Cloud Quoting, Order Processing, Inventory & E-commerce tools
Supercharge your quotes, order processing & inventory
Feature Summary:-
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- Combined ERP & CRM
- Full featured product information manager – PIM
- Sales order processing
- Purchase order processing
- Stock control & inventory management
- Cloud quoting tools & live quotes that close sales quickly
- Online quoting & inventory management for Xero
- Customer stock management
- Synchronise your catalogue with online shops & accounts software
- Download & process orders from multiple online shops
- Share your product catalogue securely & simply
- Give your customers tools that keep them buying from you
- Click here for a full feature list
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ERP & CRM Integration
OCAT Quotes & Orders combines a fully featured ERP & CRM for an all in one, small business solution
Maximizer CRM Integration
Manage your catalogue of products with our cloud based product information manager
OCAT makes it easy to managing your product catalogue. A simple and easy to use product information manager (PIM)
Benefits:-
- Stock & inventory control
- Multiple prices & price-lists
- Product translations
- Product pictures
- Data sheets
- Manage on-site customer stock
Manage quotes and orders with the order editor
Available to you and your customers. Use our fantastic, fully featured cloud quoting tool to create quotes. Your customers’ quotes can automatically become orders when they change the status to Drop-ship, Fullfill or any other status you prefer. Feature video
OCAT Engage – Close more sales with key sales data & tools
- Email customers a link to their quote
- Live quotes are dynamic and always up to date
- See when and how often the quote has been viewed
- Quote ratings & comments
- Quote approval and payments
- Close sales more quickly with pay now button
- Feature video
Export your data with OCAT Feeds
Use feeds to create web shops, websites, price-lists, databases etc. Easily export orders to your accounts / ERP system
The OCAT Feed templating system and the built in task manager enable seamless data feed creation. Export data in any format so it can be imported into practically any system automatically or manually
Product editor
Easily edit & update your product’s details with our simple, intuitive interface. Your customers can create and update their own products which they can use on their quotes alongside yours
Translation editor
Create and edit translations for all your products and categories. You customers can create their own translations for the products and categories so their version of your catalogue is unique to them but always based on yours
Prices editor
Setup simple or complex pricing rules and price lists for your customers. Your customers can setup their own prices based on yours which they can then use for their quotes and offers
Connect and synchronize
OCAT Enables seamless synchronisation with many e-commerce platforms and ERP systems. Connect to :-
- SAP Business One
- Quickbooks Online
- Magento
- Woo-commerce
- Xero
- Sage (* please see below)
Using the OCAT Feed creator you can connect and synchronise with practically any e-commerce, sales channels (eBay / Amazon) or accounts system automatically