Provide detailed inventory level information and purchase quantity recommendations for each product

Look up: How does Inventory Forecast Report work?

Report to analyze sales rep performance. How many leads/opportunities/customers did they create, conversion rate?

Look up: CRM Conversion Report

Look up: Adjust Shipping Address format based on customer preferences.

Add Company Logo.

Add CPON (Customer Purchase Order Numbers) in the packing list since there could be multiple CPONs.

Upload a TOC(Table Of Content) PDF when you send a quote, sales order, and invoice to the customer.

Look up: How to set default attachments in emails?

Add the new filter for payment status: "Save for next time"

Quickly create repeat invoices without starting from scratch each time, saving time and reducing administrative workload.

Look up: How to create Deposit Note for Supplier

Look up: How are Mark-up fees calculated from Stripe Invoice and Airwallex?

EMERGE now automatically records Markup Fees into Receipts Administrative Fees, simplifying financial tracking and improving accuracy in reporting.

Flexible corporate account changes for businesses with multiple companies

Look up: How to set up multiple companies