Key Features
Dashboard
Graphical overview of Invoices, Quotations, Expenses & Leads is represented on Dashboard. Total paid, due & overdue amount of Invoices is represented via Pie chart, Quotation converted to invoice or not- you can see the amount via a pie chart. Per month expenses cost with each category is represented via a graph. Projects, Tasks & Tickets summary are also present on dashboard.
Relationship
You can easily manage customers, suppliers & team members through Relationship. Import multiple customers or suppliers via the Import CSV file. Keep track of your customers easily. Without admin verification customers can’t login to customer panel.
Invoices
Customer Relationship And Project Management, Inventory With POS allows you to build simple & professional invoices. Create an easy invoice by adding items/products with different taxes (Inclusive & Exclusive method) & discounts. Make payment with Paypal or Bank account.
Quotations
Add quotation from the sales module. Give your customers a rough overview of Prices, Discounts & more by generating detail quotation.
Purchase Order
Save time and ensure data accuracy when you create purchase orders that update inventory levels automatically. Create purchase order via selecting supplier. You can receive purchase order automatically or manually.
Payments
Record & receive payment with Paypal or Bank account with multiple currencies for Invoice & Purchase order.
POS (Point of Sale) Module
We have a simple POS module with this system that is fully interactive & user-friendly. Able to handle multiple bills, add customers & products, search product from POS. Able to make Purchase Order to Supplier & Invoice to Customer. Keep inventory organized with detail of products like category, subcategory, product prices. Inventory tracking through automatically updated stock level whenever sales and purchases are made. Profit calculation has been made based on discounts.
Stock Management
Manage your stock by enabling stock management that will affect your system inventory. If the stock is not available, you can’t create any invoices. The system will give an alert as notification when your warehouse or store item quantity reached lower.
Control your products through stock transfer/adjustments.
Stock Transfers: The stock transfer function is the process of moving the stock inventory from one location to another location.
Stock Adjustment: Stock adjustments are increases and decreases made to inventory to match an item’s actual on-hand quantity.
Multi Warehouse
Manage your inventory efficiently across multiple warehouses and locations all on a single platform..
Bank Accounts
Use this option to setup and configure your bank accounts. All accounts are used to reconsile customer payments and payments to Expenses.
Bank Account Deposits and Transfers
There are several ways to record deposits to accounts but the most efficient way in Customer Relationship And Project Management, Inventory With POS is through the Bank payment system. Deposits from customers, miscellaneous sales, etc. can be entered here. Transfer money from one bank account to another
Project Management
Create projects for customers or as a product or in house. Manage your project, create tasks & milestones in the project, add files or notes. You can assign team members to the project. You also can add invoices & tickets for each project.
Task Management
Create task based on project, customer & ticket. Select assignee for projects, you can assign yourself too. You also can add subtask from the checklist. Based on task status you can filter the task list.
Task Timer
You can track the time of each task using the task timer. You are able to add time manually by adding custom time. It will improve your shop or warehouse productivity, optimize projects overflow & help you to spend the right amount of effort on each task.
Support Ticket
A powerful ticket system can track the support request that your customer creates based on their status & priorities. You can assign a ticket to your team members.
Expenses
You can keep track of your shop or warehouse expenses by this system expense module. Create expenses easily based on the expense category.
Leads
Manage your leads easily. Add leads by lead source & status. After creating leads convert it to customers if the customer gives any positive feedback.
Calendar
Overview of all Invoices, Quotations, Purchase orders, Projects, Tasks & Events is on the calendar. Can view monthly, weekly & daily basis.
User Role & Permissions
As owner of this site you can add other user as admin providing permission to specific role.
Multilingual & RTL/LTR Supported
The system supports multiple languages. You can change website directions based on Right to Left or Left to right.
Email Templates & settings
To send mail we have dynamic email template which is changeable too. If you want you can change the template. It also supports multiple languages. We have two E-mail sending protocols. You can send email via SMTP and another one is default, send mail option.
Reports
Access and generate sales reports that offer accurate insights for better, more informed business decisions whenever and wherever, all in real time.
- Inventory Stock on Hand Reports
- Sales Reports
- Purchase Reports
- Team Members Reports
- Expense Reports
- Income Report
- Income VS Expense Reports
Customer Area:
We have a separate customer panel where customer can view detail of Invoices, Quotations & Payments. Ticket module system is a powerful, fully integrated support ticket solution, providing real-time updates. Customer can create support ticket from customer panel after purchasing products.
New Released Features (v-1.3)
Knowledge Base
It’s an online library of self-service information about a product, service, department, or topic. To assist your clients, create knowledge base articles and organize them into groups. Anyone can leaves comments on an article using their Facebook account.
Canned Message
It’s a predefined messages for the frequently asked questions that are used in support ticket reply. You can set predined messages from general settings canned message menu.
Canned Links
It’s a predefined links which are used in support ticket reply. This type of links are frequently used in ticket reply. You can set predined links from general settings canned link menu.
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