Different Workflow Methods For The Purchasing Unit

          You can enter the purchasing unit in different ways to suit the way your organization works, or use a group of methods at the same time. For example You can start with purchase requests , then supplier offers, then create a Purchase Order (PO) , then receive the goods (GRN), then invoicing Meanwhile, you can start from purchase orders directly , Purchase Order (PO), then a receival note (GRN) and then a Supplier Invoice . Meanwhile, you can start direct invoicing so that the electronic system creates purchase and receipt orders automatically If you do a Direct Supplier Invoice, all these stages will be performed in the background.

 Vendor Management

          Simplify sourcing: Build and maintain a centralized database of qualified vendors, streamlining the process of finding and selecting the best suppliers for your needs.

 Purchase Order Management

          Effortless ordering: Create, track, and manage purchase orders efficiently, ensuring timely deliveries and accurate cost control.

 Purchased Goods Receiving

          The warehouse administrator can receive the goods on the purchase order from the Receive button next to the purchase order. He can also return from the same button by changing the transaction type to return.

 Supplier Relationship Management (SRM)

          Forge stronger partnerships: Foster positive relationships with your suppliers through collaborative communication, improved transparency, and streamlined processes.

 Budgeting And Cost Control

          Stay within budget: Set purchasing budgets and track expenses meticulously, ensuring you stay on track and maximize return on investment.

 Procurement Analytics

          Gain valuable insights: Analyze your purchasing data to identify trends, optimize spending patterns, and make data-driven decisions for cost savings and improved efficiency.

 Electronic Data Interchange (EDI)

          Automate and streamline: Automate communication and data exchange with your suppliers electronically, eliminating manual processes and reducing errors.

 Requisition Management

          Streamline internal requests: Efficiently manage internal requests for materials or services, ensuring transparency and timely fulfillment.

 Supplier Portal

          Empower your partners: Provide your suppliers with a secure self-service portal, allowing them to track orders, submit invoices, and access relevant information, fostering better collaboration.

 Compliance And Risk Management

          Mitigate risks: Reduce risks associated with non-compliance by ensuring your procurement processes adhere to regulations and internal policies.

 Contract Management

          Streamlined agreements: Create, manage, and track contracts with vendors electronically, ensuring smooth collaboration and adherence to agreed-upon terms.

 Invoice Management

          Effortless processing: Automate invoice processing, from receipt to approval and payment, ensuring timely payments and accurate financial records.

 Simple Direct Invoice

          You can skip purchase orders and create an invoice directly, as the electronic system will automatically create the purchase and receipt order. This will be particularly useful in the case of purchases made quickly without a purchasing department. It will also be useful in institutions that do not have a purchasing department or warehouses.

 Audit Trail And Document Management

          Store And Manage Purchasing Documents Electronically For Easy Access And Retrieval.

 Purchase Tenders

          Establishing purchase tenders, compare propositions. Choose the best offer and send purchase orders easily

 Inventory Control

          Take control: Gain complete visibility of your stock levels, locations, and movement in real-time. Say goodbye to stockouts and excess inventory, leading to reduced costs and increased efficiency.

 Stock Transactions

          Track every move: Effortlessly record and monitor every stock transaction, from purchase to sale, ensuring accurate inventory data and streamlined accounting.

 Stock Valuation

          Know your worth: Always have accurate insights into the value of your inventory, empowering you to make informed decisions for cost optimization and profit maximization.

 Pricing And Discounts

          Set strategic prices: Easily manage and fine-tune your pricing strategies, including offering targeted discounts, to optimize sales and profitability.

 Reorder And Stock Alerts

          Never be caught off guard: Receive automated notifications when stock levels reach predefined thresholds, ensuring you have enough inventory to meet demand and avoid stockouts.

 Batch And Serial Number Tracking

          Traceability at your fingertips: Track individual items or groups of products throughout your entire supply chain, enhancing quality control, product recalls, and customer satisfaction.

 Inventory Reports

          Data-driven insights: Generate comprehensive reports on your inventory performance, identify trends, and make informed decisions on procurement, pricing, and resource allocation.

 Integration With Other Modules

          Seamless collaboration: Integrate your inventory control with other modules like sales, purchasing, and accounting for a unified and efficient system, eliminating data silos and errors.

