Every module, grouped the way you work.
150+ modules across 17 areas of the business. Modules can be enabled per business and renamed to match your own vocabulary.
CRM & Sales Pipeline
Leads, customers and the deals in between.
- Leads
- Leads Picker
- Lead Response Board
- Unworked Leads
- Lost Lead Recovery
- Customers
- Customers Map
- Followups
- Followup Central
- Opportunities
- Board of Opportunities
- Deal Desk
- Funnel View
- Close-Date Truth
- Win / Loss Review
- Deal Response Board
- Proposals
- Campaigns
- Visitor Logs
- Web Visitors
- Partners
- Organization
- Office Calendar
Sales & Orders
Quote to invoice, including dispatch and returns.
- Quotations
- Pre Orders
- Orders
- Secondary Orders
- Dispatch
- Dispatch Planner
- Invoices
- Sales Return
- Sales Return Draft
- Sales Return Pending
- Loading Plan
- Order Fulfillment Tracking
- Proof Of Delivery
- Sales Scheme
- Daily Pricing
- Secondary Customers
- Secondary Sales Analysis
- Secondary Leads
Targets & Performance
Targets by person and territory, with the shortfalls.
- Targets Overview
- Targets
- Target Analytics
- Shortfall Review
- Early Warning
- Attainment Mix
- Momentum
Dealer Management (DMS)
Dealer stock, coverage documents and targets.
- DMS Overview
- Dealer Stock
- Dealer Areas
- Dealer Documents
- Dealer Targets
- New Dealer Target
- Enrolled Dealers
Field Sales, Beats & Routes
Beats, coverage, visits and the field team in real time.
- Field Sales Overview
- Beat Plan
- Beat Route Planner
- Beat Tags
- Field Visits
- Plan Recommender
- Field Productivity
- Suggested Orders
- Missed Sales
- Lost Sales
- Team Live Board
- Whitespace Map
- Attendance
- Location Tracking
- Location Pings Insights
- Route Tracking
- Daily Worklog
- Leave Requests
- TimeSheet
- Coverage Areas
- Coverage Points
- Geo Fence
- Dealer Stock Capture
- DG Records
- Painter Site Records
Inventory & Warehouse
Stock, batches and counts across every location.
- Items
- Warehouses
- Serial Numbers Tracking
- Batches
- Stock Counting
- Stock Taking
- Physical Stock Count
- Item Revaluation
- Goods Issue
- Material Requests
- All Material Requests
- Inventory Receipt
- Gate In
- Van Management
- Van Load/Unload
- Pick n Pack
- Breakage Entry
- Damaged Stock Entry
Purchase & Procurement
Requisition to vendor bill, with landed cost.
- Vendors
- Purchase Orders
- Purchase Order Drafts
- Purchase Bill
- Purchase Bill Return
- Goods Receipt Note
- GRN Draft
- Goods Receipt Note Return
- Landed Cost
- RFP
- RFP Consolidation
Production, MRP & Quality
Plan, produce and inspect — material issued from stock.
- Production Overview
- Production Plan
- Production Orders
- Bill of Materials
- Production Receive
- Production Workflows
- Production Jobs
- Production Jobs Board
- Job Work
- Job Work Challans
- Quality Control
- QC Inspections
- MRP Overview
- MRP 360 View
- Requirements Plan
- Planned Orders
- Plan History
- Item Planning
- MRP Settings
- Resource Overview
- Resource Planning
Finance & Accounting
Chart of accounts, vouchers, reconciliation and budgets.
- Chart of Accounts
- Journal Vouchers
- Recurring Documents
- Reconciliation
- Party Reconciliation
- Bank & Cash Accounts
- Bank Reconciliation
- Expenses
- Budgeting
- Budgets
- Budget Reports
- Accounting Reports
Collections, Dunning & Payments
Track what comes in, chase what is late, pay what goes out.
- Collections
- Collection Receipt
- Collection Worklist
- Drawer Accounts
- Commitments
- Cheque Tracking
- Regular Cheques
- Security Cheque Tracking
- Dunning
- Dunning Runs
- Dunning Letters
- Dunning Settings
- Incoming Payments
- Outgoing Payments
Sales Commission
Plans, groups and payout runs for the sales team.
- Commission Overview
- Commission Plans
- Commission Groups
- Commission Entries
- Payout Runs
- Commission Reports
Projects, Tasks & Issues
Project work, tasks and the issue queue behind it.
- Project Overview
- Projects
- My Tasks
- Issues Overview
- Issues
- Aging & Overdue
- Assignee Workload
- Distribution by User
- Response Times
Service, Warranty & SLAs
Issues, warranties, schedules and agreements.
- Issue Tracker
- Service Schedules
- Warranty Cards
- Warranty Policies
- Apply Warranty Policy
- Direct Warranty Issue
- Agreements (SLA)
- Billing Cycle
- Billing Cycle Report
HR & Payroll
Hiring, people records and salary runs.
- My HR
- Team Members
- Vacancies
- Applicants
- Interview Schedules
- Offer Letters
- Onboarding
- Lifecycle
- Separations
- Profile Requests
- Payrolls
- Overtime
- Loans & Advances
- Appraisal Cycles
- Appraisals
- Training
- Resources
Logistics, Assets & Trade
Shipments, fixed assets and letters of credit.
- Logistics
- Logistics Board
- Logistics Jobs
- Logistics Reports
- Fixed Assets
- Asset Register
- Asset Categories
- Capitalization
- Opening Assets
- Depreciation Run
- Asset Assignment
- Asset Transfer
- Asset Disposal
- Capital WIP
- Asset Adjustments
- Letter of Credit
- Letter of Credit Board
- Letter of Credit Register
- Letter of Credit Reports
E-commerce & Documents
Store pages, dealer portals and the document store.
- Store Pages
- Store Setup
- Dealer Portals
- Documents
- Mail Box
Reporting & Analytics
Operational reports across every module.
- Reports
- Crystal Report
- SAP Email Reporting
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