Features

 Business ERP - Features: 

Business suite Module and sub-module List

COMPANY PANEL FEATURES

v Dashboard

·       Accounting

Ø Overview

Ø Reports

§  Expense Summary

§  Income VS Expense

§  Account Statement

§  Invoice Summary

§  Bill Summary

§  Product Stock

§  Profit & Loss

§  Transaction

§  Income Summary

§  Tax Summary

·       HRM

Ø Overview

Ø Reports

§  Payroll

§  Leave

§  Monthly Attendance

·       Project

   

v HRM System

·       Employee Setup

·       Payroll Setup

Ø Set salary

Ø Payslip

·       Leave Management Setup

Ø Manage leave

Ø Attendance

·       Performance Setup

Ø Indicator

Ø Appraisal

Ø Goal Tracking

·       Training Setup

Ø Training List

Ø Trainer

·       Recruitment Setup

Ø Jobs

Ø Job Create

Ø Job Application

Ø Job Candidate

Ø Job On-boarding

Ø Custom Question

Ø Interview Schedule

Ø Career

·       HR Admin Setup

Ø Award

Ø Transfer

Ø Resignation

Ø Trip

Ø Promotion

Ø Complaints

Ø Warning

Ø Termination

Ø Announcement

Ø Holiday

·       Event setup

·       Meeting

·       Employee Asset Setup

·       Document Setup

·       Company Policy

·       HRM System Setup

v Accounting System

·       Customer

·       Vendor

·       Proposal

·       Banking

Ø Account

Ø Transfer

·       Income

Ø Invoice

Ø Revenue

Ø Credit Note

·       Expense

Ø Bill

Ø Payment

Ø Debit Note

·       Double Entry

Ø Chart of Accounts

Ø Journal Accounts

Ø Ledger Summary

Ø Balance sheet

Ø Trial Balance

·       Budget Planner

·       Financial Goal

·       Accounting Setup

·       Print Settings

v CRM System

·       Leads

·       Deals

·       Form Builder

·       Contract

·       CRM System setup

v Project System

·       Projects

·       Tasks

·       Timesheet

·       Bug

·       Task calendar

·       Tracker

·       Project System Setup

Ø Project Task Stages

Ø Bug Status

v User Management

·       User

·       Role

·       Client

v Product System

·       Product & Services

·       Product Stock

v Pos System

·       Warehouse

·       Purchase

·       Add POS

·       POS

·       Print Settings

v Support System

v Zoom Meeting

v Messenger

v Email Template

v System Setup

·       System settings

CLIENT PANEL FEATURES

v Dashboard

v Deals

v Contracts

v Project

v Task

v Bugs

v Timesheet

v Task Calendar

v Support

 

USER PANEL FEATURES

v Dashboard

·       HRM

Ø Overview

·       Project

v Accounting System

·       Customer

·       Proposal

·       Banking

Ø Account

Ø Transfer

·       Income

Ø Invoice

Ø Revenue

Ø Credit Note

·       Expense

Ø Bill

Ø Payment

Ø Debit Note

·       Financial Goal

v CRM Setup

·       Leads

·       CRM System Setup

v Project System

·       Projects

·       Tasks

·       Timesheet

·       Bug

·       Task Calendar

·       Tracker

·       Project System Setup

Ø Project Task Stages

Ø Bug status

v Support System

v Zoom Meeting

v Messenger

KEY FEATURES 

Easy management of staff details, employees, or clients, with easy filter options.

Obtain Payment and Create Plans - A Unique SaaS Feature

With a Super Admin Login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. Make payment using various payment gateways. The plan would be disabled if not renewed after its expiry.

The Stunning Dashboard

Business ERP SaaS has the most comprehensive dashboard with all the essential details under one box. We all agree that dashboards have made our lives easier. Well, from minute to minute detail like total Clients, Users, Invoices, Projects, estimations to Leads, Deals, and items you can get quantitative data in the most simple layout. You get an overview of Estimates, Invoices, top due Payments, Projects, and Tasks to take timely actions. Get a reminder of meeting Schedules, Expiring Contracts, Weekly Events, and new clients as you scroll down. Lastly, a Pie Chart can help you understand various project status updates. In short, every activity of your business can be handled through this useful tool.