 Barcoding And RFID Integration

          Automate and streamline: Enhance data accuracy and efficiency by integrating barcode scanners and Radio Frequency Identification (RFID) technology to automate inventory processes.

 Stock Movement Workflow

          Streamline your operations: Define and automate workflows for various stock movements, such as receiving, picking, packing, and shipping, leading to increased efficiency and reduced errors.

 Material Issue Control

          Tighten your grip: Control the issuance of materials for production or other purposes, ensuring proper usage and preventing unauthorized access, optimizing resource utilization and cost control.

 Full Sales Cycle

          starting from departments purchasing requests , Purchase Quotation Requests , Purchase Quotations , Purchasing Orders , Goods Received Notes , Suppliers Invoices , Suppliers Payments

 Full Integration with Accounting and Inventory

          Fully Automated Integration with Accounting and Inventory Modules according to predefined Rules and Setup

 Keep Track of Customers Accounts

          Ease of tracking Customers accounts through one screen with smart notifications from the app

 sell anywhere

          You are not limited to sell on premise ,You Can sell anywhere using your tablet or Mobile device .

 managing recurring invoices

          Easily Track recurring invoices , and re issue new invoice with just one click

 Automate Payments terms

          auto schedule of customers payments based on predefined setup

 Multiple Payment methods

          Cash, checks, and credit card payment methods are available.

 Online Payments

          Integration with banks API ,to allow you receive online payments with ( Credit Cards , Visa , etc )

 Cash flows

          Monitor cash register adjustments and easily verify cash contents at the end of the day.

 Shipping Costs Management

          Compute shipping costs

 Multiple Pricelists

          define multiple Pricelists and link it to customers , with the ability to compute prices automatically based on predefined rules

 Setup GST/VAT on Customer and Items basis.

          Setup GST/VAT can be selected on Customer and Items basis.

 Cashier accounts

          Manage multiple cashier accounts and secure them with badges or pin codes.

 Credit Notes

          Credit notes are used by sales to correct previously issued invoice(s) to reduce the amount the receiver needs to pay. Credit note amounts cannot exceed amounts of the invoice lines issued previously.

 Price Lists

 Point Of Sale

          User Friendly Point of sales with just few simple clicks

 Full Manufacturing Process

          Manufacturing orders , Work Orders , Bill of Materials , Workcenters

 Master Production Schedule (MPS)

          Plan and schedule production activities based on forecasted demand and resource availability.

 Schedule & Plan manufacturing

          Get a clear view on your whole planning and easily reschedule manufacturing.

 bills of materials

          Prepare bills of materials, Work Center inquiries and Work Order entries

 production and simple assembling features

          Feasibility of adding advanced production and simple assembling features

 Workcenter Capacity

          schedule your work at each workcenter, based on their OEE and capacity.

 Control Points

          Automatically trigger quality checks for the manufacturing department.

 Work center portal

          allow workcenters to have specific portal to update process

 Finite Scheduling

          Schedule production considering machine capacity, labor availability, and lead times for materials.

 Advanced Planning And Scheduling (APS)

          optimize production schedules based on real-time data and constraints

 Full Accounting Setup

          Control Chart of accounts and Open general ledger accounts, account classes and groups

 Financial Budget

          - Measure your actual financial performance against the planned one - Track your planned expenses monthly and yearly.

 Closes the fiscal year and brings forward retained earnings

          Closes the fiscal year controling all system transactions

 Multiple Accounting Dimensions

          Multiple level of Dimensions could be: Departments, Cost Centres or Projects

 Legal Statements

          Profit & Loss , Cash flow statement , General ledger , Advanced Taxes Management , Consolidated Journal Report , Balance Sheet , Tax reports , Country-specific statements , Tax Audit Report

 Aged receivable balance

          The receivable report gives you a clear overview of overdue payments.

 customer statements

          Get clear reports on customer statements and navigate easily through the documents to understand every customer use case.

 Forecast expenses

          Get a clear forecast of your future bills to pay.

 outstanding payments

          Get partial and full reconciliation proposition directly from the invoice or the bank statement.

 Multi Branches

          Get all your subbranches integrated in the same system with consolidation reports in real time.

 Multi-currency support

          Get your currencies rate updated automatically every day.

 cost accounts

          your analytic accounts based on projects, contracts, departments

 Subscriptions

          Manage subscription and Automate recurring invoices, payments and renewal alerts.

