Generate leads for the website visitors
The state of your sales pipeline can say a lot about your business. It can reveal whether or not your sales team will hit their monthly quotas. It can reveal how much revenue the business is forecasted to make over the next quarter. Most importantly, it can even reveal if there are enough incoming opportunities to keep business up and running.
If a sales pipeline is essential to business operations, then it's no surprise that maintaining one that is clean, full, and effective is crucial for success. That's why it's important to create visibility into your pipeline - to not only understand the status of sales efforts, but to help teams plan the right sales activities.
CRM Pipeline dashboard have the power to create this visibility and enabling sales reps to make better decisions and take action faster - it provides access to a wealth of customer and business information, all at your fingertips and allows you to organize this information in a meaningful way within a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).
 User Will also be able to:
 - Monitor not only the performance of each individual sales reps but also the performance of the sales team and organization as well.
 - Monitor which regions are driving bookings, where opportunities are coming from, and what the average value of each purchase is.
 - Customize charts and graphs or filter on data to promote accountability, define priorities, and improve forecasting.
 - Track closing deals, win/loss ratios for day, week, month, quarter and year.
 - Customize the dashboard to display data in a variety of formats.
 Data Visualization
 It provides access to analyze opportunities by customer, sales team, campaign, status, probability, expected revenue and several other dimensions.
 Comparative Analysis
 It also give feasibility to compare current data with previous time range so management can gain insights into sales team's performance and reveal the true state of the business."
"Ecosystem CRM
 Track your opportunities pipeline with the revolutionary kanban view. Work
 inside your sales funnel and get instant visual information about next actions,
 new messages, top opportunities and expected revenues.
 Lead Management Made Easy
Create leads automatically from incoming emails. 
Analyse leads efficiency and compare performance by campaigns, channels or Sales Team.
Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.
Organize Your Opportunities
Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.
Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.
Email Integration and Automation
Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.
Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.
Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.
Team Targets Compare revenues with forecasts and budgets in real time.
Generate leads or opportunities in the CRM app from a contact form published on the Contact us page of your website.
This form can be customized thanks to the *Form Builder* module (available in Ecosystem Enterprise).
  
It helps you assess and build a game plan based on when opportunities are actually closed and how much revenue bought in the door during specified period of time (i.e. in last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).
It can reveal whether or not your sales team will hit their monthly quotas. It can reveal how much revenue the business is forecasted to make over the next day, week, month, quarter and year.
It has the power to create visibility and enable sales reps to make better decisions and take action faster - it provides access to a wealth of customer and business information and allows you to organize this information in a meaningful way.
User Will also be able to:
 - Track closing deals, win/loss ratios, sum of orders and number of quotations for day, week, month, quarter and year.
 - Monitor which regions are driving leads, where opportunities are coming from, and what the average value of each generated sales orders.
 - Monitor not only the performance of each individual sales reps but also the performance of the sales team and organization as well.
 - Customize charts and graphs or filter on data to promote accountability, define priorities, and improve forecasting.
 - Customize the dashboard to display data in a variety of formats.
 Data Visualization
It provides access to analyze the sum of orders, number of quotations generated through closed opportunities by sales team, sales person, customer, campaign, status and several other dimensions.
Comparative Analysis
It also gives scope to compare current data with previous time ranges so management can gain the insight that will drive improvement in future sales performance."
It handles the full sales workflow: * **Quotation** -> **Sales order** -> **Invoice** With this package you can personalize the sales order and invoice report with categories, subtotals or page-breaks. The Dashboard for the Sales Manager will include * My Quotations * Monthly Turnover (Graph)
Integrate coupon mechanism in sales orders.
This package adds a shortcut on one or several opportunity cases in the CRM.
This shortcut allows you to generate a sales order based on the selected case.
If different cases are open (a list), it generates one sales order by case.
The case is then closed and linked to the generated sales order."
This package adds the 'Margin' on sales order.
This gives the profitability by calculating the difference between the Unit Price and Cost Price."
This package allows you to fill Sales Order rapidly by choosing product variants quantity through a Grid Entry.
Allows the outsourcing of services. This package allows one to sell services provided by external providers and will automatically generate purchase orders directed to the service seller.
Manage sales quotations and orders
This package makes the link between the sales and warehouse management applications.
 Preferences
 * Shipping: Choice of delivery at once or partial delivery
 * Invoicing: choose how invoices will be paid
 * Incoterms: International Commercial terms"
Using this application you can manage Sales Teams with CRM and/or Sales
Manage salesperson commission and target
This package adds a comparison tool to your eCommerce shop, so that your shoppers can easily compare products based on their attributes. It will considerably accelerate their purchasing decision.
To configure product attributes, activate *Attributes & Variants* in the Website settings. This will add a dedicated section in the product form. In the configuration, this package adds a category field to product attributes in order to structure the shopper's comparison table.
Finally, the module comes with an option to display an attribute summary table in product web pages (available in Customize menu)."
ecosystem Supply Chain
Automate requisition-to-pay, control invoicing with the ecosystem
Automate procurement propositions, launch request for quotations, track purchase orders, manage vendors' information, control products reception and check vendors' invoices.
Automated Procurement Propositions
Reduce inventory level with procurement rules. Get the right purchase proposition at the right time to reduce your inventory level. Improve your purchase and inventory performance with procurement rules depending on stock levels, logistic rules, sales orders, forecasted manufacturing orders, etc.
Send requests for quotations or purchase orders to your vendor in one click.
Get access to product receptions and invoices from your purchase order.
Purchase Tenders
Launch purchase tenders, integrate vendor's answers in the process and compare propositions. Choose the best offer and send purchase orders easily.
Use reporting to analyse the quality of your vendors afterwards.
Email integrations
Integrate all vendor's communications on the purchase orders (or RfQs) to get a strong traceability on the negotiation or after sales service issues. Use the claim management module to track issues related to vendors.
Standard Price, Average Price, FIFO
Use the costing method that reflects your business: standard price, average price, fifo or lifo. Get your accounting entries and the right inventory valuation in real-time; ecosystem manages everything for you, transparently.
Import Vendor Price Lists
Take smart purchase decisions using the best prices. Easily import vendor's price lists to make smarter purchase decisions based on promotions, prices depending on quantities and special contract conditions. You can even base your sale price depending on your vendor's prices.
Control Products and Invoices
No product or order is left behind, the inventory control allows you to manage back orders, refunds, product reception and quality control. Choose the right control method according to your needs.
Control vendor bills with no effort. Choose the right method according to your need: pre-generate draft invoices based on purchase orders, on products receptions, create invoices manually and import lines from purchase orders,
 etc.

