Features

Salon and spa ERP

POS terminal

Touch screen POS terminal for easy use

PoSBOOK is an ODOO based touch screen Point of Sale application is based on a simple, user friendly interface. The Point of Sale application can be used online or offline on iPads, Android tablets or laptops. Point of Sale is fully integrated with the Inventory, the Accounting and Appointment applications. Any transaction with your point of sale will automatically be registered in your inventory management and accounting and, even in your CRM as the customer can be identified from the application.

  • Registering Order – Start by registering a new order by selecting services/products requested by the customer. Assign an employee to each service offered to the customer for tracking commissions.
  • Adding customer – Simple search and select feature to add a customer to the order for billing.
  • Barcode – Supports Product/Service and Customer barcoding for ease and accurate identification for Invoicing.
  • Payment and Invoicing – Simple selection of multiple payments and complete the invoicing with auto printing of Receipt on thermal printer.

Inventory Management

The unique double entry inventory management allows full traceability from the supplier to the customer. Nothing is lost, everything is moved. Track every stock move from purchase to warehouse bin to sales order. Trace lots or serials upstream or downstream from anywhere in your supply chain.Use cutting-edge automation and advanced routes to manage any warehouse. Use order points and automated RFQs to make your supply chain more efficient than ever.

A fast user interface designed for modern inventory management. Get more work done with less effort with or without barcode scanners. Easily manage a single inventory or a complex multi-warehouses environment by activating features on demand.

Appointment Book

A POS integrated Appointment book with full-fledged features to keep appointment based customers happy. Proper colour coding of various status of appointments, One click checkout of multiple services appointments, drag and drop appointments for change of employees & time slots are some of the main features.

HRM & Payroll

A full-fledged Human resource management and Payroll system to handle the entire operations of a store.

Personal information Management ,Contract Management, Track Time and attendance of employees, Manage Recruitments, Manage Leaves, Payrolls, Customized for Indian tax rules, complete set of Employee Appraisal features and comprehensive Reporting are the main features

Memberships

Membership module allows you to manage all operations for managing memberships. It supports different kind of configurable memberships:

  • Free member
  • Associated member
  • Paid members
  • Prepaid members
  • Special member prices
  • Special Discounts

It is integrated with sales and accounting to allow you to automatically invoice and send propositions fro membership renewal etc.

CRM

The module supports Customer Lead generation, Lead scoring, Assignation Rules, Call-to-actions at the lead level.

At the opportunities level, Activities and calls management, Pipeline management, customize stages, schedule activities, plan next actions, 360 Degree visibility, Log calls, Lost reasons…are the features available.

Maintaining customer data, Efficient communication and reporting makes the CRM module an efficient tool.

Business Dashboard

The executive dashboard module deals with the current status and performance of a store.

Always track, monitor and assess the sales, daily appointment scheduling, customer details, invoices. Never miss a data.

Billing & Financial Reporting Extensive

The FA module follows double-entry bookkeeping system: all journal entries are automatically balanced (sum of debits = sum of credits).

FA module support both accrual and cash basis reporting.

It allows to manage several companies within the same database. You can get consolidation reports following your consolidation rules. It supports multiple currencies too.

The core accounting implement accounting standards that is common to all countries and specific modules exists per country for the specificities of the country like the chart of accounts, taxes, or bank interfaces.

You can generate financial reports in real time. It’s reports range from basic accounting reports to advanced management reports. The reports include:

  • Performance reports (such as Profit and Loss, Budget Variance)
  • Position reports (such as Balance Sheet, Aged Payables, Aged Receivables)
  • Cash reports (such as Bank Summary)
  • Detail reports (such as Trial Balance and General Ledger)
  • Management reports (such as Budgets, Executive Summary)

The report engine allows you to customize your own report based on your own formulae.

It supports both periodic (manual) and perpetual (automated) inventory valuations. The available methods are standard price, average price, LIFO (for countries allowing it) and FIFO.