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How WEKRAM BIZ works

Follow a sale, and a purchase, from first touch to final payment

Most businesses retype the same details at every step. In WEKRAM BIZ each step starts from what the last one already knows. Here are the two journeys, with the steps that are early access marked.

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Selling

  1. Customer enquiryAvailable now
  2. QuotationAvailable now
  3. Sales orderEarly access
  4. DeliveryEarly access
  5. InvoiceAvailable now
  6. PaymentAvailable now

Buying

  1. Purchase orderEarly access
  2. Goods receiptEarly access
  3. Stock updateEarly access
  4. Supplier billEarly access
  5. PaymentEarly access
Available nowEarly access

Selling: enter it once

Type the customer once. Every step already has them.

A filled dot is where information is entered. A ring is where it is carried over, so nobody types it again.

Where information is entered and reused on the way from enquiry to payment
InformationEnquiryQuotationSales order
Early access		Delivery
Early access		InvoicePayment
Customer and contactEntered hereReused hereReused hereReused hereReused hereReused here
Items, quantities and pricesNot used hereEntered hereReused hereReused hereReused hereNot used here
GST from the customer's stateNot used hereEntered hereReused hereNot used hereReused hereNot used here
Amount paid and what is leftNot used hereNot used hereNot used hereNot used hereEntered hereEntered here
Entered hereReused, not typed againNot used here

The selling journey

Six steps from an enquiry to money in the bank

The grey-dashed steps belong to the early-access Business operations module. Without it, you go straight from quotation to invoice.

  1. A customer asks Available now

    An enquiry arrives from your website or the website assistant. You reply, assign it and set a follow-up.

    Entered here: Name, e-mail, phone, message
    Sample data

  2. You quote Available now

    Start a quotation from the enquiry in three short steps. The customer is already there.

    Carried over: Customer and contactEntered here: Items, quantities, pricesEntered here: GST worked out
    Sample data

  3. The customer says yes: a sales order Early access

    The quotation becomes a sales order that you confirm. A rule can ask for approval first.

    Carried over: Customer, items, prices, GST
    Sample dataEarly access

  4. You deliver, in one or several parts Early access

    Record each delivery against the order. The delivered quantity can never exceed the ordered quantity. The delivery note has no prices and a signature box.

    Carried over: Ordered items and quantitiesEntered here: Quantity delivered

  5. You invoice Available now

    Make the GST invoice from the quotation or from the order. Share the PDF, or open WhatsApp or e-mail with the message ready.

    Carried over: Customer, items, prices, GSTEntered here: Invoice number and date
    Sample data

  6. You record the payment Available now

    Record what arrived, in full or in part. The invoice shows what is left. With the early-access receipts, one payment can settle several invoices.

    Carried over: Invoice and balanceEntered here: Amount received

Buying: enter it once

Order once. The goods, the stock and the bill follow.

The same idea on the buying side. All of this journey is early access.

Early access Stock and purchasing are early access: built and tested, available on request, being introduced with selected businesses.

Where information is entered and reused on the way from purchase order to supplier payment
InformationPurchase order
Early access		Goods receipt
Early access		Stock update
Early access		Supplier bill
Early access		Payment
Early access
Supplier and payment termsEntered hereReused hereNot used hereReused hereReused here
Items, quantities and pricesEntered hereReused hereReused hereReused hereNot used here
Quantity that arrivedNot used hereEntered hereReused hereReused hereNot used here
Bill number, amount and due dateNot used hereNot used hereNot used hereEntered hereReused here
Entered hereReused, not typed againNot used here

The buying journey

Five steps from an order to a paid supplier

  1. You order Early access

    Choose the supplier and list what you need. The order has a number, and optionally an approval.

    Entered here: Supplier, items, quantities, prices
    Sample dataEarly access

  2. The goods arrive Early access

    Record what came, in whole or in parts. The order shows what is still to arrive.

    Carried over: Items and quantities orderedEntered here: Quantity that arrived
    Sample dataEarly access

  3. Stock goes up Early access

    The items you keep in stock are added to the place you choose. The change is in the stock history.

    Carried over: Items and quantity received
    Sample dataEarly access

  4. The supplier's bill Early access

    Enter the number printed on their bill once. The due date follows the supplier's terms.

    Carried over: Supplier and orderEntered here: Bill number, date, amount
    Sample dataEarly access

  5. You pay Early access

    See what you owe, the late bills first. Share one payment over several bills.

    Carried over: Open billsEntered here: Payment
    Sample dataEarly access

Getting started

WEKRAM sets it up with you

You do not install or configure anything on your own.

  1. We set up your businessWEKRAM creates your business account and, if you have one, links your website to it.
  2. You invite your teamAdd colleagues by e-mail and choose whether each is an owner or a team member.
  3. We switch on the parts you needThe menu then shows only what your business uses and what each person is allowed to see.

Related

Quotations and GST invoicesMake a quotation in three short steps, turn it into a GST invoice, share the PDF and record payments.Stock and purchasing (early access)Suppliers, purchase orders, goods received, supplier bills and stock movements.Business operations (early access)Sales orders, delivery notes, credit and debit notes, receipts and approvals.

Walk through it with your own example

Bring one real sale or purchase and we will follow it through.

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