Brand wise SKU
Through this option , you will be able to classify items at brand level . While creating new SKUs you can define brand and At the time of price list creation , option will be available to select Brand and this way now you do not have to change complete price list when one brand price are changed, you can manage brand wise price list. The option will be very useful for those who are into distribution and dealing with multiple brand. Several reports can be generated for a particular brand or combined for multiple brand
You can now restrict product list availability to a particular user related to a particular brand related SKUs only. In data access level right new option – Restrict Brand availability is provided where you can select few brand to be restricted for the user and those brand products will not be available to user while generating invoice etc.
Brand Master can be created at the time of SKU Generation Implementation : In Company setup – Inventory setup – select yes for Manage Brand wise Product based on which options will be available in Item master, User data access and reports
Line Level Salesman
Now in one invoice (Both B2B and POS) you can tag multiple salesman at line level . Earlier option were available for tagging one salesman at header level only. The option will be useful for distributors having brand wise sale team in field and billing is done combined for one customer. The option will be useful for POS invoice also where multiple items are sold by different salesman
You can tag default salesman for a product while creating SKU and if you are managing brand wise product , can define default salesman at brand . The default salesman will be auto picked from Brand / Customer / Item as the case may be and you have option to change the same at document level.
All salesman reports are now changed and will be available as per option
Implementation : In Company setup – Sales Setup – Manage Salesman wise Billing – Choose proper option from – Not Required / Document Level / Item Level. Based on this option will be available in Item Master, documents
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 at
https://help.indiamart.com/knowledge-base/lms-crm-integration/ Based on this button will be available on Manage Lead UI to pull Led from India Mart
Now while creating SKU , with every Item you can define suggested Items and at the time of billing when you click on suggested Item in 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 and on billing , click on grid Icon to check the same
Pick and Pack / Prescription
While generating sales invoice or any other document, you can now save the item detail as pick and pack / prescription master for the items selected in the document. You have option to save this Pick and Pack master for a specific customer of generic and based on which the templates of selected items will be created, now next time when you generate invoice for same set of items , you do not have to select all items one by one, simple select the pick and pack and all items saved in template with quantity will be auto populated . The system is almost similar to the available feature of bundle item except that you have to create bundle item separately and not that much handy for some business like if you are in pharma retail and expect the same prescription will be repeated again and again , you can save the invoice as 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 populated auto. This generally happens for regular sugar / heart patient. Also you such prescription, you will be able to target customer reminder through SMS/ What’s app and emails message . the facility can also be used for books, example you can save class six books set as Pick and pack and later when someone ask to give class 6 books set select just pick and pack and all items will be auto populated.
We have provided lot quantity functionality also here so if the pick and pack / prescription is saved for 2 set / 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 billing
Report - Sales Order based BOM requirement – Material Requisition for manufacturing
4 of amazing MIS are provided to manage material procurement. Based on pending sales order, system will let you know purchase requirement both in terms of Finish material requirement as well as raw material and you can generate both summary and order wise detailed report.
New Variant – Offline Multiuser Multi Location with mobile
Offline app does not allow mobile app use as the mobile app connect with our cloud server only. Now we have provided option to connect mobile app with customers in house server. The License will be activated based on IP registered with AlignBooks only
New Variant – Offline – Lite
This offline variant is targeted for small sector and will be useful to those who do not have multi branch, multi-location, integration requirement. This is parallel to single user offline with few functionalities withdrawn as below. The version is targeted for Partner network only and to be avoided through digital sales.
Purchase return – Price/discount capturing based on batch no
Now all pricing and discount detail at the time of purchase return will be picked auto from purchase based on the selected batch number
Live location tracking on MAP – mobile app
New UI provided in mobile app in which live movement and tracking will be plotted on google map. The plotting can be seen for back date and selected / multiple users in one go
Daily attendance verification and approval
Now daily attendance can be verified, corrected and approved by HR on daily basis through system. The functionality will be very useful for our own company to keep track on daily attendance through system and will not be dependent on what’s app messages, attendance will be verified and approved on daily basis
Hierarchical Data access availability.
Now throughout system (Mobile App/ Desktop App / Browser App you can control data visibility for a user. In user data access rights, option is provided as Self/ Hierarchy or All data and based on selected option, all employee related data will be visible to a user either related to self or related to all team 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
Amazing feature, now while generating sales invoice or purchase or Order or dispatch, from the document itself you can view
- Customer Info
- Last 6 Purchase detail
- Outstanding Ageing
- Top 6 Item sold to customer
- Item Info
- Last 6 Transaction / Pricing Detail
- Last 6 Transaction / Pricing Detail for customer
Similar to multiple item selection through item balance panel, one more icon on every Ui is provided to select multiple items and enter quantity there only and click on OK and the document will be generated on fastest mode. The functionality is useful to for those who have large number of items in one invoice and have structured rate and discount structure
While generating invoice, sometime customer demand for a new item which is not 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 amazing facility to note down such requirement 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 item in the period. This will ease out procurement process.
Promotion on B2B invoice
POS Now promotions can be applied in B2B invoice also
Implementation : Company setup Select
Parent Child Company – Integration
Sales Order Generated in child company for parent company will be auto available as purchase order in parent company , similarly sales invoice generated in Parent company for child company shall be auto available in child company as purchase invoice