• Defining Product Hierarchy / Classification (Dept., Sub Dept., Category, Subcategory)
• Setting up Inventory for new Location or Store
• Recalculating Item quantities for any discrepancy
• Deleting Expired-Item batch for expiry items (automatically) after manual reporting
• Defining barcode configuration or barcode design for Item Barcode Label Printing

• Setting up Customer Control for managing module.
• Defining Customer Categories
• **Defining Loyalty Points

• Setting up POS Control for managing module.
• Creating Various Stores, Pay-codes, Registers, and Store Authorizations etc.
• POS Register Hardware Configuration (Printer, Scanner, Pole Display, Scale, etc.)
• Creating A/R Pay-codes
• Defining POS screen Look and Feel (Color and themes)

• Setting up Purchase Control for managing module.
• Defining Currency Codes
• Defining Terms Code

• Setting up Accounting for managing module.
• Chart of Accounts and Registered Accounts
• Authorized Payment codes
• Authorized Transaction branches

Complete Chart of Accounts and Accounting tree would guide you to pick the specific Account Code. User defined Segmentation shall allow the user to maintain multiple cost centers and profit centers like branches, warehouses, and sales stores. Accounts can be created for a specific Store or all Stores or branches. The control Accounts would act as a pipeline for the integration of different company operations. Ledger reporting is based on Group or Single Account Entity. Reporting can be based on posting date or transaction date. The Tree Mode for accounts is displayed in the form of Category or specific branches or entities. Accounts Payable and Accounts Receivable is tightly integrated with Purchasing and Sales respectively. Audit trail reports are available for the user to acknowledge the transaction before approval or posting. System provides user to enter various vouchers like Journal, Cash, Bank, A/P, A/R, Cr/Dr. Notes, and BRS etc.

• Financial Accounting Structure and Setup
• Financial Year and Financial Periods Controls
• Chart of Account Formation and Tree View up to three layers (Group / Category / and sub Category)
• Registered Account Codes, Cost Allocation and Other Allocation Groups
• User Access to Accounting System and authorization of the users for approving and posting vouchers
• Work Flow approval system and Edit List before voucher posting

• General Ledger / Journal Voucher
• Bank Voucher
• Cash Voucher
• Ledger Views and analytics with changed figures during financial periods
• Accounts Payable
• Work Flow approval system and Edit List before voucher posting
• Accounts Payable Voucher
• Ageing Analysis and Vendor Immediate Payable
• Open Item Apply, Credit / Debit Note Apply, Check, PDC, Bank Transfer Payments
• Hold Voucher, Print Check, Check Reporting, and Posting
• History and Vendor Payment Analytics
• Accounts Receivable
• Accounts Receivable from Customers
• Ageing Analysis and Customer Immediate Receipts.
• Open Item Apply, Credit / Debit Note Apply, Check, PDC Receipts, Bank Transfer Payments
• Check Reporting and check Clearance, Posting
• History and Customer Payment Analytics
• Financial Reports, Analytics, Voucher History, and Audit Trails.

Materials Management is a method for planning, organizing, and controlling the activities that are related to the flow of materials in a company. Materials management is a core function of supply chain management, involving the strategy and execution of supply chains to meet the material requirements of a company or organization. System shall provide simple yet versatile management for Warehouse and Inventory. The warehouse can be organized into different locations and aisles. Stock can be organized in specific locations. System allows the user to print shelf labels and item labels. Managing product, product hierarchy, stock, movement, and other activities are very vital for better productivity.

• Comprehensive Item master / Product detail for Normal tracking.
• Average Costing Method and Accounting Integration.
• Four Product hierarchy (Classification of product up to four level).
• Three basic Stocking Unit.
• Multiple Item Barcode for each Stocking Unit.
• Multi-Location Stock Management.
• Multi-Price at different location. Each location can have their own Price for the product.
• Item discount ceiling for each item, to stop margin overrides.
• Random Weight Item (for weight Item).
• Creating Suppliers for Purchase Activities.
• Expiry Item and comprehensive Expiry date management.
• Unlimited number of images for each Product/Item.

