General settings
- Multi-Company Rules
- Order Routing
- Shipping Policy
- Customized login for multi companies
- Switch companies easily
- import/export from CSV/XLS
- Ability to manage Documents
- Calendar synchronization
- Tax Calculation Rounding Methods
- Custom Header/Footer
- Multiple Paper format
- Overdue Payments settings
- Product and Account deduplication
- Approval users configuration
- Notification users configuration
- Scheduler for automatic backup
- Audit logs
- Scheduled Automated Cron jobs
Access Control
- Individual Access Levels
- Manager Access Levels
- Management Access Levels
- Admin role with all privileges
- Salesman access to view their individual details
- Sales Manager access to view their team details
- Sales officers access to view all the details
- Senior Sales Officer Access to view and edit all the details
- Admin role with all privileges
- Employee Manager access to view their team details
- Payroll User access to view all the details
- Payroll Manager Access to view and edit all the details
- Officer access to view all the details
- Senior Officer Access to view and edit all the details
Master Data Management
- Manage Multi-Companies
- Manage Multi-Organizations
- Manage Multi-Currencies
- Manage Users with roles
- Role management
- Manage Customers/Vendors
- Manage Groups
- Manage Employees
- Manage Departments
- Manage Country/State/Regions
- Manage Import Export Code (License)
- Manage multi-languages
- Create multiple Private/Public channels
- Manage Document Sequence
Master Management
- Manage Company Details
- Manage Operating Units (Branches)
- Manage Users
- Manage Roles
- Manage Access Rights
- Manage Area
- Manage Beat
- Manage Districts
- Manager Driver Info
- Manage Transporter details
- Manage Dealers
- Manage Dealer Pricelist
- Manage Payment terms
- Manage Products
- Product Unit Of Measure
- Manage Product Price List
- Manage Taxes
- Manage Company
- Manage Users
- Manage User Access Levels
- Manage Customers
- Lost Reasons
- Activity Types
- Manage Com
- Team Target setup
- Manage Lead Rules
- Manage Company information
- Manage Branches
- Manage users and their access credentials
- Manage user login, forgot/change password
- Manage roles and access credentials
- Manage Languages & Date Formats
- Manage Incoming & Outgoing Email configurations
- Pre defined email messages/templates
- Scheduled Job to perform specified activities
- Manage Resources
- Manage Company’s work time for different shifts
Customer Management
- 360-degree view of customers
- Bulk activity to delete, update and email
- Merge duplicate customers
- Track contacts Timeline
- Schedule a activity
- Add smart filters
- Tag-Based Segmentation
- Bulk Import existing contacts
Partner Management
- Manage Vendors
- Manage Customers
- Manage Customer Credit Limits
- Manage Employees
- Manage Salesperson
- Manage Agents
- Manage Transporters
- Multiple contacts(Billing/Shipping)
Product Management
- Manage Product Categories
- Product Category Level costing
- Manage Product Brand
- Manage Material Types
- Category Level Ledger Mappings
- Manage Product templates
- Manage Product Variants
- Manage Product Attributes
- Manage Product Unit of Measure
- Manage Product Types (Raw Material/Spares/Byproducts/Finished Products)
- Manage multiple Product Price List
- Manage Product Variants
- Configure Product Types
- Multiple Product Units of Measure
- UOM Categories
- Manage Machine List
- Multiple Invoicing policies
- Configure Product Routing
- Product Tracking by Lot/Serial
- Manage Product Warranty
- Manage Product Lead time
- Map Income and Expenses Accounts
- Manage HSN codes
- Manage Product Label
- Product forecasting
Demography Management
- Manage different SalesUnits
- Manage Zones, Divisions and Territories
- Manage Regions, State and District
- Set Target for each Sales Region
- Monitor Achievement
- Configurable Demography every year
Sales Management
- Manage Customers on the Fly
- Manage Sales Orders
- Show available Credits
- Default Sales Person Vs Actual Sales Person
- Cash & Credit Sales
- Order on Hold when credit limit reaches
- Order on hold if any due invoices
- Price Inclusive taxes
- Discounts on sales for their employees
- Bag to quintal conversions
