Inventory Master (For Lubricant)

Tk. 120,000.00 ($984)

Overview:

Inventory System:

1. Unlimited Customer and Supplier support.
2. Admin can create suppliers for his/her company by inputting supplier's name, email, address, and phone number
3. Unlimited Product/Item/Inventory/Service/Labor Support with cost and price.
4. Inventory Shipping with freight charge.
5. Vat/ Tax Supported.
6. Payment Method:- Due, Advance, Cash, Check, Credit/Debit Card, Money Order and more method Supported for Receive or Payment.
7. Multi Branch Support, Inventory Movement, Inventory Adjustment.
8. Multi-User Login and Access Support for both branches.
9. Import/Export, Database Backup.

Report View/Print:

(This Software has a report builder system. A CSV and PDF file download option is available to download all sales order reports together.)

1. Balance Sheet
2. Chart of Accounts
3. Daily Cash Report
4. General Ledger, Customer Ledger, Vendor Ledger
5. Trial Balance
6. Income, Profit/Loss Statement
7. Banking
8. Daily, Monthly, Yearly Sales/Purchase Invoice
9. Customer/Supplier Due.
10. Inventory
    -And So More...

Dashboard:

1.Graphical DASHBOARD with overview of monthly sales cost of products and profit values for all products. 
2.Shows latest payments, invoices order to invoice and order to ship lists. 
3.Customers & Suppliers records. Bulk import and export through CSV file.
4.Settings for unit, items category, user, role, user and location of stock for his/her company. 
5.Create roles for users.
6.Multi user with multiple roles.
7.Multi Company with individual databases for each company.

Items:

Items are the products that you sell to various clients and can be purchased from various vendors in a business. Items are associated with Item categories.

Purpose: Add / Edit / Delete/Copy Items of Inventory.

Procedure: Complete item entry is done by five steps.

General settings: 

Item Code: Not changeable later - unique identifier for an Item.

Name: Name of the Item.

Description: Full/short description of the Item.

Category: The category to which the Item belongs. You can create your own Item categories which define relevant units only.

Item Tax type: Select relevant item tax type.

Item Image: Upload item image in PNG and JPEG format only. 

Sales pricing: Assign sale prices to individual sales Items by sales type. Use them in sales invoices.

Sales type: Add sales type first.

Price: Select price for specific sales type.

Action: Edit only.  

Purchase pricing:

Like sales pricing, assign purchase prices to individual purchase items for specific suppliers. And finally the supplier invoice contains the same info as they receive and the price can be changed, in which case the purchasing data is updated again. 

Supplier: For every Item you can have one or more suppliers for this particular Item (choose from drop down list).

Price: keep entry of purchase price for each item from that specific supplier.    

Transaction: Shows each transaction history of an item with date and quantity.

Status: When a user creates an item, it will show stock status for all locations for this company with the quantity of item available.

Purchase:
A purchase order is an official document that you issue to your vendors, indicating relevant information about what you want to buy, the quantity, the price agreed for that particular product or service.

Purpose:
Purchase Order Entry is used to register all purchase orders in the system. A purchase invoice you create to record a delivery of items made by a vendor to your warehouse. This is your way of recording the items and delivery notes you have received from your vendors for the purchases made by you.

Procedure:
Select a Supplier;
Select a store location;
Reference numbers will be generated automatically.
Select items, supply quantity and click Add Item
Write a note of purchase order.
Submit your order.

Permission:
Users will have permission to View, Edit and delete purchase order.  User can print, Download PDF, edit or delete invoice.

Sales:
The inventory system is very flexible in the way it can handle sales, from complete integration with a purchase process to just issuing invoices.

You can use the complete sales process or just the steps you require   depending on your operation. The menu options below are annotated with suggestions as to which Department would use them.

• Sales order
• Invoice
• Payment
• Shipment

Sales order:    
A sales order is a financial document that confirms an impending sale. It details the exact quantity, price and delivery details of the products or services being sold.

Purpose:
To create Sales orders and thereon to view, modify and print them.

Procedure:
The Reference Field is generated automatically. Before a Quote can be created, you must previous have setup one each of the following:

1.Item
2.Customer
3.Customer Branch
4.Sales type
5.Payment type
6.Location

Then,

Select a Customer;
Select a store location;
Reference numbers will be generated automatically.
Select items, supply quantity and click Add Item
Write a note of the sales order.
Submit your order.
You can also maintain items & customers in a separate browser window but page refresh may be required to update.

Notes: Sales orders are not related to item stock, users can make sales orders for available or empty stock.

Invoice:
An Invoice is a document sent to your client that indicates the products/services sold by you with the payment information that the client has to make. This method allows you to create an invoice directly, by skipping a Sales Order to .Invoice from sales order: Creating invoice from sales order is very easy and simple. Users can create both manually and automatically.

-Users can create several invoices based on the item quantity of that sales order.
-Users can create only one invoice automatically from a sales order.

New Invoice without sales Order:
The steps and requirements for creating an invoice directly are covered under Sales order entry. By default, this operation will not allow an invoice to be created if the stock level of any item will become less than 0. Invoice entry is directly related to item stock.Creating an invoice entry is almost the same as a Sales Order entry; just the user needs to select a payment term as an affiliation.

Notes:
A direct invoice entry will generate an automatic sales order entry. When entering a direct sales invoice Sales Order will be created automatically.

Payment:
There are different ways to record payments.

