- Home
- Product
The product
Six areas, one thread.
An order takes its stock, a delivery makes its invoice due, and the payment clears it, with the books posted as each happens. Every screen below is the app itself, from the sample company you can open after signing up.
- 01Each document is made from the one beforeQuote to order to shipment to invoice to payment, nothing typed twice.
- 02Stock and the books follow by themselvesA shipment takes stock and posts cost of goods; an invoice posts sales and VAT.
- 03One price for the companyWhoever in it uses the system, on every plan, with 30 days free.
- 04Your data in one file, any timeEverything exports whenever you like, and the REST API reads every record.
The six areas, each a page of its own.
Open an area for what it does, how one thing moves through it, where it leads and what is not built yet.
- 01 · Sell
Sales
From the quote to the money on one thread: orders shipped in part, invoices from deliveries, payments, returns, credits and refunds.
- Quotes that become orders
- Deliveries in part, invoices with VAT
- Price lists, terms and service jobs
- 02 · Buy
Purchasing
Requests for prices, purchase orders received in part, goods received at cost, supplier bills and payments, with what is owed always known.
- Reorder points and suggested orders
- Bills with VAT, due in days
- Approval of large orders
- 03 · Hold
Stock
On hand, promised, free and on order for every item, valued at what it cost. Bins, counts, adjustments, movements and work orders.
- Four numbers that always agree
- Counts and adjustments with a reason
- Work orders from a bill of materials
- 04 · Win
CRM
Leads from every source, deals through a pipeline weighted by stage, every call and task, and the quote made from the deal.
- A pipeline you shape
- Calls, meetings, emails, tasks
- The CRM report and forecast
- 05 · Keep
Books
Double entry posted by each document as it happens: journal, accounts, VAT, periods, statements, ageing, budgets and the cash forecast.
- No month-end re-keying
- Profit and loss, balance sheet, trial balance
- A cash forecast eight weeks ahead
- 06 · See
Reports and Today
What is waiting on you, overdue first, with the button to do it. Dashboards by month and customer, and every report as a file.
- Today, per role
- Sales, purchasing and books dashboards
- Saved views, search and export
One sale, end to end
Five documents, each made from the last.
This is the thread every area hangs on. Follow it in the sample company from a quote waiting for an answer to a payment in the bank.
- QUO-000003
Quote
Priced, emailed with its PDF, accepted.
CRM: wins the deal
- SO-000011
Order
Confirmed; its stock is held for it.
Stock: promised
- SHIP-000003
Shipment
Part of it goes out on a delivery note.
Stock: out at cost · Books: cost of goods
- INV-000003
Invoice
Made from the shipment, VAT included, due on terms.
Books: sales, VAT, receivables
- PAY-000007
Payment
Recorded against the invoice; the customer owes nothing.
Books: bank · Today: off the queue
Across the whole system, not one area.
The things every area shares, built once and the same everywhere.
- Setup
Five steps to your first order
Your kind of business, your tools and words, your company, your people, your spreadsheets. How it works.
- Sample
A sample company to learn on
Eight weeks of a fasteners wholesaler’s trading, apart from yours, ready to click through from the day you sign up.
- Words
Your own words for things
Customers or clients, products or parts, deliveries or dispatches: the menu and every screen use the words your team uses.
- Fields
Fields of your own Growth
Add the fields your work needs on customers, items, orders and deals, and filter and report by them.
- Email
Documents emailed with their PDF
Quotes, invoices, statements and orders go out from the system, with the PDF attached and the sending recorded.
- Print
Print, labels and barcodes
Every document prints clean; items and bins get labels, and barcodes are read to find and count.
- Import
Import from your spreadsheets
Customers, suppliers, items and opening stock from the files you already have, checked before anything is written.
- Export
Export everything, any time
One file with every record, whenever you like, and any list as a spreadsheet.
- API
The REST API and keys
Every record readable and writable through the API, with keys that may do only what they are given and can be revoked.
- Webhooks
Webhooks Scale
Tell your other systems when an order, invoice or payment happens, signed so they know it was you.
- People
People and roles
Owner, sales, warehouse, accounts: each sees what their role needs. Invite by email; take access back the same way.
- Record
Who did what, when
Every change carries who made it and when, and nothing is deleted: a mistake is reversed by its pair.
Start here
Open the sample company before you decide.
Eight weeks of a fasteners wholesaler’s trading, ready to click through. Then set up your own in five steps, with a person on the other end when you want one.
Start your free 30-day trial or WhatsApp us
- Emailhello@opsmavix.comAnswered the next working day
- Phone+44 7533 464865On Scale, or to ask before you start
- WhatsAppMessage usThe quickest way to a person