SALES TEAM DAILY ACTIVITY MODULE
Sales Team Management module helps sales team to plan, prioritize daily activities such as calls, followups & Visits. The module consists of Activity Screen, Due Date, Time, Email/SMS Reminders, Activity Completion Notes.
MAKE QUOTATION MODULE
The Quotation module is an efficient module designed to create quotations for single customers, or to create larger quotations for campaigns etc, that can automatically be sent to a selection of your registered customers. If the quotations generate sales, you can easily transfer them to the Sales/Invoicing module and follow them through to invoicing and delivery.
ORDER ACCEPTANCE MODULE
Once a quote has been accepted you can easily transfer the quotation to order by using the Transfer button. The system will create an order for you, saving you having to enter the information again. In the company settings, you can choose to create a PDF copy of the quotation documents which can be linked to the order which is created and can be viewed from there.
As a seller/supplier, a proforma invoice is what you send to your buyer for the purpose of committing to the sale. If you need to send a proforma invoice, Proforma invoicing gives project managers a second level of approval before they create invoices for customers.
Invoices Modile helps you create and send your receipts in a few clicks. Track the status of your invoices and payments so you can know what is your cashflow and what incomings you expect.Email invoices directly from the application to the customer’s email.
DISPATCH / LOGISTICS MODULE
Dispatch Management Software. Without a doubt Dispatch Management module is one of the most important modules of a fleet management software.
SET SALES TARGET MODULE
In this module, you will learn about:How to set a sales target by Week, Period, Month or YearSetting Sales Goals To set a sales goal you will need to navigate to.
The financial module is the core of many ERP software systems. It gathers financial data from various functional departments and generates valuable financial reports. Reports such as general ledger, trial balance, balance sheet, and quarterly financial statements.
INVENTORY STOCK MODULE
The Stock or Inventory module in ERP Next helps you to.
- Maintain details of your products and warehouses.
- Track receipt, transfer and delivery of the products.
- Optimize stock levels by providing real-time information via reports.
- Provide valuation of each product.
- The Stock module is tightly integrated with Purchase, Manufacturing and Accounting modules.
SUPPLIER (PRINCIPLE) ORDER MODULE
The Purchase module provides an easy way for businesses to order and purchase products for use in production and for sale. The Purchase module enables you to start your inventory management process.
Cloud Based Hosting
Cloud hosting makes applications and websites accessible using cloud resources. Unlike traditional hosting, solutions are not deployed on a single server.
Internet IP level working / security
Data origin authentication—identifying who sent the data. It provides data integrity
Best interface designs
Preview on Desktop and mobile. Smart canvas navigation. Interactive prototypes. Mac and Windows.
Easy Data Entry Forms
Your forms are seamlessly and also easily integrated with your website, CRM or even with any HTML editor.
Multi User Activation
You can add multiple user records for the same set of security roles by using the Add ... In the Confirm User Activation message, select Activate.
Multiple Branch / Location
You can create Multiple branches for each business location you’re operating from. For each branch, you can assign a primary contact. You can also get an overview of each branch’s performance as a whole right from the dashboard.
CRM hosted on one domain
Maintain a centralized database across your sales org. Manage all communication and interactions with prospects. Be reminded to follow up with prospects. Scale your sales processes over time. Ensure team communication is facilitated. Make administrative tasks efficient
Strict authorization policy implementation
The authorization includes the execution rules that determine which ... such that access control functionality is designed and implemented in a consistent manner.
All excel file generation module wise, segment wise for financial years
This help's your organization for offline work
Daily Data Backup Facility (Auto email set)
Backup is the process of creating a copy of the data on your system that you use for recovery in case your original data is lost or corrupted. You can also use backup to recover copies of older files if you have deleted them from your system.
User defined multiple reports
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Increases the productivity of technicians on the move. Actively manage business growth. Decrease your dependence on service provider.
Mobile Friendly or responsive to all gadgets
It is all about mobiles and tabs these days anyway. ... There will be one amongst a multitude of people who do not make use of these gizmos and gadgets for leisure browsing!
Email Alerts - SMS Integration with every module, with few initial free SMS.
Significant or critical data changes can be immediately recognised and then extracted to notify the relevant person or department via email or SMS. This help to improve efficiency of organization.