Details
Capture the lead details — name, business, phone and email.
One connected operating system
Features
Everything you need to run your business smoothly
- Customer ordering and pricing
- Inventory, purchasing and stocktakes
- Xero-connected invoicing
BSIMPLE / OPERATING VIEW
02 / Product overviewBrowse the operating system
The BSimple operating system
Connect the work from first enquiry to payment
BSimple brings your entire business into one platform — from the first lead through to invoicing, inventory, purchase orders and payment. Here's what you can do:
01
Capture leads and customer context
02
Manage orders, stock and purchasing
03
Invoice through connected accounting
Feature group 01
Leads
A connected part of the BSimple operating system.
Notes
Record conversations and key points from discussions.
Quote
Build a price list from inventory and export it for supply.
Reminders
Never let a follow-up slip through the cracks.
Feature group 02
Customers
A connected part of the BSimple operating system.
Billing Details
View your customers’ contact and address details.
Xero Integrations
Capture and sync your customer details with Xero.
Suppliers
Mark a customer as a supplier to add inventory items.
Notes
Keep critical engagement notes for your whole team.
Order links
Each customer gets a unique link that logs them in.
Invoices
View draft, approved and paid invoices synced with Xero.
Message History
Keep a record of orders and interact with the customer.
Tags
Group customers your way — café, orders Monday, feature.
Card & Payment settings
Manage stored cards, declined transactions and payment options.
Files
Store contracts, artwork and customer documents.
Custom prices
Create customer-specific SKU pricing with a reason.
Invitations
Invite customers to enter their details and card.
Feature group 03
Printing
A connected part of the BSimple operating system.
Invoices
Print a paper copy of your invoices for pick and pack.
Delivery Summary
Print a high-level summary of the day’s invoices.
Packing Slip
Print an invoice copy without price and payment details.
Feature group 04
Order Management
A connected part of the BSimple operating system.
Overview
A snapshot of your customer list and order status.
Confirmations
Confirm via SMS/Email that an order is processed.
Other statuses
Track Confirmed, Dispatched, Shipped and Closed.
Approve Invoices
Push draft invoices to Xero and email them.
Feature group 05
Inventory Management
A connected part of the BSimple operating system.
BSIMPLE / INVENTORY
Add items
Add a new product so customers can find or order it.
View and Edit Items
Adjust details, quantities and view sales history.
Show & Hide
Control which SKUs are searchable by customers.
Bulk Price Changes
Adjust buy and sell prices in bulk quickly.
Categories
Group items for your customers’ order page.
Discontinue
Retire SKUs and move customers to a replacement.
Load Images
Upload product images so customers recognise stock.
View Customers
See which customers use a particular SKU.
Feature group 06
Purchase Orders
A connected part of the BSimple operating system.
BSIMPLE / PURCHASE ORDERS
Create and Receive
Create, email a PO and receive the stock with validation.
AI PO Builder
Let the system build your POs from par levels.
Split PO
Split a PO when your supplier splits theirs.
Par Levels
Teach BSimple your ideal stock levels.
The next layer
See how automation removes repeat work from the operating system.
Feature group 07
Settings & Administration
A connected part of the BSimple operating system.
Business details
Configure the portal with your business details.
Xero Integration
Authorise BSimple to hook into Xero.
Branding details
Add your logo and business name.
Tag Management
Create tags for grouping and order invitations.
Category Management
Create categories for the customer order page.
Upgrade Subscription
Load your card and access invoice history.
Manage Users
Create staff logins and automate invitations.
Import / Export
Import data via CSV or Xero API, export backups.
Keep exploring
Continue with industry examples or view our pricing when you are ready to choose the next step.
Make the next decision easier