Rules hold the bill. Posted bills stay posted.
8 things that hold for SmartMy Trade, whichever plan you take.
Posted bills stay posted
A posted bill is never put back to draft. Returns and credit notes put mistakes right, and the reason is kept.
Each shop sees its own
Shop staff see their own shop's bills and stock moves; managers see every shop.
Rules hold the bill
Over the credit limit, past the credit days, below the minimum rate or above the largest discount: the bill waits for an approver.
Approvals with names
Holds, indents and large purchase orders are approved or rejected through one engine, with the name, the time and the reason.
Closed days stay closed
A shop's closed day locks its bills; only a manager can change them.
Write-offs need proof
Damaged or lost stock is written off with a reason and a photo, and only once approved.
Cheques followed to the end
Each cheque is deposited, cleared, bounced or given back, never just deleted.
Customers see their own
The portal shows a customer only their own bills and statement.
Where data is kept and how long it is kept after you leave are set in your agreement with us.
See your shop on it.
Tell us what you sell, how many shops and godowns you run and how you bill today. We will set up your items and parties with you and print your first bill.
- 01Tell us what you run.Who uses it, how many people, what you do today.
- 02We set it up with you.Your first records, your people, your rules.
- 03Your people start using it.On the web and in the SmartMy Trade app.