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OfficeBooks is a solution that helps businesses manage their day-to-day operations, including financials, orders, and accounting. Its …
Overview
What is Officebooks?
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...
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What is Officebooks?
OfficeBooks is a web-based ERP application focused on distribution and manufacturing companies.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Tech Details
What is Officebooks?
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.
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Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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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.
Users commonly recommend the following when using OfficeBooks:
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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.
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Use OfficeBooks in conjunction with Dropbox. Users find it beneficial to integrate OfficeBooks with Dropbox for seamless file sharing and collaboration.
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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.