Staff Management

Manage your Employee and Client’s personal as well as company details through easy-to-create options. You can edit and manage the information and status at your convenience. You can search for staff through easy filter options based on department and designation.

To each employee, assign a role.

Our multi-user accounting tool allows you to assign roles to each of your company employees. Gain control over who has access to particular parameters by controlling their permissions.

Management of Personnel

Through a detailed HR section, you can manage Attendance, Bulk Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company Policies. Create, Edit and Filter as per your convenience. You get a detailed understanding of each aspect of the employee. You can also manage Awards, Transfers, Promotions, Complaints, and many such HR aspects of employees with easy tabs. The training and Performance of each employee can be planned, handled, and taken care of with ERP X SaaS.

Payroll

With the help of the Payroll module, the set salary feature will help you to set the salary of your employees, particularly under various heads set by you. Also, with the pay-slip feature, you can generate bulk payments.

Added Performance Module Like Indicator, Appraisal & Goal Tracking

APPRAISAL, INDICATOR

Three competencies—technical, organizational, and behavioral—make up the overall performance of each Designation of each Department of the Branches, which are reported. The predefined settings can be done/ updated through Setup.

AIM TRACKING

Any of the goals including, temporary, short-term, long-term, etc. can be set through this module. One can update the progress by editing the entry manually. The predefined settings can be done/ updated through Setup.

Added the chat module

Direct Communication is an important aspect of any business. The easy-to-access and use Chat Module provided in ERP X SaaS, helps you to be in direct and constant touch with the users and clients.

Included a Contract Module

Contract Module is very helpful for proper documentation of the contracts done with clients showing the type of contract, the value, and time duration. The predefined settings can be done/ updated through Setup.

Manage Pre-Sale

Prospect Management

You can view all the generated leads through a Kanban and List view. Create pipelines and assign stages to various leads. You can manage the leads by adding Users, Items, Files, Notes, Sources, Call Details, Emails, and Discussions. Get all the requisite information on any particular lead in an easily laid layout.

Manage Deals

Just like lead management, you can view deals in Kanban or List view. Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes. Also, get a calendar view for every deal detail. In short, managing deals has never been easier.

Estimates

Keep a tab on issued estimates. Manage the estimates by assigning Clients, Status, and Expiry Dates to each. You can easily generate new estimates by assigning Clients, Categories, Issues, and Expiry Dates. You can add items in the required quantity and apply discounts and tax as requisite. Generate estimates within minutes through ERP X SaaS.

Form Builder was added

Create and manage various required forms with diverse form fields, like, Text, Email, Number, Date, and Description as per the business needs of the users at large.

Project Administration

Projects

You can manage and filter each project available in Kanban and List view again. Get an overview of Project Status, Expenses, Budget, and Due Date to manage projects. Add or Remove the users and check tasks completed by them. Create a task list and assign priority to each task. Get an overview of tasks through the Kanban board. Add Milestones, Notes, Files, Comments, Payments, Timesheets, Client Feedback, Expenses, Invoices, and anything related to the project. Think of a project and consider everything you would need to manage for a successful project. Well, you get to manage them easily with ERP X SaaS.

Tasks

Successful project implementation requires small tasks that can help achieve the ultimate goal. Well, you can manage various tasks through an easy filter option. View the priority of each task and due dates to complete each task. You can also add a checklist for tasks and track your progress. Again add comments and files as required.

Project Timesheet

Create a timesheet by assigning Projects, Tasks, and Users. Assign a starting and ending date as well as time. This allows you to manage your project most efficiently.

 

Inventory Management in Invoice and Bill

Isn’t it effortless to check the inventory status of each of the items you are using for your business activities? Sounds Fascinating!

