Tasks

The “Tasks” module organizes and optimizes the daily activities of employees by allowing the assignment of different tasks to all users in the system. The biggest advantage here is freedom – tasks can serve you as needed, for example:

  • as a way of managing day-to-day activities in the company. Each employee can assign ( as well as send tasks to another user) and use the module as a “To-do list” and calendar with all phone calls, meetings, emails, document issuance, etc.
  • as a way of internal communication. Instead of sending emails, Skype/ Viber/ Slack or any other communication channel, you can use the module to assign tasks to your employees with different priority, deadline etc.
  • as an internal ticketing system to receive complaints and complaints by phone/email/verbally. By logging a task, you can immediately trigger the complaint/complaint handling process by directing it to the correct department/employee.

В системата има още няколко интерфейса, които могат да бъдат полезни в работата на различните отдели. Това са т.нар. “Dashboards” или таблa, които променят предназначението си според модула, в който се намират. 

 

Dashboard Warehouse

Operational screen Warehouse contains concentrated information about:

– warehouse operations (picking, stocking, pending orders)

– stocks by item and quantity (available, minimum, optimum, incoming, outgoing, required, in, out)

Designed for: warehouse manager.

Dashboard Finance

Operational Finance screen contains concentrated information about:

– unpaid revenue, expenditure financial documents and unallocated payments

– liquidity statement (cash flow and expected cash flow)

Designed for: operational accountant, trader.

Dashboard Sales

The Operational Sales screen contains concentrated information on:

– sales in process and unpaid sales revenue

– sales reports by multiple sections

Designed for: salesman and sales manager.

Dashboard Orders

Operational Orders screen contains concentrated information about:

– outstanding orders and requests, unpaid expenses

– stocks by items and quantities (available, minimum, optimum, incoming, outgoing, required, in, out) and warehouse reports

Designed for: supplier, buyer, buyer.

Dashboard Management

Operational Management screen contains concentrated information and graphs about:

– sales, profits, income, expenses, receivables and payables

– cash, expected cash flow, liquidity and stock value

Designed for: company management.

Dashboard Results

The Operational Results screen contains concentrated information on:

– sales with statuses to customers of the trader made by other traders

– lists of all the trader’s customers, their sales and their statuses

Designed for: customer salesperson.

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