CRM and Sales Process

Getting Started

• Welcome
• Update Organisation Setting
• Add a new customer
• Add a new supplier
• Add a new product
• Import contact list from spreadsheet
• Import products from spreadsheet

Accounting

• Create a customer invoice
• Record a supplier invoice
• Record a payment received from a customer
• Record a payment paid to a supplier
• Record an expense without an invoice
• Create a customer credit note
• Record a supplier credit note
• Create a manual journal entry
• Import a bank statement from a spreadsheet
• Import a statement using a bank feed
• Reconcile a bank account
• View profit & loss report
• View balance sheet report
• Import accounts from a spreadsheet
• Configure GST tax rates (Malaysia)

Inventory

• Receive products in stock
• Retrieve products from stock
• Make a stock count
• View stock summary report
• View stock card report

ระบบสต๊อคสินค้า

• ป้อนข้อมูล รับสินค้าเข้าสต๊อค
• เรียกดูสินค้าจากสต็อค
• การนับสินค้าในสต๊อค
• เรียกดูรายงานสรุปสต๊อคสินค้า
• เลือกดู รายงานการ์ดสต๊อคสินค้า

Sales & CRM

• CRM and Sales Process
• Create a sales order
• Create a quotation
• Create a sales opportunity
• Create a sales lead

Purchasing

• Create a purchase order

Manufacturing

• Create a bill of materials
• Create a production order

POS

• Record a sale on the POS

Ecommerce

• Select a theme for your ecommerce website

Delivery

• Create a delivery order

Service

• Add a project
• Create a service order
• Record a time sheet

HR

• Add an employee
• Record employee attendance
• Create a leave request
• Create a payslip

Mobile App

• Download the IOS app
• Download the Android app
• Receive products from supplier on mobile app
• Pack products for customer on mobile app
• Return products to supplier on mobile app

Project Costing

• Create a quotation for a project
• Confirm a project order
• Create a customer invoice for a project
• Record a supplier invoice for a project
• Track project expenses and profit

Project Costing (Thai)

• Create a quotation for a project (Thai)
• Confirm a project order (Thai)
• Create a customer invoice for a project (th)
• Record a supplier invoice for a project (th)
• Track project expenses and profit (th)

ระบบบัญชี