Here, through the inventory management feature, you can monitor the inventory of each item you have registered with you. After generating the Invoice/ Bill, the quantity will automatically be updated in “Product & Services” for scrutiny. Overall, it is painless to maintain the inventory level of the products.

 

 Customer/ Vendor Statement Report

With the help of this “Customer/ Vendor Statement Report” Module, you can review the filtered particulars of that customer/ vendor for a certain period. This statement report includes the start and end dates, order details, and payment details along with the transaction history with the customer/ vendor.

 

Desktop Application for Tracking Project Hours

You can track the time spent while working on any given project and its task by starting a timer. In addition, you can customize the settings for generating automatic screenshots of the tracker running within a particular time gap. You can set a minimum of 1 minute for the time gap of screenshots. Also, you can check the screenshots and delete the unnecessary and inappropriate ones if needed.

 

 Slack Integration

Receiving instant notifications of the company’s activities is one of the most painless ways to keep a check on them. With the help of Slack Integration, you can get insight into the major actions through specific channels as well as when they are performed. It also helps you to schedule the messages for future dates. Rectifying mistakes is also easy.

 

Zoom Integration

Virtual meetings are not new to us. The Zoom Integration provides a platform where you can create a zoom meeting after giving inputs of asked details like; Client, Users, Meeting Time, Duration, etc. It generates a link through which people can join the meeting. You can create, View, Start, and Delete meetings with utmost ease.

Along with that, the zoom meeting created, will be synced with the calendar which will show the meeting details, as well as the number of people joining the meeting at what time. This calendar syncing feature helps to schedule meetings accordingly.

 

 Telegram Integration

Hassle-free and instant message is one of the most absolute ways to stay in tune and connected with projects. With  Telegram Integration, you can get the notification of the actions performed regarding anything which interests you. Staying in tune with the performing jobs is smooth with this feature.

 

Twilio Integration

The Twilio Integration for receiving the text messages of the jobs performed is a convenient feature. You can get an instant text message about the activities on the registered mobile number even when your phone is not connected to the internet, which is one of the most important benefits of Twilio Integration.

 

 Managing Items

Add items and assign Categories, Purchases, Sales Prices, Taxes, Units, and Product types to them. Conclusively, everything you would want to keep a tab on.

 

Sales Management

Manage various aspects of sales like sending Invoices, making Payments, managing Expenses, and Credit Notes in a single tool. You can create new invoices and edit existing ones. Add new products and receipts to existing Invoices, edit Payments and Products. Resend the Invoices, send the payment reminders and print the Invoices simply through a click.

Similarly, you can easily manage Payments, Expenses, and Credit Notes. Overall, keep all of your sales apprehensions at bay.

 

 Budget Planner

A budget is a financial plan for a specified period to keep in check with the working capital. This feature here helps to maintain the capital flow. You can set monthly, quarterly, half-yearly, or yearly budgets according to your business plans and needs. The main categories are “Income” and “Expense” where one can edit /update /delete the sub-categories as well.

 

Keep a tab on Contracts

It’s hard to keep everything aligned in business. However, never miss a contract date from now on. Manage your contracts with utmost ease by assigning Start and Due Dates along with Contract Type, Value, Client, and a Description if required.

 

 Events and Notice Board

Always be prepared for an upcoming event. Assign Employees and Departments to each event reminder. Create Events and add Descriptions to always keep a tab. Create and Issue a notice to Users, Clients, or Employees.

 

 Goals and Notes

You can create goals and choose whether or not to display them on the Dashboard. You can also add files to your notes for support. Simple, isn’t it?

 

Reports

Management shall go to waste if its result cannot be seen in reports. You can get a detailed report in the form of Graphs for Tasks, Time Logs, Financial Details, and Incomes/ Expenses. You can filter and search for reports for a specific time. Also get a detailed report of Leaves, Estimates, Invoices, and many similar aspects.

 

 Business Settings

Manage business and company settings. Customize your system settings and print settings for Invoices and estimates. Also, manage the pusher settings.

 Support

Please send a support request here for any issues, questions, or suggestions.