Powerful Service List which provides end to end the business solution quickly and efficiently
Powerful set of services with expertise readily available to provide ERP solutions to any business quickly and efficiently which saves the ERP implementation cost and time.
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 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
- Manage Guest & registered ecommerce user
- Manage Partner access
- Manage Price Lists
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
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
- Manage Product Zoom setup
- Manage Product multi image setup
- Manage Product 360 setup
- Manage Product Sale/Cost Price
- Manage Product Delivery Policy
- Manage Product Tax
- Manage Customer/Supplier Account
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
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
Partner Management
- Manage Vendors
- Manage Customers
- Manage Customer Credit Limits
- Manage Employees
- Manage Salesperson
- Manage Agents
- Manage Transporters
- Multiple contacts(Billing/Shipping)
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
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
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
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
- Manage Company Holidays
- Meeting Alert Notification via email to respective employees
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)
- Departments
- Contracts
- Employee Grades
- Employee Ranks
- Employee Allowance
- Employee TDS Details
- Employee Extra Refunds Details
- Medical Insurance Recovery
- Employee WFH Recovery
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
- Birthday Reminders
- Employee Details
- Employees Birthday
- Employees Wedding Anniversary
- Employee Job Description
Leave Management
- Manage Leave Summary Details
- Leave Balance
- Leave Allocation
- Leave Calendar
- Approval for Leave
- Leave Cancellation
- Leave Restriction based on HR Policy
- Leave Notification Email to Employee & Respective Managers & Front office
- Leave Approval Notification via email to employee & Respective managers & Front office
- Leave Rejection Notification via email to employee & Respective managers & Front office
- Leave Allocation Notification via email to employee & Respective Managers & Front office
- Leave Allocation Approval Notification via email to employee & Respective managers & Front office
- Leave summary report
Attendance
- Manage Employee Attendances
- Captures Check in and checkout Time
- Calculates Early in and Late out
- Handles Thumb Forget Scenarios
- Manage Permission
- Alternate Working Days
- Manage Onsite / Offsite
- Manage Shift
- Manage Comp off / Additional working day
- Daily Alerts, Weekly Alerts – Leave, Late In / Out, Early In / Out
- Today Early and Late in and out
- Permission / OnDuty / WFH Details
- Additional and Alternate Working Day
- Attendance Analysis
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
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
Esign
- Documents/Digital Sign/Store
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
- Salary Rule Categories
- Salary Rules
- New Pay 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
- Foreclosure of Loan
- Skip Loan recovery for a month on demand
Statutory Compliance
- Bonus Management
- Provident Fund
- Employee State Insurance
- Professional Tax
- Leave Encashment
- Leave Travel Allowance
- Leave Encash Process
- LTA Request
- Wellness Request
- Senate Request
- Bonus Batches
- Employee Increment
- Employee Increment Batches
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
- TimeSheet
- Gantt Charts
- Issue Management
- Project Insights
- Customer Communications
- Project Team
- Time log for Task
- Monthly Project Cost Notification
- Daily Timesheet not Entered Alerts
- Timesheet Details
- Monthly Timesheet
- Timesheet Pending for a Month
- Weekly Practice
- Project Utilization
- Task Analysis
- Project Cost Analysis
- Project Budgeting
- Weekly Person wise Utilization
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
- Onsite Expenses Details
- Manage EB Service Details
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
Safety Management
- Compliance Register
- Compliance Register – Safety Manager Approval
- Compliance Register – HOD Approval
- Direct work
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
- Manage contacts
- Bulk activity to delete
- Merge duplicate contacts
- Track contacts Timeline
- Schedule an activity