- Display stock levels at each warehouse locations during sales
- Sell products from one or more warehouse locations
- Sell products with different price list
- Delivery Allotments
- Sales Return Request
- Sales Return
- Return Delivery Allotments
- Sales Register Report
- Sales Analysis Report
- Sales Report (Channel wise)
- Sales Report Sales person wise
- Sales Return Request Report
- Delivery Allotment Report
- Sales Average Product Category-wise Report
- Capture Primary and Secondary sales
- Find Salesman and team performance
- Sales Reallocation
- Invoice Splitup
- Invoice Quantity alone Splitup
- Product Classification
- Customer Classification
- Customer Credit Limits
- Sales Person Vs Actual Sales Person
- Order Approval at Two levels
- Batch wise product sales
- Operating unit wise product sales
- Sale products from one or more locations
- Deliver goods from different batches
- Packing Slip Print
- Manage Sales Quotation with multiple types
- Maintain multiple Order types (Domestic/High-sea/Export/Disposal/Deemed-Export)
- Multi-level Approval based order
- Priced/Unpriced Order based on deals
- Quotation to Order conversion
- Follow-up on Scheduling multiple Activities
- Ability to send Pro-forma invoices
- Quick Order Processing
- Cancellation workflow for Sales order
- Pre-close Order with approvals
- Sales team hierarchy setup
- Manage Sale Discounts and Promotion
- Manage Customers(Domestic/Export)
- Customer Contacts & Addresses
- Capture Customer Internal Notes
- Schedule meeting with Customers
- Customer Related Document attachments
- Manage Product Sales Price List Generate Quotation to customers
- Capture Bulk orders through Blanket Orders
- Generate Domestic Sales Order
- Generate Export Sales Order
- Print Order Acknowledgement
- Send Order Acknowledgement via Email
- Print Proforma Invoice
- Send Proforma Invoice via Email.
- Attach Order related Documents
- Cancel Order
- Manage Customer Credit Limits
- Order Confirmation
- Product Batch Request
- View Delivery Order
- Allocate Batches to DO
- Validate Delivery Order
- Print Delivery Slip
- Create Invoice based on Ordered quantities
- Create Invoice based on Delivery
- Validate Invoice
- Print Invoice (Original/duplicate/Triplicate)
- Attach Invoice related documents
- Send Invoice via Email
- Generate Credit Note
- Form 403
- Form A.R.E 1
- Form A.R.E 3
- Stock Transfer Advice - TIO2
- Stock Transfer Advice - FSH
- Daily Sales Report
Purchase Management
- RFQ to Multiple Agents/Vendors
- Quotation Comparison/Price Negotiation
- Send PO through Email
- Goods Receipts based on PO
- Receipt of Excess Quantities than ordered
- Lot Level tracking
- Multi Lot Split
- Lot Level Average Costing
- Paddy Crop Month/Year Tracking
- Landed Costing
- Purchase Register Report
- Transporter Declaration Report
- Manage Indent based Purchase order
- Call for Purchase Tenders
- Blanket order agreement
- General & Raw Material order types
- Order types (Domestic/High-sea/Import)
- Manage Priced/Unpriced Orders
- Multi-level Approval
- Manage Dropshipping
- Monitor RfQs and orders
- Define own procurement rules
- Maintain supplier reference
- Pre-close Order with approvals
- Efficient Vendor Billing
- Manage Purchase Return
- Receipt of Quotations based on RFQ
- Samples Testing based on quality parameters
- Purchase order upon Quote approval
- PO – 2 Level confirmation
- Partial /Full receipt of goods
- On Load & Final Quality Check
- Quality Confirmation / Rejection
- GRN Confirmation
- Manage Vendor
- Vendor Contact & Addresses
- Vendor Meeting Schedule
- Product Purchase Price List
- Purchase Agreement Type
- Purchase Agreements
- Purchase Agreement - Generate Tender
- Purchase Agreement - Generate Blanket Order
- Purchase Indent
- Purchase Indent Release - By Store
- Purchase Intent Release - By HOD
- Pending PR List (Approved Indents)
- Request For Quotation
- Print RFQ
- Send RFQ Via Email
- Attach RFQ related documents
- Capture Vendor Quotations
- Compare Vendor quotation through Comparison charts
- Print Comparison charts
- Convert Approved quotations to Purchase Order
- Manage Purchase order with Multiple Document types
- Generate PO From One or more Quotations
- Purchase Order
- Purchase Order with 3 Level approval
- Confirm Order
