Basic version of Saman Ban
- (Suitable for small businesses )
Basic Financial Accounting
Features and functions:
- Comprehensive accounting document management
- Professional and fast reporting
- Defining the coding structure of accounts
- Support for multiple fiscal years and fiscal periods
- Comprehensive accounting document management
- Automatic connection with other modules
- Multi-branch and project financial management
- Controlling accounts receivable and payable
- Advanced access levels
Warehouse and goods
Features and functions:
- Managing multiple warehouses simultaneously
- Defining a product with specific features
- Entry and exit of goods with warehouse receipt
- Real-time inventory control of each item in each warehouse
- Registration of remittances, receipts, transfers between warehouses
- Order point registration and inventory shortage alert
- Manufacturing series, expiration dates and batch management
- Tracking the flow of goods throughout the supply chain
- Real-time reports on inventory, product circulation, etc.
Basic buying and selling
Features and functions:
- Register a domestic purchase request
- Registering purchase orders to suppliers
- Issuing pro forma invoices and purchase invoices
- Registering a warehouse receipt for a purchase
- Connecting to suppliers with a track record of prices and quality
- Tracking the status of purchase orders and delivery of goods
- Definition of payment terms, discounts and purchase taxes
Customer Relationship Management (CRM)
Features and functions:
- Recording and managing leads
- Defining sales opportunities
- Manage calls, meetings, tasks, and conversations
- Categorizing and rating customers
- Connect to the sales module to convert opportunities to invoices
- Manage marketing campaigns and track feedback
- Registering complaints, requests and customer support
- Reporting on conversion rates, sales performance, customer sources, etc.
- Automatic reminders for follow-up calls or appointments
- Leveled access for sales and support teams
Users and access
Features and functions:
- Unlimited user creation with different roles
- Define precise access levels (menu level, form, specific action)
- Creating user groups with shared access
- Access control based on role, branch, project or department
- Logging user activities (login time, changes, deletions)
- Password management, two-factor authentication, and IP restrictions
- Activate/deactivate users with one click
- Compatible with multi-level organizational structures
- Support for users with advisory, viewing, or restricted levels