Labels

Popular

Archives

Home | ERP | CRM | Ecommerce | Accounts | Payroll | Project Tracking

Create custom messages for all your transaction documents.

>>Detail
These custom messages can include your business terms.i.e 50% Deposit Required,Quotes are valid for a period of 7 days etc.Custom messages allow you and your customers to trade effectively.You can include your banking details to make doing business with you easy for your customers.In some regions you are required by law to include your terms of service in your transactional documents.









Customize your stationery using the html editor
  • General > Stationery Layouts

  • Making it available to modules

  • HTML Editor





Easily add more template options for printing after processing transactions
  • Stationery listing after processing transactions

  • Browse through to "System", "Transaction Types"
  • Edit the transaction type
  • You can add your own custom layouts and quicker select it as an option

  • A sample POS layout




This article will tell you how to create a campaign.Your marketing department works hand in hand with your  a sales department is to come up with a marketing campaigns.The purpose of a marketing campaign is to develop leads for the sales department. Leads that are generated are associated with a certain campaign and they can be tracked in the future to see how successful the marketing effort was.

Creating Campaigns
 >>Details
        There are a number of steps to creating a campaign effectively.
Creating a Campaign

Select your Campaign Reference,Status and Type of Campaign and the Frequency of the campaign.This can always be changed at a later date by editing it to change the frequency by extending the campaign period.

Targets and Goals of Your Campaign
Fill in your description and the objective of your campaign.What are the goals and targets of your campaign? What do you intend to achieve in the period in which your campaign will run?
Budgeting
Input your targeted impressions,your budget,the actual cost,your expected cost and expected revenue in the period.Assign the campaign to a campaign manager / team leader.

Promotions
 Promotions help you to increase and loyalize your customer base.Your clients and customers become more willing to purchase from you during this periods,increasing revenue and sales.It also builds brand loyalty.

 >>Details 
  • Creating  a promotion entails you filling in  out the basic information in relation to your promotion in the different tabs.
General Tab
  • Enter the frequency, the type of promotion method,the period which the promotion will run as well as the start date and end date of the promotion.
Description Tab
  • Projecting your costs and budget is key to having a successful promotion.
Other Tab




A warehouse  or store might be a different physical  location where you have inventory kept or it might be a supplier warehouse in the case of drop shipping.Your business needs to be able to know the availability of stock at this different locations,allowing you to track inventory at any given time meet the demand for present orders and back orders.

This is a powerful tool that allows you to manage inventory items across multiple locations,warehouses,stores,branches.


Using our Warehouse Transfers feature you can move goods / products between your different warehouses seamlessly.

Perform stock take on all your inventory holdings at all your warehouses ,monitor stock levels for convenient identification of stock items.




Move stock ,goods across your warehouses.Allowing your business to be able to move inventory seamlessly.
Warehouse Transfers
Print out the Warehouse transfer and send it out with your driver or courier and present it at the next location.






Payment Types

Splitting Payment Types

Splitting payments from one customer across multiple invoices.Making balancing the books must easier and posting payments on the customers account.
Splitting Payments
 Making payments to a customer has never been easier,you can select the invoice which to allocate the payment to,the amount and the date the payment was made,the type of payment (Cash,Money Order,Bank deposit etc).


 You can view your Customer History straight from the payments window.Ensure you allocated the amounts to the right invoices etc.

Customer History - Splitting Payments





Creating Points  / Tills

Create points in various location and allocate transactions transaction per agent.




  • Selection is automatic and changeable at point of sale





Our Detailed and Summarised Reports allow you to be able to have a foothold on what's going on in your business.What items to stock,who are your best sales people,getting customer statements all within your grasp.


Customer Listing

View your inventory listing,check stock levels,check stock movements.

Inventory Listing
 View detailed or summarized customer and supplier statements
Customer Statements Summarized
Customer Statements Detailed

Have a quick glance at your business from our dashboard.
Dashboard






The CRM module allows for more than one layout to be printed. Its supports multiple different layouts and copies of that layout when an incident is posted.

