CRM
In Profit 365, the customer relationship management (CRM) module serves as the core point of user interaction. Every relationship, whether with a supplier or with a customer begins in the CRM module with the user entering the customer/supplier details. The CRM module enables organizations to track leads and lead conversions by allowing users to enter and monitor progress on their customer and vendor deals. Additionally, the CRM module also provides a complete dashboard where users can monitor their progress towards organizational sales targets.
SALES
The sales module is the primary module used to track sales performance. All converted leads from the CRM module are recorded as sale orders (SO) for further processing. All customer information that is required for order processing are recorded and can be analyzed in this module.
PURCHASE
System Integrators and distributors are not involved in the manufacturing of the products that they sell. So, they rely on purchasing the products they sell for the most profitable price. The purchase module facilitates users of Profit365 to review and analyze purchasing costs, including added costs that they may incur when purchasing and selling IT equipment and software. Ultimately, this module aims to provide a comprehensive overview of each purchase decision to enable the decision maker them to buy the best product at the most profitable cost.
ACCOUNTS
One of the primary reasons organizations opt for an ERP is to maintain an aggregate of their input resource costs and the value that they can deliver with these costs to their primary stakeholders and employees. The accounts module in Profit365 is where all this data is stored and can be processed. Profit365 enables users to automatically make accounting ledger entries that are compatible with the leading accounting software provider every time a relevant transaction is made by the organization. This starts from the moment a supplier raises an invoice for a supplied product for which the organization has to pay the supplier and ends when an invoice is raised for the customer and payment is received from them.
INVENTORY
Products purchased by distributors and system integrators have to be stored in order to be checked and configured, before they are sold to the customer. The Inventory module facilitates all processes beginning with the recording of the arrival of the product to your warehouse till the product is dispatched from the warehouse to the customer. Intervening processes including quality checks done by technical and logistic personnel, picking, packing and shipping of the products can also be tracked within this module. Profit365 also enables users to be compliant with government norms for transporting goods by enabling them to create and update of E-way Bills and delivery challans.