- Print PO
- Send PO via Email
- Purchase Order - Order Pre Close
- View Current stock while generating PO
- Setup Purchase Order Tolerance Limit
- Gate In Pass
- Receive Products from PO
- Validate Receipt of goods (GRN)
- Print Receipt of Goods (GRN Print)
- Capture Material Request from department
- Issue Materials to departments upon request
- Goods Return Request
- Gate Out Pass
- Automated Replenishment through MRP process
- Vendor Bills
- Purchase Analysis Report
- Stock On Hand Report
- Stock Movement Analysis Report
- Stock Inward & Outward Report
- Batch wise stock Report
- Raw Material Stock Statement Report
- Purchase Indent Line Report
- Purchase Order List Report
- Above 10 Lakhs PO Report
- Slow Moving Item Report
- Idle Stock List report
- COP Report
- Material Request Line Report
- Material Purchase Value - Monthwise
- Material Purchase Value - Daywise
Inventory Management
- Manage Warehouse location
- Inventory Tracking By Lot & Batches
- Keep Inventories in one or more locations
- Lot wise product costing
- Inventory Maximum/Minimum/Reorder levels
- Inventory Move Request & Approval
- Paddy/Rice Inventory Handling with 20+ scenarios
- Inventory Handling with Expenses Booking
- Product cost update on Each Inventory processes
- Merging the same products with different lots
- Go down Transfer
- Brand/Weight Conversion
- Physical Inventory Adjustments
- Product Conversion for Retail Sales(Product A -> Product B)
- GRN & DO Cancellation
- Stock On Hand Report (As on Date)
- Stock – Lot Level
- Stock Valuation Report
- Stock Aging Report
- Godown Transfer Report
- Rice Brand Conversion Report
- Godown Performance Report
- Gunny In/Out Report
- Slow Moving product Report
- Non Moving Product Report
- Manage multiple Warehouses multiple Locations
- Manage Operation Types
- Generate Goods Receipt Note for Purchase Orders
- Material Transfer Planning
- Manage Inventory Adjustments
- Generate Delivery Order from Sales Order
- Manage Branch Stock Moves
- Manage Stock Reservation
- Reorder level automation
- Manage Job Work In / Out
- Manage Configure Cost centers
- Stock Request by Users
- Internal Material Issue to Departments/Employees
- Manage Multi-level Approval
- Material Traceability
- Manage Product Scraping
- Manage Inventory Dashboard
- Handling Product Returns
Advance Shipment Notice
- Manage Indentor
- Manage Port of Destination
- Manage Load Port
- Manage multiple Metal content
- Manage Shipping Liners
- Manage Country Origin
- Multiple Scrap Material type
- Container-based weighing
- Weighted Average pricing for Scrap materials
- Pricing arrival based on London Metal Exchange content %
- Manage Discount/Premium pricing
- Multiple pricing types (Standard/Provisional/Weighted Average)
Manufacturing Management
- Process Manufacturing (Dynamic BOMs)
- Manage Routing
- Mange Work centers
- Manage Operations
- Manufacturing orders
- Cancel Manufacturing Orders
- Dynamic Inputs and Outputs without BOMs at any stage
- Manage Multiple Work orders
- Work Order Level Ledger Posting
- Cancel work orders
- Dynamic Finished and Byproducts
- Quality Verification (Lab & Cooking Test)
- Packing Request/Approval
- Packing Process
- Batching
- Stock Move from Production area to warehouse
- Tracking Manufacturing Costing
- Soaking Process Report
- Boiled Paddy Process Report
- Hulling Process Report
- Yield(Out-turn) Report
- Process rice costing Report
- Packing process Report
- MRP Cancel
- Workorder Cancel
- Soaking Process Report
- Boiled Paddy Process Report
- Hulling Process Report
- Yield(Out-turn) Report
- Process rice costing Report
- Packing process Report
- Bill Of Materials (Norms)
- Production Declaration / Manufacturing orders
- Batch Split
- Activities
- Batchwise Movement Analysis Report
Accounting Management
- Manage Chart of Accounts/Ledgers
- Manage multiple Taxes with scopes
- Configure Tax computation types
- Cash rounding strategies
- Define Fiscal years
- Multiple Invoicing policies
- Manage multiple Journals
- Bank Accounts
- BOE (Bill of Entry) master
- Bank reconciliation process
- Analyze cash flow and fund flow
- Analyse Your Sales & Costs
- Manage Financial Reports Configuration
- Bank Contra Transactions
- Manage Fiscal positions
- Payment followup management
