries: record customer inquiries, convert directly to quotations
- Quotations: domestic/export templates, multiple products and currencies
- Smart unit conversion: e.g., 1 set = 10 pcs, converted automatically
- PDF quotations: professional templates with UDID, QR code, and bank details
- Proforma invoices for export transactions
- Quotation status tracking: draft, downloaded, sent, accepted/declined
Screenshot: quotation creation and PDF preview
📦 Order Management
Sales order management with the ability to create orders from quotations, merge multiple quotations, and auto-generate job sheets.
- Order creation: manual entry or converted from a quotation
- Merge multiple quotations into a single order
- Order line items: product, quantity, unit price, subtotal
- One-click job sheet generation for export orders
Screenshot: order list and detail view
🏭 Job Sheets
The procurement execution hub for export orders — group by supplier, assign, and generate purchase orders.
- Auto-created: generate a job sheet with one click after order confirmation
- Product translation: Chinese/English pairing for supplier clarity
- Supplier assignment: assign products to designated suppliers
- Group by supplier: generate purchase orders with one click
- Job sheet PDF: product details, suppliers, and UDID included
Screenshot: job sheet and supplier assignment
🏭 Suppliers & Purchase Orders
Supplier records, purchase orders, and goods receiving, with automatic accounts payable generation.
- Supplier management: code, company name, contact, payment terms, lead time
- Purchase orders: generated from job sheets, grouped by supplier
- Purchase order PDF with UDID
- Goods receiving: create receiving records, link to purchase orders, partial receiving supported
- Accounts payable: automatically generated on receiving
Screenshot: purchase orders and receiving records
📤 Shipping & Export Documents
Outbound shipment management, Commercial Invoice, and Packing List, aligned with international trade standards.
- Outbound shipments: linked to orders, automatic inventory deduction
- Commercial Invoice: draft → revised → final, with full version history
- Packing List: carton count, gross weight, net weight
- Trade terms: FOB, CIF, etc., with port of loading and destination
- PDF generation for all documents, with UDID, downloadable
- Accounts receivable: automatically generated from the final invoice
Screenshot: Commercial Invoice and Packing List
📊 Inventory Management
Real-time stock levels, receiving and shipping records, full transaction history, and FIFO cost calculation.
- Real-time inventory: current stock summarized by product
- Receiving records: linked to purchase orders, batches, and quantities
- Shipping records: linked to outbound shipments, automatic deduction
- Inventory transaction history: full traceability of every movement
Screenshot: inventory list and transaction history
💰 Financial Management
Accounts receivable, accounts payable, payment records, supplier invoices, general expenses, and financial reports.
- Accounts receivable: automatically generated from the final Commercial Invoice
- Accounts payable: automatically generated from goods receiving
- Payment records: linked to receivables, multi-currency support
- Supplier invoices: track supplier billing, linked to payables
- General expenses: expense categories and transaction records
- Financial reports: receivables/payables summary and cash flow statistics
Screenshot: financial overview and reports
⚙️ System Configuration
Company information, logo, bank details, and payment term templates — configure once, apply everywhere.
- Company information: bilingual company name, address, phone, email
- Logo upload: automatically applied to quotations, invoices, and other PDFs
- Bank details: used on quotations and proforma invoices
- Payment term templates: quickly select commonly used terms