Sales Drive

Home
Projects

Leaf Business Consulting Services

Sales Portal

LBCS Sales Portal a comprehensive set of features to streamline and enhance various aspects of sales, accounts receivables, purchases, accounts payable, inventory and stocks, manufacturing, fixed assets, cash and bank management, general ledger, and reporting. Here are the key features of the LBCS Sales Portal:

Leaf Business Consulting Services

Sales and Accounts Receivables

In the realm of Sales and Accounts Receivables, the system allows for the efficient management of customer interactions. It supports the opening of customer accounts and branches, providing a structured approach to customer relationship management. Sales Areas, Types, Groups, and Salesman Groups can be defined, enabling a customized and organized approach to sales processes. The system facilitates the creation of Sales Quotations, Orders, and Goods Delivery Notes, ensuring a seamless workflow from initial inquiries to product delivery. Notably, the capability for Batch Invoicing streamlines the invoicing process for multiple delivery orders, enhancing operational efficiency.

Leaf Business Consulting Services

Inventory and Stocks

The Inventory and Stocks module provides users with comprehensive tools for effective inventory management. Users can effortlessly record stock items, establishing a detailed inventory database. The system allows for the categorization of items into different Item Categories and Locations, facilitating organized inventory tracking. Seamless management of location transfers and adjustments ensures real-time accuracy in stock levels. Setting re-order levels for Inventory Items streamlines the inventory replenishment process, preventing stockouts.

Leaf Business Consulting Services

Purchases and Accounts Payable

In the domain of Purchases and Accounts Payable, the system provides comprehensive tools for effective procurement and financial management. It facilitates the establishment of Supplier Accounts, creating a centralized hub for supplier interactions. The creation of Purchase Orders, Goods Receival Notes, and defining Payment Terms ensures a systematic approach to procurement processes. The system allows for the clearing of Goods Receival Notes, streamlining the reconciliation of received goods with corresponding orders.

Leaf Business Consulting Services

Reports

The Reports functionality within the system offers users versatile tools for data analysis and presentation. Users can easily generate reports and choose to print, email, or convert them into PDF format, providing flexibility in sharing and documentation. The system supports the export of reports in MS Excel/Open Office Calc format, facilitating further analysis and manipulation of data. For a visual representation of data trends, users can utilize graphical analysis tools such as Bars, Lines, Pies, and Donuts. Additionally, the ability to tag and save report selections allows for personalized and efficient access to frequently referenced or customized reports, enhancing user convenience and productivity.