Customer Relationship Management (CRM)

Dashboard

• Elegant dashboard design
• Datewise total sales, purchase, and invoice number
• Datewise Sales vs Profit time-series graph
• Sale vs Purchase pie chart
• Top buying customers by Sales and Profit in the Bar chart

Products

• Manage product list and quantity
• Add new product
• Edit, delete & view products, category, brand
• Category-wise product manage
• Brand-wise product manage
• New Category, Sub Category create
• New Brand create

Purchases

• Make invoice with auto calculation
• View the purchase invoice and history of payments
• Make payment to the due invoice
• View datewise total purchase invoice, amount, due, and paid
• On purchase, Inventory products will be updated

Purchases Returns

• Return products of any purchase invoice
• On return payment and stock will be auto-adjusted

Sales

• Generate sale invoice against any customer
• View the sales invoice and history of payments
• Receive payment to the due invoice
• View datewise total sale invoice, amount, due, paid, and profit

Sales Returns

• Return products of any sale invoice
• On return payment and stock will be auto-adjusted

Suppliers

• Manage all supplier
• Add, edit, delete & view suppliers
• View all purchase invoices of a single supplier
• Manage supplier’s due and other records

Customers

• Manage all customer
• Add, edit, delete & view customer
• View all purchase invoices of a single supplier
• Manage customer’s due and other records

HR Manage

• Add, edit, delete & view users, assign roles
• Add, edit, delete & view customers, and suppliers
• Create new Designation and assign it to your staff
• Fully dynamic Permission and Role management
• Level of access control

Accounting

• General Ledger (all transactions)
• Individual ledger (accounts wise transactions)
• Trial Balance
• Balance Sheet
• Income Statement (Profit and Loss report)

Reports

• All transaction history with datewise pagination
• Total datewise sales and profit
• Total datewise purchase
• Customers, suppliers, due, top-buying-customers

PWA

• PWA – mobile app available on both Android and iOS
• Pagination in all table view
• Datewise data view in table

Other Features

• Barcode Generation, printing, and scanning
• Dynamic Invoice Header, Footer data edit
• Bulk CSV data upload
• Download data as CSV
• Product Search
• and many more…