Build your system from the real things in your business.
Choose ready-to-use business objects and combine them into a system that fits the way your business operates.
Account
Represents a central place to manage prospects, customers, partners, resellers, vendors.
Activity
Tracks all historic interactions, including calls, emails, and texts
Appointment
Represents a scheduled meeting, visit or service appointment.
Asset
Represents a physical asset owned, managed or serviced by the business.
BOM
Represents the components required to make an item.
BOM Line
Represents one component in a bill of materials.
Contact
Represents an individual person.
Customer
Represents a company or individual that purchases goods or services.
Document
Represents a standalone business document that needs its own metadata or lifecycle.
Employee
Represents an internal employee.
Expense
Represents a business expense.
Goods Issue
Represents goods issued from inventory
Goods Issue Line
Represents one goods issued item on a goods issue
Goods Receipt
Represents goods received from a vendor.
Goods Receipt Line
Represents one received item on a goods receipt.
Inspection
Represents a formal inspection.
Inventory Item
The inventory record for an Item at a specific location, warehouse, bin, or condition.
Inventory Transaction
Represents an inventory movement or quantity change.
Invoice
Represents an invoice issued to a customer.
Invoice Line
Represents one line on a customer invoice.
Issue
Represents a problem, defect, exception or operational concern.
Item
Represents something bought, sold, stocked, consumed or used.
Location
Represents a physical location such as a warehouse, office, store, site, room, shelf or bin.
Opportunity
Tracks a CRM Deal or Opportunity
Payment
Represents a payment received.
Production Order
Represents a planned or active manufacturing order.
Production Order Line
Represents a material requirement or operation associated with a production order.
Project
Represents a business project or customer engagement.
Purchase Order
Represents an order issued to a vendor.
Purchase Order Line
Represents one line on a purchase order.
Purchase Request
Represents an internal request to purchase goods or services.
Quote
Represents a commercial quotation provided to a customer.
Quote Line
Represents one line on a quote.
Request For Quote
Represents a request sent to one or more vendors for pricing.
RFQ Line
Represents one requested item or service on an RFQ.
Sales Order
Represents an accepted customer order.
Sales Order Line
Represents one line on a sales order.
Service Request
Represents a request for service or support.
Stock Count
Represents a physical inventory count.
Stock Count Line
Represents one counted item during a stock count.
Stock Transfer
Represents inventory moved between locations.
Stock Transfer Line
Represents one item included in a stock transfer.
Task
Represents a unit of work.
Vendor
Represents a supplier.
Vendor Invoice
Represents an invoice received from a vendor.
Vendor Invoice Line
Represents one line on a vendor invoice.
Work Order
Represents operational, maintenance, repair, installation or service work.