- Add smart filters
- Tag-Based Segmentation
- Bulk Import existing contacts
- Manage Banks
- Manage Bank Account
- Manage Country
- Manage States
- Export Bulk Contacts with xls format
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
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
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
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
- Today Early and Late in and out Report
- Punch In Report
- Monthly Late In Report
- Daily Attendance Report
- Permission Report
- OnDuty Report
- Thumb Details Report
- Additional Working Report
- Alternate Working Report
- Working at Home Report
- Monthly Late Out Report
- Who is Off Missed
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
- Divisionwise TA Bills Report (PDF & XLS)
- Expense Analysis
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)
- Salary Component Details Report
- Bonus Details Report (PDF)
- Bonus Details Report (XLS)
- Leave Encashment Analysis
- LTA Analysis
Loan Reports
- Loan Analysis
- Loan & Salary Ledger Report
- Salary Advance Analysis
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 Form – 6A Register
- PF Account Wise Report
- EPF Details Report (XLS/PDF)
- EPF ECR Report (Txt)
- Form – 3A Process
- Form – 3A Register Report – New (Report Screen)
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
Catalog Management
- Online product data editing
- Product Image Processing
- Category Management
- Content writing
- Updating Product Catalog
- Product Top Sale
- Wishlist manage
- Cart manage
- Follow up abandoned carts
- Easy search system(Product Code, Name, Description)
- Products Comparison
- Grid View
- List View
- 360 View
- Product Zoom Image
- Product Multi Image
- Product Tag
- Linked Product
- Trading Product
- Dynamic Filter
- Coupons and Promotional programs
Shopping Management
- Easy search system
- Ajax Based Cart
- Order Tracking
- Express Checkout
- Multiple Shopping Cart
- Guest Checkout
- Live Chat
- Easy Return Order
Logistics – Drop shipment Management
- One-time shipping address
- Integrated with shipping connectors(UPS, FedEx, USPS and more)
- Delivery Cost Manage
- Order Tracking
- Print shipping labels
- Manage Order Weight
- Serial and lot number for traceability
- Integration with multiple shipping providers
Payment Integration
- Payment Gateway Integration(pay with Authorize.net, Moneris, Paypal, Ogone, Adyen, Buckaroo and SIPS Wordline.)
- Advance/Partial Payment
- Payment multi level approval
Social integrations
- Google Analytics
- GitHub
- SEO
B2B – Wholesale
- Validate User by Admin before Ecommerce Login
- Custom Quotes
- B2B Type Multi Price list
- Credit Limit
- Credit and Cash Price list
- Commission tracking
- Bulk Order
- Manage Distributor & Retailer
- Accounting with GST
- Out Of Stock Manage
- High Level User Rights
- Cheque Payment and Upload
- Advance/Partial Payment
- Self-service Portal
- Vendor Rating System
B2C – Marketplace
- Guest/Register Checkout
- Express Checkout
- Order Tracking
- Easy to find product
- Advanced fuzzy search
- Multi level group and category
- Secure Login
- Easy Refund/Return Order
- Discount coupons
Reporting
- Sales data analytics
- Dashboard
- Track your eCommerce KPIs
- Overall and High Sale Report(Pivot/Graph View)
- Visitor Count On Website Report
Warehouse Management
- Define product movement rules
- Adding product categories
- Serial and lot number for traceability
- Product expiry dates
- Capability to integrate drop-shipping
- Integration with multiple shipping providers
- Product removal and movement routes
- Inventory valuation
- Inventory forecasting
Financial management
- Define localized taxes
- Setting Up charts of accounts and ledgers
- Calculate & bill shipping costs
- Integrated multiple payments
- Different payment methodology
- Generate real-time financial report
Call Logs
- Manage Caller
- Manage Call logs
- Today’s Call logs
Data Import
- Attendance Sync
- Attendance Thumb Raw Data
- Import Asset
- Import Lead
- Import Attendance
- Import Partial Attendance
- Import Employees
- Import Leave
- Import WBS 2020
- Import WBS Task
- Import Timesheet
Document Management System
- Document Manage & related document attachments
- Document Thumbnail View related document thumbnail
- Document Multi Upload Support multiple file upload form view
- Document Drag Upload Support drag upload form view
- Document Directory Upload Support directory upload form view
- Camera Capture Upload Support webcam take snapshot image upload form view
