SmartBiz provides end-to-end functionality right out of the box. Every module integrates seamlessly to give you a single source of truth.
Sales & Order Management
From quote to fulfilment in one workspace.
A unified Sales Workspace handles the full order lifecycle — draft, confirmation, line management, add-ons, discounts, and cancellation — across goods and services on the same order.
- Draft → Confirmed → Fulfilled lifecycle
- Goods and services on the same order
- Add-on lines and bundle relationships
- Discount requests with approval workflows
- Quantity tracking and order history
Fulfilment & Returns
Complete the loop from confirmation to handover.
SmartBiz tracks every fulfilment event, supports partial handovers, and handles goods returns with inspection records and reverse postings.
- Immediate goods and production-schedule fulfilment
- Multiple partial fulfilments per order
- Goods return with inspection workflow
- Unclaimed-order tracking and reminders
- Fulfilment corrections with audit trail
Inventory & Stock
Every unit, lot, and roll — fully traceable.
SmartBiz manages inventory at lot and unit level. Stock is reserved on order confirmation, issued to production, and reconciled on fulfilment — all with specific cost layers.
- Lot and unit-level inventory tracking
- Roll-level traceability for fabric and materials
- Confirmed order reservation reduces available stock
- Inventory movements, adjustments, and closures
- Stock valuation and availability projections
Procurement
Supplier orders, receipts, and matching — controlled.
Full purchasing lifecycle from Purchase Order creation through Goods Receipt, Supplier Invoice matching, and variance handling.
- Purchase Orders and Goods Receipts
- Supplier Invoice receipt matching
- Purchase variances and corrections
- Supplier accounts and payables
- Receipt and invoice audit history
Invoicing & Payments
Issued once, tracked until settled.
SmartBiz issues invoices only for fulfilled quantities, supports advance and partial payments, and tracks every payment method through to clearing and settlement.
- Invoice issued per fulfilled quantity
- Advance, partial, and final payment support
- Cash, cheque, card, and MADA payment types
- Credit Notes and Debit Notes
- Payment allocations, reversals, and refunds
Accounting & Reconciliation
Every event posts balanced entries exactly once.
A full double-entry accounting engine with chart of accounts, posting rules, journal entries, and period management. Every financial event is traceable to its operational source.
- Chart of accounts and accounting periods
- Automated double-entry journal postings
- Receivables, payables, and VAT postings
- Reversal entries and reconciliation records
- Customer advance and refund treatment
Product Catalog & Pricing
Items, categories, bundles, and effective pricing.
Define goods and services with full specification templates, effective-dated pricing, discount limits, and accounting category assignments.
- Goods and services in one catalog
- Add-ons, bundles, and item relationships
- Effective-dated pricing with revision history
- Barcode and unit-of-measure support
- Specification templates per item type
Customers & Suppliers
One partner record. Multiple roles.
A Business Partner can be a customer, a supplier, or both — with structured addresses, protected contact points, language preferences, and role history.
- Single partner identity for customers and suppliers
- Structured addresses and masked contact records
- Partner account per workspace
- Multilingual name and language preference
- Partner role history with effective dating
Workflow & Production
Configurable stages from cutting table to customer handover.
Define production workflows with configurable stages, assign workers, track material usage, and manage quality reviews and rework — all linked back to the originating sales order.
- Configurable workflow stages and transitions
- Work order assignment and progress tracking
- Quality templates, reviews, and rework flows
- Material issue and labour usage records
- Customer property intake and handover
Tax & Compliance
Regional tax engines built into every transaction.
SmartBiz includes VAT calculation policy, Saudi ZATCA Phase I compliance document generation, and Arabic legal field validation. Compliance is enforced before financial document issue.
- VAT-inclusive calculation with rounding policy
- Saudi ZATCA Phase I document compliance
- Arabic legal field validation
- Compliance document generation and retry
- Tax registration and compliance profiles
Access & Permissions
Role-based access down to location level.
A row-backed IAM model controls every action. Users are assigned workspace access, roles, permissions, and optionally location-scoped access — enforced on every command.
- Workspace and location-scoped user access
- Configurable roles and permission assignments
- User sessions and endpoint registration
- Support access with approval and audit trail
- PDPL-aligned personal data controls
Reporting & Documents
Operational reports and customer documents — on demand.
SmartBiz generates sales order reports, inventory valuation reports, accounting ledger reports, and customer-facing documents including invoices, receipts, credit notes, and customer statements.
- Sales, inventory, and accounting reports
- Customer invoices, receipts, and credit notes
- Arabic and English document templates
- Print, reprint, and delivery records
- Collection reminders and customer statements
Ready to see SmartBiz in action?
Book a live demo with our technical consultants to explore these features with your own data.