- Manage Taxes
- Manage Banks
- Manage Cash Discounts
- Manage Vendor Payments
- Manage Expenses
- Open/Close Accounting Period
- Currencies
- Taxes
- Journals
- Payment Terms
- Cash Rounding
- Customer Invoice
- Customer Credit Notes
- Customer Payments
- Vendor Bills
- Vendor Credit Notes
- Vendor Payments
- Manage Journal Entries
- View journal entry postings through Journal Item
- Budgets
- Asset types
- Assets
- Manual Reconciliation
- Bank Transaction
- Cash Transaction
- Bank Reconciliation
- Supplier Invoice Reconciliation
- Customer Invoice Reconciliation
- Service Invoice
- Service Invoice (Qty Based)
- Service Invoice (Amt Based)
- Freight Invoice
- Supplier Invoice With PO
- Supplier Invoice without PO
- Cform
- ED Invoice Posting
- General Ledger Report
- Trial Balance Report
- Profit & Loss Report
- Aged Partner Balance Report
- Tax Report
- Customer Ledger Statement
- Vendor Ledger Statement
- Project Expenditure Report
- Customer Ageing Report
- Vendor Ageing Report
- TDS Form Report
- Service Tax Register Report
- Sales CST Report
- Sales VAT Report
- Daywise Consumption Report
- Salary Bank Transfer Report
- Purchase CST Report
- Purchase VAT Report
- Customer Master Report
- Cost Center wise Expense Report
- Single source Vendor Report
- New Vendor List Report
- Monthwise Consumption report
- Chart Of Accounts
- Manage Currencies
- Manage Bank Accounts
- Manage Journals
- Manage Payment Terms
- Manage Customer Receipts
- Mange Other Payments
- Manager Other Receipts
- Manage Contra Entries
- Mange Journal Entries
- Aged Payable Report
- Aged Receivable Report
- Consolidated Journal Report
- Day Book Register
- Balance Sheet Report
- Bank Book report
- Cash Book report
- TDS Report
- GSTR1 Report
- GSTR2 Report
- GST Exempted Invoice Report
Accounting Payables
- Vendor Billing based on Ordered Qtys
- Vendor Billing based on Received Qtys
- Multiple Vendor Bills from one GRN
- Consolidated Vendor Bill from Multiple GRN
- Manage Service Bills
- Agent Commission on Quintal basis
- Purchase Return
- Vendor Debit Note
- Agent Commission Payables
Accounts Receivable
- Customer Invoices
- Customer invoice Print(Original/Duplicate/Triplicate)
- Copy Bills
- Refund/Credit notes against sales return
- Credit Note for Cash discounts
- Invoice Details Report
- Customer Outstanding Report
- Area/Beatwise Outstanding Report
- Delivery Allotments
- Delivery Allotment Reports
- Sales Return Request
- Return Delivery Allotments
- Sales Return
- Refund/Credit notes
Invoice Management
- Manage Domestic/Export/High sea invoices
- Returns & Reimbursement notes
- Domestic/Import Supplier invoices
- Invoicing for Service companies
- Manage Credit/Debit Notes
- Manage Standby Letter of Credit (SBLC) bills
- RCM (Reverse Charge Mechanism) Invoice and Payments
- Receive Customer Receipts
- Raise a request for new Payment
- Payout Vendor Payments
- Bulk payment approvals and posting
- Make Multiple Invoice Payment in single click
- Full and Partial Invoice Payment
- Process Credit Note Multiple Payment
- Payment Allocation methods
- Partner related invoice allocation
- Posting based on Journal Entries
- Manage Multi-level Approval
Accounting Reports
- Aged Partner Balance
- Balance Sheet
- CENVAT Report
- Customer Outstanding Report
- Daybook Register
- Excise Register Report
- General Ledger
- GST Computation Report
- Import/Export Expenses
- Journal Register
- Misc Register Report
- Partner Bank Details Report
- Profit and Loss
- TDS Report
- Trial Balance
- AT Computation Report
- VAT Register Report
- Accounts Confirmation Statement
- GST-Purchase Register Report
- GST-Sales Register Report
Manage Pipelines
- Lead to Opportunities
- Merge with Existing Opportunities
- Assign Opportunities to Sales team/Members
- Convert Lead to Customers
- Link the Opportunities to existing customer
- Capture the Expected Revenue
- Capture the Probability Percentage
- One or More Quotations from Opportunity
- Print/Email Quotations to customers
- Mark as Won
- Mark as Lost with Lost Reasons
- Schedule Meetings
- View My Pipeline
- Pipeline in Kanban View
- Pipeline in List View
- Drag Drop pipelines from one stage to another
- Pipelines in Pivot View
- Pipelines in graphical view
Lead Management
