Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
DocSavy streamlines document management by focusing on the content of your documents rather than asking where to place them, ensuring they are stored in the correct locations. Through the use of tagging, association with business data, and systematic organization, DocSavy allows for quick and efficient retrieval of necessary documents. Each folder within the platform can be assigned a budget, which aids in predicting the time and costs associated with tasks. These budgets play a crucial role in defining the financial transactions and purchasing tasks. Additionally, DocSavy simplifies the process of comparing actual expenses against budgets, enabling accurate financial reporting. You can attach quotes to purchase orders associated with specific budget items, and supplier invoices can also be linked to these orders for better tracking. The platform facilitates an approval process where the necessary team member can authorize actions before they are sent to a bookkeeper for payment processing. Furthermore, DocSavy provides alerts if a supplier invoice exceeds the purchase order limits, ensuring financial oversight. Within DocSavy, assets can represent various items such as a folder for a building, a vehicle, a specific piece of equipment, or even a tool, enhancing the versatility of the system. This comprehensive approach to document and asset management makes DocSavy an invaluable tool for businesses looking to enhance their operational efficiency.
Description
Kessa serves as a cloud-driven tool tailored for independent liquor and vape shops, focusing on invoice management and inventory intelligence. It efficiently processes supplier invoices from various sources, such as electronic feeds, PDFs, and photographs, to extract pertinent details regarding items and their prices for review during purchasing. By juxtaposing invoice data with anticipated deliveries, it identifies fluctuations in costs and alerts retailers to potential margin concerns, facilitating the preparation of restocking orders. Kessa integrates seamlessly with existing point-of-sale systems, rather than replacing them, and offers workflows compatible with Clover, Square, and Lightspeed, along with the option for sales-file input. Retailers are empowered to examine supplier invoices, verify incoming shipments, keep track of product pricing and inventory levels, and strategize for future orders. Ultimately, this application aims to provide independent retailers with a systematic approach to transform supplier invoices and sales data into informed purchasing actions, enhancing their operational efficiency. This innovative solution supports the financial health of stores by promoting better decision-making through meticulous analysis of supplier bills and inventory dynamics.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Clover
No
Lightspeed Retail
No
Square POS
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
DocSavy
Country
United States
Website
docsavy.com
Vendor Details
Company Name
Kessa Technologies
Country
United States
Website
kessatechnologies.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
Yes
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
No
Product Features
Inventory Management
Alerts/Notifications
No
Barcoding / RFID
No
Forecasting
No
Inventory Optimization
No
Kitting
No
Manufacturing Inventory Management
No
Mobile Access
No
Multi-Channel Management
No
Product Identification
No
Reorder Management
No
Reporting/Analytics
No
Retail Inventory Management
No
Supplier Management
No
Warehouse Management
No