Deskera ERP

Additional features

Track transactions (Accounting)

Record all financial movements within the business for accurate record-keeping.

Create invoices (Accounting)

Generate bills for goods or services provided to customers.

Generate reports (Accounting)

Produce various financial statements and summaries for analysis.

Monitor accounts receivable (Accounting)

Keep track of money owed to the business by customers.

Monitor accounts payable (Accounting)

Manage the money the business owes to its suppliers.

Create custom financial year schedules (Accounting)

Set up specific accounting periods to align with the business's operational calendar.

Manage multiple currencies (Accounting)

Handle financial transactions in different currencies for international business.

General Ledger (Accounting)

Maintain a central record of all financial accounts and transactions.

Journal Entries (Accounting)

Record individual financial transactions in the accounting system.

Compliance (Accounting)

Adhere to relevant accounting standards and regulations.

Budgeting and Forecasting (Financial Management)

Plan future financial performance and predict potential outcomes.

Bank Reconciliation (Financial Management)

Match the business's internal financial records with bank statements.

Multi Entity Consolidation (Financial Management)

Combine financial data from multiple business units or subsidiaries.

Approval Workflows (Financial Management)

Set up automated processes for financial approvals.

Financial Reporting (Financial Management)

Create comprehensive reports on the business's financial health.

Revenue Recognition (Financial Management)

Account for revenue in accordance with accounting principles.

Role Based Access Control (Financial Management)

Define user permissions to control access to financial data and functions.

Multi Channel Order Management (Order Management)

Handle sales orders originating from various platforms.

Order Fulfillment (Order Management)

Manage the process of preparing and delivering customer orders.

Reserve Stock (Order Management)

Allocate inventory to specific sales orders to ensure availability.

Pick-Pack-Ship (Order Management)

Streamline the process of selecting, packaging, and shipping ordered items.

Bill of Lading (Order Management)

Generate shipping documents detailing the contents and destination of shipments.

Backorder Tracking (Order Management)

Monitor and manage orders for items that are currently out of stock.

Purchase Requisitions (Procurement)

Internal requests for the purchase of goods or services.

RFQs (Request for Quotations) (Procurement)

Obtain price quotes from potential vendors.

Purchase Orders (Procurement)

Formal documents issued to vendors to order goods or services.

Purchase Invoices (Procurement)

Bills received from vendors for purchased goods or services.

Minimize costs (Procurement)

Implement strategies to reduce purchasing expenses.

Optimize order and lead times (Procurement)

Improve the efficiency of the ordering and delivery process.

Manage vendor scorecards (Procurement)

Evaluate and track the performance of suppliers.

Track inventory levels and movements in real-time (Inventory Management)

Monitor the quantity and location of stock as it changes.

Generate stock-level alerts (Inventory Management)

Receive notifications when inventory reaches critical thresholds.

Automate ordering and restocking processes (Inventory Management)

Set up rules for automatic purchase order generation.

Barcode Generation and Scanning (Inventory Management)

Use barcodes for efficient inventory tracking.

Lot, Batch, and Serial Tracking (Inventory Management)

Manage inventory based on specific production lots, batches, or individual serial numbers.

Bill of Materials (Inventory Management)

Manage the components and raw materials required to manufacture products.

Fulfillment Tracking (Inventory Management)

Monitor the status of inventory allocated to customer orders.

Inventory Replenishment (Inventory Management)

Plan and execute the process of restocking inventory.

Cycle Count and Stock Adjustments (Inventory Management)

Regularly verify inventory accuracy and make necessary adjustments.

Automate receiving (Warehouse Management)

Streamline the process of accepting incoming inventory.

Automate order picking (Warehouse Management)

Optimize the selection of items for customer orders.

Automate shipping (Warehouse Management)

Streamline the process of preparing and dispatching outgoing orders.

Manage multiple warehouses (Warehouse Management)

Control inventory and operations across different storage locations.

Pick, Pack, and Ship from Warehouses (Warehouse Management)

Manage the entire order fulfillment process within the warehouse.

Utilize advanced analytics for warehouse performance (Warehouse Management)

Gain insights into warehouse efficiency and operations.