- Manage Leads
- Leads from Incoming Emails
- Predictive Lead Scoring
- Visitors of website to Lead generation
- Lead Probability
- Capture Lead Priorities
- Capture Lead Contacts
- Associate Sales person to leads
- Capture Lead Internal Notes
- Schedule Meetings
- Attach Lead related documents
- Associate Lead Followers
- Convert to Opportunities
- Mark as Lost with Reasons
- Archive Leads
- Copy Leads
- Followup through Email
- Followup through SMS
- Lead Management
- Capture Lead Internal Notes
- One or More Quotations from Opportunity
- Print/Email Quotations to customers
- View My Pipeline
- Pipeline in Kanban View
- Pipeline in List View
- Drag Drop pipelines from one stage to another
Sales Team Management
- Manage Sales Team
- Team Leader Assignment
- Manage Team Members
- Team Member assignment to sales team
- Team Target setup
Salesman Directory
- Salesman Self Service Portal
- Manage Personal Information
- Manage Professional Information
- Manage HR Documents
- Maintain Skills, Qualification and Experience
- Maintain Sales Hierarchy
- Organization chart
- Employee Self Service Portal
- Manage Family Details
- Manage Insurance and Claims
Sales Insights & Reports
- Sales Target Details
- Target VS Achievement
- Monthwise Till date Sales
- Demography Sales
- Product Sales
- Teamwise Sales
Meetings / Calendar Management
- Meetings Scheduling
- Set up Reminders
- Meeting Notes
- Accept / Decline Meetings
- Sync and share Calendar
- Print calendars / Meetings
- Easy to identify with Color code in Calendar
Employee Management
-
Employee Self Service Portal
-
Manage Personal Information
-
Manage Professional Information
-
Manage HR Documents
-
Maintain Skills, Qualification and Experience
-
Manage Family Details
-
Manage Insurance and Claims
- Manage Employee’s Skills & Experiences
- Manage Employee’s Insurance Details
- Manage Organization Chart
- Manage Work Branch / State / Time
- Manage Employee’s Document through Attachments
- Manage Employee’s Bank Accounts
- Employee Transfer / Promotion / Confirmation (F)
Employee Directory
- Employee Self Service Portal
- Manage Personal Information
- Manage Professional Information
- Manage HR Documents
- Maintain Skills, Qualification and Experience
- Manage Family Details
- Manage Insurance and Claims
- Organization chart
Leave Management
- Leave Allocation
- Leave Application
- Approval for Leave
- Leave Cancellation
- Leave Balance
- Leave Encashment
- Leave Restriction based on HR Policy
- Leave Accruals
- Leave Calendar (Statewise) Management
- Restricted Holiday Calendar
- Manage Leave Types
- Manage Leave Master
- Leave Allocation Request
- Leave Allocation Approval/Rejection
- Leave Request
- Leave Request Approval/Rejection
- Leave Details Report
- Leave Report
- Leave Department wise Report
- Employee Leave Rules
Attendance Management
- Captures Checkin and checkout Time
- Calculates Early in and Late out
- Manage Permission
- Manage Onsite / Offsite
- Manage Shift
- Manage Compoff / Additional working day
- Leave Restriction based on HR Policy
- Leave Accruals
- Attendance Management
- Autosync with most biometric devices
- Handles Thumb Forget Scenarios
- Shift Master
- Monthly Work Schedule
- Work Shift
- Shift Change Request/Approval
- Shift Adjustment
- Capture Punch In/Punch out details
- Upload Punch In/ Punch Out
- Time Leave Evaluation
- Shift Time Audit
- Manage Attendance
- Time evaluation Report
- Comp.Off Register
- Employee Attendance Report
HRMS Reports
- Employees Details
- Employees Birthday
- Employees Wedding Anniversary
- Today Early and Late in and out
- Punch In Report
- Monthly Late In Report
- Daily Attendance Report
- Permission / OnDuty / WFH Details
- Additional and Alternate Working Day
- Monthly Late Out Report
- Leave Details Report
- Finance Leave Details
- Leave Balance
HRMS Insights & Reports
- Salesman Details
- Daily Attendance Report
- Leave Details Report
- Finance Leave Details
- Leave Balance
Frontoffice Reports
- Asset Details
- AMC Details
- Repairs Details
- Call Log Details
- Visitors Log Details
- Letters Log Details
Payroll Management
- Batch Payroll Process for all Employees
- Individual Employee Payroll Process
- Arrears Calculation with PF / ESI
- Auto Professional Tax Recovery
