Daftra's Water Filtration Services- related Features
Issuing electronic invoices that comply with the approved specifications for selling filters and maintenance services.
Issuing credit notes and returned invoices (refund receipts) in case of product returns or if there are monetary amounts owed by the company to the client.
Provide a point-of-sale system that helps in quick selling and can work online and offline without internet.
Managing the sale of filters and maintenance services and organizing contracts.
Setting up a commission system on sales for employees, automatically activated and linked to the payroll.
Issuing recurring invoices for maintenance operations of filters if repeated during known periods automatically.
Possibility to activate installments on filter sales invoices and remind clients before the due date through a notification on the system, by email, or via short text messages.
Creating contracts for purchasing and installing filters that include:
Filter name, brand, and water purification stages.
Whether the contract only includes purchase and installation or also maintenance.
The maintenance periods agreed upon and the warranty period.
The technician responsible for installation.
And other details related to the filter sale process as well as after-sales.
Creating maintenance orders that include:
Device details, client, technician in charge, and the malfunction to be repaired.
Whether maintenance is in-center or external at the client’s location.
Tracking all processes and costs associated with the maintenance order within the same file.
Adding a file for each client that includes:
His data and the contracts related to him, in addition to organizing the appointments for installation and maintenance visits.
Control his permissions to allow him to raise maintenance requests, track request statuses and appointments, pay invoices, and view maintenance orders and files related to him.
Adding more than one warehouse and recording the available spare parts and filters ready for sale, tracking the parts entering or leaving the warehouse by their serial number, to maintain a minimum stock without exposure to sudden depletion.
A complete purchasing cycle, where you track purchase requests and quotations to choose the best suppliers and get the required parts with the desired quality and price.
Adjusting accounting and financial operations, starting from recording incomes and expenses, saving and automatically recording journal entries to an organized chart of accounts, controlling bank accounts, treasuries, assets and their deprecations, and cost centers.
Creating an organizational structure for employees, assigning roles and permissions, distributing them across different departments, monitoring attendance, leave requests, shifts, and setting the rules on which earnings and deductions are based.
Creating employment contracts for employees that include salary, contract duration, job details, and employee data.
Issuing payslips for a specified period, including the deductions and earnings for each employee in his payroll separately.
Issuing reports as simply as possible, such as general accounting reports, expense reports, journal reports, incomes & expenses, purchases, inventory, sales, employee, and client reports, etc.
