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This is a SAAS based Startup provides a CRM with some amazing features suitable for all businesses.

With this application, you are assured to save time-consuming process of bookkeeping accounting and inventory information. Also, you will have all the required information for a detailed analysis of your business.

Modules:


  1. Multiple Business/Shops: 
    • Set up multiple businesses in the application.
    • No restriction on numbers of businesses.
    • Inventory & accounting information is kept separately for each business.
  2. Add Location / Storefronts  / Ware House: 
    • Create multiple locations for your business/shop
    • Manage all of them at the same time.
    • Stocks, Purchases, Sell can be tracked differently for locations.
    • Customize invoice layout, invoice scheme for each location
  3. User & Role Management: 
    • Powerful user and role management system
    • Predefined roles – Admin & Cashier
    • Create different Roles with permission as per your need.
    • Create unlimited users with different roles.
  4. Contacts (Customer & Suppliers):
    • Mark contact as customer or supplier or both(customer & Supplier)
    • View details of transactions with a contact.
    • View total of Credit/Debit balance amount
    • Define pay term and get payment alerts week before the due date.
  5. Products: 
    • Manage Single & Variable products.
    • Classify products according to Brands, Category, Sub-Category.
    • Add products having different units
    • Add SKU number or auto-generate SKU number with prefixes.
    • Get stock alerts on low stock.
    • Save time by auto calculating selling price, the system is smart to auto calculate selling price based on the purchase price and profit margin.
    • No need to type variations every time, create a variation template, and use it everytime you need to create variable products.
  6. Purchases:
    • Easily add purchases.
    • Add purchase for different locations.
    • Manage Paid/Due purchases.
    • Get Notified of Due purchases week before the pay date.
    • Add discounts & Taxes
  7. Sell:
    • Simplified interface for selling products
    • Default Walk-In-Customer automatically added to a business
    • Add new customer from POS screen.
    • Ajax based selling screen – save reloading time
    • Mark an invoice for draft or final
    • Different options for payments
    • Customize invoice layout and invoice scheme.
  8. Manage Expenses:
    • Easily add business expenses
    • Categorize expenses
    • Analyze expenses based on category and business locations with expenses report.
  9. Reports: 
    • Purchase & Sale report
    • Tax Report
    • Contact Reports
    • Stock Reports
    • Expense Report
    • View Trending Products, drill down by Brands, Category, Sub-category, Units and date ranges
    • Expense Reports
    • Cash Register Report
    • Sales Representative report
  10. Essential and HRM Features
    • Leaves management
      • Leave Type
      • Maximum leave counts
      • Leave count interval
      • Leave status – Added/Approved/Denied
    • Attendance
      • Clock-In & Clock-out
      • Clock-In, Clock-Out notes
      • Interval calculation
    • Payroll
      • Based on attendance
      • Allowances
      • Deductions
      • Payroll payment
    • Holidays
      • Holiday for a particular location or all locations.
      • Send notification to users.
    • ToDo List:
      • Add new to-do items
      • Mark items as completed.
      • Delete items
      • Date-Wise to-do list.
    • Document Storage & Sharing:
      • Easy document storage to cloud in your server.
      • Share documents with other users or other roles.
      • Download document.
      • Delete documents
    • Memos
      • Written message or short or Long notes.
      • Share with other users or roles
      • Delete
    • Reminders
      • Add reminder with event name, date, time.
      • One time reminder or Repeated reminder – every day or every week or every month
      • Nice calendar view.
    • Messaging
      • Send messages to everyone within your business.
      • Send to a particular location.
      • Permission to allow sending or only view in roles.
  11. SAAS Features
    • Packages:
      • Create Unlimited subscription packages
      • Activate, Deactivate or Delete Packages
      • Trial Days
      • Free Packages
      • Daily / Monthly / Yearly Interval selection
      • Limit number of locations, active users, Products, Invoices,
    • Manage Businesses:
      • Add, View, Deactivate or delete businesses.
      • View business subscription logs
    • Payment Gateways:
      • Stripe
      • Paypal
      • Razorpay (Indian payment gateway)
      • Offline payment
    • Intuitive dashboard to give details of your businesses.
    • Subscriptions alert on expiry.
  12. WooCommerce Synchronization
    • Synchronization:
      • Sync categories from UltimatePOS to WooCommerce.
      • Sync Products from POS to WooCommerce.
        • Single Products
        • Variable Products & its variations.
      • Sync Orders from WooCommerce to POS.
      • Map taxes between POS & WooCommerce
    • API Settings: Setting to provide WooCommerce API details.
    • Configurable Product Sync Option.
      • Configure the “Selling Price Group” for WooCommerce shop.
      • Configure the fields to sync while creating new product & updating products in woocommerce.
      • Configure the Products price including or excluding tax.
    • Sync Log
      • Details sync log.
  13. Other useful feature:
    • Set currency, timezone, financial year, the profit margin for a business.
    • Translation ready.
    • Predefined barcode sticker settings.
    • Create your barcode sticker setting
    • Manage Brands, Tax Rate & Tax groups, Units, Category & Sub-Category
    • Stock Adjustment
    • Express Checkout
    • Works Offline

Demo Details :  Click here For demo

username: debasish2020
password: 12345678


 

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Last Update: July 8, 2021
Released: July 8, 2021

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