Define default purchase journal on the warehouse, help you to choose correct purchase journal on the purchase order when you change the picking operation. useful when you set up the multiple GSTIN units.
This package provides a facility to the user to install mrp and purchase modules at a time.
It is basically used when we want to keep track of production orders generated from purchase orders."
Allow you to fill Purchase Orders rapidly by choosing product variants quantity through a Grid Entry.
Allows the employees to request something from any department
This package allows you to manage your Purchase Agreements. Manage calls for tenders and blanket orders. Calls for tenders are used to get competing offers from different vendors and select the best ones. Blanket orders are agreements you have with vendors to benefit from a predetermined pricing.
Manage your inventories 
"WMS Accounting module
This package makes the link between the 'stock' and 'account' modules and allows you to create accounting entries to value your stock movements
 Key Features
 * Stock Valuation (periodical or automatic)
 * Invoice from Picking
 Dashboard / Reports for Warehouse Management includes:
 * Stock Inventory Value at given date (support dates in the past)
Landed Costs Management
This package allows you to easily add extra costs on pickings and decide the split of these costs among their stock moves in order to take them into account in your stock valuation."
Integrate stock with your purchases
Stocks related to your purchases
This bridge module allows us to manage subcontracting with valuation.
Manage sales quotations and orders
This package makes the link between the sales and warehouse management applications.
 Preferences
 * Shipping: Choice of delivery at once or partial delivery
 * Invoicing: choose how invoices will be paid
 * Incoterms: International Commercial terms"
" When it comes to inventory accounting and the process of measuring the impact of inventory on a company's balance sheet, there are a wealth of metrics to follow like inventory turnover, inventory value and more.
 
