System Integrator
Suitable for system integrators working in low current, security, MEP
Demo Video
Departments
Sales
Manage all customer's orders from quotation to sales order
Purchase
Start from request for quotation to purchase orders
Inventory
Warehouses, locations, product categories,
products, attributes, product variants, delivery, receipts
Accounting
Chart of accounting, customers, vendors, GL, reports
Project
Organize tasks and stakeholders
HR
Employees, attendance, payroll
CRM
Pipeline, funnel chart
Presales
Chart of accounting, customers, vendors, GL, reports
Features
- Create quotations
- Create sales orders
-
Customers data
- Purchase products
- Vendors data
- Vendor statements
- Request for quotations
- Transform quotations to orders
-
Reports
- Product coding
- Product category coding
- Product category accounting configuration
- Warehouse and locations coding
- Inventory adjustment
- Serial number / lot tracking
- Unit of measurements
- Inventory evaluation
- Product barcode
-
Scrap
- Vendor bills
- Customer invoices
- Vendor payments
- Customer payments
- Taxes
- Financial statements (P&L - BS - CF)
- Financial reports (GL - Aged payable / receivable - vendor statement - customer statement - journal audit)
- Multi currency
- Analytic accounts
- Payment terms
- Journal entries
- Credit note
- Journals
- Create project
- Create milestones
- Create tasks
- Assign tasks
- Task dependencies
- Project templates
- Milestone weight
- Milestone completion percentage
- Attache documents
- Task timesheet
Employee Directory
- Organization chart
- Departments
- Employee details
- Employee contract
- Employee documents (Entry / Exit)
Attendance
- Attendance policy (late - overtime - early leave - absence)
- Attendance by GEO location
- Reports
Loans
- Loan types
- Loan limit
- Loan request & approvals
- Loan installments
- Installment delay
Leaves
- Leave types
- Leave allocations
- Leave request & approval
- Integration with attendance
Payroll
- Social insurance
- Employee contract including wage & allowances
- Salary structures
- Payslip & patches
- Integration with accounting
- Create leads
- Convert lead to opportunity
- Manage pipeline & opportunity stage
- Funnel chart
- Manage sales teams
- Dashboard
- Create BOQ estimate
- Select categories / products / services
- Add profit margin to cost
- Convert BOQ to tasks
Training Videos
For training videos, please visit GOFlex Training Center