APXBI
The product

Everything your team works on, in one portal

Each clip below is the real APXBI portal running a made-up sample business: a distributor that sells through sales reps, phone, email, its website and Amazon.

Dashboard

Start the day with what needs you

Items out of stock or running low, orders waiting too long, money owed and today's sales, on one screen. Each person can arrange their own; admins set defaults per team.

Every platform you use is one click away. APXBI never stores those passwords.

Customers

The whole story of every customer

Orders from every channel, lifetime value, terms and notes in one list. Customer 360 shows spending by month, top products, how often they buy and when they're likely to order next.

The same customer on the website and in QuickBooks can be matched and kept as one.

Orders

Every channel side by side

Sales reps, phone, email, the website and marketplaces in one list, each order tagged with its channel. Stock is reserved as orders come in, and orders go to QuickBooks as estimates and invoices.

Stock

Know what to reorder, and when

Out, low and healthy stock at a glance. Buying advice per item: days of stock left, the date to reorder and how many, from your own sales and supplier lead times. A reorder becomes a QuickBooks purchase order.

Analytics

How the business is really doing

Sales, revenue and margin against the previous 30 days, revenue per day, sales by channel and progress to this month's targets. Your accounting system's own reports sit next to them.

Profit & loss

Find the best seller that loses money

Profit by product, channel, customer and month after item cost, marketplace fees, shipping, returns and ad spend. In the sample business, microfiber cloths sell the most units on Amazon, and lose money on every order there.

Connections

Keep the systems you already use

QuickBooks stays the source of truth for customers, products, stock and invoices: changes go to QuickBooks first and are saved only when it accepts them.

QuickBooks OnlineWooCommerceAmazonMailchimp Zoom PhoneTwilioExcel & CSVREST APIs & webhooksSQL Server
Also included

Built for teams in the field and the warehouse

  • Quotes (proformas) on a phone, even offline, shared with the customer
  • Follow-ups and call lists for salespeople, with a call log and missed-call alerts
  • Deliveries with pick lists and proof of delivery
  • Price lists, credit limits and holds, units of sale (cases, packs)
  • Batches and expiry dates, with "who got it" for recalls
  • Customer segments sent to Mailchimp, and campaign results by profit
  • Invoices, payment reminders and customer statements through QuickBooks
  • Barcode scanning with a phone camera
Your data

Safe, and yours

  • Each business gets its own portal and its own database
  • Sign-in with two-step codes; access per team, down to hiding costs
  • Every change logged with who made it, before and after
  • Daily backups, read back and checked
  • Passwords for your other systems are never stored

See it with your own numbers

A free check shows what APXBI would connect in your business and what it would tell you.

Book a free check