multibook
Trading/Sales Company Feature
Simplify Complex Trading & Sales Transaction Processing
Map out the whole flow of every invoice, from order to billing.
Track transaction profitability and ensure alignment across documents.
Struggling with obstacles
in your trading or sales operations?
-
1
Issue
Inputting countless necessary documents for each transaction is a burden
Inputting countless documents for each transaction, including sales orders, purchase
orders, storage, shipping, invoicing, and vendor invoices, is a heavy burden. -
2
Issue
Uncertainty regarding proper enforcement of document processing after sales orders without omission
— time and effort is required for confirmationChecking the progress of individual processes after sales orders, including purchase
orders and shipping from vendors, requires time and effort due to cross-departmental confirmation by phone or email. -
3
Issue
Uncertainty regarding profit and loss for each sales order
You want to confirm the profit of individual transactions; however, this requires time and
effort due to the necessity of totaling documents associated to sales orders.
Boost Efficiency in Trading & Sales Invoicing with multibook's Streamlined Entry and
Transparent Workflow Features!
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1
Features
Significantly reduce the document processing burden with an automatic suggestion feature
Linking common items for each document will save the hassle of entering the same item multiple times. Easily register purchase order documents by referring to sales order documents, and shipping documents by referring to storage documents.
We also provide an automatic supplier suggestion feature when registering purchase documents. -
2
Features
See the progress of each transaction at a glance with a document flow visualization feature
Starting with sales order documents, the flow of subsequent documents is visualized, allowing you to instantly understand the processing status of documents. Moreover, you can also use the document flow as a portal to move to individual documents, approve documents, or create subsequent documents.
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3
Features
Easily grasp profit of each sales order
Easily check profits of individual sales orders by obtaining sales and cost of sales from transaction information associated with sales orders in the document flow and displaying gross profit and gross profit margin.
Visualise How multibook's Trading & Sales Features Work for You
Visualize documents/processing status
from sales orders to purchase orders, storage, shipping, vendor invoice,payment, invoicing, and customer payment with multibook!
Easy access to individual documents and subsequent processing!
Experience the Logistics Document Flow
-Seamlessly Track All Processing Stages
All customers using the logistics feature,
not limited to trading/sales companies,
can use the document flow feature.
Point1
Check amount
consistencies
- Check the consistency of amounts for sales orders and invoices.
- If purchase orders are linked to sales orders, you can also check the consistency of amounts for purchase orders and supplier invoices.
Point 2
Check gross profit and
gross profit margins for each sales order
- Check gross profit and gross profit margins for each sales order when invoices are created and sales and cost of sales are recorded.
Point 3
Check dates and status
of each document
- Check dates and status of each document on one screen.
You can also see approval status if you are using the approval feature.
Ponit 4
Move from each document directly to other
features, including
confirmation, approval,
and subsequent document creation
- In addition to accessing document details and approving documents directly from the list, you can also register subsequent documents.
Point 5
See storage/shipping and invoice
connections with original orders even when
deliveries are made in installments
- Maintain connection with original orders even when deliveries are made in installments to manage subsequent processing