Using this dashboard you can look into these metrics for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year) - and helps you to measure your internal operational performance which can make a difference to your business.
 - Measure of how often goods are sold and replaced over a specific time period.
 - Get a pretty good understanding of how the stock levels relate to sales expectation.
 - Spot excess stock where need to take action and SKUs that are selling out.
 - Customize the dashboard to display data in a variety of formats.
 - See stock on hand and its current valuation at any time.
 - Customize charts and graphs or filter on data to analyze the internal operational performance.
 Data Visualization 
 You can view data relating to the cost of unsold inventory, how many times a business has sold and replaced inventory over a fixed period of time etc.
 Comparative Analysis
 By being proactive, executives and warehouse managers can compare today's inventory accounting data with previous time ranges - which helps them in better analysis and provide valuable insights to stay ahead of the issues instead of only reacting to inventory issues when they occur."
Integrate stocks with barcodes
This dashboard enables you to capture accurate product quantities and locations and gives you instant access to item availability information both within the warehouse and out in the field. It's all about getting a handle on traceability and allows improved efficiency of receiving, put away and inventory replenishment process in a more visual perspective.
As a warehouse manager you have an instant overview of your facility and know in one glance whether your warehouse is meeting its goals and sustains a reliable performance by tracking the right metrics and watching the various kind of operations for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).
 User Will also be able to:
 - Examine what is the average amount of time elapsed between pick release and actual shipment?
 - Monitor how efficiently are received materials being moved from the receiving locations into their final storage locations?
 - Customize charts and graphs or filter on data to analyze the warehouse operational performance.
 - Track how effective are operation plans?
 - Customize the dashboard to display data in a variety of formats.
 - Observe how many total quantities of items you have on hand and the total quantity of ordered items that are yet to reach the warehouse and out of it.
Data Visualization
You can view data relating to outbound and inbound shipments, such as number of picks, pick release to ship cycle time, putaway cycle time for incoming material, pick release to ship delay time, putaway delay time for incoming material, and the total number of products picked and delivered.
Comparative Analysis 
To make strategic decisions based on analysis, it allows warehouse managers and supervisors to monitor their distribution center key performance indicators by comparing today's real time data with prior time range.
Manage drop shipping orders
This package adds a pre-configured Drop Shipping operation type as well as a procurement route that allows configuring Drop Shipping products and orders. 
When drop shipping is used the goods are directly transferred from vendors to customers (direct delivery) without going through the retailer's warehouse. In this case no internal transfer document is needed."
this package adds the batch transfer option in warehouse management
Manage the inventory of your products and display their availability status in your eCommerce store.
In case of stockout, you can decide to block further sales or to keep selling.
A default behavior can be selected in the Website settings.
Then it can be made specific at the product level."
Invoicing & Payments
The specific and easy-to-use Invoicing system in Ecosystem allows you to keep track of your accounting, even when you are not an accountant. It provides an easy way to follow up on your vendors and customers."
Ecosystem Full Accounting, Ecosystem 13 All in one Accounting, PDF Reports, XLSX Reports, Dynamic View, Drill down, Clickable, Pdf and Xlsx package, Ecosystem 13 Accounting,Full Account Reports, Complete Accounting Reports, Financial Report for Ecosystem 13, Financial Reports, Excel reports, Financial Reports in Excel, Ageing Report, General Ledger, Partner Ledger, Trial Balance, Balance Sheet, Profit and Loss, Financial Report Kit, Cash Flow Statements, Cash Flow Report, Cash flow, Dynamic reports, Dynamic accounting, Dynamic financial.
Stock Valuation (periodical or automatic)
Invoice from Picking
Dashboard / Reports for Warehouse Management includes:
Stock Inventory Value at given date (support dates in the past)"
Manage assets owned by a company or a person also keeps track of depreciations, and creates corresponding journal entries
Reorganize analytic account and tags on stock move line to link product line only with default analytic account and tags related to this product
Set default values for your analytic accounts.
 Allows to automatically select analytic accounts based on criterions:
  * Product
  * Partner
  * User
  * Company
  * Date"
A debit note is used as an increase of the amounts of an existing invoice or in some specific cases to cancel a credit note. 
Make the lock date irreversible
Generate QR code for the invoices
Generate tax report for the invoices and bills
Create accounting entries for loan requests.
Flexible HelpDesk Customizable Help Desk Service Desk HelpDesk With Stages Help Desk Ticket Management Help Desk Email Templates Helpdesk Chatter manage customer support ticket system ticket portal support Timesheet Ecosystem and SLA analysis.

If a sales pipeline is essential to business operations, then it's no surprise that maintaining one that is clean, full, and effective is crucial for success. That's why it's important to create visibility into your pipeline - to not only understand the status of sales efforts, but to help teams plan the right sales activities.

CRM Pipeline dashboard have the power to create this visibility and enabling sales reps to make better decisions and take action faster - it provides access to a wealth of customer and business information, all at your fingertips and allows you to organize this information in a meaningful way within a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).

 User Will also be able to:

 - Monitor not only the performance of each individual sales reps but also the performance of the sales team and organization as well.

 - Monitor which regions are driving bookings, where opportunities are coming from, and what the average value of each purchase is.

 - Customize charts and graphs or filter on data to promote accountability, define priorities, and improve forecasting.

 - Track closing deals, win/loss ratios for day, week, month, quarter and year.

 - Customize the dashboard to display data in a variety of formats.

 Data Visualization

 It provides access to analyze opportunities by customer, sales team, campaign, status, probability, expected revenue and several other dimensions.

 Comparative Analysis

 It also give feasibility to compare current data with previous time range so management can gain insights into sales team's performance and reveal the true state of the business."

"Ecosystem CRM

 Track your opportunities pipeline with the revolutionary kanban view. Work

 inside your sales funnel and get instant visual information about next actions,

 new messages, top opportunities and expected revenues.

