You can download the sample Excel file for Bulk Upload
Supplier details may be retained
A detailed description of the purchased items can be obtained.
manage multiple warehouses & warehouse keepers
Complete inventory management
Details about Return Stock are available
Can get details about purchases and payments
Multiple payment options available with credit
Many more features in-built
Sales & POS
POS Sale screen + Normal sale
Many discount options
You can get a draft for the POS Sales and send it by email
Can change the POS sales draft in any way
A credit note can be created and downloaded as a Zip.
Estimates can be made for warehouses
Payment gateway integrations
Recurring Invoice can be made
Details of received payments can be entered and notified by email
Details of new proposals can also be entered
Details about Tax Rates can be entered
Quotations forms and Lists also can be made
Awards given by users show how points were earned
best-selling items can also be obtained
Many more features in-built
Projects
A new project can be started
You can create a team for projects and add members
Easy to manage the project and assign tasks to members
The project manager has the ability to deny access to various layers to team members
The tasks in the Project can be assigned separately to the members
Ability to create and manage relationships between clients and team members
You can download the sample Excel file and enter data quickly using it
Ability to customize project permissions
Bulk Delete can be done
Estimates can be created for the project
Getting a rough idea about the Project's Progress
Tickets
Ability to create and modify tickets
Interactive Dashboard with overall shop details and charts
A priority can be set for tickets
Access permission for tickets can be changed
Tickets are available separately in print, pdf, and excel
Bulk Delete is possible
Tasks
New tasks can be add
permission to Tasks can be changed
You can view the progress of the work
You can download the sample Excel file and enter data quickly
Bulk delete is possible
The task view can be changed to KANBAN and lists
Transactions
A detailed description of expenses can be included
Details for each section can also be entered using Excel
There is a reminder process for spending
The invoice layout is fully customizable
You can download the sample Excel file and enter data quickly using it
Ability to enter details of money transfer from one account to another account
A rough idea can be obtained from graphs about transactions
Transaction report details can be monitored separately
Details of the remaining amount can be observed separately
New accounts can be entered for banking and money
Can manage bank & cash accounts
Attendance
There are Time Logs for arrival
The employee can request to change the arrival time.
Attendance Reports are available section-wise and month-wise separately
The time worked can also be tracked separately in hours and weeks
Employees can mark attendance
Payroll
A Salary Template can be set up
Payments can be set for hours worked
Salary management can be done by department and month
Employee Payrolls can be monitored separately
Payments can be made separately for each department
A Payslip can be generated for each payment
Payroll Summary can be obtained by type and month
Grants of advance salary can be monitored separately
Provident Fund can be monitored each month
Overtime payments can be monitored
Can enter details about the monthly Employee Award
Performance
Indicators can be set for performance
Provision of Technical Competencies can be set according to posts
Employees can be given levels according to their experience
Levels can also be given for Behavioral / Organizational Competencies
Performance Appraisal is available
Performance Report is available monthly separately
Clients
A separate description can be obtained regarding the clients
Their payments and Invoices are included in it
Shows whether the client has arrears to pay
You can leave a note about the client
Can get details about the transactions done with the client
Calendar
The date indicator acts as an Ordinary
Days can be reserved for each task
Shows the work related to the allotted date
Mailbox
Formatted in email format for convenience
You can select the relevant person to send and enter the relevant information or file and send
If you need to send it later, you can save it as a draft
Sent messages can be viewed
Favorite or required messages can be placed in "Favourites"
Deleted messages are stored in the "Trash"
File Manager
Can be used like a file manager on a computer
You can create new folders and manage them
Necessary items, Files can be stored
The stored files can be downloaded easily
Leads
Information can also be added for new leads
Information can also be viewed as a list and KANBAN
Leadership status can be set
You can download the sample Excel file and enter data quickly
The bulk delete can be done
Departments
New Department can be set up
The set Departments can be changed again
Access can be granted for each section
Unnecessary departments can be removed
Office Asset
New stock categories can be added
Existing stock categories can be changed
Items can be entered for new stock categories
Can check the stock history according to the stock category
Individual stock is assignable to employees
A report on assigned stock can be obtained
Stock reports are available by period and category
Leave Management
Employees can apply for leave
The number of days required for leave can be chosen for employees
You can get a report about the leave taken
The applied leave can be checked and approved
Training
Details about recruiters for training can be entered
They can be referred to the concerned department
Announcements
New announcements can be issued
Can choose who to show the Announcements to
Unnecessary Announcements can be deleted
Reports
Reports can be obtained about sales
Invoices Report / Invoices by client / Payments Report / Estimates Report / Estimates by client /Proposals Report / Proposals by client
Reports can be obtained about Transactions
Account Statement / Expense Report / Income Reports / Income Vs Expense / Report by Date / Report by Month / All Income / All Expense / All Transactions
Yes , this is Smart-ERP with On-premise & priavte server will assign for you.
This application build 2 years ago, it has more than 2 solidc customers in srilanka & dubai
Yes, we can provide customized as per your business, we never ask you to align your business with the application instead we do customization to align with your business.
You will have a dedicated server, which will have source code(compiled) & separate Database.
Yeap, we will provide life long support and maintenance.
This is not a multi-tenent application, so it's not SaaS, application will be deployed in cloud or any dedicated server
This is private cloud/ dedicated server. this will hold only your business data