Odoo Service Catalog

• 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

• 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

• 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

• 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

• 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

• Manage Vendors
• Manage Customers
• Manage Customer Credit Limits
• Manage Employees
• Manage Salesperson
• Manage Agents
• Manage Transporters
• Multiple contacts(Billing/Shipping)

• 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

• 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

• 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

• 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

• 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

• 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)

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Manage Sales Team
• Team Leader Assignment
• Manage Team Members
• Team Member assignment to sales team
• Team Target setup

• 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 Target Details
• Target VS Achievement
• Monthwise Till date Sales
• Demography Sales
• Product Sales
• Teamwise Sales

• 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 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 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 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

• 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

• 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

• Salesman Details
• Daily Attendance Report
• Leave Details Report
• Finance Leave Details
• Leave Balance

• Asset Details
• AMC Details
• Repairs Details
• Call Log Details
• Visitors Log Details
• Letters Log Details

• 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

• Grade / Rank based salary structure
• Monthly / Annual Salary benefits
• Intermediate Pay Revision
• Job Promotion
• Location based Daily / Monthly allowance
• Maintain Multiple salary structure

• 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

• Bonus Management
• Provident Fund
• Employee State Insurance
• Professional Tax
• Leave Encashment
• Leave Travel Allowance

• Onhold Salary Computation
• Auto Deduct Outstanding Loans / Advances
• Leave Balance Auto adjustment and encashment
• TDS and Professional Tax recovery

• 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

• 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 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

• 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

• Manage Daily Expenses
• Manage Travel Expenses
• Manage Food & Miscellaneous Expenses
• Approval Flow
• Manage Reimbursement / Allowances
• Maintains Reimbursement history
• Expense Voucher Management

• 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

• Import Templates for migration
• Chart Of Accounts Import
• Master Data Import
• Opening Inventory Import
• Opening Ledger Balances Import
• CSV/Excel sheet data based migration

• 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

• Auto sync with most of the biometric devices
• Integration with Legacy system
• Easy Bulk Import data as Excel
• Synch data through FTP/SFTP server

• 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

• 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

Integrations

• Odoo to Odoo on cloud
• HDFC Bank payment API
• GST e-invoicing

Notifications

• Low stock Alerts
• Approval Request/Response
• Internal Announcements
• Custom Alerts

• 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

• 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

• 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

• Compliance Register
• Compliance Register - Safety Manager Approval
• Compliance Register - HOD Approval
• Direct work

• 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

• 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 Balance Report
• Leave Annual Register Report
• Leave Register Report
• Leave Details
• Attendance Details
• Daily Leave / Attendance Details
• Planned Vs Leave Taken Details

• 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

• 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 Analysis
• Loan & Salary Ledger Report

• Muster Roll Report
• Gratuity Calculation List
• Gratuity Individual Report (PDF & XLS)
• Wages Register Report

• ESI Statement Report
• ESI Details Report
• ESI Statement Not Eligible Report
• ESI Form -7 Register

• 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)

• 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

• 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

• 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

• 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