 Subscriptions Renewal alerts

          get automated alerts when contracts have to be renewed.

 Deposits and payments management

          Support multiple payments for one invoice, cash discounts, advance invoice and partial reconciliations.

 Cash flows

          Monitor cash register adjustments and easily verify cash contents at the end of the day.

 Automated follow-ups

          follow-ups by emails,letters and assign tasks automatically to ease your credit collection process

 Automate Payments terms

          auto schedule of customers payments based on predefined setup

 Multiple Payment methods

          Cash, checks, and credit card payment methods are available.

 Online Payments

          Integration with banks API ,to allow you receive online payments with ( Credit Cards , Visa , etc )

 Bank Reconciliation

          Prepare bank accounts reconciliation : Get reconciliation propositions automatically , Interface for manual reconciliations, for both open and paid invoices.

 Bank Account Management

          Effortlessly manage your finances: Gain complete control over your bank accounts, track transactions, reconcile statements, and automate recurring payments, saving you time and ensuring financial accuracy.

 Cash Management

          Optimize your cash flow: Streamline your cash management processes, monitor cash inflows and outflows, and make informed decisions about your cash reserves, ensuring your business has the liquidity it needs to thrive.

 Payment Processing

          Simplify and secure your payment processing: Accept and manage payments efficiently through various channels, including online payments, credit cards, and bank transfers, with robust security measures to protect your financial data.

 Reporting And Analytics

 Setup GST/VAT on Customer and Items basis.

          Setup GST/VAT can be selected on Customer and Items basis.

 Easily maintain employees data

          From One page , easily update and extract all employees data in just few clicks.

 Organization Chart

          Setup , draw and customize you organization chart , to easily link employees to your particular organization chart ( Departments , Sectors , Sections ,work locations , etcetera )

 Employee Contracts

          Keep Track of employees Contracts and get alert of renewal dates

 Employees Documents

          Keep track employees delivery of documents

 Employees Locations on Map

          Set employee location on map , to display all employees address visually on map .

 Calculate age of retirement automatically

          Calculate age of retirement automatically based on date of birth

 Staff Announcements

          Set Announcements to all or some employees to see the announcement every time they visit the app

 Bulk Messaging

          Send Bulk ( Notification , SMS , Email ) Message to group of employees in just one click

 Employees File digital Archiving

          Easily upload employee digital files

 Report Designer

          easily Design any data or statistics report , even if you don't have any design skills

 Employee Portal

          Allow employee to display attendance sheet and some payroll slip components . also employee can submit leave application request from his portal .

 Employee Requests to Change Data

          Allow the employee to send an online change request for his data , and approve only verified data .

 Employee Exit management

          track the cycle of employee leaving , exit interview , reasons and collect feedback

 Employees Investigations

          Keep Track of Employees investigations and its Consequences

 Control Of Timetables

          Timetables Management in time basis or shift bases - One of power of system is shift timetables which can handle employees does not have fixed attend and leave time. - Set rules of employees , late and leaving early and overtime .

 Attendance Machines integration

          Grab attendance logs from attendance machines directly in just one click , also set predefined times to get attendance logs from Attendance Machines automatically .

 Online leave requests

          Allow employees to submit leave requests Online and go through predefined leave approving cycle steps

 Automate Leave Approving Cycles

          You can define how leave requests will go through workflow to be approved.

 Automate Leave Application Validation

          Setup the rules of maximum and minimum numbers and durations that employees allowed to get his leave for each leave type.

 Holiday Lists

          Create List of holidays to effect all attached employees with just one click

 Import Attendance Logs

          Import attendance sheets with just few clicks

 Add attendance manually for group of employees

          Can choose group of employees according to departments , sections ... etc . then assign attend or leave time.

 Employees Leave Types setup and limitations Setup

          Setup and Customize Leave Types and its effect s and its uses limitations with fixed limitations and balance limitation .

