Overview
Document sharing is critical across branches/ nodes. Allowance for online collaboration on projects must enable better control across internal and external systems. Data is available from local computer setups or mobile devices. Online storage and syncing service availability. Encrypted access to files. Users may choose which files to share on the cloud and with whom. Powerful dashboards will allow you visualize deals progress and information surrounding projects at different points in the negotiation to closure process.
Store all your electronic and scanned documentation in a secure, electronic repository that is accessible anywhere and anytime. Documents can easily be organized and shared among clients and employees.
Maintain electronic records in accordance with government and electronic regulations. Secure your documents from internal and external threats by determining who has control and access to documents.
Facilitate the distribution and viewing of documents available in the popular formats. Accessing documents anywhere without the need for any special software on the client side.
Many security features such as access controls, data encryption and server-based processing are built into the into the application. A Role-Based Security model ensures that users can be setup and assigned to roles in minutes.Integrated Customer Relationship Management (CRM), Campaign Management allowing you to keep abreast with your customer needs and react accordingly.
Included tools will assist in employee flow and management with full contact management, lead management, project management, reporting and analysis. Account management is centralized allowing you to track and engage with your customers every step of the way. Mitigate risk and improve chances of project success allowing you to drive repeatable, sustainable customer engagements.
Create projects; assign teams to the projects according to their capabilities. Track projects from pre-initiation stage to the closing stages. This will allow you to strive for operational excellence and fit.
Companies need to manage integral parts of its business relationships i.e. customers, suppliers, distributors, dealers, partners, employees, helping them build health and sustainable business relationships that are profitable in the short and long term. Allowing them to give excellent business value.
Manage and audit trails of whom and when data changes on the system. Create logical workflow rules that route and assign, create and disseminate work and information across your business.
Expedite claims processing with faster, automated calculations and validations to ensure personnel remain focused on more important business. Electronic forms can offer a more secure alternative to paper filing systems, which are vulnerable to loss.
Save money by automating processes, reducing auditing time, and consolidating accounting across multiple subsidiaries. Allow you to involve all employees, partners, customers, and others in process automation
How safe is my data?
Your data is safe and secure. No longer is it held on your laptop or in your office or over e-mails or discs to the accountant; it is stored on cloud servers. These servers are properly secured, encrypted and require secure authentication.
Do we provide support?
We provide 24/7 support either through our online help, social media or telephonic support.
Can I migrate from my existing software ?
In some instances we are able to migrate most of your existing systems, but usually at a cost.
Why bother switching, what's wrong with my traditional desktop applications?
Increased risk of system failure or hardware failure.Costs are more prohibitive, expensive, complicated and time consuming to purchase the hardware, upgrade the software and keep backups.
Backup Scenarios:
It's perfect for constant power failures! Should the power drop to your servers the stores and other locations keep on going! We perform automatic backups of all your data, so you don't need to.
Real time monitoring:
The technology allows a single company having multiple stores, warehouses, agents to co-exist in a single centralized database in both connected and disconnected environments!
Easy Setup, Great and Flexible Support:
Any eCommerce, CRM, or ERP application may run in a global or local scale in lesser months as compared to the time it will take to prepare software and servers on-site.
Achieve economies of scale:
Increase volume output or productivity with fewer people. Your cost per unit, project or product plummets. Reduce spending on technology infrastructure.
Easy Access:
Maintain easy access to your information with minimal upfront spending. Globalize your workforce on the cheap. People worldwide can access the cloud, provided they have access to the internet. Allowing for sharing of ideas across a broader spectrum. Streamline Business processes:
Less personnel training:
It takes fewer people to do more work on our cloud, with a minimal learning curve on hardware and software issues. Improve your business's flexibility. You can change your business processes without needing a lot of input.
Your data is safe and secure. No longer is it held on your laptop or in your office or over e-mails or discs to the accountant; it is stored on cloud servers. These servers are properly secured, encrypted and require secure authentication.
Do we provide support?
We provide 24/7 support either through our online help, social media or telephonic support.
Can I migrate from my existing software ?
In some instances we are able to migrate most of your existing systems, but usually at a cost.
Why bother switching, what's wrong with my traditional desktop applications?
Increased risk of system failure or hardware failure.Costs are more prohibitive, expensive, complicated and time consuming to purchase the hardware, upgrade the software and keep backups.
