My client currently uses Sage 50 version 24 for accounts with additional spreadsheets to track workshop work in progress and deliveries of products. Deliveries used to be processed through Sage for clients, however one client requires a weekly consolidated invoice showing all their sales orders which have been delivered in one week.
The cost for them to continue using Sage 50 after MTD is pretty prohibitive especially as currently they don't use all the features they pay for and use additional spreadsheets resulting in duplicate work.
We were going to move them to Quickbooks Online as it will track inventory well and allows them access when they are not in the office as they are out on sites a lot, however it does not provide Sales order processing. We had looked at the SOS inventory app but again it has many features that would not be used and misses some that we need.
The company is a Limited company but a micro entity, there would only be 2 users at most plus myself requiring access at times as accountant.
Can anyone recommend either a Quickbooks App or another cloud software that will provide the same accounting functionality of Quickbooks, Sage or Xero and also either all or most of the requirements I have listed below:-
Track quantity of specific products ordered by customers
Track quantity of specific products currently in stock
Number of products required per date per customer.
Shortage of products for current orders with ability to select time period ie. over next 2 weeks, to allow workshop order to be generated, ideally ability to generate this document.
Delivery line production with allocation to sales order
Process sales invoice with more than one delivery/order number allocated.
Not a necessity but would like:
Bills of Material per product
Thank you in advance