Sales Peach – Complete SAAS Business for Stock Management, POS & Invoicing

Description

This is a SAAS based Startup provides a CRM with some amazing features suitable for all businesses.

With this application, you are assured to save time-consuming process of bookkeeping accounting and inventory information. Also, you will have all the required information for a detailed analysis of your business.

Features:

1. Multiple Business/Shops: 
   • Set up multiple businesses in the application.
   • No restriction on numbers of businesses.
   • Inventory & accounting information is kept separately for each business.
2. Add Location / Storefronts  / Ware House: 
   • Create multiple locations for your business/shop
   • Manage all of them at the same time.
   • Stocks, Purchases, Sell can be tracked differently for locations.
   • Customize invoice layout, invoice scheme for each location
3. User & Role Management: 
   • Powerful user and role management system
   • Predefined roles – Admin & Cashier
   • Create different Roles with permission as per your need.
   • Create unlimited users with different roles.
4. Contacts (Customer & Suppliers):
   • Mark contact as customer or supplier or both(customer & Supplier)
   • View details of transactions with a contact.
   • View total of Credit/Debit balance amount
   • Define pay term and get payment alerts week before the due date.
5. Products: 
   • Manage Single & Variable products.
   • Classify products according to Brands, Category, Sub-Category.
   • Add products having different units
   • Add SKU number or auto-generate SKU number with prefixes.
   • Get stock alerts on low stock.
   • Save time by auto calculating selling price, the system is smart to auto calculate selling price based on the purchase price and profit margin.
   • No need to type variations every time, create a variation template, and use it everytime you need to create variable products.
6. Purchases:
   • Easily add purchases.
   • Add purchase for different locations.
   • Manage Paid/Due purchases.
   • Get Notified of Due purchases week before the pay date.
   • Add discounts & Taxes
7. Sell:
   • Simplified interface for selling products
   • Default Walk-In-Customer automatically added to a business
   • Add new customer from POS screen.
   • Ajax based selling screen – save reloading time
   • Mark an invoice for draft or final
   • Different options for payments
   • Customize invoice layout and invoice scheme.
8. Manage Expenses:
   • Easily add business expenses
   • Categorize expenses
   • Analyze expenses based on category and business locations with expenses report.
9. Reports: 
   • Purchase & Sale report
   • Tax Report
   • Contact Reports
   • Stock Reports
   • Expense Report
   • View Trending Products, drill down by Brands, Category, Sub-category, Units and date ranges
   • Expense Reports
   • Cash Register Report
   • Sales Representative report
10. Essential and HRM Features 
    • Leaves management
      • Leave Type
      • Maximum leave counts
      • Leave count interval
      • Leave status – Added/Approved/Denied
    • Attendance
      • Clock-In & Clock-out
      • Clock-In, Clock-Out notes
      • Interval calculation
    • Payroll
      • Based on attendance
      • Allowances
      • Deductions
      • Payroll payment
    • Holidays
      • Holiday for a particular location or all locations.
      • Send notification to users.
    • ToDo List:
      • Add new to-do items
      • Mark items as completed.
      • Delete items
      • Date-Wise to-do list.
    • Document Storage & Sharing:
      • Easy document storage to cloud in your server.
      • Share documents with other users or other roles.
      • Download document.
      • Delete documents
    • Memos
      • Written message or short or Long notes.
      • Share with other users or roles
      • Delete
    • Reminders
      • Add reminder with event name, date, time.
      • One time reminder or Repeated reminder – every day or every week or every month
      • Nice calendar view.
    • Messaging
      • Send messages to everyone within your business.
      • Send to a particular location.
      • Permission to allow sending or only view in roles.
11. SAAS Features 
    • Packages:
      • Create Unlimited subscription packages
      • Activate, Deactivate or Delete Packages
      • Trial Days
      • Free Packages
      • Daily / Monthly / Yearly Interval selection
      • Limit number of locations, active users, Products, Invoices,
    • Manage Businesses:
      • Add, View, Deactivate or delete businesses.
      • View business subscription logs
    • Payment Gateways:
      • Stripe
      • Paypal
      • Razorpay (Indian payment gateway)
      • Offline payment
    • Intuitive dashboard to give details of your businesses.
    • Subscriptions alert on expiry.
12. WooCommerce Synchronization 
    • Synchronization:
      • Sync categories from UltimatePOS to WooCommerce.
      • Sync Products from POS to WooCommerce.
        • Single Products
        • Variable Products & its variations.
      • Sync Orders from WooCommerce to POS.
      • Map taxes between POS & WooCommerce
    • API Settings: Setting to provide WooCommerce API details.
    • Configurable Product Sync Option.
      • Configure the “Selling Price Group” for WooCommerce shop.
      • Configure the fields to sync while creating new product & updating products in woocommerce.
      • Configure the Products price including or excluding tax.
    • Sync Log
      • Details sync log.
13. Other useful feature:
    • Set currency, timezone, financial year, the profit margin for a business.
    • Translation ready.
    • Predefined barcode sticker settings.
    • Create your barcode sticker setting
    • Manage Brands, Tax Rate & Tax groups, Units, Category & Sub-Category
    • Stock Adjustment
    • Express Checkout
    • Works Offline