Trading, stock and accounting in one system
Know what every shipment really cost, what is in stock and who owes you. Every figure comes from one set of books.
The demo company's dashboard, then its sales and invoices. All names and figures in the demo are invented.
Features
From the supplier's order to the balance sheet
Each document is entered once, by the person who handles it. The books, the stock and the reports follow from it.
Imports and landed cost
Follow an order from the supplier to the warehouse, and know what each unit really cost once it arrived.
- Purchase orders, supplier advances and money back
- Import batches with freight, port, customs, clearing, commission and transport
- Cost per unit at landed cost; a late bill counts from its own date
- Margins by batch, and what is still owed to each supplier
Double-entry books
Every invoice, payment, expense, batch and stock movement posts its own journal entry. The accountant works in the chart of accounts, not in a second system.
- Chart of accounts with subaccounts and each account's transactions
- Closed periods stay as they were reported
- Mistakes are voided with a reason, never deleted
Every report, one click away
Move from the company report to profit and loss to sales and margins without losing your place. The period you chose comes with you, and every figure comes from the same books.
- Fifteen reports, from the company report to the trial balance
- One period for the screen, the PDF, the CSV and the email
- Months closed in the books stay as they were reported
- Sales
- Invoices, proforma invoices, delivery notes and credit notes; credit limits with approval; customer statements and reminders.
- Purchases
- Purchase orders, import batches, landed costs, supplier advances and payments.
- Stock
- Warehouses, transfers, counts and adjustments; stock valued at landed cost, batch by batch.
- Cash and bank
- Bank, cash, mobile-money and hawala accounts; transfers with their fees; owner capital, drawings and dividends.
- Expenses
- Operating expenses by category, paid from any account.
- Accounting
- Journal, chart of accounts, trial balance, balance sheet, profit and loss, closed periods, sales tax.
Analytics
The whole business at a glance
The six cards on the ERP's Reports page, here with the Sumad demo's books. Point at a month, or tap it, to read its figures. In the ERP, each card opens the report it agrees with.
Reports
A management report, ready when you are
The company report puts the period's results, today's position and what needs attention on one page. It is written from the books, compared with the period before and checked against the journal. Choose a period and watch it change.
- One period, every output. What you see on screen is what the PDF, the CSV and the email carry, for a preset or any range of dates.
- Compared and checked. Each period is set against the one before, and the journal against the trading records: the report says so if anything does not agree.
- Fifteen reports. Profit and loss, balance sheet, trial balance, journal, receivables and payables ageing, batch margins, sales by customer, cash by account, cash plan and tax, among others.
- Sent from the ERP. Any report goes out as a PDF to the people who need it.
Banks, wallets and hawala
Built for how money moves here
Bank accounts, mobile money, cash boxes and hawala agents sit side by side, each with its own balance and statement. Choose one to see what the ERP keeps for it.
Banks
Mobile money
Cash and hawala
Bank and wallet names and logos belong to their owners. They label the accounts a company keeps; no partnership is implied.
Control
Each person sees and does only their part
People and permissions
- Owner, administrator, accountant, sales, warehouse and viewer roles
- Permissions by module and action: view, create, edit, void, approve
- Salespeople can be limited to their own customers and sales
- Two-factor sign-in; accounts are opened by an administrator
A record of every change
- Every change is written to an audit log that cannot be edited
- Journal entries are never changed; corrections are reversals
- Sales over a customer's credit limit wait for approval
- Price floors, and requests to sell below them
Installation
Your company's own copy
Each company runs its own installation. No other company's data is in it, and no shared account can reach it.
- Database
- Its own database, files and users
- Address
- Your own web address, such as erp.yourcompany.com
- Documents
- Your name, logo, stamp and signature on invoices and statements, with your bank and mobile-money details
- Backups
- Every night: the database and every attachment
- Updates
- Backed up first, and put back on their own if the new version does not start
SumadDemo
Try it with a sample trading company
Sumad is an invented importer whose trading was entered through the system itself. Open its books as the owner, an accountant, a salesperson or the warehouse.
Or call +252 00 000 0000. The demo sends no email, and its books are rebuilt whenever it is reset.
- months
- 8+
- invoices
- 280+
- customers
- 24
- suppliers
- 6
- products
- 10
- roles
- 6