Features — Plums ERP | CRM, Sales, Purchase, Inventory, Delivery & Finance

CRM & Lead management

Never lose an enquiry again

Every enquiry gets an owner, a source, a value and a next action. When it converts, the customer record appears with its contacts already filled in.

Lead tracker with owner, source, industry, priority and score
Contact persons captured on the lead and carried over on conversion
Status workflow with a mandatory note or reason at each stage
Activity timeline: status changes, calls, emails, meetings, notes
Tasks, reminders and a follow-up calendar
Customer 360 — quotations, orders, invoices, receipts and balance in one view
Customer groups, tags, salesperson assignment and credit limits
Bulk import from Excel, export back out with the columns you filtered on

Sales management

Quotation to cash, one trail

Multi-currency pricing, discounts, VAT per line and revision history — then straight-line conversion from quote to order to tax invoice.

Quotations with revisions, validity, freight, toll and other charges
Sales orders with LPO reference, expected delivery and revision control
Tax invoices (direct or raised from an order) with round-off
Sales returns and credit notes with reason and refund method
Invoiced amount, pending-to-deliver and payment status on the order itself
Per-line discount %, VAT %, and document-currency vs base-currency totals
Credit limit check at order and invoice time, with approver override
Professional PDFs for every document, ready to email

Purchase management

Buying with a paper trail

Request, compare, order, receive, invoice — and match each step to the one before, with supplier balances that update as documents are approved.

Purchase requisitions with approval routing
RFQs sent to suppliers with a public quote-submission link
Purchase orders with payment terms, transport mode and expected delivery
Goods received notes linked back to the order and supplier delivery note
Purchase invoices with due dates, balance-to-pay and part settlements
Purchase returns and debit notes
Supplier master with TRN, banking, KYC documents and contacts
Supplier outstanding, ageing and recent transactions

Inventory & warehousing

One stock register, every store

Receipts, issues, transfers, adjustments and physical counts all move the same register — per product, per store, in real time.

Products, categories, brands, units and VAT treatment
Reorder levels, minimum order quantity and quality-check flags
Multi-store stock on hand with a store-wise register
Stock adjustments with approval and reason
Inter-store transfers (transfer out / transfer in) with vehicle and driver
Physical stock counts and variance handling
Complete inventory movement history
Products used-in-use protection — you cannot delete something already transacted

Delivery & logistics

Despatch, documented

Delivery notes carry the ship-to address, contact person, vehicle and despatch date, and loading sheets keep the warehouse and the driver on the same page.

Delivery notes raised from a sales order or standalone
Ship-to address, contact person and delivery vehicle per note
Partial deliveries tracked against order quantities
Loading sheets for the warehouse and despatch team
Delivery note PDF on your house letterhead

Finance & accounting

Books that balance themselves

Vouchers post to a real double-entry ledger with running balances, multi-line journals, financial-year control and reports that read straight from the entries.

Chart of accounts and a per-account ledger with running balance
Multi-line journals, contra vouchers, receipts and payments
Debit notes, credit notes and receipt against invoice
Post-dated cheque register with status tracking
Fixed assets with disposal
Financial years and period configuration
Reports: trial balance, balance sheet, P&L, VAT 201, outstanding, statement of account
Ledger snapshot and integrity checks for month-end confidence

Master data & control panel

Configure it once, the way you work

Currencies, VAT treatment, payment terms, stores and numbering formats are all data — so the system fits your business instead of the other way round.

Currencies with exchange rates per transaction
VAT groups mapped to the UAE VAT 201 boxes
Payment terms, delivery terms, payment modes and delivery modes
Units of measure, countries and emirates
Stores, departments, staff and vehicles
Per-company document numbering (prefix, location, month, suffix)
Tags and categories shared across sales, purchase and CRM

Dashboards & reporting

Answers, not exports

Each module opens on a dashboard with the numbers a manager asks for first — and every tile links into the filtered listing behind it.

Sales dashboard: quotations, orders, invoices, returns and top customers
Purchase dashboard: requisitions through invoices, payable and top suppliers
Finance dashboard: receipts, payments, journals, cheques and net movement
Period selector: financial year, month, 3 months, 6 months or a custom range
Needs-attention panels — approvals pending, overdue items, credit holds
Every listing: search, filters, a columns menu, date ranges and export

Platform

The parts you only notice when they are missing

Permissions per module and action

Grant view, create, edit or approve separately for sales, purchase, delivery, inventory, CRM and finance — and keep approval-only actions with the right people.

Draft → pending → approved

Documents move through a real approval workflow with rejection reasons recorded, so the question "who approved this?" always has an answer.

Audit trail on every record

Created by, created on, last modified by, last modified on, approved by and posted by are stored on the documents — not reconstructed later.

Enterprise → company → user

Run several companies under one enterprise, each with its own financial year, stores, staff and document numbering, with data strictly separated.

Excel in, Excel out

Templates for importing customers, suppliers and leads with row-level validation feedback, and filter-aware exports that match the columns you see.

Consistent PDF documents

Quotations, sales orders, invoices, returns, delivery notes, purchase documents and finance vouchers all print in one house style with your letterhead and page numbering.

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