Focus 9

Switch on Focus 9 and build your workspace around the way your teams actually operate. Pick an industry starter kit—manufacturing, distribution, services, or retail—to preload forms, fields, taxes, and workflows. Use the guided setup to define company structure, cost centers, warehouses, and approval paths. Bring in customers, suppliers, items, and opening balances through spreadsheets or connectors, map fields with on-screen validation, then dry-run in a sandbox before publishing. Assign roles with least‑privilege access, turn on mobile tasks for field users, and connect your other business apps so everyone enters with one login and sees only what they need.

Run your day from a single system. Sales can convert a lead to a quote, apply tiered pricing, lock stock, and flip the order to picking with shipping labels in a click. When items ship, Focus 9 generates a digital invoice, posts to the ledger, and nudges the customer through your payment gateway; incoming payments reconcile against bank feeds automatically. On the buying side, requesters raise needs, budget checks run, approvals route to managers, RFQs go to vendors, and receipts trigger three‑way match before payables are scheduled. Production teams plan with bills of materials and capacity views, issue work orders, and record output from the floor. The built‑in AI highlights late orders, recommends replenishment, forecasts demand, flags duplicate bills, and suggests the next best action in CRM. Ask conversational queries to pull a customer’s history, a margin view, or the status of a shipment—no report designer required.

Keep decisions current with live dashboards. Drag in metrics from finance, inventory, sales, projects, or procurement; add filters, group by period or region, and drill from summary to the source document. Create pivots, cohort charts, and exception lists, then schedule delivery to email or chat so stakeholders stay informed without logging in. Set alerts for threshold breaches—low stock, overdue approvals, budget overruns—and route them to the right owner. Data lineage shows where figures originate and how they roll up, while role-based views and audit trails keep sensitive details contained. Close the books with task checklists, automated accruals, and variance analysis, and track close progress in one screen.

Adapt the system as you grow. Use the visual workflow builder to trigger actions on events—send reminders, update records, create follow‑ups, or call external APIs. Design custom forms and fields with validation rules, and publish them to web and mobile with no code. Connect external tools via REST, webhooks, and prebuilt connectors, or expose services securely to partners. Enforce centralized authentication with your identity provider, add MFA, and review comprehensive change logs. Move safely from dev to test to production with versioned deployments and rollback options. Whether you’re consolidating entities, launching a new product line, or opening a branch, copy a working template, tweak it in a sandbox, and push live when ready.