Stay in control of your inventory. Easily order stock, track supplies, and manage your warehouse efficiently—eliminating chaos and improving workflow.
Keep stock levels in check, assign items to jobs effortlessly, and run smooth stocktakes.
Update inventory instantly when purchase orders are received, reducing manual work.
Ensure accurate material costs with automatic supplier catalogue updates.
Leverage detailed reports to monitor stock and catalogue items efficiently.
Say goodbye to stockouts and expensive inventory issues. Optera CRM helps the trade industry stay ahead with smart inventory forecasting and seamless warehouse management.
Running low on materials? Gain real-time visibility into your stock levels with just a few clicks, allowing you to make informed decisions and maintain ideal stock levels with ease.
Set alerts for minimum stock levels, ensuring you're always prepared. With a streamlined order management system, placing orders and replenishing stock is quick and simple.
Integrate seamlessly with apps like Outlook, Gmail, Square, Podium, and Zapier—enhancing workflows and improving productivity across platforms.
Build your own material catalogue and track what’s available across your business. Import supplier catalogues to stay updated on the latest prices and product availability.
Empower your decision-making with real-time, detailed reports. Track inventory trends, forecast demand, and make data-driven choices that help your business grow.
Stay on top of your inventory from anywhere. Avoid stockouts, reduce excess stock, and streamline operations with real-time tracking and an automated inventory management system.
Easily monitor stock levels, track item locations, and receive real-time updates from your team in the field to ensure smooth operations and prevent shortages.
Reallocate stock or order in advance to avoid last-minute runs. Add materials on-site with Simpro Mobile for accurate tracking and smooth job completion.
Skip the paperwork and speed up stocktakes with the Barcoding Portal. Use a barcode scanner and tablet to transfer stock between locations or conduct full stock audits effortlessly.
Stay on top of your inventory with automated alerts when stock levels dip. Set maximum restock levels to avoid over-ordering and keep your materials readily available for any job.
Stay in control of your inventory by recording received stock, tracking material transfers, and automatically updating inventory when purchase orders are processed. Easily sync supplier invoices and payments with your accounting system for seamless financial tracking.
Simplify stock ordering with seamless integrations from top-rated trade suppliers, ensuring you always get the best price.
Stay in control of your finances and inventory with comprehensive reports. Track cash flow, stock levels, and purchasing trends to ensure you're making informed decisions. Generate insightful reports to protect your business from overspending and stock shortages, helping you maintain a steady cash flow while optimizing your stock management.
Identify and address pricing inconsistencies across suppliers and orders to maintain accuracy and prevent overpayment.
Track the movement of materials between locations, jobs, and warehouses, helping you stay on top of your inventory levels.
Monitor the status of purchase orders, from submission to delivery, to ensure timely restocking and prevent delays.
Optera CRM is dedicated to providing seamless, efficient solutions for managing projects, estimating, and streamlining business operations. Our innovative tools help businesses grow, stay organized, and improve productivity.
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