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M e m b e r s
Unlimited number of User Groups and Users can be defined. No limit on the hierarchy of the user tree. For Example,
Distributor Channel can be: Company - Depot - CA/C&F -Stockiest - Dealer - Retailer....
Supplier Chain can be: Company - Vendor - Subcontractor - Jobworker
Field Force Chain can be: Company HO - Zonal Office - Regional Office - Area Office..... Field Executive (Field Force Hierarchy )
Grouping of the users can be done as per the requirement (Region-wise, Product-wise, Tax-group wise etc.)
Detailed profile of any member including, Shipping Address, Billing Address, Bankers, Transporter detail, Communication Details, Contact Person etc.
Rights and privileges of users / user groups.
Personalized home page for each users / user groups, which can be used to highlight products, new schemes, corporate news, etc.
M a s t e r s
Comprehensive definition of products & product groups. Apart from common fields, user can also include more optional variants like Lot No., Batch No., Colour/Size, Flavor etc.
Users / user groups can be linked with products / product groups, so that Items available and Item rates can be made different for every single user and user group. (Price Discrimination of same item for different users also possible)
Unlimited Tax Items, Tax groups, and Tax summaries with Tax Calculation Formula
Users / User Groups can be related with Products & Tax Items, Tax Groups & Summaries which can define parameters for different transactions
Parameterized marketing schemes
All crucial aspects like Products, Users, User privileges, Rates, Tax, etc. are controlled by the parent company.
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T r a n s a c t i o n
User can define his templates for any transactions, which can be saved for quick generation of new documents. Repetitive transactions with similar details can be saved as a template, wherein if required the user can change the required field values in new transaction.
Each document can be updated and maintained continuously / on-line with events and saved. Updated Documents can be verified and then confirmed.
Document receiver on either side can read and put remarks on the document and can acknowledge / accept the document.
Once the document is read and is been marked with relevant remarks the sender of the document on either side can see the confirmation of it's receipt and can view the updated document with remarks.
Any New document or amendment in the document can generate Email and Message on receiver's Homepage.
Comprehensive search of documents
Generate documents with Desktop Software given, even without connecting to internet, and then send it to the server through XML format, by connecting to Internet / Just by Email.
Documents / Information is transferred in the XML format, so any transaction can be downloaded from the server in XML format to incorporate into ERP
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I n t e r n a l   C o m m u n i c a t i o n s
Internal communication / Messaging across all members can be standardized
Draft new message or select from the ready templates
Includes many templates like New price lists, Announcement of marketing schemes, Updates about Corporate news, etc.
Inter member communication is possible. Like Reminder for due, pending forms etc..
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P r o m p t s / R e p o r t s
Any user can log-in at anytime, and he / she is updated with the status of the business
Online stock at every level of distribution / supplier chain
Capture and analyze lowest level sales target/ sales
Know Actual sales not only First sale. As, Company is aware of not only first sales from company's godown, but also secondary sales by CA/C&F and tertiary sales by distributors/stockiest to retailer (IF they are also covered as member in the system).
Get Latest Outstanding position of any member, as Information of Payments, Receipts, Debit Notes, Credit Notes, & Invoices is captured online. .
As Information / Data is captured from all members at all levels, this information is summarized at company level and perfect sales forecast / targets / projections can be incorporated to generate Corporate Sales Plans. The same can be utilized to generate MIS report like Sales Vs Plan, Sales Vs. Targets etc.
Parameterized, user defined reports, with Save Queries feature to store complex reports
Any Report content can be transferred to Local System through XML to analyze it / import it to your ERP.
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S p e c i a l  S e a r c h
Multiple fields / columns based search
Advanced search on
given to & from date ( period )
any member ( vendor / customer / sales person, etc. )
Document No., Document type, Document date, Document status, etc.
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R e p o r t   D e s i g n
Report Columns can be arranged as desired ( Reorder the columns )
Configurable sorting criteria for reports
No. of raws per page
Search as well as report parameters ( templates ) can be saved and used whenever needed in future
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