 Lead Management Made Easy

Create leads automatically from incoming emails. 

Analyse leads efficiency and compare performance by campaigns, channels or Sales Team.

Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.

Organize Your Opportunities

Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.

Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.

Email Integration and Automation

Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.

Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.

Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.

Team Targets Compare revenues with forecasts and budgets in real time.

Generate leads or opportunities in the CRM app from a contact form published on the Contact us page of your website.

This form can be customized thanks to the *Form Builder* module (available in Ecosystem Enterprise).

It helps you assess and build a game plan based on when opportunities are actually closed and how much revenue bought in the door during specified period of time (i.e. in last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).

It can reveal whether or not your sales team will hit their monthly quotas. It can reveal how much revenue the business is forecasted to make over the next day, week, month, quarter and year.

It has the power to create visibility and enable sales reps to make better decisions and take action faster - it provides access to a wealth of customer and business information and allows you to organize this information in a meaningful way.

User Will also be able to:

 - Track closing deals, win/loss ratios, sum of orders and number of quotations for day, week, month, quarter and year.

 - Monitor which regions are driving leads, where opportunities are coming from, and what the average value of each generated sales orders.

 - Monitor not only the performance of each individual sales reps but also the performance of the sales team and organization as well.

 - Customize charts and graphs or filter on data to promote accountability, define priorities, and improve forecasting.

 - Customize the dashboard to display data in a variety of formats.

 Data Visualization

It provides access to analyze the sum of orders, number of quotations generated through closed opportunities by sales team, sales person, customer, campaign, status and several other dimensions.

Comparative Analysis

It also gives scope to compare current data with previous time ranges so management can gain the insight that will drive improvement in future sales performance."

It handles the full sales workflow: * **Quotation** -> **Sales order** -> **Invoice** With this package you can personalize the sales order and invoice report with categories, subtotals or page-breaks. The Dashboard for the Sales Manager will include * My Quotations * Monthly Turnover (Graph)

Integrate coupon mechanism in sales orders.

This package adds a shortcut on one or several opportunity cases in the CRM.

This shortcut allows you to generate a sales order based on the selected case.

If different cases are open (a list), it generates one sales order by case.

The case is then closed and linked to the generated sales order."

This package adds the 'Margin' on sales order.

This gives the profitability by calculating the difference between the Unit Price and Cost Price."

This package allows you to fill Sales Order rapidly by choosing product variants quantity through a Grid Entry.

Allows the outsourcing of services. This package allows one to sell services provided by external providers and will automatically generate purchase orders directed to the service seller.

Manage sales quotations and orders

This package makes the link between the sales and warehouse management applications.

 Preferences

 * Shipping: Choice of delivery at once or partial delivery

 * Invoicing: choose how invoices will be paid

 * Incoterms: International Commercial terms"

Using this application you can manage Sales Teams with CRM and/or Sales

Manage salesperson commission and target

This package adds a comparison tool to your eCommerce shop, so that your shoppers can easily compare products based on their attributes. It will considerably accelerate their purchasing decision.

To configure product attributes, activate *Attributes & Variants* in the Website settings. This will add a dedicated section in the product form. In the configuration, this package adds a category field to product attributes in order to structure the shopper's comparison table.

Finally, the module comes with an option to display an attribute summary table in product web pages (available in Customize menu)."

ecosystem Supply Chain

Automate requisition-to-pay, control invoicing with the ecosystem

Automate procurement propositions, launch request for quotations, track purchase orders, manage vendors' information, control products reception and check vendors' invoices.

Automated Procurement Propositions

Reduce inventory level with procurement rules. Get the right purchase proposition at the right time to reduce your inventory level. Improve your purchase and inventory performance with procurement rules depending on stock levels, logistic rules, sales orders, forecasted manufacturing orders, etc.

Send requests for quotations or purchase orders to your vendor in one click.

Get access to product receptions and invoices from your purchase order.

Purchase Tenders

Launch purchase tenders, integrate vendor's answers in the process and compare propositions. Choose the best offer and send purchase orders easily.

Use reporting to analyse the quality of your vendors afterwards.

Email integrations

Integrate all vendor's communications on the purchase orders (or RfQs) to get a strong traceability on the negotiation or after sales service issues. Use the claim management module to track issues related to vendors.

Standard Price, Average Price, FIFO

Use the costing method that reflects your business: standard price, average price, fifo or lifo. Get your accounting entries and the right inventory valuation in real-time; ecosystem manages everything for you, transparently.

Import Vendor Price Lists

Take smart purchase decisions using the best prices. Easily import vendor's price lists to make smarter purchase decisions based on promotions, prices depending on quantities and special contract conditions. You can even base your sale price depending on your vendor's prices.

