BisnisKu ERP+CRM

Prospect & Customers

• Create prospect & customers, with additional information e.g. email, address, NPWP, tags, etc..
• Customer code will be generated automatically using predefined format.
• Assign to dedicated sales person, directly connected to statistic info
• Create contacts & addresses and assign to any business document ( proposal, invoices, orders, etc..)
• Create and convert your Commercial Proposal, Sales Orders etc. using pre-filled data
• Follow-up your prospects and customers using predefined email templates, based on any status, tags or attributes.
• Find all events related to your prospects & customers such as proposal creation, validation and many other automatically recorded events

Create and Follow-up Quote or Proposals

• Create proposals using predefined products & services or enter the full list of products & services manually.
• Create proposals and send them directly as PDF attachment via email or WhatsApp.
• Define amount and winning probability of the proposals.
• List & display all open or closed opportunities based on any filtered criteria.
• Analyzed your company or sales performa using predefined statistics page.
• Modify proposal status to “Reject” or “Accept”, and your prospects are converted to customers automatically.
• List & display all proposal based on filtered criteria.

Sales Order & Purchase Order

• Create orders from customer or to vendor sheet, or reusing accepted proposal in a single click, using predefined products & services or enter the full list of products & services manually
• Send order directly as PDF attachment via email or WhatsApp
• List & display all orders based on filtered criteria.
• Analyzed sales and delivey performance using predefined and dynamics statistic pages

Create User Account

• Create user account for internal users, customers or suppliers
• Set the hierarchy of your users that will be using to validates leave request and expense report
• Set permissions for users & groups
• Set users ability to create leave request, expense report and timesheets

Expense Report

• Let your employee to fill in their expense reports and attach any proof of purchase or receipts
• Validate and send request for approval
• List, Approve or Reject the expense reports
• Pay the expense reports

Leaves Request

• Define different types of leaves or holidays according to your rules
• Employee can create a leave request, track and view remaining leave or holidays
• Supervisor can approve or reject their subordinates leave request, the balance leave will update automatically
• List and filter all leave requests according to their status, date, employee, or any other property.

Billing and Payments

• Create invoice (normal, down payment or credit notes) from scratch or from proposals, orders, contracts or intervention (visitation)
• Margin can be calculated from the best supplier price, cost price or product WAP (weighted average price)
• Reuse predefined products and services or enter manually
• PDF file of your invoice will be generated automatically
• Send invoice directly as PDF attachment via email or WhatsApp
• List and display all invoice based on filtered criteria
• Analyzed your billing performace using predefined statistic pages

Double Entry Accounting

• Generate a ledger automatically from your recorded data (products, sales, purchase, expense reports etc..)
• Use predefined or customized chart of accounts
• Analyzed all accounting records (sales, purchases, bank transaction, expense etc..) and use wizard to track input errors and add validated records into ledger

Bank Reconciliation

• Make the reconciliation of your bank account and track history of your bank receipts without leaving the application 

Manage Your Products and Services

• Setup product & service sales price, tax rate, cost price, accounts, accounting, stocks, notes or customized attributes.
• Attach files to products (pictures, brochures etc.).
• Manage selling and buying price and its price history.
• Define prices per customer, segment, per qty.
• Analyzed your products and services performance via predefined and dynamics statistical pages.

Product Kitting / Variants

• Define product kitting with quantities of sub products.
• Define product variant e.g. color, size etc.

Warehouses, Stock, Lots and Serial Management

• Setup the way BisnisKu will manage your stock automatically using lots or serial numbers or eat-by-date (expired date).
• Record stock movement manually or automatically increase and decrease your stock based on certain documents (on invoice, on order or on shipment validation etc.).
• Retrieve detail stock movements.
• Real stock or virtual stock (stock position once customer or supplier order are validated or shipped).
• make mass stock transfer or stock change.
• Define Qty to automatically generate suppliers order to restore stock.

Purchase and Supply

• Create purchase order. Approve, receive and create invoice of your purchase.
• Define the threshold to trigger email notification when certain condition reached e.g. minimum stock limit etc.
• Receive / dispatch products into warehouses.
• Replenishment wizard to provision and keep your stock to optimum quantities.

Shipment

• Create shipment from order in one click. Define the planned date for each shipment.
• Weight and volume can be both automatically calculated from predefined product data.
• Stock updated automatically when new shipment made. Stock movement recorded are directly linked to the shipment.

Bill of Materials (BOMs)

• Define Bill of Materials to define how to consume raw products or services to produce a manufactured product (quantity to consume, efficiency, unit cost, stock impact etc.)

 Manufacturing Order

• Use predefined BOMs to generate Manufacturing Orders (MOs)
• Produce your MOs in one or several phase
• Get a view to stock change history of produced product  and raw material consumed.
• Virtual stock will taking into account all open Manufacturing Orders.

• Dashboard with more than 30 widgets.
• Sales Summary with orders and shipping’s details.
• Daily Sales  Report
• AR/AP
• Product Statistics
• Ledger
• Journal
• Account Balance
• Income /Expense
• Lost & Profit
• Balance Sheet
• VAT Return
• Turnover collected/invoiced by customer, by product or by user

All the features needed to managed a POS with one or several POS terminal for traditional shops,  bars and restaurants.

• Define Floors, rooms and tables with drag and drop interface.
• Assign orders and invoices to any given table on the floor.
• Display QR Code for customer self order.
• Automatic stock update
• Cash control of the day, month, at opening, at closing, per terminal.

• Export List to XLS and PDF
• WYSIWYG Editor
• Agenda of Events
• WhatsApp Notifications on events
• Tags and Categories
• Barcodes