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Company Management Platform

Online brief

The configuration "Online company management" is designed to automate the trading, service and production stages of small business activities. Automation includes such necessary operations as selling, purchasing, storing goods in warehouses, accounting for the movement of funds, managing and planning the company's work. The software will allow you to plan your activities in detail: deal with orders from suppliers, issue tasks to employees, monitor how order statuses change, and so on in the cloud.

The advantages of this platform include the ability to maintain financial and other reporting documentation for several small firms at the same time. Information is stored in a single database, regardless of whether the companies have the same specialization or work in different directions. Automatic data exchange with your sales tools and other software. Personal solutions for your industry.

General
What currency will be the main one on the platform?
What language will be on the platform by default?
Multilingual
Will the platform use multiple languages?
Multi-currency
Will the platform use multiple currencies?
Company Management Portal
Wholesale
Registration of clients and their needs. Maintaining client and contract database. Registration of orders of each client. Sale from a warehouse and sale under the order. Sale on credit and prepayment. Order fulfillment control.
Retail Automation
Work with online cash registers. Full-fledged retail with receipt printing. Maintaining price lists and price analysis. Work with discount cards. Retail sales in a mobile application.
Internet Trading
Wholesale and e-commerce management, retail automation
Preliminary Order Costing
You can see the cost of the order, evaluate the possibility of providing a discount or the need for a markup.
Commission Trading
Maintaining a database of commission contracts. Formation of acts of acceptance and transfer of goods for commission and invoice. Formation of the report of the commission agent.
Production Accounting
You will be able to control all stages of production and fulfillment of orders, conduct a detailed analysis of the work of the enterprise.
Warehouse
Operational accounting of warehouse operations, quick inventory, convenient work with mobile applications and retail equipment, printing of warehouse documents, labels and price tags allow you to organize accounting both at a wholesale warehouse and in small pavilions and retail outlets.
Pricing
Assign different types of prices: purchase, wholesale, retail. Use floor prices, psychological rounding, and pricing formulas.
Price Lists
Create price lists separately for each group of buyers: wholesale, small wholesale, retail.
Discounts and Markups
Plan discounts and markups, use discount cards, gift certificates and bonuses.
CRM
The software has a built-in CRM system in which you can work with a lead, lead a client through the sales funnel, view the entire relationship history in the client card, work jointly and individually on tasks on kanban boards, evaluate the results in sales reports for each sales channel, product, manager.
Salary and Staff
You can apply for a job, dismissal, personnel transfer, keep records of working hours. There are tools for evaluating the effectiveness of each employee's work, and remuneration of each employee according to his performance.
Counterparty
You can see full information about counterparties and change their status
Accounts
The page in the user profile displays all the accounts that are assigned to this counterparty in the system
Banking and Cash Transactions
Cash and banking transactions, including data exchange directly with banks and payment service providers
Add Transaction
You can manually add transactions and bulk data uploading
Tax Accounting
Accounting for value added tax, tax accounting registers for income tax.
Automatic Completion
Automatic execution of the closing operations of the month
Filters
All sections of the back office have powerful filters and the ability to export data in different formats
Data Export
All sections of the back office have the ability to export data in different formats
Users
This section allows you to add employees as new users. You can manage users and their roles.
Roles
This section allows you to create and manage user roles. You can create a new role with any permissions.
Permissions
The administrator can create new roles for users and grant them permissions
Transactions Summary
You can get a summary for any counterparty
Regulation Reports
Preparation of regulated reporting
Documents
You can see any documents created on the client platform
Templates
You will be able to manage templates for all documents in the platform
Notifications
You can create notification manually and assign and/or eliminate recipients. System can ensure the automated generation of notifications.
Notification Templates
You will be able to manage templates for all notifications in the platform
E-mail Notifications
System will ensure the automated circulation of e-mail notifications according to the templates and pre-set triggers. Email templates must be created and agreed upon in advance.
E-mail Templates
You will be able to manage templates for all e-mails in the platform
Additional options
AML Office
AML Officer can filter counterparties you have to check on compliance with your AML policy
Historical Data
You can see the log of historical data for any platform object: counterparties, personal data, company data, etc.
Dashboard
Dashboard shows metrics and graphs customizable for your platform
Automatic Reminders
You can create automatic reminders for any counterparty
API Keys
On the page you can see the API keys of the user. API keys are used to create requests to the banking API without a username and password. Also, when using the API key you don’t need to enter a confirmation code.
Two-factor Auth Method
The page in the user profile displays the authentication methods connected to the account
Payment service providers can be integrated to automate payment processing.
Select a KYC service provider to verify counterparties.

Profile

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