What is OfficeBooks?

OfficeBooks is a web-based business management solution designed for small businesses.

You can use OfficeBooks to manage all aspects of your business – from inventory control, to sales, purchasing, and contact management.

OfficeBooks Beta Test is underway - just go to http://panel.officebooks.com/ to sign-up now!

Your business, in the cloud.

OfficeBooks is a web-based application.  You can work from anywhere. Keep track of new sales, shipments, even your production operations no matter where you are. 

File Management

Store your documents where the rest of the team can get to them. CAD files, HR policies, corporate presentations, whatever you want to share with your team – just upload the file to your OfficeBooks account.

Contact Management

Track staff, customers, suppliers, or just people you know in the contact manager. You can then track activity such as phone calls or emails and set yourself reminders to reconnect with a contact at a specific time. OfficeBooks builds a contact activity history automatically for suppliers and customers. You can easily see a list of transactions related to any contact.

Everyone sees the same information.

Enlightened business owners keep their entire team informed.  Key business metrics are key to everyone – not just the owner. 

OfficeBooks makes numbers like order backlog, bookings, and billings available to every user within your company.  

If you prefer to limit access to financial data - no problem.  OfficeBooks give you a range of user rights options. 

Automated alerts ensure that work gets done.

OfficeBooks prompts you to take action when necessary, so nothing gets forgotten or overlooked. 

If you sell some product but don’t have enough inventory to cover the sale, OfficeBooks prompts you to make more product. 

If you ship product to your customer, OfficeBooks prompts you to issue an invoice. 

When a work order is required, OfficeBooks tells you so. 

When a PO requires approval, you get notified.

Inventory Management

OfficeBooks tracks inventory levels for items and helps you maintain your supply chain by alerting you to low inventory levels and prompting you to buy or make more where necessary.

Production

If your business assembles products – OfficeBooks’ production component is for you. You can define bills of material for your products, then issue work orders to your assembly team. 

When work orders are completed, OfficeBooks will add the finished products into inventory and reduce the inventories of the sub-components accordingly.

Sales

Use OfficeBooks to generate quotations, book new sales, ship your product, and generate invoices. OfficeBooks will let you know when orders are ready to ship.

Purchasing

Purchase orders are a snap with OfficeBooks. If you need to buy something because your inventory is low, OfficeBooks will let you know. An approval process is built in to ensure that POs undergo the proper review. Receiving items against a PO updates your inventory automatically.

It's not accounting

OfficeBooks will help you keep track of accounts payable and accounts receivable.  It will provide you with some key high-level business metrics, like bookings, billings, and backlog. 

But OfficeBooks is not accounting software.  It provides tools to collect the data you'll need to provide to your accountant.  Accountants are useful people.