Backup Scenarios:
It's perfect for constant power failures! Should the power drop to your servers the stores and other locations keep on going! We perform automatic backups of all your data, so you don't need to.
Real time monitoring:
The technology allows a single company having multiple stores, warehouses, agents to co-exist in a single centralized database in both connected and disconnected environments!
Easy Setup, Great and Flexible Support:
Any eCommerce, CRM, or ERP application may run in a global or local scale in lesser months as compared to the time it will take to prepare software and servers on-site.
Achieve economies of scale:
Increase volume output or productivity with fewer people. Your cost per unit, project or product plummets. Reduce spending on technology infrastructure.
Easy Access:
Maintain easy access to your information with minimal upfront spending. Globalize your workforce on the cheap. People worldwide can access the cloud, provided they have access to the internet. Allowing for sharing of ideas across a broader spectrum. Streamline Business processes:
Less personnel training:
It takes fewer people to do more work on our cloud, with a minimal learning curve on hardware and software issues. Improve your business's flexibility. You can change your business processes without needing a lot of input.
Load your Basic Company information;
- Company Name - Trading Name
- Legal Name - Registered Business Name
Account Contact information is for the person / individual who is in charge of the company's accounts.His or Her contact information is required.But not mandatory.
Add your Company's Tax information on the next tab.You can choose what currency is the main currency in which your company uses.You can choose what region your Company is based in.The Language option helps you to choose what language you want to see your Dashboard in.
Enter you Company's Address here,where the business is located and the postal address where you receive your mail from.This help your invoices,transactional documents look more professional.
Customer Centre
It gives you a list of all your clients depending on the role of your clients i.e. Account Customers, C.O.D Customers, and Dealers.Add, Edit or Delete Customers or Customer Details directly from Customer Centre.
From within Customer Centre, you can View History of all your clients’ transactional history. Track payments and transactions.
With Contract you can add Billing Cycles,monthly or quarterly.Set the Date when the contract starts so it starts billing automatically from that date.You can add other documents to the contract,by using the attach document function like Identity Documents,Proof of Residence etc.Create Finance Houses. 
Create Dealers for All Your Product Sales.
With our Customer Centre feature you can check your Customer statements. It gives you an option for either detailed or summary statements, you will be able to get detailed reports on which payments, invoices and quotes linked to them.
Create a Contract and link them to your customers.
Create a Contract and link them to your customers.
With Contract you can add Billing Cycles,monthly or quarterly.Set the Date when the contract starts so it starts billing automatically from that date.You can add other documents to the contract,by using the attach document function like Identity Documents,Proof of Residence etc.
Finance houses allow your customers to get credit from other financial institutions.They usually want to be invoiced out when your clients are taking credit from them.The financial houses will be responsible for the payments for the goods or services under contract.
Create Dealers for All Your Product Sales.
Dealers are usually your customers but they sell the goods or services on your behalf to their own clients at discounted rates or commission based structures.
Create a Lead List for your potential clients. Use this to track feedback on your products and service delivery.
A lead list will allow you to track your potential and past clients,people who have inquired about your products or services but haven't purchased them or used them before but aren't using them presently.
How To search
Select your start and end date,type in your criteria i.e invoices,credit notes.
Outline Monitor all your sales,orders,quotes all from one place.Be able to view invoices between a certain period,know the total value of all those invoices, sales in that period.
Filter by Customer.
Filter by Period
Outline
Within the sell screen, you will see your quick keys to the left of the screen. You can switch between different transaction types. Check System levels on different stock items.
Detail
Sell Screen
Perform line discounts on different items by percentage
a) Add your Customer Details by clicking on "Add Customer" - Customer Name and Numbers
b) Create your item by clicking on the "Add item button".Add Price and Description
c) Select your Items from the invoice Grid below
d) Input the Quantity of the items you would like to invoice out.
e) Save and Print
This document covers creating additional users and teams via the web portal. Carefully managing your users will allow better control over business processes. You may want to restrict access to certain information within the system. This is always a great idea when dealing with multiple users.
> Click the hammer icon on the "main menu"
> Select "Teams / Users"
> Click the hammer icon on the "main menu"
> Select "Teams / Users"
> This feature will allow you can add teams or users. You can allocate users to teams once created
> Fill in the requirement info most importantly user name, password
> You can allocate / restrict access to the options you want the new user to have in your company