Cash
Bank
PayPal
Payment directly related with invoice, User can pay only from invoices.
There is both an option to pay full or partially.

Procedure:
Payment Type: Select payment type (Bank/Cash/PayPal) you prefer.

Amount: Enter the amount you prefer (full/partial). Note: Excess payment will not be refundable. 

Paid On: Enter payment date.

Reference: A reference number will automatically generate.
There is an option to view, email, print and download PDF of payment receipt.

Shipment:
Our powerful shipping integration feature can integrate your organization with a host of shipping service providers, enabling you to get shipping rates, ship your packed goods to your customer, track your shipments and manage your deliveries .

Users can ship his product from invoice only.
There are two stages to complete a shipment procedure.
-Packed
-delivered

Packed: When a user creates a shipment from an invoice it automatically marked as packed.  Users can process shipment both manually and automatically.

Delivered:

You can mark the packages that have been shipped as delivered by clicking on the Mark as Delivered button on the shipment list. On doing so, your shipment status changes from packed to delivered.

There is an option to view, modify, email, print and download PDF of shipment receipt.

Note: Mark your shipment status after confirming the delivery report from your client. 

Customers

This is to manage all customers who are purchasing items/products from this selected company. 
There are two different ways to create new customers. Admin can create customers by both manually and by uploading CSV files.

For manually adding new customers there is a customer create form which needs the customer's name, email ,address and phone number .

Admin can import CSV files. There is an option to download the customer list in CSV format.

Before Importing one can download a sample CSV file to maintain the format of uploading the customer list and it is obligatory to input a unique email address for each and every individual customer.

Admin has permission to add, edit and delete customers.

Customer Dashboard: 
Customer dashboard shows customers sales order list , invoice list , payment list , shipment list and customer branch list.

Customer can view his/her sales order , invoice , payment and shipment history.

Customer sales order:
Customer can view his/her branches and can edit branch addresses from here as well.

Suppliers:

This is almost similar to customers. Admin can create suppliers for his/her company by inputting supplier's name, email, address and phone number. 

There are two different ways to create a new supplier. Admin can create suppliers by both manually and by uploading CSV files.

For manually adding a new supplier there is a supplier create form which needs the supplier's name, email , address and phone number .

Admin can import CSV files. There is an option to download supplier lists in CSV format.

Before Importing one can download a sample CSV file to maintain format of uploading supplier list and it is obligatory to input a unique email address for each and every individual supplier.

Admin has permission to add, edit and delete suppliers.

Reports:

INVENTORY STOCK ON HAND

Inventory stock on hand is to show all items quantity on stock, cost value and retail value profit value of inventory.
It shows both total values of the entire stock and individual total values of each item too.
Users can filter products by item category and location.
A CSV and PDF file download option is available to download the entire inventory stock on hand report.

SALES REPORT:
Sales report deals only with all sales orders of inventory.
It shows day wise sales orders with sales volume and sales value.
User can filter his/her search by specific date interval.
A CSV and PDF file download option is available to download all sales order reports together.

Settings:

General Settings:

Item category: Multi vendor stock management system can manage items of different categories. Admin can create different categories with appropriate units.

Unit: Create different units with proper abbreviation.

Company:  Stock management system is friendly for multiple companies. Each company has a separate database with different names. Input unique database information for each company.

With completion of installation a default company will be created automatically & from this default company admin can create more companies. But, from new companies there is no option to create new companies anymore.

Preference: Admin can set default language , number of rows shown in page , date format , date separator , site name and site short name from here for his company.

Email template: Add a personal touch to your invoices, order notifications and thank you mails. Make sure your clients and vendors perceive your care and commitment better, customize your emails to suit your business needs and the tone of your communication.

Guide layout:

Configuring email template
Associating a default template for a contact
Customizing email templates
Here you can choose the module for which you wish to customize the template for:
Shipment Information
Payment receipt
Purchase order
Sales invoice
Sales order

Finance: Manage finance settings by individually setting bellow types.

Tax: Define all tax types by mentioning tax rates.

Users can select any tax type as default and users can create as many tax types as they need.

And, users have permission to modify and delete any tax type.

Note: Before using sales tax in your transactions, you need to create a new tax.

Sales Type: Sales Types allow you to define pricing levels for specific type’s customers. A very common separation is between retail and wholesale customers. 

Here the sales type differs by tax. (Included or not)

Can set any sales type as default according to need.

Currency: Stockpile is a multicurrency system and it’s simple to manage all the currencies you deal with. Add currencies with appropriate symbols.

Company settings:

Team members: Admin can create multiple users by selecting different user roles (Creating user roles is a must before creating a new user).

In new user creation from all fields are mandatory for creating a new user.

Provide full name, email, password, phone number and select specific user role for a user.

Admin needs to input a unique email address for each user and can set passwords for user login.

User Roles: Stock management system is multi user friendly. Admin can create multiple roles by specifying permissions of add, edit and delete functionality.

Locations: Locations are important to manage stock movement. Admin can add several locations from here by inputting location code, location name, delivery address, phone numbers & contact person name.

Extra:

1. Online Supported (you can access or view the report from anywhere).
2. Multi Company Access.
3. Easy to understand the software function.

Speciality:

• User-Friendly Dashboard
• Easy Invoice System Management
• Product Management System
• CRM Management

• Management System Based on Category
• Supply Chain Management
• Purchase Management
• Accounts Management
• Shipment Management

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