Sales

Place an enquiry/estimate of a product

Automatically you can prepare for a sales quotation

To place a new quotation,

Enter all the details and select the customer for the quotation to be placed.

Add files to attach any document

You can place a sales order automatically from the quotation with the action list

Once the sales order is placed,

invoice and purchase order can be automatically generated

The invoice can be posted to sales return and reflects in invoice

You can receive payment for the invoice and receipt is placed with the details

Purchase

Place a purchase order and you can automatically push to place a purchase invoice.

The invoice made can be pushed to return purchase.

You can make payment for the invoice generated in a purchase with the details

Users

Enter the user details with the entity, role and user access.

You can modify or view the user profile

You can add new profile or can access the existing profile group in the admin tab

User can access based on the roles specified

Template

Screen Customization

You can customize your own screen making it mandatory or invisible.

Click on  in any module and customize your screen accordingly.

Specify the screen name, Section (header or footer), field to be included, display name, database name, length, data type and position to place the particular field.

Enter all the fields with the condition satisfying for the field to be inserted and customized screen.

Column customization

You can customize your own columns by making it visible or invisible

you can move up and down to view in specific order

You can make it visible or invisible by moving to the hidden side(left)

Refresh

It reloads with the searched name and the current page.

Bulk Action

With the checkbox displayed in each entry bulk actions like print option, sending and closing transaction.

Search Filtration

You can filter the display using filtration option. Specifying the criteria according to which it should display.

Filling the details specified in the filtration box, it loads the data with the given details.

You can filter by specifying the field added in customization

     

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