Control Products and Invoices

No product or order is left behind, the inventory control allows you to manage back orders, refunds, product reception and quality control. Choose the right control method according to your needs.

Control vendor bills with no effort. Choose the right method according to your need: pre-generate draft invoices based on purchase orders, on products receptions, create invoices manually and import lines from purchase orders,

 etc.

Define default purchase journal on the warehouse, help you to choose correct purchase journal on the purchase order when you change the picking operation. useful when you set up the multiple GSTIN units.

This package provides a facility to the user to install mrp and purchase modules at a time.

It is basically used when we want to keep track of production orders generated from purchase orders."

Allow you to fill Purchase Orders rapidly by choosing product variants quantity through a Grid Entry.

Allows the employees to request something from any department

This package allows you to manage your Purchase Agreements. Manage calls for tenders and blanket orders. Calls for tenders are used to get competing offers from different vendors and select the best ones. Blanket orders are agreements you have with vendors to benefit from a predetermined pricing.

Manage your inventories 

"WMS Accounting module

This package makes the link between the 'stock' and 'account' modules and allows you to create accounting entries to value your stock movements

 Key Features

 * Stock Valuation (periodical or automatic)

 * Invoice from Picking

 Dashboard / Reports for Warehouse Management includes:

 * Stock Inventory Value at given date (support dates in the past)

Landed Costs Management

This package allows you to easily add extra costs on pickings and decide the split of these costs among their stock moves in order to take them into account in your stock valuation."

Integrate stock with your purchases

Stocks related to your purchases

This bridge module allows us to manage subcontracting with valuation.

Manage sales quotations and orders

This package makes the link between the sales and warehouse management applications.

 Preferences

 * Shipping: Choice of delivery at once or partial delivery

 * Invoicing: choose how invoices will be paid

 * Incoterms: International Commercial terms"

" When it comes to inventory accounting and the process of measuring the impact of inventory on a company's balance sheet, there are a wealth of metrics to follow like inventory turnover, inventory value and more.

Using this dashboard you can look into these metrics for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year) - and helps you to measure your internal operational performance which can make a difference to your business.

 - Measure of how often goods are sold and replaced over a specific time period.

 - Get a pretty good understanding of how the stock levels relate to sales expectation.

 - Spot excess stock where need to take action and SKUs that are selling out.

 - Customize the dashboard to display data in a variety of formats.

 - See stock on hand and its current valuation at any time.

 - Customize charts and graphs or filter on data to analyze the internal operational performance.

 Data Visualization 

 You can view data relating to the cost of unsold inventory, how many times a business has sold and replaced inventory over a fixed period of time etc.

 Comparative Analysis

 By being proactive, executives and warehouse managers can compare today's inventory accounting data with previous time ranges - which helps them in better analysis and provide valuable insights to stay ahead of the issues instead of only reacting to inventory issues when they occur."

Integrate stocks with barcodes

This dashboard enables you to capture accurate product quantities and locations and gives you instant access to item availability information both within the warehouse and out in the field. It's all about getting a handle on traceability and allows improved efficiency of receiving, put away and inventory replenishment process in a more visual perspective.

As a warehouse manager you have an instant overview of your facility and know in one glance whether your warehouse is meeting its goals and sustains a reliable performance by tracking the right metrics and watching the various kind of operations for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).

 User Will also be able to:

 - Examine what is the average amount of time elapsed between pick release and actual shipment?

 - Monitor how efficiently are received materials being moved from the receiving locations into their final storage locations?

 - Customize charts and graphs or filter on data to analyze the warehouse operational performance.

 - Track how effective are operation plans?

 - Customize the dashboard to display data in a variety of formats.

 - Observe how many total quantities of items you have on hand and the total quantity of ordered items that are yet to reach the warehouse and out of it.

Data Visualization

You can view data relating to outbound and inbound shipments, such as number of picks, pick release to ship cycle time, putaway cycle time for incoming material, pick release to ship delay time, putaway delay time for incoming material, and the total number of products picked and delivered.

Comparative Analysis 

To make strategic decisions based on analysis, it allows warehouse managers and supervisors to monitor their distribution center key performance indicators by comparing today's real time data with prior time range.

Manage drop shipping orders

This package adds a pre-configured Drop Shipping operation type as well as a procurement route that allows configuring Drop Shipping products and orders. 

When drop shipping is used the goods are directly transferred from vendors to customers (direct delivery) without going through the retailer's warehouse. In this case no internal transfer document is needed."

this package adds the batch transfer option in warehouse management

Manage the inventory of your products and display their availability status in your eCommerce store.

In case of stockout, you can decide to block further sales or to keep selling.

A default behavior can be selected in the Website settings.

Then it can be made specific at the product level."