- Image Paste Upload Support clipboard image or screenshot paste upload form view
- Document Multi Download Support multiple file download form view
- Document Viewer PDF View PDF format documents
Helpdesk
- Track Employee requests
- Use chatter to communicate with Employee
- Manage Support Teams
- Manage Ticket Stages
- Ticket Notification via Email to Employee & Respective EMG Team & Front office
Insurance Management
- Manage Insurance
- Manage Dependents Details
- Manage Claims Details
Job Description
- Employee can enter their roles and responsibilities
- Employee can enter their Results/outcomes and requirements
- Employee can enter their Plan and their self and manager authentication
Jobs
- Manage Resource Details
- Document Multi Upload
- Support multiple file upload form view
Letter Management
- Manage Outbound Letters
- Manage Inbound Letters
- Letter Folders
- Letter Category
- Letter Channel
- Letter Type
Lunch
- Manage lunch
- Order by vendors
- Employee Payment
- Track previous order
Notes
- Manage your tasks with notes
- Track notes details
- Create stages
- File attachments & Tags
- Text layout
OnDuty Additional Working Days
- Manage OnDuty Additional Work Request
- Manage OnDuty Additional Work Summary Details
- Approval for OnDuty and Additional working days
- Manage OnDuty Additional Work types
- OnDuty Additional Work Cancellation
- OnDuty Additional Working Days Dashboard
- OnDuty Additional Work Restriction based on HR Policy
- OnDuty Additional Work Notification via email to employee & Respective Managers & Front office
- OnDuty Additional Work Approval Notification via email to employee & Respective managers & Front office
- OnDuty Additional Work Rejection Notification via email to employee & Respective managers & Front office
Permissions
- Manage Permission Summary
- Manage Permission by Department
- Approval for Permissions
- Permissions Cancellation
- Permission Analysis
- Monthly Permission Restriction
- Permissions Restriction based on HR Policy
- Permissions Dashboard
- Permissions Notification via email to employee & Respective Managers & Front office
- Permissions Approval Notification via email to employee & Respective managers & Front office
- Permissions Rejection Notification via email to employee & Respective managers & Front office
Shifts
- Manage Shifts Summary
- Approval for Shift
- Shift Cancellation
- Manage Shift Types
- Shifts Restriction based on HR Policy
- Shift Dashboard
- Shifts Notification via email to employee & Respective Managers & Front office
- Shifts Approval Notification via email to employee & Respective managers & Front office
- Shifts Rejection Notification via email to employee & Respective managers & Front office
Timesheet
- Manage Timesheet Summary
- Manage Timesheet Monthly wise
- Update Timesheet Cost
- Timesheet Details Report
Recruitment
- Manage Job Positions
- Manage Departments
- Manage your hiring process
- Manage Resumes and Letters
- Track job offers straight from the app
- Customize your recruitment process
Discuss
- Manage discussions
- Manage Subscribe to channels
- Company Status via email
- Manage participants
- Chat window
- Manage Private Groups
Front Office Management
- Manage Visitors Details
- Manage Employee Belongings
- Property Counter
- Visitor Report
Front office Reports
- Asset Details
- AMC Details
- Repair Details
- Call Log Details
- Visitors Log Details
- Letters Log Details
- Onsite Expenses Details Report
- Leave Details Report
- Finance Leave Details Report
Discuss
- Requests for Quotations
- Manage orders
- Manage invoicing
- Handle Products
- Analyze & forecast
Announcements
- Manages Official Announcements
- Add Attachments to the announcement
Resignation
- Employee will create his/her resignation request
- Higher level officers can approve or reject the request
- Manages employee resignation process
Transfers
- Transfer employee between branches
- Create new contract for the employee
Reminders
- Set the reminder for different models
- Different types of search options
Dashboard
- Easily Movable with Configurable Size.
- Update Refresh interval for data updates.
- Variety number of charts supported. Tile, Vertical Bar, Horizontal Bar, Pie, Doughnut, Line.
- Enjoy full screen mode for particular charts
CRM
- Manage Leads
- Manage Opportunities
- Efficient Communication
- Reporting
Events
- Manage Organize
- Promote & sell
- Design
Vendor Management
- AMC Details
- Repair Details
- AMC Contracts
Fixed Asset Management
- Asset Details
- Daily – EB Reading Cost Notification