Buy, stock and resell with margin and credit under control.
Quotes, deliveries and invoices live in different places, so margin is unknown.
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What your Trading & Distribution workspace looks like
OPIFIRM activates the recommended applications for your industry. Workspace owners can enable additional modules later from Settings — unused applications are hidden, never deleted.
Buy, stock and resell with margin and credit under control.
Quotes, deliveries and invoices live in different places, so margin is unknown.
Applications activated
- DashboardAvailable now
- SettingsAvailable now
- AdministrationAvailable now
- ReportsAvailable now
- AccountingAvailable now
- SalesAvailable now
- PurchasingAvailable now
- InventoryAvailable now
- CRMAvailable now
- WarehouseAvailable now
Typical roles
- Sales Manager
OPIFIRM activates the recommended applications for your industry. Workspace owners can enable additional modules later from Settings — unused applications are hidden, never deleted.
Recommended workflow
- 1Customer enquiryAvailable nowLog the enquiry so nothing is forgotten.
- 2QuotationAvailable nowSend a price to the customer.
- 3Sales orderAvailable nowThe customer accepts — turn it into an order.
- 4ApprovalAvailable nowA manager checks price and credit.
- 5Warehouse deliveryAvailable nowPick, pack and hand over the goods.
- 6Customer invoiceAvailable nowBill the customer.
Dashboard preview (demonstration data)
Pipeline value
Filled from your own records once you sign up.
Orders by state
Filled from your own records once you sign up.
Invoices due
Filled from your own records once you sign up.
Top customers
example: 5 accounts
Add later when you need it
- Retail POSAvailable now
- TransportationAvailable now
- Supply Chain ManagementAvailable now
- HRAvailable now
- PayrollAvailable now