From quotation to tax invoice
Turn quotations into sales orders, then issue tax invoices and delivery notes, without typing anything twice.
For trading businesses
Trading Management from quote to balance sheet.
Quotations, sales orders, tax invoices and delivery notes, purchases, stock and customer and supplier ledgers, with full accounts and financial statements built in.
Trading management software that covers sales, stock and accounts
Trading businesses juggle quotations, orders, invoices, deliveries, purchases and stock, and then need it all to add up in the accounts. BEE CLAIR Trading Management System keeps every step in one system, from the first quotation to the balance sheet.
Stock is valued at weighted average cost and can never go negative, every customer and supplier has a ledger, and financial statements come with a prior-year comparison. It's cloud software, so your team can work from any browser, with our support team available 24/7.
Features
Everything a trading business needs
Purchases
Record purchases from your suppliers, and stock updates automatically.
Inventory at weighted average cost
Stock is valued at weighted average cost and can never go negative, so your figures stay right.
Customer and supplier ledgers
See what every customer owes you and what you owe every supplier.
Full chart of accounts
Sales, purchases and stock post to a full chart of accounts with a general ledger.
Financial statements
Trial balance, profit and loss, balance sheet and cash flow, in a standard format with a prior-year comparison.
How it works
From quotation to your accounts
Each document flows into the next, and everything posts to your books.
01
Quotation
Send your customer a quotation with items and prices.
02
Sales order
Convert the accepted quotation into a sales order.
03
Tax invoice & delivery
Issue the tax invoice and delivery note. Stock goes down at weighted average cost.
04
Posted to accounts
The sale posts to the customer ledger and your financial statements.
Accounts built in
Your books, always up to date
Every sale, purchase and stock movement posts to your accounts as it happens, so your financial statements are ready when you need them, with a prior-year comparison.
Chart of accounts
A full chart of accounts, ready to use.
General ledger
Every transaction, account by account.
Trial balance
Check your books balance at any time.
Profit & loss
See how the business is performing.
Balance sheet
What you own and what you owe.
Cash flow
Where cash came from and where it went.
Who it's for
For businesses that buy and sell goods
BEE CLAIR Trading Management System is built for trading businesses that need sales, stock and accounts to work together.
- Traders
- Wholesalers
- Distributors
- Suppliers
FAQ
Trading management questions
Something else on your mind? Our team is available 24/7.
What does the Trading Management System include?
Quotations, sales orders, tax invoices and delivery notes, purchases, inventory, customer and supplier ledgers, a full chart of accounts and financial statements.
How is stock valued?
At weighted average cost. Stock can never go negative.
Can I manage more than one warehouse?
Not currently. Stock is tracked in a single location.
Which financial statements does it produce?
Trial balance, profit and loss, balance sheet and cash flow, with a comparison to the previous year.
Can I see what customers and suppliers owe?
Yes. Every customer and supplier has a ledger.
Does it send invoices to FBR?
No. For FBR digital invoicing, use BEE CLAIR FBR Digital Invoicing.
How much does it cost?
Pricing depends on your business. Book a demo and we'll recommend the right plan for you.
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Get started
Run sales, stock and accounts in one system
Book a demo and we'll show you BEE CLAIR Trading Management System, from quotation to balance sheet.
- A live demo of the Trading Management System
- Full accounts and financial statements
- 24/7 support once you're live