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Promotion on B2B invoice
POS Now promotions can be applied in B2B invoice also Implementation: Company setup Select
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Suggested Item
Now while creating SKU, with every item you can define suggested items and at the time of billing when you click on suggested Items in a grid, the same will be displayed. This will help in assisting push sales.Implementation: In Company setup-Inventory setup select use suggested item, at the time of item master creation define the same, click on grid icon to check the same.
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Pick and Pack/Prescription
While generating a sales invoice or any other document, you can now save the item detail as pick & pack or prescription master for the items selected in it.You have the option to save this Pick & Pack master for a specific customer and based on the templates of selected items will be created, so next time when you generate an invoice for the same set of items, you do not have to select all items one by one, simply select the pick & pack and all items saved in the template with quantity auto-populated.The system is almost similar to the available feature of bundle items except that you have to create bundle items separately and not that handy for some businesses like if you are in pharma retail and expect the same prescription will be repeated again and again, you can save the invoice as a prescription for that particular customer and next time when customer visit again, list of all prescriptions of that customer will be displayed and select the prescription, all items will be auto-populated.This generally happens for regular sugar/heart patients. Also, you will be able to target customer reminders through SMS/ What’s app and emails message. This facility can also be used for books, for example, you can save sixth class books set as pick & pack, and later when someone asks for a sixth class book set, select pick & pack and all items will be auto-populated.We have provided a lot of quantity functionality also here if the pick & pack, or prescription saved for 2 set or 15 days, and now next time at the time of billing you want quantity for 3 set or 7 days, the quantity of each item will be adjusted automatically in the billing.
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Wanting Management
While generating invoices, sometimes customer demand a new item that isn't available and you may want to make it available for next time. Similarly, when you are selling items, you come to know that stock is about to finish and you need to purchase it more. So we have provided a facility to note down such requirements then and there only and later on can compile such requirements and place orders for the same. The procurement requirement can also be generated based on moved items in the period. This will ease out procurement process.
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Info Widget
Amazing feature, now while generating sales invoice or purchase or Order or dispatch, from the document itself you can viewCustomer Info:: Last 6 Purchase detail: Ledger: Outstanding Ageing: Top 6 Item sold to customerItem Info:: Last 6 Transaction / Pricing Detail: Last 6 Transaction / Pricing Detail for customer
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Hierarchical Data access availability
Now throughout the system Mobile App/ Desktop App / Browser App, you can control data visibility for a user. In user data access rights, an option is provided as Self or Hierarchy or all data, and based on the selected option, all employee-related data will be visible to a user either related to self or related to all teams under the person or all data. Similarly, all Sales related data will be available based on salesman hierarchy and all generic vouchers will be available based on user hierarchy. Reporting to option is now available in all 3 masters i.e. User master, Sales team master, and Employee Master.
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Integration with India Mart
The option will be useful to ERP customers using CRM module. The will be able to fetch all leads generated through India Mart on a button click.Implementation: In Company setup – Integration , just provide registered mobile number and API key to be provided by India Mart. The API key generation document is available atIntegration of IndiaMART’s Lead Manager CRM API with Third Party CRMs Based on this button will be available on Manage Lead UI to pull Led from India Mart
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Live location tracking on MAP - Mobile App
New UI provided in the mobile app in which live movement and tracking will get plotted on google map. The plotting can be for backdating and selected / multiple users in one go.
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