Stock / Inventory package

Books Stock includes a powerful stock management, which is fully integrated with the accounting part. Register incoming and outgoing goods, and automatically create invoices from these stock movements. Keep track of your stock levels and stock valuation.

Key features

Core Books Features

  • Easy-to-Use Multi-Window Interface: Experience how easy and efficient it is to work with Books. You can work on an arbitrary number of different things at the same time.
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  • Professional Form Design Tools: Design your own invoices and give them a special touch with your company logo. Besides that, you can customize all other documents that Books prints out for you.
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  • Invoicing and Receiving Payments: Create invoices easily, keep track of your receivables and register incoming payments.
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  • Managing Expenses and Sending Payments: Register your expenses, keep track of your payables and register payments.
  • Automatic General Ledger Transactions: When you create an invoice or register a payment, Books will automatically generate the necessary transactions in the general ledger
  • Advanced Reporting: Use Books reports to get useful insights on your sales figures, your purchases and the profitability of your business. You can print the results, save them as PDF or export it for further analysis to Excel.
  • Easy to extend and very scalable: Books grows with your business and can easily be extended with additional functionality. If your business becomes an enterprise, it is very easy to upgrade to HansaWorld's product for big businesses, Enterprise by HansaWorld.
  • Contact management with Skype integration: Manage your business contacts with Books and use its possibility to easily keep track of the whole communication with your customers and suppliers.

    • Stock-specific Features

    • Create quotations and register customers' orders: Create a professional looking quotation in a minute and convert it to an sales order as soon as the customer has accepted the offer.
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    • Full control over your stock: With Books, you always know exactly what you have in stock as well as what your order stock is. Every delivery and goods receipt is registered in the system.
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    • Efficient, automated purchase process: Create purchase orders in Books and send it to your supplier. Books automatically takes all information from the purchase order when you create a goods receipt or when you register the purchase invoice. Easily check that you have been delivered and invoiced what you ordered.
  • Easy stock taking: Books helps you doing the stock taking more efficient. Enter the actual quantities and Books automatically changes your stock and creates the necessary general ledger transactions.
  • Full support for multiple stock locations: Use multiple stock locations if you have several shops or different types of stock (salable/non-salable). You can use stock valuation models per location to see costs and profitability per shop.
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  • Stock depreciation directly through invoices or with deliveries: Books can flexibly adapt to how you work with your stocked items. If you have a shop were you deliver at the same time you create the invoice, you can do the stock depreciation directly with the invoice. Alternatively, you can first create a delivery and then later create an invoice based on this.

    • Optional Features

    • Customer Relationship Management: Bring your communication with your customers to the next level. Use Books send mailings to specific target group (e.g. customer that haven't bought a certain product yet). Books gives you a 360° overview of your contacts showing a history of the communication and the customer's profitability.
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    • Fixed Assets: Keep track of your fixed assets and automate depreciations. In Books, you can assign your assets into different categories and define exactly how they should be depreciated. With Books, it is very easy to automatically create general ledger transactions for depreciation or disposals.
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    • Registering Employees' Expenses: Let Books take care of your expenses. Employees can enter their expenses in a easy way. Books gives you an overview of the current outstanding expenses so you can easily create the appropriate personnel payment. For all these steps Books generates the necessary general ledger transactions.
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    • Resource Planning: The resource planner is a graphical planning tool which gives you a good overview of the resources you are using in your company. You can group your employee's into display groups to see their utilization per group.
    • Advanced Price Modeling: Define multiple price lists (e.g. for private and business customers) that you can pre-assign to customers or directly chose when creating an order/invoice. Use Discount matrixes to define discounts given when buying a certain quantity or weight.
  • Internal mail and electronic conferences: Keep in contact with you colleagues by using Books internal e-mail system. It supports collaborative e-mail, and all attachments are stored on the server. Use conferences to share useful information and build your own intranet.
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    Collaborative email within your organization requires Mailboxes. Knowledge management allows central storage of all data worth sharing across the organization including attachments. (Marketing materials, internal news, company policies and routines etc.) tbd 

  • Sending and Receiving External E-Mail: Books can take care of all our incoming and outgoing e-mails. For example, e-mails can be generated from invoices and sent directly from the system. The original record will be attached as a PDF file to the document.
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  • Client-Login through the Internet: Books allows you to securely connect to your server from any location though the internet.
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  • Business Alerts: Business Alerts allow you to send automatic messages directly from your system, keeping you in touch with your customers, partners, suppliers or employees. With Books you can decide if the messages should be sent by SMS, email or even as a popup message inside your system.
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  • Live Key Performance Indicators: Keep up with your companies. Use Books to access your Key Performance Indicators directly from your Master Control. These graphical business tools will help you to analyze the performance of your business.
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