PELLEX BOOKS
Cloud-Based Accounting, Invoicing & Inventory Management Software For Your Business
Create invoices, track expenses, get a real-time view of your inventory and
view financial reports when and where you need them.
Invoicing, Accounting & Inventory Solution for Plastics Distribution Business Owners and Book-keepers
Impress your customers with professional invoices. Delight them with on time and accurate order delivery and make life easy for them (and yourself) by accepting online payments.
Manage Sales and Orders
Manage your sales and orders from start to finish. Create estimates and convert to invoice upon confirmation. Receive and record online payments automatically. Fulfill orders and keep track of your cost of goods sold.
Take Charge of Your Inventory
Manage all your inventory through a single dashboard. Whether you're picking, packing, and shipping, or even drop shipping, we've got you covered!
Quick and Easy Setup
Your team can just sign up for unique accounts PELLEX Books using your email or social authentication and half the work is done.
Get preconfigured accounting rules, invoice templates, tax codes, charts of accounts among other things. Jump in and start creating invoices and run your business.
Easily import your excel files or simply connect PELLEX to your existing database for automatic import.
Create and Send Invoices
Generate and send invoices from your phone or laptop in minutes. Convert your confirmed quotations and estimates to invoices in one click.
Use your interface with PELLEX to get paid immediately.
Professional Invoice Templates
Get ready to use professional and prodigious looking templates for all transactions like invoices, quotations, orders, bills and payment receipts.
You can also simply build your own template and upload and use your template to print or email PDFs to your contacts.
Track Bills & Purchases
Record purchase orders and bills in a few clicks. Keep track of your payables and expenses in one place.
Email purchase orders to your suppliers and receive goods on time to maintain optimal inventory levels.
Easily Track Dropship Orders
PELLEX Books allows you to rapidly create dropship orders for your supplier from customer orders. All the product, quantity and delivery address fields will be auto populated.
All you need to do is update the fulfillment status once the actual shipment is done - PELLEX takes care of all the accounting nits and grits.
Better Backorder Management
Get notified of any shortfall in inventory while creating estimates/quotations or invoices.
Create a backorder immediately in one click and get notified when you have received the goods.
Fulfill all your orders on time and never fall short on inventory.
All Your Contacts in One Place
Maintain your supplier and customer list in one centralized location. Access contact details from anywhere, anytime.
Track unsettled receivables and payables easily and keep your cash flow strong.
Automate Inventory Tracking Across Warehouses
Track different types of products, including goods, services, raw materials and finished goods.
Inventory movement across multiple warehouses is recorded automatically when you carry out any transaction.
Get the flexibility of auto fulfillment and auto goods receipt when creating invoices and bills.
Pick Pack Ship
Get premium inventory functions like pick freight in PELLEX Books. Conduct your entire sales and order fulfillment online.
Create picking lists, pack into cartons and boxes, and ship via a carrier of your choice. Print packing and shipping labels. Track the order shipment in real time.
Configurable Chart of Accounts
PELLEX Books comes with a preconfigured Chart of Accounts suitable for your business. All the necessary mappings are done for you so you don't have to spend any time in GL configuration.
You can always choose to add/edit or import your own chart of accounts via a simple excel upload.
Easy Adjustment of Invoices & Bills
Easily adjust your invoices and bills when needed with credit and debit notes.
Create credit and debit notes when necessary for your customers and suppliers. Apply credit and debit notes against invoices and bills in one click to knock off outstanding amounts.
All the accounting entries are made automatically so you can focus on your business.
Record Upfront Payments
Record loan payments and deposits for your suppliers and customers in the currency of your choice.
Use the advances to knock off against existing or future bills and invoices.
Automatic Tax Calculations
Record purchase orders and bills in a few clicks. Keep track of your payables and expenses in one place.
Email purchase orders to your suppliers and receive goods on time to maintain optimal inventory stock.
Add Your Own Fields
Configure your data entry fields by adding custom fields of your choice to multiple forms like invoices, bills, journal entries, contacts or products.
Filter all reports, including financial reports by custom fields to get better insight into your data.
Real Time Reports
Access all reports, including financial reports online.
View income statement, balance sheet, trial balance, cash flow statement, general ledger and tax reports on your phone or desktop.
Get detailed insight into your sales, purchase and inventory. Splice your reports using custom fields.
Add Your Accountants for Free
Simply enter your accountant’s email and invite them to use the system. Control the access rights for team members with our simple yet powerful department based access system.
Auto Journal Entries
All transactional journal entries, like an invoice or forex gain/loss are automatically created and mapped to the correct general ledger account for proper reporting.
It’s How Your Sales Team Beats The Competition
- Power your sales, marketing, and customer support in one stage
- Modest and instinctive edge that requires minimal training
- Make cleverer business decisions with real-time analytics on the dashboard
- Get real-time notifications for overdue activities
- Effortlessly import your existing data from spreadsheets within seconds
- Manage your data perceptibility
- Create professional email templates
- Create sections and send tailored emails
- Brand your helpdesk by uploading logo and banner
- Advance performance with team activity management
BOOKS Features FAQs
PELLEX BOOKS allocates landed costs like freight, duties, and handling down to each SKU or resin type, enabling accurate profit tracking on every item sold.
Yes, PELLEX BOOKS allows dynamic pricing logic based on resin market rates or vendor contracts, so your quotes always reflect current material costs.
PELLEX BOOKS supports batch-wise and dual valuation methods (e.g., FIFO, weighted average) to separate costing of virgin, regrind, or off-grade materials.
PELLEX BOOKS consolidates financials across locations and allows warehouse-specific tracking and cost allocation, including toll processing charges.
Yes. PELLEX BOOKS uses HSN codes and tax groups tied to material types, automatically generating GST-compliant invoices and audit reports.
Set flexible credit terms per customer, enforce credit limits, and get real-time alerts on overdue accounts and blocked orders.
Absolutely. PELLEX BOOKS can auto-post recurring entries and simplify monthly closings for repeat logistics, procurement, and service expenses.
Track consigned goods separately, monitor usage, and trigger billing only when material is drawn—ideal for vendor-managed stock models.
Yes. PELLEX BOOKS lets you upload and link PDFs, images, and scanned documents to transactions for compliance and audits.
Yes, view aging data by region, customer category, or rep to better manage collections and overdue exposure.
You can allocate transportation, handling, and customs charges to individual items or orders to reflect true landed costs.
Yes, automate GL closings and generate performance comparisons against budgeted figures, grouped by product line or customer segment.
Yes, allocate shared raw material costs across multiple finished SKUs based on blend ratios or production yields.
PELLEX BOOKS supports advance receipts, allowing you to apply them later to full or partial invoices and keep the customer account balanced.
PELLEX BOOKS tracks real-time FX rates, applies gains/losses automatically, and reports values in both foreign and base currencies.
Absolutely. PELLEX BOOKS shows customer-level gross margin trends over time, helping you identify your most profitable buyers.
PELLEX BOOKS supports intercompany billing, automatic balancing entries, and consolidated reporting across legal entities.
Yes, set automated workflows to send invoices, due-date reminders, and escalations to customers based on payment behavior.
Yes! Your team can sign up with email or Google accounts, and you can import past data (customers, inventory, transactions) from Excel or your existing database.
Yes. Create invoices, track payments, and access financial reports from your phone or tablet, whether you’re at your desk or in the warehouse.
Run Your Business With PELLEX
What if you could replace at least three different SaaS tools (and their subscriptions) with a single application?
10 Navy Wharf Court,
Toronto, ON - M5V3V2
Canada
