EasyBooks Trade 1.0

EasyBooks Trade by EasyBooks is a modern, all‑in‑one solution for managing orders, inventory, and invoicing. Built for wholesalers, distributors, and product-based businesses, it streamlines your quote-to-cash workflow so you can work faster, reduce errors, and protect your margins.

Key features

• Orders and invoicing: Create quotes, sales orders, and invoices in seconds. Convert documents with one click, handle partial shipments and backorders, and automate tax calculations.
• Purchasing: Build and track purchase orders, manage suppliers, monitor landed costs, and use approval rules for better control.
• Inventory management: See real-time stock levels across locations, set reorder points with alerts, manage variants and bundles, and track serial or lot numbers. Compatible with common barcode scanners.
• Pricing and discounts: Configure price lists, tiered pricing, promotions, and customer-specific terms to keep pricing consistent and profitable.
• Payments and returns: Record payments and deposits, manage credits and returns, and monitor customer credit limits and aging.
• Customer and vendor management: Maintain detailed profiles, notes, terms, and communication history in one place.
• Reporting and analytics: Get clear dashboards and reports for sales, margins, inventory turnover, aging, and tax summaries. Export to CSV or PDF.
• Integrations: Connect with popular accounting, ecommerce, and shipping tools to reduce manual work and keep data in sync.
• Collaboration and control: Use role-based access, approvals, and activity logs to keep your team aligned and your data secure.
• Work from anywhere: Access your data on the go and keep your operations moving, whether you’re in the office, warehouse, or on the road.

Benefits

• Speed up order processing and fulfill with confidence.
• Prevent stock-outs and cut excess inventory.
• Gain visibility into profitability and performance.
• Shorten your quote-to-cash cycle and improve cash flow.

Who it’s for

• Small and midsize wholesalers and distributors
• Import/export and B2B trade businesses
• Retailers with wholesale channels
• Light manufacturers and kitting operations

Getting started is simple: import your products and contacts, customize your documents and price lists, and follow guided setup to go live quickly. Friendly support and helpful resources are available when you need them.

EasyBooks Trade brings your sales, purchasing, and inventory together—so you can spend less time on administration and more time growing your business.

EasyBooks Trade is developed by EasyBooks and is used by 3 users of Software Informer. The most popular version of this product among our users is 1.0.

You can check Easy Cash Manager, Storybox, The Books Program and other related programs like EasyBooks at the "download" section.