Customers, suppliers & items
Customers
Customer details, credit terms and sales agents.
AvailableRead + approved write
AccountOps / AutoCount / Module catalog
Know exactly what connects.
46 modules. Eight accounting areas. Reads by default, approved writes when you enable them.
46 read modules25 support approved writes
Writes are off by default. Enable them in Inistate and on the connector PC; a person approves each action.
46 of 46 modules
Customers, suppliers & items
Vendors
Supplier details for purchasing and payables.
AvailableRead + approved write
Customers, suppliers & items
Products
Item records and product information.
AvailableRead + approved write
Customers, suppliers & items
Locations
Locations used to organise stock.
AvailableRead only
Customers, suppliers & items
Item Packages
Items grouped into packages.
AvailableRead + approved write
Customers, suppliers & items
Item BOM
Components required to build an assembly.
AvailableRead + approved write
Customers, suppliers & items
Product Prices
Selling prices used to prepare quotations.
AvailableRead + approved write
Sales
Quotations
Customer quotations and their line items.
AvailableRead + approved write
Sales
Sales Orders
Customer orders and their fulfilment requirements.
AvailableRead + approved write
Sales
Delivery Orders
Goods delivered against customer orders.
AvailableRead + approved write
Sales
Delivery Returns
Goods returned by customers.
AvailableRead + approved write
Sales
Invoices
Sales invoices issued to customers.
AvailableRead + approved write
Sales
Cash Sales
Sales settled as cash sales.
AvailableRead + approved write
Sales
Sales Lines
Item-level sales, cost, profit and discounts.
AvailableRead only
Sales
Cash Sale Lines
Item-level detail from cash sales.
AvailableRead only
Sales
Delivery Order Lines
Item-level detail from deliveries.
AvailableRead only
Sales
Undelivered SO Lines
Sales order lines still waiting for delivery.
AvailableRead only
Sales
POS Sales
Point-of-sale transactions by outlet.
AvailableRead only
Sales
POS Sale Lines
Item-level detail from point-of-sale transactions.
AvailableRead only
Purchasing
Purchase Orders
Orders placed with suppliers.
AvailableRead + approved write
Purchasing
Goods Received
Goods received from suppliers.
AvailableRead + approved write
Purchasing
Purchase Invoices
Supplier bills recorded in the book.
AvailableRead + approved write
Purchasing
Purchase Lines
Item-level purchasing quantities and prices.
AvailableRead only
Purchasing
Open PO Lines
Purchase order lines still awaiting receipt.
AvailableRead only
Stock
Stock Levels
Stock quantities and reorder levels.
AvailableRead only
Stock
Stock by Location
Available stock at each location.
AvailableRead only
Stock
Stock Movements
The movements behind stock changes.
AvailableRead only
Stock
Stock Values
Stock values used in accounting reports.
AvailableRead only
Accounts receivable
Receivables
Outstanding customer balances.
AvailableRead only
Accounts receivable
Customer Payments
Payments received from customers.
AvailableRead + approved write
Accounts receivable
Payment Knock-offs
Payment allocations against outstanding documents.
AvailableRead only
Accounts receivable
Credit Notes
Credit notes issued to customers.
AvailableRead + approved write
Accounts receivable
Credit Note Balances
Unused balances on customer credit notes.
AvailableRead only
Accounts receivable
Debit Notes
Debit notes issued to customers.
AvailableRead + approved write
Accounts payable
Payables
Outstanding supplier balances and due dates.
AvailableRead only
Accounts payable
Supplier Payments
Payments made to suppliers.
AvailableRead + approved write
Accounts payable
Supplier Credit Notes
Credits received from suppliers.
AvailableRead + approved write
Accounts payable
Supplier Debit Notes
Debit notes associated with suppliers.
AvailableRead + approved write
Cash & bank
Cash Book
Cash-book records and payment vouchers.
AvailableRead + approved write
Cash & bank
Official Receipts
Receipts for funds received into the book.
AvailableRead + approved write
Cash & bank
Bank Transactions
Bank-account transactions for matching and review.
AvailableRead only
Cash & bank
Bank Reconciliations
Reconciliation records for bank statements.
AvailableRead + approved write
General ledger
Chart of Accounts
The accounts that organise your ledger.
AvailableRead only
General ledger
GL Lines
Ledger postings by account, project and department.
AvailableRead only
General ledger
Journal Entries
Balanced debit and credit journal entries.
AvailableRead + approved write
General ledger
Audit Trail
Recorded document changes and who made them.
AvailableRead only
AccountOps / AutoCount
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