 Attendance Sheets And Reports

 Sales Men Provision Integration

          Add sales men Provisions directly to your formula calculation

 Multiple Payroll Salary Structures

          Register Multiple Salary Structure with different rules and calculation methods

 Multiple Register For The Employee In Many Structures

          the ability to register the employee any different structures in the same time

 Automate payroll components calculation

          Write the formula of calculation,and easily use the custom components code inside it , and easily write conditions formulas of calculations

 Payroll and Attendance Integration

          Easily use simple codes to retrieve attendance calculations inside your formula calculations

 Payroll Salary Components

          Setup And Customize salary names and codes and defined which is it calculated or fixed or temporal

 Temporal Components

          Temporal Components means components that assigned for employee in specific period ,to be applied to the employee in the approved period that have this assigned components

 Employees Loans

          Easily register Employees Loans and use in inside your calculations formula

 Payroll Approve Cycle

          Automate the cycle of approving payroll structures

 Salary Adjustment

          Easily increase all structure employees salaries in a percentage or value , and keep track of each employee's adjustments

 Full Payroll Reports

          Print and Extract payroll sheet , total payroll sheets and all employees salary slips and more in just one click .

 Full Recruitment Cycle

          Starting from job request , recruitment plans validation , job opening , job applicants and comparing applicants .

 recruitment plan

          Prepare departments recruitment plans .

 Automate Department Job Request Approving Cycle

          Allow Departments to request job online using the app and setup an approving cycle to go through .

 Open Online Job Vacancies

          Open and close job vacancies to submitted online

 Applicants Interview

          Schedule Multiple Interviews Types per Opening jobs , and allow interviewers to submit the results online via the app

 Job Applicants Skills Matrix

          app auto generate skills matrix between job required skills and applicants skills , ans system calculate automatically skills average to easily compare and choose between job applicants

 Send Offer Letters Via the App

          Send Offer Letters of the Applicants Via the App by email

 Automate Acceptance Approval

          Setup Approving Cycle to accept job applicants

 Employees Appraisals KPI's

          Setup Appraisals KPI's , to get real statistics and factors for employees appraisal

 Publish Employees Appraisals Online

          Publish Appraisal Online for head of departments and employees to submit the question online and to get Appraisals report with just few clicks

 Schedule Employees Trainings

          Schedule Employees Trainings and list attendees list

 Employees Training Attendance

          Take Employees Training Attendance , and get training feedbacks and recommendations

 Customer Relationship Management

          Centralized customer data: Consolidate all customer information in one central location, including contact details, interaction history, and purchase behavior. Enhanced communication: Foster stronger relationships with your customers by facilitating personalized and effective communication through various channels.

 Sales Pipeline Management

          Track and manage your sales pipeline: Visualize your sales process, track the progress of leads and opportunities, and identify potential bottlenecks for improved conversion rates. Automated follow-up: Automate tasks like email follow-ups and reminders to ensure timely engagement with potential customers and maximize sales opportunities.

  Marketing Automation

          Targeted campaigns: Design and launch targeted marketing campaigns based on customer data and preferences, leading to increased engagement and ROI. Automated workflows: Automate marketing tasks like email marketing, social media posting, and lead nurturing to save time and resources.

 Customer Service Management

          Efficient case management: Track and resolve customer issues efficiently through a centralized ticketing system, improving customer satisfaction and loyalty. Knowledge base access: Empower your customer service team with a centralized knowledge base to resolve customer inquiries quickly and effectively.

  Reporting And Analytics

          Data-driven insights: Generate reports and analyze key metrics such as customer acquisition cost, customer lifetime value, and sales performance, allowing you to identify areas for improvement and optimize your marketing and sales strategies.

 Streamline Collaboration

          Break down silos: Foster seamless communication and collaboration between team members, clients, and stakeholders, keeping everyone on the same page and projects moving forward.

 Boost Efficiency And Productivity:

          Work smarter, not harder: Automate repetitive tasks, manage resources effectively, and track project progress in real-time, leading to increased efficiency and productivity across your team.

 Stay On Top Of Deadlines And Budgets

          Never miss a beat: Define clear deadlines, set realistic budgets, and receive automated alerts to stay on track and avoid costly delays or budget overruns

 Enhance Visibility And Control

          Gain complete project transparency: Access real-time project dashboards and reports to monitor progress, identify potential issues early, and make informed decisions quickly.

 Scale With Confidence

          Manage any project size: Easily handle simple and complex projects alike with a scalable solution that adapts to your growing business needs.

 Boost Your Team's Productivity

          Effortlessly manage and prioritize tasks: Assign tasks, set deadlines, and track progress in real-time, ensuring everyone stays on top of their game and meets deadlines consistently, leading to increased productivity and efficiency.