Invoicing & Payments

The specific and easy-to-use Invoicing system in Ecosystem allows you to keep track of your accounting, even when you are not an accountant. It provides an easy way to follow up on your vendors and customers."

Ecosystem Full Accounting, Ecosystem 13 All in one Accounting, PDF Reports, XLSX Reports, Dynamic View, Drill down, Clickable, Pdf and Xlsx package, Ecosystem 13 Accounting,Full Account Reports, Complete Accounting Reports, Financial Report for Ecosystem 13, Financial Reports, Excel reports, Financial Reports in Excel, Ageing Report, General Ledger, Partner Ledger, Trial Balance, Balance Sheet, Profit and Loss, Financial Report Kit, Cash Flow Statements, Cash Flow Report, Cash flow, Dynamic reports, Dynamic accounting, Dynamic financial.

Stock Valuation (periodical or automatic)

Invoice from Picking

Dashboard / Reports for Warehouse Management includes:

Stock Inventory Value at given date (support dates in the past)"

Manage assets owned by a company or a person also keeps track of depreciations, and creates corresponding journal entries

Reorganize analytic account and tags on stock move line to link product line only with default analytic account and tags related to this product

Set default values for your analytic accounts.

 Allows to automatically select analytic accounts based on criterions:

  * Product

  * Partner

  * User

  * Company

  * Date"

A debit note is used as an increase of the amounts of an existing invoice or in some specific cases to cancel a credit note. 

Make the lock date irreversible

Generate QR code for the invoices

Generate tax report for the invoices and bills

Create accounting entries for loan requests.

Flexible HelpDesk Customizable Help Desk Service Desk HelpDesk With Stages Help Desk Ticket Management Help Desk Email Templates Helpdesk Chatter manage customer support ticket system ticket portal support Timesheet Ecosystem and SLA analysis.

</p>

The state of your sales pipeline can say a lot about your business. It can reveal whether or not your sales team will hit their monthly quotas. It can reveal how much revenue the business is forecasted to make over the next quarter. Most importantly, it can even reveal if there are enough incoming opportunities to keep business up and running.

If a sales pipeline is essential to business operations, then it's no surprise that maintaining one that is clean, full, and effective is crucial for success. That's why it's important to create visibility into your pipeline - to not only understand the status of sales efforts, but to help teams plan the right sales activities.

CRM Pipeline dashboard have the power to create this visibility and enabling sales reps to make better decisions and take action faster - it provides access to a wealth of customer and business information, all at your fingertips and allows you to organize this information in a meaningful way within a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).

 User Will also be able to:

 - Monitor not only the performance of each individual sales reps but also the performance of the sales team and organization as well.

 - Monitor which regions are driving bookings, where opportunities are coming from, and what the average value of each purchase is.

 - Customize charts and graphs or filter on data to promote accountability, define priorities, and improve forecasting.

 - Track closing deals, win/loss ratios for day, week, month, quarter and year.

 - Customize the dashboard to display data in a variety of formats.

 Data Visualization

 It provides access to analyze opportunities by customer, sales team, campaign, status, probability, expected revenue and several other dimensions.

 Comparative Analysis

 It also give feasibility to compare current data with previous time range so management can gain insights into sales team's performance and reveal the true state of the business."

"Ecosystem CRM

 Track your opportunities pipeline with the revolutionary kanban view. Work

 inside your sales funnel and get instant visual information about next actions,

 new messages, top opportunities and expected revenues.

 Lead Management Made Easy

Create leads automatically from incoming emails. 

Analyse leads efficiency and compare performance by campaigns, channels or Sales Team.

Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.

Organize Your Opportunities

Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.

Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.

Email Integration and Automation

Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.

Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.

Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.

Team Targets Compare revenues with forecasts and budgets in real time.

Generate leads or opportunities in the CRM app from a contact form published on the Contact us page of your website.

This form can be customized thanks to the *Form Builder* module (available in Ecosystem Enterprise).

It helps you assess and build a game plan based on when opportunities are actually closed and how much revenue bought in the door during specified period of time (i.e. in last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).

It can reveal whether or not your sales team will hit their monthly quotas. It can reveal how much revenue the business is forecasted to make over the next day, week, month, quarter and year.

It has the power to create visibility and enable sales reps to make better decisions and take action faster - it provides access to a wealth of customer and business information and allows you to organize this information in a meaningful way.

User Will also be able to:

 - Track closing deals, win/loss ratios, sum of orders and number of quotations for day, week, month, quarter and year.

 - Monitor which regions are driving leads, where opportunities are coming from, and what the average value of each generated sales orders.

 - Monitor not only the performance of each individual sales reps but also the performance of the sales team and organization as well.

 - Customize charts and graphs or filter on data to promote accountability, define priorities, and improve forecasting.