• Product Master Report
• Stock Listing / Inventory
• Vendors
• Kit Items
• Kit Management Assemble and Dis-Assemble
• Item / Inventory History
• Price List
• Inventory Transfer

• Generating Sale Prices, Discounts, Markups, and Markdowns.
• Item Price changing Item Barcode for stocking units
• Kit Inventory - Assemble Parent Item from child Item and Dis-Assemble.
• BOQ reporting for assembling certain parent items.
• Inventory / Stock Adjustment (Negative and Positive).
• Edit List before posting the Stock adjustment for G/L Distribution reporting.
• Automate adjustment transaction through data Import using Hand Held devices.
• Inventory / Stock Transfer from one Location/Store to another Location/Store.
• Edit List before posting the Stock Transfer for G/L Distribution reporting.
• Automate Stock Transfer through data Import using Hand Held devices.
• Inventory / Stock Counts (Physical Count).
• Edit List before posting the Stock Counts for G/L Distribution reporting.
• Automate Stock Count Transaction through data Import using Hand Held devices.
• Make P.O and Receiving using Hand-held Devices.

Purchasing and Vendor management allows the user to have a control on Vendors and the Purchasing made in the company. It allows the manager to decide, who to buy from and what to buy. It also recommends the quantity to be purchased based in Reorder Level or Economic Order Level. One item can have multiple vendors where it can be purchased from. Each Vendor can have their own Purchasing Terms. Vendors are mapped to cost center so that the payable is integrated to the related branch or store. Users are allowed to create indents for purchasing or direct requisitions. Each indent can be approved for Purchase Request, Quotation or Purchase Order. The quotation can be floated to multiple vendors for an RFP. The requisition can also be approved as Purchase Order directly without creating any RPP. The Purchase Order can have multiple GRN. Each GRN can include over-head cost like freight, labor, handling, customs etc.

The charges are in local currencies and are absorbed in the cost of purchasing so that proper landed cost can be calculated. The system works on average cost method. The GRN posting are directly integrated with Financials so that whenever a GRN is posted, respective Purchase invoice is made. In case of vendors providing services and not product, a user can enter purchase invoice directly in the system.

• Creating Vendors / Suppliers
• Payment Terms and Accounting Integration
• Purchase Request
• Purchase Order and Purchase Return (RTV)
• Goods Receipt Notes and Purchase Invoice
• Calling item at PO using Item code or scanning Barcode.
• Multiple Stocking unit purchasing.
• Edit List before posting the P.O or P.R for G/L Distribution reporting
• P.O or P.R using Hand Held devices
• Expiry Item and comprehensive Expiry date management
• Designing user defined Purchase Orders and Returns Forms for printing.

• Open Purchase Requests
• Closed Purchase Orders or Purchase Returns
• Purchase Analysis using Item Departments, Vendors, Items, etc.
• Purchase history by Item and PO or By PO and Item

Sales management is basically targeted to cater all trading sales activities of the company. It comprises product and service invoices. It includes setting up of the sales stores and mapping it to a profit center. Once the mapping is done, the store is attached to a branch of the organization. All the sales made in the store is integrated in the branch during financial Reporting. The system allows user to manage customer and the price offering for the products to the customers. The pricing would be for Whole-sale, Retail, or Web-Store. It provides a comprehensive historical analysis of sales for managing stock.

The Sales Order management comprises a process of creating Customers, approving Customers, Receiving the quote from Customers, RFP in response to the quote, approval of quotes, Converting quote into sales order or sales invoices. There can be multiple delivery within the same order. The system supports blanket orders and multiple delivery notes. Each delivery note is integrated with inventory so that the stock can be issued based on the delivery note. Once the delivery is made to the customer, invoice is generated and posted in Financials. If the invoice is settled in credit, the system would integrate the customer sales in Accounts Receivable. This would allow the user to generate customer statement, aging analysis, and payment due reports. Customer historical transactions are tracked to analyze the pricing and the volume of quantity purchased. The system alerts the users of the customers gets inactive or the volume sales of the customer comes down. The system record the last sales date to understand the inactive customers.