 Never Miss A Deadline

          Automated reminders and notifications: Stay ahead of deadlines with automated alerts and notifications, ensuring no task slips through the cracks and deadlines are met consistently, boosting team accountability and customer satisfaction.

 Multiple Views , Intuitive Interface

          Multiple Views: Choose from Kanban boards, timelines, and Gantt charts to visualize and manage tasks in a way that suits your team's needs and preferences, boosting efficiency and clarity for both internal and external collaboration. Intuitive Interface: Enjoy a user-friendly interface that makes task creation, assignment, and tracking a breeze, ensuring everyone stays on the same page.

 Asset Tracking

          Barcode/QR Code Integration: Assets can be labeled with unique barcodes or QR codes for easy tracking. Asset Identification: Detailed information about each asset, such as serial number, purchase date, and location, can be recorded for identification.

 Depreciation Management

          Multiple Depreciation Methods: The module supports various depreciation methods such as straight-line, declining balance, or units of production. Automated Depreciation Calculation: Calculates depreciation automatically based on predefined methods and asset values.

 Maintenance Scheduling And Tracking

          Preventive Maintenance: Enables scheduling and tracking of routine maintenance tasks to prolong asset lifespan. Maintenance History: Records maintenance history, including dates, costs, and performed tasks.

 Asset Disposal

          Disposal Management: Handles the process of retiring or selling assets, including necessary documentation. Gain/Loss Calculation: Calculates gain or loss on asset disposal for financial reporting purposes.

 Integration With Financials

          General Ledger Integration: Links asset transactions with the general ledger for accurate financial reporting. Budgeting: Helps in budgeting for asset acquisitions, disposals, and maintenance.

 Compliance And Reporting

          Compliance Checks: Ensures assets adhere to legal and regulatory compliance requirements. Reporting: Generates reports on asset utilization, depreciation, maintenance costs, and more for analysis and decision-making.

 Integration With Procurement And Inventory

          Purchase Order Integration: Links assets to purchase orders, facilitating seamless procurement processes. Inventory Management: Manages spare parts and inventory associated with assets.

 Asset Performance Analysis

          Performance Metrics: Tracks asset performance metrics, such as uptime, downtime, and utilization, for performance analysis.

 Lease Management (for Leased Assets)

          Lease Agreement Management: Manages lease agreements, lease terms, and related financial transactions.

 Multi-channel Call Handling

          Manage incoming and outgoing calls, emails, and chat messages from a centralized platform, streamlining communication and agent efficiency.

 Automatic Call Distribution (ACD)

          Route incoming calls to the most suitable agent based on pre-defined rules, such as skills, availability, and workload, ensuring faster call resolution and improved customer experience.

 Interactive Voice Response (IVR)

          Utilize automated menus to direct callers to the appropriate department or self-service options, reducing wait times and improving call center efficiency.

 Call Recording And Monitoring

          Record calls for quality assurance, training purposes, and dispute resolution. Monitor live calls in real-time to coach agents and ensure adherence to best practices.

 Detailed Call Reporting And Analytics

          Track key call center metrics like call volume, average handle time (AHT), first call resolution (FCR) rate, and agent performance to identify areas for improvement and optimize call center operations.

 Integration With CRM

          Synchronize call data with your CRM system to gain a holistic view of customer interactions, improve customer service, and upsell or cross-sell relevant products or services.

 Issabel Server Integration

          Leverage the functionalities of Issabel server for call routing, call recording, and PBX management within your web ERP call center module, creating a centralized and efficient communication hub.

 Effortless Campaign Creation

          Drag-and-drop simplicity: Design stunning and engaging emails visually, even without coding expertise. Build professional layouts with ease using pre-built templates or customize them to match your brand identity.

 Targeted Audience Segmentation

          Reach the right people: Craft personalized campaigns that resonate with specific demographics or interests. Create targeted segments based on purchase history, website behavior, or other relevant data to maximize engagement and conversion rates.

 Automated Workflows

          Set it and forget it: Automate email sequences based on user actions, like cart abandonment or new customer welcome messages. Save time and personalize the customer journey with automated drip campaigns.

 Powerful A/B Testing

          Optimize for success: Test different subject lines, email layouts, and calls to action to see what resonates best with your audience. A/B testing helps you refine your approach and maximize campaign performance.