 - Customize the dashboard to display data in a variety of formats.

 Data Visualization

It provides access to analyze the sum of orders, number of quotations generated through closed opportunities by sales team, sales person, customer, campaign, status and several other dimensions.

Comparative Analysis

It also gives scope to compare current data with previous time ranges so management can gain the insight that will drive improvement in future sales performance."

It handles the full sales workflow: * **Quotation** -&gt; **Sales order** -&gt; **Invoice** With this package you can personalize the sales order and invoice report with categories, subtotals or page-breaks. The Dashboard for the Sales Manager will include * My Quotations * Monthly Turnover (Graph)

Integrate coupon mechanism in sales orders.

This package adds a shortcut on one or several opportunity cases in the CRM.

This shortcut allows you to generate a sales order based on the selected case.

If different cases are open (a list), it generates one sales order by case.

The case is then closed and linked to the generated sales order."

This package adds the 'Margin' on sales order.

This gives the profitability by calculating the difference between the Unit Price and Cost Price."

This package allows you to fill Sales Order rapidly by choosing product variants quantity through a Grid Entry.

Allows the outsourcing of services. This package allows one to sell services provided by external providers and will automatically generate purchase orders directed to the service seller.

Manage sales quotations and orders

This package makes the link between the sales and warehouse management applications.

 Preferences

 * Shipping: Choice of delivery at once or partial delivery

 * Invoicing: choose how invoices will be paid

 * Incoterms: International Commercial terms"

Using this application you can manage Sales Teams with CRM and/or Sales

Manage salesperson commission and target

This package adds a comparison tool to your eCommerce shop, so that your shoppers can easily compare products based on their attributes. It will considerably accelerate their purchasing decision.

To configure product attributes, activate *Attributes &amp; Variants* in the Website settings. This will add a dedicated section in the product form. In the configuration, this package adds a category field to product attributes in order to structure the shopper's comparison table.

Finally, the module comes with an option to display an attribute summary table in product web pages (available in Customize menu)."

ecosystem Supply Chain

Automate requisition-to-pay, control invoicing with the ecosystem

Automate procurement propositions, launch request for quotations, track purchase orders, manage vendors' information, control products reception and check vendors' invoices.

Automated Procurement Propositions

Reduce inventory level with procurement rules. Get the right purchase proposition at the right time to reduce your inventory level. Improve your purchase and inventory performance with procurement rules depending on stock levels, logistic rules, sales orders, forecasted manufacturing orders, etc.

Send requests for quotations or purchase orders to your vendor in one click.

Get access to product receptions and invoices from your purchase order.

Purchase Tenders

Launch purchase tenders, integrate vendor's answers in the process and compare propositions. Choose the best offer and send purchase orders easily.

Use reporting to analyse the quality of your vendors afterwards.

Email integrations

Integrate all vendor's communications on the purchase orders (or RfQs) to get a strong traceability on the negotiation or after sales service issues. Use the claim management module to track issues related to vendors.

Standard Price, Average Price, FIFO

Use the costing method that reflects your business: standard price, average price, fifo or lifo. Get your accounting entries and the right inventory valuation in real-time; ecosystem manages everything for you, transparently.

Import Vendor Price Lists

Take smart purchase decisions using the best prices. Easily import vendor's price lists to make smarter purchase decisions based on promotions, prices depending on quantities and special contract conditions. You can even base your sale price depending on your vendor's prices.

Control Products and Invoices

No product or order is left behind, the inventory control allows you to manage back orders, refunds, product reception and quality control. Choose the right control method according to your needs.

Control vendor bills with no effort. Choose the right method according to your need: pre-generate draft invoices based on purchase orders, on products receptions, create invoices manually and import lines from purchase orders,

 etc.

Define default purchase journal on the warehouse, help you to choose correct purchase journal on the purchase order when you change the picking operation. useful when you set up the multiple GSTIN units.

This package provides a facility to the user to install mrp and purchase modules at a time.

It is basically used when we want to keep track of production orders generated from purchase orders."

Allow you to fill Purchase Orders rapidly by choosing product variants quantity through a Grid Entry.

Allows the employees to request something from any department

This package allows you to manage your Purchase Agreements. Manage calls for tenders and blanket orders. Calls for tenders are used to get competing offers from different vendors and select the best ones. Blanket orders are agreements you have with vendors to benefit from a predetermined pricing.

Manage your inventories 

"WMS Accounting module

This package makes the link between the 'stock' and 'account' modules and allows you to create accounting entries to value your stock movements

 Key Features

 * Stock Valuation (periodical or automatic)

 * Invoice from Picking

 Dashboard / Reports for Warehouse Management includes:

 * Stock Inventory Value at given date (support dates in the past)

Landed Costs Management

This package allows you to easily add extra costs on pickings and decide the split of these costs among their stock moves in order to take them into account in your stock valuation."

