ERP

Right sized, user friendly business process operations with Open ERP.

Perfectly right-sized, user-friendly platforms include highly reliable and insightful planning and forecasting systems.

Accounting

Sales Invoice
Customer
Payment Entry
Payment Request
Accounts Receivable
Accounts Receivable Summary
Sales Register
Item-wise Sales Register
Ordered Items To Be Billed
Delivered Items To Be Billed
appointment-booking-landing
Distribution-of-patient-complaints

Sales

Customer
Quotation
Sales Order
Sales Invoice
Blanket Order
Sales Partner
Sales Person

 

Purchasing

Material Request
Purchase Order
Purchase Invoice
Request for Quotation
Supplier Quotation
Distribution-of-patient-complaints
manufacturing-inventory

Inventory

Stock Entry
Delivery Note
Purchase Receipt
Material Request
Pick List
Delivery Trip

Accounts Payable

Purchase Invoice
Supplier
Payment Entry
Accounts Payable
Accounts Payable Summary
Purchase Register
Item-wise Purchase Register
Purchase Order Items To Be Billed
Received Items To Be Billed
manufacturing-inventory
manufacturing-inventory

Assets

Asset
Location
Asset Category
Asset Movement

Human Resources

Purchase Invoice
Supplier
Payment Entry
Accounts Payable
Accounts Payable Summary
Purchase Register
Item-wise Purchase Register
Purchase Order Items To Be Billed
Received Items To Be Billed
manufacturing-inventory
Geospatial-data-graphic

Projects

Project
Task
Project Template
Project Type
Project Update

CRM

Lead
Opportunity
Custome
Contact
Communication
Lead Source
Contract
Appointment
Newsletter
crm-marketing-techniques
Geospatial-data-graphic

Support

Issue
Issue Type
Issue Priority

Accounts Payable

Purchase Invoice
Supplier
Payment Entry
Accounts Payable
Accounts Payable Summary
Purchase Register
Item-wise Purchase Register
Purchase Order Items To Be Billed
Received Items To Be Billed
crm-marketing-techniques
crm-marketing-techniques

Items and Pricing

Item
Item Price
Price List
Item Group
Product Bundle
Promotional Scheme
Pricing Rule
Shipping Rule
Coupon Code

 

Items and Pricing

Item
Item Price
Price List
Pricing Rule
Product Bundle
Item Group
Promotional Scheme
crm-marketing-techniques
crm-marketing-techniques

Stock Reports

Stock Ledger
Stock Balance
Stock Projected Qty
Stock Summary
Stock Ageing
Item Price Stock

Maintenance

Asset Maintenance Team
Asset Maintenance
Asset Maintenance Log
Asset Value Adjustment
Asset Repair
maintenance-manager
chasing-clock-businessperson

Attendance

Employee Attendance Tool
Attendance
Attendance Request
Upload Attendance
Employee Checkin
Monthly Attendance Sheet

Time Tracking

Timesheet
Activity Type
Activity Cost
best-time-tracking
free-outstanding-cpa-vectors

Reports

Lead Details
Sales Funnel
Prospects Engaged But Not Converted
Minutes to First Response for Opportunity
Inactive Customers
Campaign Efficiency
Lead Owner Efficiency

Accounting Masters

Company
Chart of Accounts
Accounts Settings
Fiscal Year
Accounting Dimension
Finance Book
Accounting Period
Payment Term
survey-report-checklist-questionnaire-business
survey-report-checklist-questionnaire-business

Key Reports

Sales Analytics
Sales Funnel
Customer Acquisition and Loyalty
Inactive Customers
Ordered Items To Be Delivered
Sales Person-wise Transaction Summary
Item-wise Sales History
Quotation Trends
Sales Order Trends

Supplier

survey-report-checklist-questionnaire-business
survey-report-checklist-questionnaire-business

Settings

Supplier
Supplier Group
Contact
Address
Stock Settings
Warehouse
Unit of Measure (UOM)
Brand
Item Attribute
Item Variant Settings

Reports

Asset Depreciation Ledger
Asset Depreciations and Balances
Asset Maintenance
report
Sunshine-leaves-beech-tree

Leaves

Leave Application
Leave Allocation
Leave Policy
Leave Period
Leave Type
Holiday List
Compensatory Leave Request
Leave Encashment
Leave Block List
Employee Leave Balance

Banking and Payments

Woman using mobile payments
Woman using mobile payments

Other Reports

Match Payments with Invoices
Invoice Discounting
Update Bank Transaction Dates
Bank Transaction
Bank Reconciliation Statement
Bank Clearance Summary
Bank Guarantee
Lead Details
Customer Addresses And Contacts
BOM Search
Available Stock for Packing Items
Pending SO Items For Purchase Request
Customer Credit Balance
Customers Without Any Sales Transactions
Sales Partners Commission

General Ledger

Journal Entry
General Ledger
Customer Ledger Summary
Supplier Ledger Summary
Woman using mobile payments
TAX

Taxes

Sales Taxes and Charges Template
Purchase Taxes and Charges Template
Item Tax Template
Tax Category
Tax Rule
Tax Withholding Category

Cost Center and Budgeting

Chart of Cost Centers
Budget
Accounting Dimension
Budget Variance Report
Monthly Distribution
GT20-LnL-HEADERS-Unisys
GT20-LnL-HEADERS-Unisys

Financial Statements

Trial Balance
Profit and Loss Statement
Balance Sheet
Cash Flow
Consolidated Financial Statement

Opening and Closing

Opening Invoice Creation Tool
Chart of Accounts Importer
Period Closing Voucher
GT20-LnL-HEADERS-Unisys
android-security-setting

Settings

Payment Gateway Account
Terms and Conditions Template
Mode of Payment

Bank Statement

Bank
Bank Account
Bank Statement Transaction Entry
Bank Statement Settings
Hand holding cash flow statement
profitability-improvement-service

Profitability

Gross Profit
Profitability Analysis
Sales Invoice Trends
Purchase Invoice Trends

Reports

Trial Balance for Party
Payment Period Based On Invoice Date
Sales Partners Commission
Customer Credit Balance
Sales Payment Summary
Address And Contacts
MM_Graph
profitability-improvement-service

Share Management

Shareholder
Share Transfer
Share Ledger
Share Balance

Warranty

Warranty Claim
Serial No

Service Level Agreement

Service Level
Service Level Agreement

Maintenance

Maintenance Schedule
Maintenance Visit

Reports

Minutes to First Response for Issues

Settings

Taxes Balance

Advanced Cash Flow Statements

Adv Cash Flow Statement

Analytic Accounting

defining analytic accounting object.

Manual Bank Reconciliation

Support Settings

Review and Action

Quality Review
Quality Action

Meeting

Quality Meeting

Feedback

Quality Feedback
Quality Feedback Template
ERP
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