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