25+Modules
Keep sales, inventory, and accounting in step
When you issue a sales invoice, it's queued right away for sending as an e-document and appears on your accountant's list, waiting to be posted. All modules share the same database, and the ones you need are turned on in your workspace.
- Modules
- More than 25
- Ready-made reports
- 40
- Custom fields
- On 35 record types
01
Sales and finance
- CRMLeads, opportunities, and pipeline
- SalesQuotes, orders, waybills, and invoices
- AccountingJournal entries, trial balance, VAT, and period-end close
- FinanceCash, bank, checks, and promissory notes
- e-Invoicinge-Invoice, e-Archive, and e-Waybill
- ContractsContracts and billing schedules
- Fixed AssetsAsset register, depreciation, and assignments
02
Operations
- InventoryLots, serial numbers, and handling units
- PurchasingVendors, purchase orders, and goods receipts
- Foreign TradeCustoms and import costs
- ManufacturingBOMs, routings, and production orders
- Field ServiceService orders, RMAs, and maintenance plans
- LaboratorySamples, analyses, and QR-verified reports
- Tender TrackingTender files, deadlines, and bid/no-bid decisions
Modules
Put every team on the same system
Sales, accounting, lab, and field teams each work in their own modules on shared records. Everyone signs in from the same screen, and you manage users and permissions centrally.
04Shared features
Add modules without relearning the basics
Permissions, approvals, reports, and files work the same way across modules. Coverage varies by module: ready-made reports, for example, are available in 7 module groups.
Record- and field-level permissions
You decide who sees what with roles, scopes, and record rules. Set access field by field: Hidden, Read-only, or Edits.
Multi-level approvals
Set approval steps by amount, branch, or person. A deputy approves when the approver is away, and overdue approvals escalate.
Document flow
See which document a record came from and what it turned into, even when the trail crosses modules.
Custom fields and formulas
Add fields to 35 record types without code. Choose from 17 field types and calculate values with formulas.
List views
List, board, calendar, timeline, or table. Save the filtered views you use.
Ready-made reports
Download any of the 40 ready-made reports as Excel or CSV, and click from a chart through to the record.
Module dashboards
The larger modules open on a dashboard. Drag the cards into your own layout. The change applies only to you.
Files
A shared archive with version history. Financial documents get a retention lock.
05
How the modules work together in your industry
Six industry scenarios show which modules are used together. We run the demo the same way, following a working day in your industry.
Laboratories
Receive samples, track analysis and approval, deliver reports that can be verified by QR code, and invoice the work.
- Laboratory
- Sales
- Accounting
Service networks
Track installed equipment, warranties, and RMAs, assign jobs to technicians on the dispatch board, and follow dealer payouts.
- Field Service
- Help Desk
- Inventory
Manufacturers
Run production with bills of materials, work orders, quality control, and requirements planning; completed production orders go to your accountant's approval list.
- Manufacturing
- Inventory
- Purchasing
Contracting and tenders
Prepare each bid file with its document and qualification checklist, hand off won tenders to projects, and track contracts and progress billing.
- Tender Tracking
- Contracts
- Projects
IT and software
Track license periods, contract billing schedules, support tickets, and project hours.
- Licenses
- Contracts
- Help Desk
Multi-company groups
Bring your group companies into the same workspace; each company keeps its own books, and you can track intercompany transactions.
- Accounting
- Finance
- Approvals
06
Frequently asked questions
Do we have to move data between modules?
No. All modules run on the same database and share customer, vendor, and product records. A quote becomes an order and the order becomes an invoice; your accountant previews the invoice and posts it as a journal entry.
Do I have to buy every module at once?
No. Start with the modules you need and turn on the others later. We'll work out the scope with you during your demo.
Can we install it on our own server?
Yes. The same IWB runs in the cloud and on your own server. You install it together with our team, and the license is validated on your server without an internet connection.
Can we add our own fields?
Yes. Your admin can add custom fields and formulas to 35 record types without writing code. You can then use a new field as a column, filter, or sort option in lists.
Which modules come with built-in reports?
IWB has 40 built-in reports in 7 groups: Contacts, CRM, Inventory, Field Service, Sales, Tasks, and Laboratory. You can download any of them as Excel or CSV. In other modules, you use the Overview dashboard and your saved list views.