Name: Officebooks
Author: OfficeBooks Inc.

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

AI Development

Cross-Browser Testing

Functional Testing

PHP Frameworks

Development

Online Proctoring Software

Education

Business Intelligence (BI)

Case Management

Collaboration

Contract Analysis

Whistleblowing

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

SaaS Spend Management

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

API Design

Change and Configuration Management

Cloud Storage

Cybersecurity Consulting

Data Center Backup

Data Center Cooling

Data Preparation

Data Warehouse

DevOps

Embedded Database

Fraud Detection

Function as a Service (FaaS)

Integration Platform as a Service (iPaaS)

Managed Security Service

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Requirements Management

Sensitive Data Discovery

User Virtualization

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Advocacy

Email Marketing

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Content Management

Sales

Identity Threat Detection & Response Software

Security

Apparel

Aviation

Direct Secure Messaging

Geographic Information

Healthcare Learning Management

Intelligent Document Processing

Mental Health

Practice Management

Simulation

Text Analysis

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Oracle PeopleSoft ERP

Oracle

SAP S/4HANA Cloud

NetSuite ERP

NetSuite

Acumatica

Oracle Fusion Cloud ERP

Oracle E-Business Suite

SAP Business One

Microsoft Dynamics 365 Business Central

Microsoft

Microsoft Dynamics AX, discontinued

Users commonly recommend the following when using OfficeBooks: 

1. Try the free trial of OfficeBooks to get a sense of what it offers. Users suggest taking advantage of the opportunity to explore the features and functionalities of the software before making any commitments. 

2. Use OfficeBooks in conjunction with Dropbox. Users find it beneficial to integrate OfficeBooks with Dropbox for seamless file sharing and collaboration. 

3. Familiarize oneself and the team with OfficeBooks before going live. Users advise dedicating time and attention to tutorials and learning materials provided by OfficeBooks to ensure a smooth transition and efficient use of the software.

OfficeBooks is a web-based business management application designed specifically for distributors and manufacturers. It caters to businesses of all sizes, including small companies and larger organizations with up to 100 employees. According to the vendor, OfficeBooks is suitable for professionals and industries such as distributors, manufacturers, inventory managers, small business owners, and supply chain managers.

## Key Features

**Inventory control**: According to the vendor, OfficeBooks simplifies inventory control by allowing users to upload spreadsheets or manually enter item information. It automatically adjusts inventory levels in real-time when items are purchased, built, or sold, providing accessibility to all users within the company.

**Sales & quotes**: OfficeBooks enables users to create quotes using integrated contact and inventory data. Quotes can be sent to customers via email, and customers have the option to review and accept orders online. The system also allows for easy conversion of orders into sales with a single click, and it alerts the team to fulfill the order.

**Purchase orders**: OfficeBooks allows users to generate professional-looking purchase orders that include their company logo and terms and conditions. The system sends instant email notifications to suppliers, who can review and accept orders online. Purchasing is seamlessly integrated with the inventory control system, prompting users to purchase goods to fulfill work orders or sales orders.

**Accept credit cards**: According to the vendor, OfficeBooks provides businesses with the capability to accept credit card payments within minutes of creating an account. Users can send invoices to customers via email, which include an embedded "pay now" link. Credit card payments can be collected directly from customers or quickly charged using the shared credit card information.

**Contact management**: OfficeBooks offers a centralized contact management system that keeps all contacts in one place, including customers, suppliers, and staff. Users can easily import contacts from MS Excel or Gmail, facilitating access to order history and interactions with customers and suppliers. This feature ensures quick and convenient access to relevant information.

**Reports**: OfficeBooks offers a variety of reports to monitor business performance. Users can define date ranges for the reports and export them in different formats, such as MS Excel, PDF, and HTML. The available reports include on-time delivery, supplier on-time delivery, shipments by customer, purchases by supplier, and products sold by quantity or value, among others.

OfficeBooks is a solution that helps businesses manage their day-to-day operations, including financials, orders, and accounting. Its users praise the software for its ability to keep documents organized and easily shareable across different teams, saving them time and improving productivity. Additionally, the software's search and input features make it easy for users to input information from orders, invoices, inventory data, and create spreadsheets.

The product's automatic data backup and monthly updates are other key features that users appreciate since they ensure that all data stays safe and up-to-date. OfficeBooks provides organization across departments by managing customer databases integration in a safe place that they can easily remember important information. It also allows users to track sales leads and simplifies sales data while solving inventory issues. 

Overall, the product is used to improve organizational speed in finding what is needed when it is needed. OfficeBooks solves different issues encountered in more than one way according to user feedback, offering control and flexibility to manage contacts, sales goals, work orders, purchase orders and have an overview of their business operation on the same platform. The program is compatible with all major formats making it easier for businesses comparing cost versus purchase across years. Additionally, users appreciate the prompt and courteous customer service provided by the OfficeBooks team.

User-Friendly Interface: Users find the user interface of Officebooks to be intuitive and straightforward, making it easy for them to navigate through the program. Several users have mentioned that even inexperienced operators can understand and use the software without difficulty.

Accessibility: The web-based nature of Officebooks makes it accessible from anywhere, which is a significant advantage for many users who need to access it on-the-go or work remotely. Many reviewers appreciate the convenience of being able to access their files from any device with an internet connection.

Comprehensive Features: Reviewers praise Officebooks as a complete package for managing their manufacturing business. It provides a comprehensive view of sales, purchases, work orders, and finances all in one place. Additionally, several users have noted that the CRM features are highly appreciated; they find it easy to manage contacts and track every interaction with them.

Confusing User Interface: Some users have reported that the user interface of Officebooks can be confusing and not intuitive, leading to a learning curve for new users. A few reviewers felt that it took them some time to figure out how to navigate through the software and use its features effectively.

Expensive Pricing: Several reviewers have mentioned that the cost of Officebooks is high, especially for small business owners who may not require all of its features. In particular, the distributor aspect of the software is significantly more expensive than other similar programs on the market.

Difficult Setup Process: Many users have found that setting up Officebooks can be complicated and time-consuming. Some reviewers felt that there were too many steps involved in the process, making it a barrier to entry for some potential customers.

OfficeBooks is a web-based ERP application focused on distribution and manufacturing  companies.

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Officebooks

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

OfficeBooks Inc.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Cost Capture

Capture costs including those for procurement, financials or time and labor, including from external systems

Capital Project Management

Customer Contract Compliance

Associate projects or tasks with customer contracts, and lines within contracts, to meet billing terms

Officebooks

Overview

What is Officebooks?