Stock Transfer and Adjustments (Warehouse Management)

Manage the movement of inventory between warehouses and record any discrepancies.

Row, Rack, Bin Management (Warehouse Management)

Organize inventory within the warehouse using specific location identifiers.

Track project revenue (Project Accounting)

Monitor the income generated by projects.

Track project expenses (Project Accounting)

Monitor the costs associated with projects.

Track billable hours (Project Accounting)

Record the time spent by resources on billable project tasks.

Real-time visibility into project finances (Project Accounting)

Get up-to-date information on project financial performance.

Project Costing and P&L (Profit & Loss) (Project Accounting)

Analyze the profitability of individual projects.

Bill of Quantities (Project Accounting)

Detailed lists of materials and quantities required for projects.

Project Time Tracking (Project Accounting)

Record the time spent by team members on project tasks.

Payment Milestones (Project Accounting)

Manage project billing based on the completion of specific milestones.

Segment customers (Customer Relationship Management)

Group customers based on shared characteristics.

Create deal pipelines (Customer Relationship Management)

Visualize and manage the stages of the sales process.

Track customer histories and interactions (Customer Relationship Management)

Maintain a record of all communications and activities with customers.

Analyze customer data to target sales (Customer Relationship Management)

Use customer information to identify sales opportunities.

Automate sales tasks (Customer Relationship Management)

Set up automated workflows for routine sales activities.

Create landing pages (Customer Relationship Management)

Design web pages to capture leads and gather customer information.

Account Management (Customer Relationship Management)

Manage relationships with key customer accounts.

Contact Management (Customer Relationship Management)

Organize and track information for individual customer contacts.

Contact Segmentation (Customer Relationship Management)

Group individual contacts based on specific criteria.

Sales Pipeline Management (Customer Relationship Management)

Oversee and manage the progress of deals through the sales pipeline.

Opportunity Management (Customer Relationship Management)

Track and manage potential sales opportunities.

Marketing Forms (Customer Relationship Management)

Create forms to capture leads and gather data.

Manage HR operations efficiently (HR Management)

Streamline various human resources processes.

Track employee records and performance (HR Management)

Maintain a database of employee information and performance metrics.

Set up payroll (HR Management)

Manage employee compensation and deductions.

Set up benefit plans (HR Management)

Administer employee benefits programs.

Automate attendance tracking (HR Management)

Streamline the process of recording employee work hours.

Recruitment Management (HR Management)

Manage the hiring process, from job posting to onboarding.

Employee Database Management (HR Management)

Maintain a centralized repository of employee information.

Payroll Management (HR Management)

Process employee salaries, wages, and deductions.

Timesheet Tracking (HR Management)

Record and manage employee work hours for payroll and project costing.

Attendance and Leave Management (HR Management)

Track employee attendance, vacation, and sick leave.

Shift Management (HR Management)

Schedule and manage employee work shifts.

Monitor business performance (Business Intelligence)

Track key indicators of the company's overall health.

Track key metrics (Business Intelligence)

Identify and monitor the most important performance indicators.

Comprehensive data analysis capabilities (Business Intelligence)

Provide tools for in-depth examination of business data.

Advanced reporting (Business Intelligence)

Generate sophisticated reports with detailed insights.

Visualizations (Business Intelligence)

Present data in graphical formats for easier understanding.

Forecasts (Business Intelligence)

Predict future business trends and performance.

Smart Reports (Business Intelligence)

Intelligent reports that highlight key insights and anomalies.

Dashboards (Business Intelligence)

Customizable visual summaries of key business data.

Track customer interactions in one centralized system (Customer Service)

Maintain a unified view of all customer communications.

Improve response times (Customer Service)

Provide tools to help service teams address customer inquiries quickly.

Monitor service levels (Customer Service)

Track key performance indicators for customer service operations.

Identify customer preferences (Customer Service)

Gather and analyze customer data to understand their needs.

Email Helpdesk (Customer Service)

Manage customer support inquiries via email.

Chat Widget (Customer Service)

Provide real-time support to customers through a website chat interface.

Support Tickets (Customer Service)

Track and manage customer support requests through a ticketing system.