RoverCRM v1.3 – Customer Relationship And Project Management System
Graphical overview of Invoices, Quotations, Expenses & Leads is represented on Dashboard. Total paid, due & overdue amount of Invoices is represented via Pie chart, Quotation converted to invoice or not- you can see the amount via a pie chart. Per month expenses cost with each category is represented via a graph. Projects, Tasks & Tickets summary are also present on dashboard.
You can easily manage customers, suppliers & team members through Relationship. Import multiple customers or suppliers via the Import CSV file. Keep track of your customers easily. Without admin verification customers can’t login to customer panel.
RoverCRM allows you to build simple & professional invoices. Create an easy invoice by adding items/products with different taxes (Inclusive & Exclusive method) & discounts. Make payment with Paypal or Bank account.
Add quotation from the sales module. Give your customers a rough overview of Prices, Discounts & more by generating detail quotation.
Save time and ensure data accuracy when you create purchase orders that update inventory levels automatically. Create purchase order via selecting supplier. You can receive purchase order automatically or manually.
Record & receive payment with Paypal or Bank account with multiple currencies for Invoice & Purchase order.
POS (Point of Sale) Module
We have a simple POS module with this system that is fully interactive & user-friendly. Able to handle multiple bills, add customers & products, search product from POS. Able to make Purchase Order to Supplier & Invoice to Customer. Keep inventory organized with detail of products like category, subcategory, product prices. Inventory tracking through automatically updated stock level whenever sales and purchases are made. Profit calculation has been made based on discounts.
Manage your stock by enabling stock management that will affect your system inventory. If the stock is not available, you can’t create any invoices. The system will give an alert as notification when your warehouse or store item quantity reached lower.
Control your products through stock transfer/adjustments.
Stock Transfers: The stock transfer function is the process of moving the stock inventory from one location to another location.
Stock Adjustment: Stock adjustments are increases and decreases made to inventory to match an item’s actual on-hand quantity.
Manage your inventory efficiently across multiple warehouses and locations all on a single platform..
Use this option to setup and configure your bank accounts. All accounts are used to reconsile customer payments and payments to Expenses.
Bank Account Deposits and Transfers
There are several ways to record deposits to accounts but the most efficient way in RoverCRM is through the Bank payment system. Deposits from customers, miscellaneous sales, etc. can be entered here. Transfer money from one bank account to another
Access and generate sales reports that offer accurate insights for better, more informed business decisions whenever and wherever, all in real time.
- Inventory Stock on Hand Reports
- Sales Reports
- Purchase Reports
- Team Members Reports
- Expense Reports
- Income Report
- Income VS Expense Reports
Original script and Demo: https://codecanyon.net/item/rovercrm-customer-relationship-and-project-management-system/27995551