INTRODUCTION
This document showcases the requirement observed from the initial meeting with Superb Solutions for you Inc. This requirement needs a fully integrated HR management system with CRM and Sales module to easily monitor their initial transactions. This document will have the list of modules Banibro has to implement and the list of changes or features Superb Solutions for you Inc. need in those modules.
Banibro’s goal is to understand the requirements mentioned in this document and configure the features and ensure the listed requirements have been met. This document will have those lists with their purpose. The images used in this document by Banibro are virtually designed end product may differ from it.
- CRM
- Leads
- Opportunities
- Customers
- Reporting
- HRMS
- Announcements
- Appraisal
- Calendar
- Contacts
- Dashboard
- Discuss
- Employees
- Expenses
- Leaves
- Loans and Advances
- Payroll
- Project
- Recruitment
- Reminder
- Surveys
- Timesheets
- Helpdesk
- Sales
- Streamline Communication
- Manage Products
- Reporting
CRM
An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM. Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc Sell faster.
Leads
Easily import prospects files with Odoo’s column matching tool. Define your own rules to assign leads to the right sales team or salesperson based on quotas and segments.
Opportunities
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Plan next actions and schedule your daily work based on most important opportunities and tasks. Track, log and analyze the activities of your team.
Customers
Get a clear address book shared amongst your sales persons. Have multiple addresses and contacts for a single company. Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Reporting
Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc. Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns. Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
HRMS
Announcements
This module is used to do the announcement activities. Upcoming celebrations, off days, special events etc. and share it to all our users, just like a noticeboard.
Appraisal
This module is used for the evaluation of employees and to understand their abilities for growth and development of the company.
Calendar
This module is an all in all calendar application. It allows to have a detailed in hand calendar which can be of great usage. Basically, the calendar can be chosen in three views, day view, week view and month view. All three views can be accessed from the same window.
Contacts
This module gives all the information regarding the various contacts in connection with your company.
Dashboard
All the vital information regarding an employee is available in the dashboard.
Important details like pay slips generated, running contracts, timesheets and broad factor are accessible from here with just one click. As you see in the screenshot you get a comprehensive view of all the vital information. You can see options like pay slips, timesheets, contracts, broad factor etc. from the dashboard. Their number is mentioned below. Also, you get information about leave requests and job applications received.
Discuss
This module is a discussion platform. Here you can send messages, receive messages in your inbox etc. The operation is similar to other chat rooms.
Employees
This module gives details about the employees working in the company and also about all the employee activities. You get to see various employee’s working on your company along with their working position.
Expenses
In this module the employee can submit their various expenses to the company which can be either approved or rejected. You can add the details about your expense, you also can add bill reference.
Leaves
This module deals with all the activities related to employee leaves and related activities. The dashboard will show a calendar where the leaves will be marked, that is if there are any.
Loan and salary advance
This module allows the user to apply for loans with details such as loan amount, instalment payment date, number of instalments, attachments etc. In the advance option we have salary advance, approved salary advance and salary advance to approve.
Payroll
This module deals with the payroll management of the company. Payroll refers to the total amount of money that a company pays to its employees. You can get various details like employee name, pay slip name, dates, company and status of the pay slip. We have options for salary structure, salary rules, contribution registers and contract advantage templates.
Projects
The various projects associated with the company is handled using project module. In the project dashboard you get to see various projects in your company.
Recruitment
Every activity related with recruitment can be carried out with the help of recruitment module. Recruitment is a very time consuming and tiring process for HR, this module automates the works happening in the recruitment procedure and thus make things simpler for the HR.
Reminder
This module is used to set specific reminders so as to inform about important occasions, meetings etc.
Surveys
This module can be used to create surveys for getting proper feedback and response from the employee side.
Timesheet
This module gives details about the time spent by employees. It enables tracking of time spent by employee on a project or on a certain task or subtask. We have options to view our time sheets as well as all time sheets.
Helpdesk
This module will provide the option and fields required to gather any request or support ticket from the employees. The priority of the requests will also can be determined so that the HR can plan the work accordingly. It is very helpful to maintain a strong relationship between employees and management.
Sales
Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently. Send Pro-forma invoices to your customers. Convert quotations into sales orders.
Streamline Communication
Follow key quotations and orders in just a click and get alerts based on relevant activities. See all of your email communications automatically attached to the associated customer order. Email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
Manage Products
Create and configure products with multiple attributes or variants.
Manage any type of product including services, Stockable products, delivery charges, electronic products, or consumables. Add pricelists to individual products depending on each customer’s segment.
Reporting
Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.