- Auto Loan / Advances Recovery
- Hold Resigned Employees Salary
- Employee and Employer PF / ESI Computation
- TDS Deduction
- Manage Contribution register for Earning and Deduction components
- Payslips Mass Mailing to Employees
- Payroll Batch Process
- Apply Arrears / Benefits / Prof. Tax
- ESI Parameter Configurations
- EPF Parameter Configurations
- Retirement Parameter
- Professional tax Slab configuration
- Increment & Bonus Slab configurations
- F&F Settlement
- Payroll Earning Parameters
- Payroll Deduction Parameters
- Payroll contribution Parameters
- Employee Payroll Structure
- Salary Rules
- Professional Tax
- Ptax Slab
- PF Slab
- Payroll Area
- Payroll Sub Area
- Generate Payroll (Payroll Execution)
- Approve / Reject Payroll
- Employee Payslips
- Payslip Batches
- Print Payslips
- Payment Advice
- EPF Statement Report
- ESI Statement Report
- LWF Deduction Report
- Monthwise LOP Report
- W Report
Salary Structure
- Grade / Rank based salary structure
- Monthly / Annual Salary benefits
- Intermediate Pay Revision
- Job Promotion
- Location based Daily / Monthly allowance
- Maintain Multiple salary structure
Loans/Advancements
- Manage multiple loans for an employee
- Maintain different types like Salary Advance, Bonus Advance, Imprest Advance, Travel Advance
- Autorecovery during Payroll Process
- Track Loan Recovery details
- Preclosure of Loan
- Skip Loan recovery for a month ondemand
Statutory Compliance
- Bonus Management
- Provident Fund
- Employee State Insurance
- Professional Tax
- Leave Encashment
- Leave Travel Allowance
Full and Final Settlement
- Onhold Salary Computation
- Auto Deduct Outstanding Loans / Advances
- Leave Balance Auto adjustment and encashment
- TDS and Professional Tax recovery
Professional Services Reports
- Helpdesk Details Report
- Timesheet Details
- Monthly Timesheet
- Timesheet Pending for a Month
- Weekly Practice
- Project Utilization
- Task Analysis
- Project Cost Analysis
- Project Budgeting
- Weekly Person wise Utilization
- Onsite Expenses Details
Project Management
- Activity Planning
- Cost Analysis
- Resource Allocation
- Task Based billing
- Budget Management
- Time & Expense Tracking
- Gantt Charts
- Issue Management
- Project Insights
- Customer Communications
- Project Team
- Time log for Task
Tour Plan Management
- Tour Plan schedule
- Setup Reminders
- Meeting Notes
- Accept / Decline Meetings
- Sync and share Tour Plan
- Print Tour Plan / Meetings
- Approve / Decline Tour Plan
- Log time spend at Customer Place
Tour Plan Schedule
- Meetings Scheduling
- Set up Reminders
- Meeting Notes
- Accept / Decline Meetings
- Sync and share Calendar
- Print calendars / Meetings
- Easy to identify with Color code in Calendar
Expenses Management
- Manage Daily Expenses
- Manage Travel Expenses
- Manage Food & Miscellaneous Expenses
- Approval Flow
- Manage Reimbursement / Allowances
- Maintains Reimbursement history
- Expense Voucher Management
Dealer Portal - Operations
- Create Quotations (Order Placement)
- Quotation Synchronization
- Sales Indents Synchronization
- Sales Orders Synchronization
- Dispatch Synchronization
- Invoice Synchronization
- Ledger Synchronization
- Place the order by each dealer
- View dealers orders Placed through My Orders feature
- View the order’s status
- Order confirmation/Rejection/On Hold based on business rules
- View the Processed Invoices
- View the invoice status through My Invoices feature
- Order Synchronization from Ordering Portal to ERP
- Invoice Synchronization from ERP to Ordering Portal
- Dashboard for Each users (Dealers/Sales Managers/Regional Managers)
- View the Orders at the regional level
Data Migration
- Import Templates for migration
- Chart Of Accounts Import
- Master Data Import
- Opening Inventory Import
- Opening Ledger Balances Import
- CSV/Excel sheet data based migration
Reports
- Purchase Register Report
- Purchase Analysis Report
- Sales Register Report
- Sales Analysis Report
- Sales Report (Channel wise)
- Sales Report Sales person wise
- Sales Return Request Report
- Tax Report
- Delivery Allotment Report
- Invoice Details Report
- Stock On Hand Report
- Stock – Lot Level
- Stock Valuation Report
- Aged Payable Report
- Aged Receivable Report
- Consolidated Journal Report
