Pick a module from the rail, then open any line to see what it does.
Customer Relationship Management (Client and Supplier Management) Information
About Client Management Information
To add a new customer (to whom the product will be sold), add the customer details.
To view the list of customers (including details) and to modify customer details. From here you can add new customers, search for specific customers, print and download customer lists.
Different groups of Customers can be added, and according to the groups of Customers the list and subsequent business reports can be seen.
Business transaction details of all Customers or a specific Customer can be viewed and printed.
Determining the due date of the Customer and collecting the balance according to that date. Note that due dates are subject to change.
About Supplier Management Information
To add a new supplier (from whom the product will be purchased), add the supplier details.
To view the list of Supplier (including details) and to modify Supplier details. From here you can also add new Supplier, search for specific Supplier, print and download Supplier lists.
Different groups of Supplier can be added, and according to the groups of Supplier the list and subsequent business reports can be seen.
Business transaction details of all Suppliers or a specific Supplier can be viewed and printed.
Fixing the due date to the Supplier and so that the balance can be paid as per the said date and list of outstanding payments. Note that due dates are subject to change.
Keeping a note of details of checks issued to suppliers, so that it is easy to know the date on which a check will be cashed.
Account Management Information
The option is used to manage all activities related to business deposits.
Any type of deposit can be entered. Normally, customer due payments and owner capital are recorded here.
View all deposits with customer-wise and date-wise filters. Deposit entries can be edited, and receipts can be printed.
The option is used to manage all business expenses.
Any expenses of running the business can be entered sector wise.
A list of all expenses will be displayed, filterable client-wise and date-wise.
Used for Supplier balance payment or advance payment entry. A list of all payments can be viewed, filtered Supplier-wise and date-wise.
If for some reason the Customer needs to return the money, this option is used. The list of refunds can be seen Customer wise and Date wise.
Medium of business transaction (cash, bkash, bank etc.) which is considered as account
New accounts are created, such as Bank Account, Bkash, Rocket, Cash, Subsidiary Cash etc.
List of Accounts can be viewed, edited, downloaded and printed.
Account balance can be viewed, downloaded and printed.
Statements of all business transactions can be viewed and printed in detailed form, customer wise, account wise, transaction type wise.
Management of money transfer from one account to another account
Used to Transfer money from one account to another. For example: cash withdrawal from bank, cash deposit in bank, transfer from cash to development etc.
Each Fund Transfer will be listed account-wise, type-wise and date-wise. Can be printed and downloaded.
Summary of business income-expenditure and profit and loss
Bill Invoice Management Information
A new Bill/Invoice is generated for the sale of goods.
List of Invoices can be viewed, specific invoices can be searched (customer wise and date wise), specific invoices can be printed, invoices can be edited and deleted.
The option is used to generate quotations for future sales. The original invoice can be changed later as per the customer's needs.
For making Sales Return entries
If a customer returns a sold product, the product must be returned from this option, the returned product will automatically be added to the stock.
List of product returns can be viewed (customer wise, account wise, date wise), specific invoices can be viewed, list can be printed.
Product Options
Product Options
For buying and selling any product, the product must be added from here. The purchase price and selling price of the product have to be determined here. Selling price as percentage (%) in settings will set selling price automatically or can be set manually.
List of products can be viewed with details (group wise, brand wise). The list can be downloaded and printed, the details of any product can be edited or deleted from the product list.
Different product groups can be created in the same business. Later, according to a specific group, the facility of getting different information or reports is available. Group list can be downloaded, printed, edited and deleted.
Product Asset
Unit of measurement of the product can be added (ie: piece, box, kg etc.), deleted or edited, unit list can be downloaded and printed.
The barcode of the product can be generated and printed.
Product Purchase Options
Used to enter product purchases from suppliers.
All purchase details or supplier wise, product wise and date wise purchase details can be viewed. Purchase list can be printed.
A list of all purchase invoices from suppliers will be displayed. A list of purchase invoices from a specific supplier will be displayed. Details of a particular invoice can be viewed. Purchase invoice can be printed, edited and deleted.
All purchase details or supplier wise, product wise and date wise purchase details can be viewed. Purchase list can be printed.
About Purchase Return
In order to return a specific product of a supplier for any reason, an entry must be made here with details and purchase price.
All lists of purchase returns can be viewed (date-wise, supplier-wise, product-wise, invoice-wise). A specific purchase refund can be edited and deleted.
All lists of purchase returns can be viewed (date-wise, supplier-wise, product-wise, invoice-wise). Purchase return report can be printed.
After purchase/sale current stock of all products or specific product or group wise product can be seen, previous stock, sale amount, purchase amount, total purchase price, total sale price can be seen, list can be downloaded and printed.
SMS
To send SMS to All or a Specific Customer
To send SMS to All or a Specific Customer Group
To send SMS to All or a Specific Supplier
To send SMS to All or a Specific Supplier Group
To send SMS to all or Specific Customers on Specific Dates
View Schedule Report of Scheduled SMS (Date wise and Customer wise)
Staff
New Staff/Employee entry is made in the organization.
List of Staff or Workers can be seen with details.
Regarding Payment of Salaries/Allowances of Staff
Staff Salary
Staff Attendance
View and monitor all outstanding customer and supplier dues with detailed reports.
Analyze sales performance through detailed reports with various filtering options.
View all deposit transactions with account-wise and date-wise reporting.
Review all business expenses with category-wise and date-wise reports.
Configure system preferences, business information, and application settings.
Securely sign out from the application to protect your account.