2018 Review of Officewise Inventory Software

Originally offered as a purchase order management system in 2012, Officewise has added both accounting and inventory functionality in recent years. Officewise is well suited for small to mid-sized businesses that need to manage a small number of inventory products. Officewise is not suitable for manufacturers, as it does not currently support assemblies or warehouse management. The product is scalable, with four versions available, including a free version ideal for burgeoning businesses with users able to easily scale up to the next version at any time.

Officewise is completely online, so users can access the system from any location if desired. Designed for businesses with limited inventory, Officewise offers basic inventory management capability, and can track both inventory and non-inventory items that need to be tracked internally. Users can easily import both inventory and non-inventory lists directly into the application. Once imported, users can add other information such as product I.D., description, and serial number, if desired, though the data is stored for informational purposes only. A reorder option is available that users can set up for each product, creating a purchase order when product stock reaches the indicated levels. Users can list products as active or inactive as needed. Along with inventory lists, users can also import inventory adjustments into Officewise, or simply make adjustments in the application. Officewise offers three inventory adjustment options; Quantity, Cost, and Transfer. Product scanning with barcodes or the ability to create and print custom barcodes is not supported in the application.  

Officewise support multiple locations, so users can track inventory at all locations if necessary. Various types of items are easily tracked in Officewise’s inventory module, including Each, Foot, Gallon, hours, Lbs., and Units.

For those that wish to do additional inventory tracking, Officewise offers the ability to attach images and other documents directly to an inventory product file. The product does not currently support multiple pricing levels, but users can easily override current pricing if product sales or discounts are offered. Volume pricing is not offered in the application, but users can use the same price override function to offer volume pricing if desired.

Officewise offers more than 50 standard system reports that are designed to cover accounting, purchase orders, and inventory. Inventory specific reports available include Inventory by Location, Inventory Margin Summary, Inventory Transaction Detail, and Inventory Valuation. Other reports that may be useful to those managing inventory include Sales Orders by Customer and Sales Orders by Date. All Officewise reports can be exported as a CSV file for further customization if desired, or saved as a PDF for future reference.

Designed originally for purchase order management, Officewise offers Accounting, Purchasing, and Inventory modules, with all modules integrating seamlessly. The product does not currently offer integration with other third party applications such as shopping carts or e-commerce platforms.

Easy access to system help is available throughout Officewise by clicking on the question mark at the top of the screen. Users can also access the Officewise help center, where a user guide is available, as is a searchable knowledgebase and FAQs. Users can also submit a help request directly from the help center, email support, or contact the company using the toll-free number.

Officewise is an online accounting, purchase order, and inventory application. Designed for smaller retail businesses, as well as non-manufacturing businesses, Officewise offers four versions; a Free version limited to a single user and three transactions; Basic, which runs $8.95 a month and supports a single user and 10 transactions a month; Standard, which runs $24.95 per month and supports three users and unlimited transactions, and Professional, which is $39.95 per month and includes five users, unlimited transactions, and a budgeting and planning feature. With the exception of the Free version, all Officewise versions include reporting and exporting capability as well as a custom dashboard feature. Officewise also offers a free 30-day trial for those that are interested in learning more about the product.

2018 Rating – 4.25 Stars