SmartBiz provides end-to-end functionality right out of the box. Every module integrates seamlessly to give you a single source of truth.
Our platform is so versatile, it auto-tunes itself to serve your business needs. Forget about installations, and heavy software dependencies, our platform ready to serve your business operations in minutes.
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
Tax & Compliance
Regional tax engines built into every transaction.
SmartBiz includes VAT calculation policy, full Saudi ZATCA Phase II compliance with API integration and cryptographic XML generation, and Arabic legal field validation. Compliance is enforced before financial document issue.
- VAT-inclusive calculation with rounding policy
- Saudi ZATCA Phase II (Integration Phase) 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
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
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
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
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
Ready to see SmartBiz in action?
Book a live demo with our technical consultants to explore these features with your own data.