 Real-time Analytics And Reporting

          Measure your impact: Gain valuable insights into your email campaigns' performance with detailed reports. Track open rates, click-through rates, and conversions to understand what's working and make data-driven decisions for future campaigns.

 Seamless Integration With Other Modules

          Unify your customer experience: Integrate your email marketing with other modules like CRM and sales to personalize campaigns further and gain a holistic view of customer interactions.

 Advanced Personalization

          Go beyond the name: Personalize emails with more than just names. Use dynamic content to tailor greetings, product recommendations, and offers based on individual customer preferences and history

 Easy Collaboration

          Work together efficiently: Collaborate with your team on email creation, scheduling, and approval processes, streamlining communication and ensuring a consistent brand experience.

 Case Management

 Document Management

 Contract Management

 Compliance Tracking

 Risk Management

 Litigation Support

 Legal Research

 Time And Expense Tracking

 Billing And Invoicing

 Reporting And Analytics

 Predictive Dialing

          Automate outbound calls to qualified leads, increasing call efficiency and agent productivity.

 Real-time Call Monitoring

          Coach agents in real-time, improve call quality, and ensure adherence to scripts for consistent messaging.

 Multi-channel Lead Capture

          Capture leads from phone calls, emails, and website forms in a centralized location for streamlined follow-up.

 Detailed Call Reporting And Analytics

          Track call performance metrics like call duration, call recording access, and conversion rates to identify areas for improvement.

 Unified Social Media Management

          Manage all your social media accounts from one central hub, reducing time spent switching between platforms.

 Scheduled Posting And Automation

          Schedule social media posts in advance and automate repetitive tasks to save time and maintain a consistent presence.

 Social Listening And Engagement

          Monitor brand mentions, engage in conversations, and respond to customer inquiries promptly to build stronger relationships.

 Social Media Analytics And Reporting

          Track key metrics like follower growth, engagement rates, and reach to measure campaign effectiveness and optimize your social media strategy.

 Campaign Management

          Plan, execute, and track marketing campaigns across various channels, including email, social media, and paid advertising, from a single platform.

 Marketing Automation

          Automate repetitive marketing tasks like email sequences, lead nurturing campaigns, and social media posting for increased efficiency and personalization.

 Landing Page Builder

          Create high-converting landing pages without coding expertise to capture leads and achieve specific marketing goals.

 Marketing Attribution

          Track the source of leads and conversions to understand which marketing channels are delivering the best results and optimize your budget allocation.

 Real-time Weight Measurement

          Capture accurate and reliable weight data in real-time to streamline weighing operations and ensure compliance with regulations.

 Automatic Ticket Generation

          Generate weight tickets automatically with relevant information, including truck information, weight details, and timestamps, for efficient record keeping.

 Integration With Dispatch Systems

          Seamlessly integrate truck scale data with dispatch systems to optimize route planning and improve fleet management.

 Remote Access And Monitoring

          Monitor truck scale operations remotely, access weighbridge data, and manage settings from any authorized device.

 Centralized Ticketing System

          Manage all your ticketing needs in one place, from creating events and managing ticket sales to issuing tickets and tracking attendee information.

 Online Ticketing And Sales

          Offer a convenient way for customers to purchase tickets online, increasing accessibility and sales.

 Mobile Ticketing

          Issue and manage tickets on mobile devices, allowing attendees to access tickets easily and enhancing the event experience.

 Reporting And Analytics

          Track ticket sales, analyze attendance data, and generate reports to gain insights into event performance and make informed decisions for future events.

 Website Builder

          Create a beautiful and functional website without coding knowledge using drag-and-drop tools and pre-built templates.

 Content Management System (CMS)

          Easily manage and update website content, including text, images, and videos, to keep your website fresh and engaging.

 Mobile-Responsive Design

          Ensure your website adapts seamlessly to different screen sizes, providing a seamless user experience on all devices, including desktops, tablets, and smartphones.

 SEO Optimization Tools

          Improve your website's search engine ranking with built-in tools and functionalities to optimize content and meta descriptions for better visibility.

 Website Analytics And Reporting

          Gain valuable insights into website traffic, user behavior, and conversion rates to understand how visitors interact with your website and make data-driven decisions for improvement.