Organise

Organise - full specification

Please note that no new download is available for Organise.

• Overview
  • Keep track of your orders, stock, customers, 'to do' list
  • Basic invoice and accounting
  • Free 30-day trial
  • Simple and uncomplicated, self-contained and standalone
  • Has a database style input or an EPOS / Checkout style interface
  • Preferences include date format (UK / US), currency, multiple tax codes / rates
  • Easy import of csv from Squarespace or Paypal csv files
  • Possible to import information from any other system that can produce a tab-delimited file (involves a mapping exercise)
  • Retina Screen compatible
  • OSX 10.9 Mavericks tested and supported
• Contacts
  • Add new contacts adhoc when you create an order or select from existing
  • Import all contacts from Apple address book
  • Select from Apple address book
  • Assigns a sequential account or reference number with or without a pre-set prefix (override if you like)
  • Contacts at the same address can be added to a 'Company'
  • See a list of orders and items ordered for any contact
  • Email a single contact or visit the company's website using buttons within the contact records
  • Print address labels for all or selected contacts
  • Generate an email list suitable for email systems
  • Organise is bundled with a bulk emailing app 'Announce'
• Orders
  • Represents a transaction with the customer (you may call these commissions, jobs, sales etc)
  • Assigns a sequential number with or without a pre-set prefix (override if you like)
  • Allows you to select separate delivery and billing addresses
  • Quick and easy to select items from inventory
  • If you charge for time and materials, you can record time spent on a job with a rate (see 'Time management') and add the time to the order
  • Tender full payment with a single click, or make a partial payment or multiple payments
  • With all details entered, print paperwork using a choice of templates - invoice, delivery note, etc
  • Print these things on your existing letterheads or easily create new templates to match your existing stationery
  • Templates can be saved as PDF for emailing rather than printing
  • An order can be scheduled to repeat weekly, monthly, fortnightly or annually, or make a one-off copy
• Checkout (EPOS) interface
  • Designed to be used with a touch screen for quick entry of sales when serving in a shop or at a show
  • Planned: Checkout interface for iPad
• Purchase Orders
  • Similar to Orders but represent an order that you place with a supplier
  • Items are added to the inventory when you press a button to say that the goods are received
• Inventory
  • Lots of fields including reference number, part number, brand, variation.
  • Assigns a sequential number with or without a pre-set prefix (override if you like)
  • Categorise your items
  • manages stock level (deducted when added to orders)
  • Set a warn level for each item (default warn level set in Preferences) to alert you to low stock
  • Items can contain other items. This allows you to sell kits, or sell quantities of items at a different price from the individual items
• Accounts
  • 'Money in' is drawn automatically from your Orders.
  • See 'Money in' and 'Money out' for any time period with totals
  • See input and output tax for any time period
  • See a very quick statement of profit (money in minus money out) for any time period
• Time management (to do)
  • Record time spent on a job, with chargeable rate
  • View tasks as a 'to do' list with 'complete' checkboxes
  • Set start date / time and end date / time with optional alarm when end date / time is reached
  • Log time, optionally linked to an Order
• Reporting
  • Useful reports included such as Invoices sent but not paid, Stocktake, Top sellers, New vs Returning customers
  • More reports available for download
  • Free app included to help you create your own custom reports
  • Export items to Google Product Search (new name Google Shopping and no longer free)