- Sales Reporting System
The Sales Reporting System is a robust and integrated platform designed to enhance the efficiency of sales and business operations. This comprehensive system encompasses various modules, each tailored to address specific facets of the sales process and overall business management.
Dashboard:
At the heart of the system is a dynamic Dashboard, offering a centralized view of critical metrics and real-time insights. Users can monitor performance, track key indicators, and gain a holistic understanding of their business.
Customers:
Efficient customer relationship management is facilitated through the Customers module. Users can seamlessly add or edit customer details and access a consolidated view of all customers, fostering personalized interactions and informed decision-making.
Sales:
The Sales module covers the entire sales lifecycle. Users can initiate new visits, manage personal visits, set reminders for follow-ups (postponable to another day), and access a comprehensive overview of all visits. This streamlines sales processes, ensuring timely and effective customer engagement.
Inventory:
Inventory management is simplified through modules such as Purchase, Sales, Opening Stock, Stock, Top Selling, and Unsold. Businesses can optimize stock levels, analyze product performance, and make data-driven decisions to enhance overall efficiency.
Accounts:
The Accounts module provides tools for managing financial transactions, including Payments, Receipts, Daybook, Cashbook, Statements, Ledgers, and Payment modes. This ensures accurate financial record-keeping and compliance.
Reports:
The Reports module delivers valuable insights through various reports, including Daily Reports with time spent and geolocation, Daily Attendance with geolocation, Work Reports with time spent and geolocation, Travel Reports detailing total kilometers traveled over specified periods, and detailed Sales and GST reports.
Vehicles:
For businesses with a mobile component, the Vehicles module streamlines vehicle management. Users can add vehicles, track their performance, and access information about all vehicles, optimizing logistics and transportation.
HRM:
The Human Resource Management (HRM) module simplifies staff management, allowing users to add staff, manage attendance through a register, and access comprehensive information about all staff members.
Profile Menu:
The Profile Menu empowers users with self-service capabilities. Users can edit their profiles, mark attendance with geolocation, change passwords securely, and initiate logout.