For instance, your company may want a limited internal version printed so tools, stock etc can be dispatched. The technician or sales person could have another layout with more information.
  • These layouts will appear the instance the call is logged
  • Additional related options are also listed on the right pane.
    • For instance, you may want to invoice out the customer after logging the call.
    • The invoice will then relate the incident automatically for reporting purposes
    •  Additionally, you may want to simply log another incident


  • You can just as easily email a layout to clients
  • Various formats including pdf are available
    • Image formats allow the client to view the incident without any special software installed


  • This is a sample layout which can be printed or exported to PDFs, Microsoft Excel etc.
    • These layouts are changeable by the "Stationery Layouts" Feature




Without limitations
Buying and Selling





  • Unlimited Invoicing
  • Unlimited Sales
  • Unlimited Purchases
  • Rental Options
  • Customer Control
  • Supplier Control
  • Employees (Beta)
  • Inventory Control





  • Unlimited stock items
  • Groups, Departments
  • Multi Warehousing
  • Bins, Locations
  • Customer Relations





  • Incident Management
  • Cases, Projects
  • Leads
  • Sales Reps
  • Accounting





  • Cashbooks
  • Journals
  • Bank Recons
  • Accountant Access
  • Trial Balance, Balance Sheet

  • Charting
    Simple easy to understand charting features
    Security
    Managing your users will allow better control over business processes. You may want to restrict access to certain information within the system. Read more...


     
    Easy Does It

    Access to information has never been easier from quick drills, enhanced right clicking to common dashboards.Central business centers built from common customer requests and production floor experience.

    You'll find everything faster and a breeze to navigate.

     
    Feature Packed

    Our applications provide tons of features centered around various business models.

    We continuesly work on customer requests sent to our support guys. Provided the feature will enhance our apps and help out fellow businesses then it is probable your request will surface in the next update.

     
    Multilingual

    Closer to home.

    Users can customize the system with a language, currency and tax setting of their choice. Each changeable at any point in time.

     
    Customer Relationship Management (CRM)

    Created high detailed logs from communication with customers, supplies etc.

    Market, track and measure campaigns over multiple channels, such as email, search, social media, telephone and direct mail. Read more...

      Technology







    A Microsoft Sql Server Backup tool automatically or manually backups up your databases for you locally or remotelly. It saves you time and money. 

    MS SQL Server Automatic Backup software  runs scheduled backups.It performs full database backups of SQL Server or SQL Server Express databases (any version), runs file/folder backup, zips , stores them on a local or network location.It can also backup remote/hosted databases.


    The interface is easy to use,you just need to select the database you want to backup,set the scheduled date or time when the backup needs to run daily,weekly.


    Another great tool available to our customers leveraging Infrastructure as a Service (IaaS) services via our partners alongside Platform as a Service (PaaS) and Software as a Service (SaaS). More tools designed to benefit our partners are in development.

    Download Link




    Access to data is critical for certain e-commerce processes to operate at maximum efficiency. Data needs to be available immediately as companies process orders, update details for their client base amongst other tasks.

      We provide :
    • A secure web service needed to access stock levels, histories and other transactions
    • A basic API for dotNet applications
    • A built-in CMS system  for users without programming knowledge
    • A built-in blogging system
    • Processes are in place to allow you to easily import and export certain data

    • Since our system is completely web based, access to data is always immediate
    • Data hungry websites can easily be isolated  if needed
    • Tools are in place to support and drive your ecommerce website





    The system supports a light weight employee management application. The plugins provides minimal payroll support. This feature will be further enhanced over time. Currently the system provides a generic way of processing payroll tasks unlike systems that are specifically built for certain countries.
    • Adding Employees

    • Employee Listing

    • Tracking calls





    A company's chart of accounts is the most important part of any accounting system. Revenues, operating expenses perform various functions such as producing, selling, administrative, financing and/or by company divisions, product lines.

    Determining your chart of accounts may depend on your company's size. Larger companies will need more accounts with multiple breakdowns which may be too complex and unnecessary for smaller companies. Our system supports a default set of accounts which can be easily modified based on your requirements.


    •  Chart of Accounts


    • A sample view of entries made automatically by the system

    • Trial Balance


    • Balance Sheet