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ERP System

ERP is the most competent utility tool to help you manage every aspect of Account, HRM, CRM, and Project with the utmost ease. It’s difficult to manage various tools for varying business purposes.

• Dashboard: ERP has the most comprehensive dashboard with all the essential details under one head. We all can agree that dashboards have made our lives easier. Well, from every minute detail like total Clients, Users, Invoices, Projects, and estimations to Leads, Deals, and items, you can get quantitative data in the most simple layout. You get an overview of Estimates, Invoices, top-due Payments, Projects, and Tasks to take timely actions. Get a reminder of meeting Schedules, Expiring Contracts, Weekly Events, and new clients as you scroll down. Lastly, a Pie Chart can help you understand various project statuses. In short, every activity of your business can be handled through this useful tool.
• Manage Staff: Manage your Employee and Client’s personal as well as company details through easy-to-create options. You can edit and manage the information and status at your convenience. You can search for staff through easy filter options based on department and designation.
• Assign roles to each staff: Our multi-user accounting tool allows you to assign roles to each of your staff. By managing their permissions gain control over their access to certain parameters.
• Employee Management: Through a detailed HR section, you can manage Attendance, Bulk Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company Policies. Create, Edit, and Filter at your convenience. You get a detailed understanding of each aspect of the employee. You can also manage Awards, Transfers, Promotions, Complaints, and many such HR aspects of employees with easy tabs. The training and Performance of each employee can be planned, handled, and taken care of with ERP.
• Payroll: With the help of the Payroll module, the set salary feature will help you to set the salary of your employees, particularly under various different heads set by you. Also, with the payslip feature, you can generate bulk payments.
• Customer/ Vendor Statement Report: With the help of this Module, you can review the filtered particulars of that customer/ vendor for a certain period. This statement report includes the start and end dates, order details, and payment details along with the transaction history with the customer/ vendor.
• Email Templates: The email templates feature enables the user to choose from pre-defined and individualized email layouts rather than creating an entirely new email each time. Additionally, this provides readiness, uniformity of drafts, accessibility, and reduced effort required to draft the same email repeatedly. These templates can be created according to various needs.

• Managing Items: Add items and assign Categories, Purchases, Sales Prices, Taxes, Units, and Product types to them. Conclusively, everything you would want to keep a tab on.
• Double Entry for Accounting: The Double Entry module within ERP is the cornerstone of robust financial management, comprising six crucial columns. The “Chart of Accounts” column lays the foundation, offering a comprehensive view of account details, including codes, names, types, journal and transaction balances, and status. “Journal Account” records specific transaction details, while the “Ledger Summary” column provides historical snapshots of account balances. The “Balance Sheet” column facilitates the creation of this vital financial statement. Additionally, the “Profit and Loss” section generates income statements, and the “Trial Balance” ensures the accuracy of the entire accounting system by reconciling debit and credit balances. This empowers organizations to maintain precise financial records, track transactions, and produce essential financial reports, fostering transparency, compliance, and informed decision-making.
• Sales Management: Manage various aspects of sales like sending Invoices, making Payments, managing Expenses, and Credit Notes in a single tool. You can create new invoices and edit existing ones. Add new products and receipts to existing Invoices, edit Payments and Products. Resend the Invoices, send the payment reminders, and print the Invoices simply through a click. Similarly, you can manage Payments, Expenses, and Credit Notes with the utmost ease.
• Budget Planner: A budget is a financial plan for a specified period to keep in check with the working capital. This feature here helps to maintain the capital flow. You can set monthly, quarterly, half-yearly, or yearly budgets according to your business plans and needs. The main categories are “Income” and “Expense” where one can edit /update /delete the sub-categories as well.
• Contracts: Never miss a contract date from now on. Manage your contracts with utmost ease by assigning Start and Due Dates along with Contract Type, Value, Client, and a Description if required.
• Events and Notice Board: Assign Employees and Departments to each event reminder. Create Events and add Descriptions to always keep a tab. Create and Issue a notice to Users, Clients, or Employees.
• Reports: Management shall go to waste if its result cannot be seen in reports. You can get a detailed report in the form of Graphs for Tasks, Time Logs, Financial Details, and Incomes/ Expenses. You can filter and search for reports for a specific time. Also get a detailed report of Leaves, Estimates, Invoices, and many similar aspects.
• Business Settings: Manage business and company settings. Customize your system settings and print settings for Invoices and estimates. Also, manage the pusher settings.