Deskera ERP

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

Generate bills for goods or services provided to customers.

Produce various financial statements and summaries for analysis.

Keep track of money owed to the business by customers.

Manage the money the business owes to its suppliers.

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

Handle financial transactions in different currencies for international business.

Maintain a central record of all financial accounts and transactions.

Record individual financial transactions in the accounting system.

Adhere to relevant accounting standards and regulations.

Plan future financial performance and predict potential outcomes.

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

Combine financial data from multiple business units or subsidiaries.

Set up automated processes for financial approvals.

Create comprehensive reports on the business's financial health.

Account for revenue in accordance with accounting principles.

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

Handle sales orders originating from various platforms.

Manage the process of preparing and delivering customer orders.

Allocate inventory to specific sales orders to ensure availability.

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

Generate shipping documents detailing the contents and destination of shipments.

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

Internal requests for the purchase of goods or services.

Obtain price quotes from potential vendors.

Formal documents issued to vendors to order goods or services.

Bills received from vendors for purchased goods or services.

Implement strategies to reduce purchasing expenses.

Improve the efficiency of the ordering and delivery process.

Evaluate and track the performance of suppliers.

Monitor the quantity and location of stock as it changes.

Receive notifications when inventory reaches critical thresholds.

Set up rules for automatic purchase order generation.

Use barcodes for efficient inventory tracking.

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

Manage the components and raw materials required to manufacture products.

Monitor the status of inventory allocated to customer orders.

Plan and execute the process of restocking inventory.

Regularly verify inventory accuracy and make necessary adjustments.

Streamline the process of accepting incoming inventory.

Optimize the selection of items for customer orders.

Streamline the process of preparing and dispatching outgoing orders.

Control inventory and operations across different storage locations.

Manage the entire order fulfillment process within the warehouse.

Gain insights into warehouse efficiency and operations.

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

Organize inventory within the warehouse using specific location identifiers.

Monitor the income generated by projects.

Monitor the costs associated with projects.

Record the time spent by resources on billable project tasks.

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

Analyze the profitability of individual projects.

Detailed lists of materials and quantities required for projects.

Record the time spent by team members on project tasks.

Manage project billing based on the completion of specific milestones.

Group customers based on shared characteristics.

Visualize and manage the stages of the sales process.

Maintain a record of all communications and activities with customers.

Use customer information to identify sales opportunities.

Set up automated workflows for routine sales activities.

Design web pages to capture leads and gather customer information.

Manage relationships with key customer accounts.

Organize and track information for individual customer contacts.

Group individual contacts based on specific criteria.

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

Track and manage potential sales opportunities.

Create forms to capture leads and gather data.

Streamline various human resources processes.

Maintain a database of employee information and performance metrics.

Manage employee compensation and deductions.

Administer employee benefits programs.

Streamline the process of recording employee work hours.

Manage the hiring process, from job posting to onboarding.

Maintain a centralized repository of employee information.

Process employee salaries, wages, and deductions.

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

Track employee attendance, vacation, and sick leave.

Schedule and manage employee work shifts.

Track key indicators of the company's overall health.

Identify and monitor the most important performance indicators.

Provide tools for in-depth examination of business data.

Generate sophisticated reports with detailed insights.

Present data in graphical formats for easier understanding.

Predict future business trends and performance.

Intelligent reports that highlight key insights and anomalies.

Customizable visual summaries of key business data.

Maintain a unified view of all customer communications.

Provide tools to help service teams address customer inquiries quickly.

Track key performance indicators for customer service operations.

Gather and analyze customer data to understand their needs.

Manage customer support inquiries via email.

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

Track and manage customer support requests through a ticketing system.