Carta is an order and inventory management application that helps small businesses track and manage all sales and purchase related activity. The app functions as a tool for both backend and front-end operations, providing a customer communication platform as well a way to track inventory and the selling and purchasing of items. Carta automatically updates all financial and inventory data upon completion of a sale, providing live updates, tracking stock levels and sending alerts when stock is low.
Carta provides a single platform from which you can discuss and organize orders together with your team, vendors and customers. The app records a complete list of all employees, products, product details and customer information. You can use the platform to share products online with clients, as well as collaborate on orders with team members. Carta lets you create sales orders and purchase orders with automatic markup and costing calculations.
All customer records and conversation history are stored within Carta for more efficient referencing, with the ability to leave comments on all activities. Once orders are processed, Carta shows you an overview of which orders need to be shipped, invoiced and paid. After each order, Carta updates all your financial and inventory records, calculating profit margins and tracking stock levels. The app gives you a financial snapshot of profit and sales through the dashboard, along with a live news feed of activity.Show more screenshots »
Carta was created by Archon Systems, the company behind inFlow Inventory. The company was founded in 2005 and by 2010 inFlow had over 500, 000 users. Carta went into development in 2010, building on the success of inFlow, and was released in 2013. Carta was designed to bridge the gap between order management and inventory tracking, increasing the transparency and flow of information between orders and products, customers and vendors.
Carta joins the two areas of inventory tracking and order management, providing a single place to carry out and record all sales and purchasing activity. The app places emphasis on transparency and communication, offering a platform upon which to collaborate with team members, clients and vendors. All order related conversations are recorded in Carta, along with all purchase and sales orders, product details, inventory levels and financial data. Carta provides quick access to all the data you need in one place.
Carta offers a neat and legible user interface which has a modern and fun feel. All of the features can be accessed quickly through the right hand-side navigation bar; icons on the bar lead you to: dashboard, sales, purchases, products, contacts and settings. There is a comment box within each section encouraging constant communication.
Within the sales tab you can view all sales orders, or filter them by those that are shipped, invoiced or paid. Within the dashboard, there is a live newsfeed for a quick view of recent activity. This screen also shows the total sales and profit figures. The app works seamlessly on all mobile devices.
To register for Carta you can click on the “Start for free” button on the centre of the homepage of the website. This will lead you to a registration page, you then simply need to enter your email address and click “Join” to get started.
Carta is offered on four different pricing plans. The first plan is free forever and provides 10 sales orders per month, unlimited purchase orders, unlimited products and unlimited users. The next plan costs $19 per month and caters to 40 sales orders per month, unlimited purchase orders, unlimited products and unlimited users. The next is $39 for 100 sales orders per month (unlimited everything else), and the final plan is $99 for unlimited everything, including sales orders.
All of the plans are offered for free during the beta stage, which lasts until late 2014. Once the beta is over you can stay on the free plan or upgrade at a discounted rate.
Carta is best suited to small and medium-sized companies who process a number of sales and purchase orders on a daily basis. The app is suitable for any business looking for a simple solution from which they can create orders, track inventory and communicate with clients.
The scalable pricing plans make Carta a suitable option for growing businesses. The recent development of the app and the fact that it is in beta testing during 2014 mean that Carta is open to new suggestions and improvements.