Menu Navigation Guide

EastBook is structured around 4 primary menu areas, each designed with trade operations in mind. These areas work together seamlessly to maximize operational efficiency.

일반 메뉴

PurposeCentral hub for business overview and team collaboration

Dashboard

Real-time integrated monitoring of all business activities

Project

Create projects and manage team collaboration

Post

Unified view of all content and attachments from business accounts

Business Accounts: Companies, namecards, products, projects, quotations, orders, sample requests, etc. become post-enabled accounts like social media, allowing you to create records and share information.

Notice

Manage official organizational communications

Recommended Usage Scenarios

Start your day by checking the dashboard for overall status
Manage collaborative tasks with team members through projects
Search posts for unified access to past business records

Business Management

업무 관리 메뉴

PurposeExecute specialized processes by transaction type

Systematically handle the entire trade cycle (quotation → order → shipment → payment) based on business type.

Export Business일반 수출 업무

Manage the complete direct export transaction process

Workflow

Quotation → Proforma Invoice → Purchase PO → Shipping Documents → Invoice → Receipt

Quotation

Issue and manage quotations for buyers

Proforma Invoice

Issue proforma invoices and manage orders

Purchase Order

Issue purchase orders to suppliers

Shipping Documents

Generate shipping documents and stuffing lists

Invoice

Issue and manage commercial invoices

Receipt

Process and record payment receipts

Sample Request

Manage buyer sample requests

Import & Domestic수입 및 내수 업무

Manage import and domestic transactions

Import Purchase

Purchases from overseas suppliers

Domestic Purchase

Purchases from local suppliers

Offer Sheet

Issue quotations for domestic buyers

Sales Order

Manage domestic sales orders

Inventory

Track inbound/outbound and real-time inventory

Trade Agent수출 에이전트 업무

Manage consignment export transactions (intermediary business on behalf of exporters)

Agent Quotation

Issue quotations on behalf of exporters

Agent Proforma Invoice

Issue PI on behalf of exporters

Invoice

Agent invoice or commission invoice

Receipt

Process payment receipts

Sample Request

Handle samples on behalf of exporters

Service Business용역 서비스 업무

Manage service-based transactions

Workflow

Service Order → Invoice → Receipt

Service Order

Manage service contracts and orders

Invoice

Issue service invoices

Receipt

Process service payment receipts

Accounting & Finance회계 및 재무

Process and analyze financial data

Transactions

Expense Payment, Accounts Payable, Income Receipt, Accounts Receivable, Liability Payment, Receivable Collection, Borrowing/Lending Registration, Internal Transfer, Manual Entry

Financial Report

Multi-currency USD consolidated financial statements

Transaction Party

Owner's Capital

Manage capital and shareholder information

Pages Management페이지 관리

Manage public website and marketing

Contents

Create and manage website content

Product

Publish product catalog

Event

Create marketing events and manage participating companies

Settings

Configure and publish website settings

Recommended Usage Scenarios

Process everything from quotation to payment within the appropriate menu based on transaction type
Generate accounting transactions when orders occur to reflect in financial reports

Data Management

데이터 관리 메뉴

PurposeSystematic accumulation and integrated view of business information

Structure and store all data generated during operations, automatically connecting related information to provide business context.

Master Data데이터 관리

Entity

Partner database with integrated transaction history

Namecard

Contact database with communication history

Product

Product catalog with related transaction history

Cabinet캐비넷

Centralized management of organizational assets and documents

Subscription, Asset, Contract, Document, Template

General Data기초 데이터

Master data for system operations

Country, Currency, Product, Port/Airport, Accounting, Location, Document Notes

Reference: Bulk import support for general data

Recommended Usage Scenarios

Check past transaction history in entity records before starting new partnerships
Data registered in any business menu is automatically linked to entity/namecard/product records

Settings & Admin

설정 및 관리 메뉴

PurposeConfigure system environment and manage organization

Profile

Personal information and notification settings

Organization

Company basic information and branding

Members

Invite team members, manage permissions, and track member activities

Billing

Manage subscription plans and payments

Usage Guide

Automatic Data Connection Structure

All EastBook menus are organically connected.

Example: When creating an export order

Create export order

Entity: Automatically added to buyer transaction history

Product: Automatically added to product sales history

Post: All order-related records available in unified view

Financial Report: Automatically reflected when transaction entry is created

Quick Start Guide

For New Users

1Settings → Register organization information
2Data Management → Import general data (Country, Currency, etc.)
3Data Management → Register Entity/Namecard/Product information
4Business Management → Start operations in the appropriate transaction type menu

For Existing Users

Check overall status on dashboard, then navigate directly to needed menus
Instantly search past business records through post search