Customers, sales and projects
Keep leads and deal stages in view. Record project responsibilities, costs and completion approvals so the team can see the work behind the next customer conversation.
ClerkOps Business
Customers, stock, suppliers, staff and projects are connected in real life. Give those operations a shared home in ClerkOps, with records, approvals and role permissions around the work.
Purchase PO-118In progress
ApprovedAmina · 2 Oct
Received 100 of 120Stockroom · 5 Oct
Supplier paidWaiting on 20 units
Maize flour 2kg62 units
Cooking oil 1L18 units
Sugar 1kg44 units
A purchase is more than a supplier invoice.
Create a purchase order, record goods actually received and keep the supplier payment record. Stock movements and approvals stay connected to the business you selected, giving you a clearer history to review.
Stock and purchasing
Add products and warehouses, record stock movements and transfers, and follow purchases through approval, receipt and supplier payment records.
Staff and payroll preparation
Record employees, attendance and supported payroll inputs. Prepare and review payslips and payroll summaries before approving or marking payments made outside ClerkOps. Special payroll cases need further support.
Production and loan records
Use manufacturing records for materials, production output and quality checks. Lending administration tracks applications, schedules and manually entered transactions; it does not provide loans or move money.
Accounting, permissions and review
Keep balanced journal entries and close completed periods. Grant access by role, track compliance tasks and retain a record of business changes.
Start with one record.
- The business name and the work area you want to organise
- Your customer, supplier, stock or staff records
- The people who need access and their responsibilities
You can build up the rest as you go. New accounts start with 100 free Clerky Coins every month.