Retailing is the key to making quick business and faster return on the investment. The Point of Sales activities must be controlled on the shopfloor in order to enable faster sales operation. The long ques in the retail store must be checked out as fast as possible. System enables Barcode scanning for the faster checkouts. The user can simply scan the Barcode and system does rest of the job for the user. The core of the POS is the product, units, pricing, promotions, and customer loyalty. The system allows the user to maintain all of them. Each product can have multiple units. Each unit can have multiple Barcode for faster checkout at counter.

Pricing is based on product, units, and the POS stores. Promotion for POS sales can be defined at specific store or all stores. It can include all items of the store or selective items of the store. Promotions like Discount promotion, volume purchased, sales date period, Sub Total Discount on Sales, Coupon etc. are provided to the users. There is a discount ceiling based on user. Authorities like Void invoices, sales Return, price override is checked. POS system is integrated to hardware devices.

• Defining Various POS Store / Retail Outlets
• Defining number of cash registers / tills available in each store
• Defining POS retail Pay-codes to settle POS transaction like Cash, Visa, USD, UKP, INR
• Multicurrency at POS checkouts
• Enabling A/R option through normal POS sales
• Supports various Hardware & Accessions like Pole Display, Cash drawer, Scanners etc.
• Configuring POS hardware in a POS Register at various ports.
• User defined Sales Receipts / Invoices for sales

• Opening Sales at Store, Making POS Tickets, Holds, Hold-Recall
• Changing Quantity / Quantity Overrides
• Price Overrides through authorizations and permissions
• Discounts; Line Item and Ticket Discounts
• Voids; through authorizations and permissions
• Searching Item/Product in POS screen using look-up screen
• Settlement of POS ticket using various pay-codes
• Applying item discounts automatically / manually at POS
• Applying Customer Discount automatically from Customer Setups.
• Applying maximum User discount ceiling at POS screen. (stops discount overrides)
• Sales and Sale Return/Exchange in single window
• Item Images concurrent on every scan of the item.
• Item Zooms / Views at POS screen
• Expiry Item and comprehensive Expiry date management
• Changing Customers at POS screen
• Using Manager Authorization and Overrides (Enabling and Disabling)
• No Sale (Tracking, Printing and validating)
• Using Pay-in and Pay-out of cash at POS (Tracking, Printing and validating)
• View Customers database at POS
• Cash receipt and receiving A/R payment at POS screen
• Multiple barcodes for POS transaction defined in Item master
• Random weight indicator to weighing items and scanning weighing items
• Locking / Unlocking register
• Processing Cash Register for End Of Day activities
• Printing various journals / X-Tape reports for validations of POS sales
• Shortages and Over amount tracking while closing
• Exceptional Listings like Voids, Discounts, and Refunds etc.
• Performing End Of Day and sales-batch preparation that will be imported at HO

Working with customers can be a challenging task. Keeping up with contacts, correctly diagnosing problems and ensuring satisfaction as well as positive interactions can feel like the weight of the world on the shoulders of your customer relations team. Customer relationship management can carry a lot of that workload for business and sales processes. The CRM solution opens amazing opportunities for small businesses and large enterprises alike to thrive. It allows ease of business so that the business need to expertly manage prospects and existing customers with great care. Campaign management features allow you to manage your entire sales campaign from a single UI. Contact management allows users to segment the contacts into groups to organize and better cater to them.

With this CRM capability, you’ll be able to gather crucial customer data and bolster your marketing strategies when introducing new products. It also improves the personalization of all contacts with customers, making them feel important and catered to. Sales Team and Customer Opportunity Management quantify the opportunities that your sales team has with customers. Referred to as lead scoring, it allows users to identify the customers that are most likely to convert. This helps streamline sales/marketing teams, improve efficiency, and optimize your business.

Lead Management for Determining High-Quality Leads. This feature allows business to determine the best customers to follow up with based upon demographic and psychographic factors. Like lead scoring, it improves the efficiency and productivity of your sales team by helping them focus on the right leads at the right time. Reports and Dashboards supports the business intelligence tools. Users can view statistics in a highly visual, engaging perspective using customized reports and dashboards. They offer real-time data updates and a platform that can be accessed from various portals, improving ease of access for a variety of personnel. Management can use these reports to make data-driven decisions. Sales analytics is the most valuable features of our CRM. Users can create better sales campaigns in the future by analyzing the hard data of past campaigns. System also supports mobile version to have information-on-go.