C-Suite
Climb Modules

PURCHASING
Purchase Like a Pro
Easily trace the journey of a purchase order from the moment it is entered, received, approved and invoiced
Use inbuilt previous buying behaviour to see how many times a product has been bought as well as see all previous invoices to always get the best price
Create templates for suppliers to repeat previous orders
Edit or add another product to an order and email purchase orders and supplier invoices all at the click of a button
PRODUCTION
Optimise Operational Output
Create the most user friendly and tailored production logs for as many teams as you like
Stay on top of your orders with an easy to use scheduler that enables you to add, edit and delete production orders as needed
Monitor daily production output, costs and completion with real time status updates


LOGISTICS
Digitally Design Delivery Runs
Orders automatically enter your logistics daily schedule and you can design your own delivery run sheets for as many drivers as you need
Track exactly where each driver is, when an order was delivered and the name of the customer who electronically signed for it
Easily customise outbound orders into customer pick up’s, courier orders or your own delivery driver run sheets
INVENTORY
Inventory Intelligence
Easily oversee your inventory with real time stock movements of incoming and outgoing goods
Always see a summarised cost and quantity of stock coming in, stock going out as well as the quantity and total cost of current stock on hand
Never stop production or leave your production, purchasing or sales team in the dark by looking at the summary of all incoming goods and their arrival dates specific to each teams order requirements


SALES
Strengthen Your Sales Destiny
Easily trace the journey of a customer order from the moment the order was placed, picked, delivered and invoiced
Use inbuilt previous customer behaviour to help your sales team give the best service by always knowing in real time exactly what that customer always buys and at what price
Create templates for customers to repeat previous orders
Edit or add another product to an order and email orders and customer invoices all at the click of a button
CUSTOMER RELATIONSHIP MANAGEMENT
Build Better Business Relationships
Watch your business grow with a summary of the number of leads and amount earned in new business whilst also being across business missed through lost leads
Always keep an eye on your top 10 customers, suppliers and products as well as be reminded of which customers, suppliers and products are not performing so well
Create monthly specials and have this easily communicated through Climb to any sales rep or customer


ONLINE
Streamline Online Ordering
Have all your website orders stream straight into organised orders into team schedules to be picked and packed
See total sales and quantities sold converted into simple reports
Don’t worry about inventory updates as stock level changes are automatically pushed into your E-Commerce store
Point Of Sales
Powerful. Organised. Sexy.
Have every transaction integrate straight into Climb so you can see daily summarised till reports of every one of your stores right on your phone
Enable inventory, pricing, country of origin all to be edited in your Climb central location and pushed in real time on your POS system across as many locations as you like
Apply discounts, email customers their receipts, create loyalty programs whilst Climb takes all this data and gives it back to you in simple reports


ACCOUNTS
Seamlessly Sync Your Accounts
Automatically integrate any invoice, bill, credit note into your accounting software including Xero, Myob, Quickbooks and more
Stay on top of any money owing with our user friendly Accounts Receiveable and Accounts Payable features
Become paperless with electronic signatures for any customer invoice
HR
Provide a Profile for all Personnel
Design a profile for every employee where all their information is securely stored in the Climb Cloud and accessible any time
Enable employees to apply for leave from their phone, upload docter’s certificates and await manager approval
Always know your total wage count and compare it with previous years


REPORTING
Receive Real Time Reports
Save an enormous amount of time on compiling reports from many different paper and online systems and have all the up to the minute Climb reports ready at your fingertips
Always stay on top of your businesses daily performance with a simple dashboard of your most important reports such as daily sales, expenses, production output and many more
Manage company targets easier than every before with reports on the metrics you need to ensure accountability and profitability
Make all meetings with employees, clients, managers or board members far more productive with real time reports which can all be converted into Excel or PDF documents at the click of a button
CUSTOMISATION
Completely Customise Climb
Restrict as much or as little access for any user so they only see what you want them to see
Tailor ordering forms, production logs, your driver names or approval steps
Change any drop down options to suit your business needs

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