Cloudtrade ERP & POS
Feature Matrix
User Management
Manage users, roles, and commissions with full control.
| Feature |
|---|
| Users |
| Roles |
| Sales Commission Agents |
Contacts
Streamline supplier and customer management.
| Feature |
|---|
| Suppliers |
| Customers |
| Customer Groups |
| Import Contacts |
Products
Comprehensive product catalog and inventory management.
| Feature |
|---|
| List Products |
| Add Product |
| Update Price |
| Print Labels |
| Variations |
| Import Products |
| Opening Stock |
| Selling Price Group |
| Units |
| Categories |
| Brands |
| Warranties |
Purchases
Control procurement and vendor relationships.
| Feature |
|---|
| Purchase Requisition |
| Purchase Order |
| List Purchases |
| Add Purchase |
| List Purchase Return |
Sales & POS
Seamless sales operations and point-of-sale management.
| Feature |
|---|
| Sales Order |
| All Sales |
| Add Sale |
| List POS |
| POS |
| Add Draft |
| List Drafts |
| Add Quotation |
| List Quotations |
| List Sell Return |
| Shipments |
| Discounts |
| Subscriptions |
| Import Sales |
| Order Request |
Manufacturing
Simplify production and cost tracking.
| Feature |
|---|
| Recipe |
| Production |
| Settings |
| Manufacturing Report |
Stock Management
Monitor and optimize stock movement.
| Feature |
|---|
| Stock Transfers – List / Add |
| Stock Adjustments – List / Add |
Expenses
Track expenses and reduce leakages.
| Feature |
|---|
| List Expenses |
| Add Expense |
| Expense Categories |
Finance & Accounts
Integrated financial management tools.
| Feature |
|---|
| List Accounts |
| Balance Sheet |
| Trial Balance |
| Cash Flow |
| Payment Account Report |
Reports & Analytics
Powerful reporting for smarter decisions.
| Feature |
|---|
| Profit / Loss Report |
| Purchase & Sale |
| Tax Report |
| Supplier & Customer Report |
| Customer Groups Report |
| Stock Report |
| Stock Adjustment Report |
| Trending Products |
| Items Report |
| Product Purchase Report |
| Product Sell Report |
| Purchase Payment Report |
| Sell Payment Report |
| Expense Report |
| Register Report |
| Sales Representative Report |
| Activity Log |
System Settings
Configure business rules and operations.
| Feature |
|---|
| Business Settings |
| Branch Locations |
| Invoice Settings |
| Barcode Settings |
| Receipt Printers |
| Tax Rates |
| Package License |
CRM System
Strengthen customer engagement and sales pipeline.
| Feature |
|---|
| Leads |
| Follow ups |
| Campaigns |
| Contacts Login |
| Reports |
| Proposal Template |
| Proposals |
| Sources |
| Life Stage |
| Followup Category |
| Settings |
HRM (Human Resource Management)
Streamline employee management and payroll.
| Feature |
|---|
| Paid Time Off Type |
| Paid Time Off |
| Attendance (Clock-in) |
| Payroll |
| Holiday |
| Departments |
| Designations |
| Sales Targets |
| Settings |
| My Paid Time Off |
| My Sales Targets |
| My Payrolls |
Hotel Booking Management
Complete hospitality booking and scheduling system.
| Feature |
|---|
| Rooms |
| Prices |
| Bookings |
| Calendar |
| Extras |
| Unavailables |
| Coupons |
| Reports |
| Amenities |
| Settings |
Essentials & Tools
Quick tools for productivity.
| Feature |
|---|
| Essentials |
| Spreadsheet |
| Catalogue QR |
📞 Contact Us
| support@cloudtrade.pro | |
| Phone | +254 723 378 072 |
| Website | www.cloudtrade.pro |
Our Clients
