CRM Inquiry: Alternative User Option Included. This feature facilitates seamless transfer between salespersons. When a transfer occurs, users are notified with a red alert button displaying the information of the originating and destination salespersons. Upon clicking the inquiry, the button changes to green, distinguishing the lead as owned. This feature enhances visibility and management of leads within the CRM Kanban view.
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This module helps you quickly duplicate any product line inside a sales order. Instead of manually adding the same product details again, you can just click and copy the line. This saves time, avoids errors, and is very helpful when customers order the same item multiple times with small changes (like quantity or price).
The on-screen current stock report displays real-time on-hand stocks, along with sales and purchase history, including average cost values.
CRM Lead Inquiries with Customer Location Tracking integrates geolocation data into lead management, storing latitude and longitude coordinates, converting addresses, and maintaining accurate location records. This feature enables efficient visualization and prioritization of leads based on their locations.
Dedicated Access for CRM ensures that only authorized users can access specific CRM data and features, based on their roles or departments. This approach enhances security, maintains data integrity, supports regulatory compliance, and allows organizations to customize permissions for different teams. By controlling access, it improves accountability and efficiency, ensuring that users only interact with the relevant parts of the CRM.
This Module maintaines the Odoo - Dental Clinic Management
The Dynamic Shipping method assists users in automatically generating delivery charges in sales quotations/orders based on the district, state, and distance, ensuring accurate charges for customers.
The Dynamic Inventory Ageing Report aids in organizing products by age, simplifying the effective management of inventory.
Easily select items by category to review production details and manually input quantities.The system will then generate precise Bill of Materials (BOM) details, along with the required quantity for purchase, streamlining the initiation of the production process. Simultaneously, the current stock of each product, categorized appropriately, will display the accurate total on-hand stock. By entering quantities manually, the system will calculate and present the on-hand quantity, providing detailed insights into the additional quantity required for purchase.
It’s used to track Employee’s Daily Attendance
This module assists users in generating Employee Salary Contract Reports with detailed Salary Division in PDF format.
The Employee Dynamic Skill Matrix helps manage and update employee skills dynamically.Admins can define skill categories and types via a central Skill Master.Selecting a skill category fetches relevant employees automatically.Each employees skill level (Level 1 to 4) can be updated easily.Excel reports can be generated, and profiles are auto-updated.
The Employee End of Service (EOS) Report in Excel serves as a comprehensive document detailing the conclusion of an employees tenure within an organization. This report encapsulates crucial information regarding the employees journey, including their personal details, employment history, accrued benefits, and final settlement. By leveraging Excels functionalities, the EOS report provides a structured and organized format for HR departments to manage and analyze employee departures efficiently. It ensures transparency, accuracy, and compliance with company policies and legal regulations, facilitating a smooth transition for both the departing employee and the employer.
HR letters are formal, structured documents used to manage and communicate every significant stage of an employees journey in an organization. These templates ensure that all communication is professional, consistent, and legally compliant—from onboarding to exit.
The employee resume profile report contains complete information about the employee in a PDF format.
Displays the Employee ID, from the Employee Master, in Kanban view mode.
Eye clinic management facilitates staff in registering patients under two categories: new and existing. The system allows for the recording of consultations, treatments, and medicines, with options for both strip and strip-less medications. Additionally, it provides various reports to assist in maintaining and tracking payment details, as well as keeping a record of medicines. This comprehensive approach ensures efficient management of patient data and financial transactions within the eye clinic
The fuel station management system (fuel station management dashboard) presents comprehensive data on nozzle-wise petrol, diesel, and oil sales, as well as profit and loss figures and shift-wise amount collections.
Fuel station management system is designed to make running a petrol station simple, fast, and efficient. This advanced fuel software helps you handle pumps, nozzles, staff shifts, daily fuel collections, and even credit sales tracking with vehicle numbers.