- Day Book Register
- General Ledger Report
- Trial Balance Report
- Profit Loss Report
- Balance Sheet Report
- Employee Master
- Leave Details
- Attendance Details
- Daily Leave / Attendance Details
- Planned Vs Leave Taken Details
- Year wise Bonus Details
- Increment Details
- Expenses Reimbursement Details
- Payroll Monthly statement
- Withheld Salary Details
- Payroll Advice Report
- Professional Tax Estimation Report
- Monthly EPF Report
- Monthly ESI Report
- Resignation Details
- Pending Quantity Details Report
Sales & Purchase Report
- GST Sales Register
- Sales Tax report
- Sales Analysis
- GST Purchase Register
Inventory Reports
- MRN/GRN Report
- Inventory at Date
- Stock Analysis Report
- Current Stock in Excel
- Stock Breakup Statement
- Forecasted Report
- Material Move Report
- My Indents
- My Orders
- My Dispatches
- My Invoices
- My Ledgers
- My Dashboard
Integrations
- Auto sync with most of the biometric devices
- Integration with Legacy system
- Easy Bulk Import data as Excel
- Synch data through FTP/SFTP server
Auto Backup and Email
- Daily Automated backup of Database
- Auto delete old backup before 7 days
- Email notifications during backup success / Failure
- Backup to Remote FTP server
- Target Product Group and Subgroup wise sales
- Tour Plan Details
- Travel Expenses Details
Contact list
- 360-degree view of your contacts
- Bulk activity to delete, update and email
- Merge duplicate contacts
- Track contacts Timeline
- Schedule an activity
- Add smart filters
- Tag-Based Segmentation
- Bulk Import existing contacts
3rd party Integrations and Notifications
Integrations
- Odoo to Odoo on cloud
- HDFC Bank payment API
- GST e-invoicing
Notifications
- Low stock Alerts
- Approval Request/Response
- Internal Announcements
- Custom Alerts
Quality Management
- Applications Master
- Quality Parameters
- Quality Test Request for samples Received
- Publish Sample Test Results
- QC Batch Allotment for Sales
- Quality Inspection ( Receipt of Goods)
- Quality verification (Production of Goods)
- Batch Updation (Produced goods)
- Batch wise Movement Analysis Report
HR Management
- Manage Departments
- Manage Sections for each department
- Manage Designations
- Manage Holidays
- Manage Special Holidays
- Manage Employees
- Employee Leave Credits
- Employee Work/Private Information
- Active/Deactivate Employee
- Capture employee Log notes
- Employee Identities
- Employee Qualification
- Employee Experience Summary
- Employee Family Details
- Employee Statutory Details
- Capture Employee Action History
- Employee Leave Status
- Attach documents
- Meals Deduction
- List employee Report
- Canteen Deduction Book Type
- Canteen Deduction
- Canteen Deduction Report
- Employee Hiring
- Employee Promotion Action
- Employee Rehiring Action
- Employee Compensation Review
- Employee Transfer/Deputation
- Disciplinary Action
- Employee Section Change
- Employee - Retirement Service Extension
- Food Subsidy
Maintenance Management
- Manage Equipment
- Manage Equipment Category
- Maintenance Request
- Maintenance Calendar
- Maintenance Order
- Service Gate Pass Requisition
- Service Gate Pass
- Material Return Request
- Material Return Acceptance/Rejection
- Maintenance Request Report
Safety Management
- Compliance Register
- Compliance Register - Safety Manager Approval
- Compliance Register - HOD Approval
- Direct work
Point of Sales Management
- Daily Stock Transfer from wholesale to Retail shops
- Book orders for Home Delivery
- Return Conversion process to convert fro No.of Bags to Kgs
- Capture Orders
- Search products by Name, category, product code and price
- Order On hold and retrieve hold orders
- User & Role level access control for price and discounts
- Allow / Not allow negative stock based on configuration
- Billing of different types of carry bags during sales
- Pay by Cash, Credit Cards
- GST Taxes (Both Inclusive & Exclusive Taxes)
- Keyboard Shortcuts for quick navigation of billing
- Different bill prints for Credit / cash customers and Home delivery
- Bill Reprint
- Home delivery process
- POS Return Process
- POS return billing
- Capture Return Reasons
- Ongoing Session report to show transaction at current session
- Post Session report to show transaction after completion of session
