Everything your business runs on

Company (one branch included)

One for each company database.

• Each financial year of a business is its own company.
• Includes one branch.
• Every module you choose works in every company.

User

One for each person who signs in.

• One sign-in, used on any device.
• Rights set per company, branch and screen.
• Add or remove people as your team changes.

Additional branch

Each place of business beyond the first.

• Stock, numbering and reports per branch.
• One branch comes free with every company.
• In the ERP edition.

Report schedule

Each report mailed on a schedule.

• A report mailed to the people you choose.
• Daily, weekly or monthly, at the time you set.
• Pay only for the schedules you keep.

Dashboard report

Each report on your Home dashboard beyond the one free.

• A live report tile on your Home screen.
• One comes free.
• Pay only for the tiles you show.

Custom report

Each report in My Reports beyond the one free.

• A report of your own in My Reports.
• One comes free.
• Pay only for the reports you keep.

Sales

From quotation to invoice to money in the bank.

• One document loads into the next: quotation, order, delivery note, invoice.
• Price levels, discounts, schemes and customer cards applied as you bill.
• GST worked out on every line, with e-invoice numbers (IRN) where you need them.

Purchase

Know what it really cost before you price it.

• Purchase orders that load straight into the supplier's bill.
• Batches, expiry dates and serial numbers captured as the goods come in.
• A cost sheet that spreads freight and duties into landed cost and suggests selling prices.

Order Management

Promise only what you can deliver.

• Stock reserved for an order the moment it is confirmed.
• A credit check on every sales order, before the goods are promised (with Credit Control).
• Purchase Order Automation, a feature bought on its own: Purchase Planning shows what must be bought now, compares suppliers' prices and orders it.

Inventory

Stock you can trust, down to the rack.

• Batches, serial numbers and expiry dates on the items that need them - with serial stock, serial history and serial exception reports.
• Item variants - colour, size, fabric - split on each line, with variant sales, stock and exception reports.
• Price types, formulas and price lists for every kind of customer.

Warehouse Management

Every bin known, every pick guided.

• Receiving, putaway, picking, packing and dispatch as guided tasks, on a phone or a scanner.
• Waves and pick tasks so several orders are walked once.
• Cycle counting and replenishment that keep the pick faces full and the bins true.

Linked Transactions

One order, every document that fulfils it.

• Set Off: make the next voucher straight from the list of what is pending.
• Auto Set-Off: create the vouchers in bulk - a feature bought on its own.
• Short-close with a reason when the rest will not come.

Manufacturing

From a bill of materials to finished goods at the right cost.

• Bills of materials, simple or with operations and linked BOMs.
• Production orders, job orders and quality steps.
• Raw material issued and finished goods received by one production voucher.

Cashier

Open the counter, bill, collect, count, close.

Sold as a feature of Sales - adding it adds Sales as well.

• Cash opening and closing with the count against the system's figure.
• One collection window for every way a customer pays.
• Special discounts that need an approval before they are given.

Accounts

A trial balance you can trust.

• Bill-by-bill allocation, so every receipt and payment knows what it settled.
• Cost centres, profit centres, budgets and targets.
• Cheque books, post-dated vouchers and bank accounts in step.

General Voucher

Receipts, payments, contra and journals.

• Receipt, payment, contra and journal vouchers.
• Bills settled as the voucher is saved, so what is outstanding is always right.
• Cost centres and cheque details taken on the same screen.

Fixed Assets

What you own, who has it, and what it is worth.

• Categories and an asset register, including assets you already had - brought in from an Excel sheet with their depreciation figures.
• Buying an asset as a purchase that lands in the register.
• Who holds each asset, with material and money spent booked against it - a repair bill or a premium shared out among assets from the voucher.

E-Invoicing

GST e-invoice numbers, without leaving the invoice.

• Raise, fetch and cancel GST e-invoices (IRN).
• The IRN and QR code printed on the invoice.
• Every call to the portal recorded, with what it answered.

CRM

From the first enquiry to a bill in the books.

• Leads brought in from forms and lead ads, each with an owner and a next step.
• A daily follow-up list, a calendar and reminders.
• An opportunity board that shows what is likely to close, and when.

Customer Portal

Let your customers serve themselves.

• Each customer sees the catalogue you choose for them.
• Orders placed in the portal arrive as orders in the ERP.
• Deliveries, discrepancies and online payments, all on record.

Support Desk

Every customer request answered, and nothing forgotten.

• A queue that opens on live work, with those waiting on you first.
• How long each customer has waited, shown on the ticket.
• Tickets assigned to a member of staff.

Communications

One inbox for e-mail, SMS and WhatsApp.

• Mailboxes, SMS and WhatsApp in one place - WhatsApp being a feature of the hub, bought on its own.
• Conversations assigned, answered and closed as a team.
• Bulk messages to a chosen list, and automatic messages on events.

Attendance and Payroll

From the first employee to a month paid.

• Pay heads and pay templates that fit how you actually pay.
• Attendance, leave and production entry feeding the pay bill.
• Leave requests, employee claims and loans, each with its approval.

Employee Time Management

From the punch on the device to hours in payroll.

• Time devices read and their logs processed for you.
• Missing or wrong punches corrected by hand, on record.
• Extra work approved before it is paid.

Approvals

Everything waiting on your decision, in one place.

• One Approvals Inbox across every module.
• A bell in the header, and e-mail for those away from the screen.
• Reminders and escalation when a decision is overdue.

Workflow Management

Your approval route, drawn once and followed every time.

• Routes with any number of steps and conditions.
• A diagram of the route, so everybody sees the same picture.
• Notifications at each step, and escalation when one is overdue.

AI Assistance

A helping hand with the writing, never a hand on the send button.

• Your own choice of AI service and model.
• Nothing is ever sent by the AI: a person reads it, changes it and sends it.
• A notice that says exactly what is sent outside, and when.

Document Management

The paper behind every record, one click away.

• Documents attached to the record they belong to.
• Voucher Line Documents, a feature bought on its own: files on a voucher's lines - a drawing or a certificate for one item - attached from the store or uploaded into a folder you choose; they follow the line into the next voucher, and the System Print shows their pictures and lists every file as a link that opens it.
• Storage where you choose, set up once as a connection.

Reports

Every figure, and the vouchers behind it.

• Four views of the same report: document, grid, pivot and graph.
• Drill down from a total to the voucher that made it.
• Print, export or e-mail straight from the report.

Dashboard

The numbers you watch, on the first screen.

• Key figures on the Home screen.
• Your own custom reports added to the dashboard - one free, more at Rs 100 a month per report.
• From a figure straight to the report behind it.

My Reports

Your own reports, beside the standard ones.

• Custom reports, each shown only to the users who should see it - one free, more at Rs 100 a month per report.
• Grid, pivot and graph from the same report.
• Layouts saved the way you like to read them.

InvoiceNET® Studio

Your own pages and reports, without code.

• Data objects over your own tables: the record, its rows as grids, look-up tables and tables of their own - each with its key fields.
• Drag fields and grids onto a canvas; a column arrives bound, with its type and length.
• Rules per field: required, required when, ranges, lengths, patterns, dates inside the financial year, unique, defaults, computed values and rules across fields.

Administration

Companies, users and rights, under your control.

• Companies, branches, divisions and group companies.
• Rights by user, role and group, down to each screen and action.
• Buy more users, companies or modules from inside the ERP.