Integrate stock with your purchases

Stocks related to your purchases

This bridge module allows us to manage subcontracting with valuation.

Manage sales quotations and orders

This package makes the link between the sales and warehouse management applications.

 Preferences

 * Shipping: Choice of delivery at once or partial delivery

 * Invoicing: choose how invoices will be paid

 * Incoterms: International Commercial terms"

" When it comes to inventory accounting and the process of measuring the impact of inventory on a company's balance sheet, there are a wealth of metrics to follow like inventory turnover, inventory value and more.

Using this dashboard you can look into these metrics for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year) - and helps you to measure your internal operational performance which can make a difference to your business.

 - Measure of how often goods are sold and replaced over a specific time period.

 - Get a pretty good understanding of how the stock levels relate to sales expectation.

 - Spot excess stock where need to take action and SKUs that are selling out.

 - Customize the dashboard to display data in a variety of formats.

 - See stock on hand and its current valuation at any time.

 - Customize charts and graphs or filter on data to analyze the internal operational performance.

 Data Visualization 

 You can view data relating to the cost of unsold inventory, how many times a business has sold and replaced inventory over a fixed period of time etc.

 Comparative Analysis

 By being proactive, executives and warehouse managers can compare today's inventory accounting data with previous time ranges - which helps them in better analysis and provide valuable insights to stay ahead of the issues instead of only reacting to inventory issues when they occur."

Integrate stocks with barcodes

This dashboard enables you to capture accurate product quantities and locations and gives you instant access to item availability information both within the warehouse and out in the field. It's all about getting a handle on traceability and allows improved efficiency of receiving, put away and inventory replenishment process in a more visual perspective.

As a warehouse manager you have an instant overview of your facility and know in one glance whether your warehouse is meeting its goals and sustains a reliable performance by tracking the right metrics and watching the various kind of operations for a specified period of time (i.e. for last 7 days / 30 days / 365 days, today, this week / month / quarter / year, yesterday and last week / month / quarter / year).

 User Will also be able to:

 - Examine what is the average amount of time elapsed between pick release and actual shipment?

 - Monitor how efficiently are received materials being moved from the receiving locations into their final storage locations?

 - Customize charts and graphs or filter on data to analyze the warehouse operational performance.

 - Track how effective are operation plans?

 - Customize the dashboard to display data in a variety of formats.

 - Observe how many total quantities of items you have on hand and the total quantity of ordered items that are yet to reach the warehouse and out of it.

Data Visualization

You can view data relating to outbound and inbound shipments, such as number of picks, pick release to ship cycle time, putaway cycle time for incoming material, pick release to ship delay time, putaway delay time for incoming material, and the total number of products picked and delivered.

Comparative Analysis 

To make strategic decisions based on analysis, it allows warehouse managers and supervisors to monitor their distribution center key performance indicators by comparing today's real time data with prior time range.

Manage drop shipping orders

This package adds a pre-configured Drop Shipping operation type as well as a procurement route that allows configuring Drop Shipping products and orders. 

When drop shipping is used the goods are directly transferred from vendors to customers (direct delivery) without going through the retailer's warehouse. In this case no internal transfer document is needed."

this package adds the batch transfer option in warehouse management

Manage the inventory of your products and display their availability status in your eCommerce store.

In case of stockout, you can decide to block further sales or to keep selling.

A default behavior can be selected in the Website settings.

Then it can be made specific at the product level."

Invoicing &amp; Payments

The specific and easy-to-use Invoicing system in Ecosystem allows you to keep track of your accounting, even when you are not an accountant. It provides an easy way to follow up on your vendors and customers."

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Stock Valuation (periodical or automatic)

Invoice from Picking

Dashboard / Reports for Warehouse Management includes:

Stock Inventory Value at given date (support dates in the past)"

Manage assets owned by a company or a person also keeps track of depreciations, and creates corresponding journal entries

Reorganize analytic account and tags on stock move line to link product line only with default analytic account and tags related to this product

Set default values for your analytic accounts.

 Allows to automatically select analytic accounts based on criterions:

  * Product

  * Partner

  * User

  * Company

  * Date"

A debit note is used as an increase of the amounts of an existing invoice or in some specific cases to cancel a credit note. 

Make the lock date irreversible

Generate QR code for the invoices

Generate tax report for the invoices and bills

Create accounting entries for loan requests.

Flexible HelpDesk Customizable Help Desk Service Desk HelpDesk With Stages Help Desk Ticket Management Help Desk Email Templates Helpdesk Chatter manage customer support ticket system ticket portal support Timesheet Ecosystem and SLA analysis.

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