- Sales Summary report to show total sales with respect to each terminal/shop
- Retail Stock out Report to show the stock out from Wholesale to retail shops on daily basis
Employee Reports
- Employees Live Report
- Employees Attrition Report
- Employees Joining and Probationary Report
- Employees Leaving Report
- Employees Genderwise Report
- Location Wise Employees Report
- Employees Age Analysis Report
- Employees Service Report
- Employees Retirement Report
- Employee Turnover Summary Report
- Employee Actual Cost Report (XLS)
- Employee History Report
- Increment and Promotion Report
- Resignation Details
Employee Leave & Attendance Reports
- Employee Leave Balance Report
- Leave Annual Register Report
- Leave Register Report
- Leave Details
- Attendance Details
- Daily Leave / Attendance Details
- Planned Vs Leave Taken Details
Employee Expense Reports
- TA Bill Details for a Period
- TA Bill Payment Advice Details
- Multipurpose TA Bill Details
- Expenses Reimbursment Slip (PDF)
- Expenses Accounting Integration Report
- Expense Allowances / Categorywise Details
- Allowances Location Details Report
Annual Benefits Reports
- Statutory / Company Bonus Report (XLS)
- EL Encashment Report
- Increment Report
- Increment Details Report
- LTA Details Report
- Year wise Bonus Details
- Wellness Details
- Annual Bonus Details Report (PDF)
Loan Reports
- Loan Analysis
- Loan & Salary Ledger Report
Labour Compliance Reports
- Muster Roll Report
- Gratuity Calculation List
- Gratuity Individual Report (PDF & XLS)
- Wages Register Report
Professional Tax Reports
- ESI Statement Report
- ESI Details Report
- ESI Statement Not Eligible Report
- ESI Form -7 Register
PF Reports
- PF Form 12A Register
- PF Challan Details Report
- PF Form - 10 Register
- PF Form – 5 Register
- PF Form - 3A Register
- PF Form6A Register
- PF Account Wise Report
- EPF Details Report (XLS/PDF)
- EPF ECR Report (Txt)
Payroll Reports
- Salary Component Details Report
- Basic & DA Register
- Earnings Register
- Deductions Register
- Salary Register
- Contribution Register by Category
- Payroll Monthly statement (XLS / PDF)
- Present Standard Earnings / Deductions Register
- Grade / Rank Details
- Salary Contract History
- Salary Slip (PDF)
- TDS Recovery Details
- Payroll Monthly statement
- Withheld Salary Details
- Payroll Advice Report
Logistics Management
- Track the Container's expected time of Arrival (ETA) at port
- Capture the Container's actual time of arrival at factory.
- Capture the Container's factory out time and date
- Track if any container movement time delays
- Logistics summary report to show the history of container movement info
- Container Factory In report to show the container and its factory reached information
- Container Factory out report to show the container details along with its factory out information
- Container Delay report to show delays based on expected and actual arrivals at port and factory
Returnable/Non-Returnable Material Management
- Track the organization out products for specific work order
- Configurable Multi-level Approval system
- Returnable can be approved by manager or Rejected by manager
- Product Expected Return Date predictability
- Service provider and Vehicle Details Captured for returnable
- Notifications based on the stages
- Track full/partial returned materials with Reports
- Track Service Invoice with Service Purchase Order for returnable materials
- Detailed reports on approved/Pending returnable/non-returnable
- Detailed Print format for returnable and non-returnable materials
E-Invoicing
- Generate IRN directly from ERP in seconds
- Fully automated, real time data ingestion through API integration
- Generate and cancel invoices from your ERP with one click
- Print Customized A4 template with QR code right from ERP
- Einvoice for Customer Invoices, Credit Notes and Debit notes
- Generate E-invoices in bulk mode & No more manual data filling
- Access Your IRN Lifetime as its accessible only for 48 hrs in GST Portal
- Print your Einvoice with QR code anytime/anywhere
- Success/Failure logs to easily identify and correct IRN generation errors
- e-Invoice MIS reports in dashboard for Auditing
- Supports Multi-company & Branch-level controls