Asset Management Group Wise Allotment Software is very essential for any industry in the world. This software is very easy to use. Anybody can configure its setting easily. It has premium version need to buy from us. We will help you to buy it and install it in your company. Please contact us by submitting a comment below on Leave a Reply box. For any queries, please Contact Us.
At first we need to Create Asset Group. For this Click on New Entry>> Then click on + icon>> Then type a Category Name Laptops>> Then click on Save Category button. Please flow the below screen.
Edit and Delete Asset Category
For this click on Edit Icon from Main Menu>> Then click on Edit Icon from below screen >> Then click on Trash button for delete according to below screen
Create a New Asset
For this Asset Management Menu >> Then click on Assets >> Then click on New Entry >> Then input all data according to below screen
Asset Management Group Wise Allotment Software
Asset Allotment
For this Asset Management Menu >> Then click on Allotments >> Then click on New Entry >> Then input All data >> Click on Asset Button
Example of Asset Management Group
Server
Laptop
Network Rack
Toiletries
Cleaning
Crockeries
Entertainment
Indirect Material
Office Printing & Books
Office Products
Printing Consumable Items
Example of Assets
Hp 998 Server
Dell 879 Monitor
Hitachi 765 Projector
BISCUIT
BLICIN POWDER
CALCULATOR
COFFEE
FLAX
H&M REGISTER
LAMINATING PAPER
Laptop
LEATHER BOARD
LIQUID DISPENSER
MARKING BOARD
Monitor
NUMBERING M/C
NUMBERING MACHINE
PAPOSH
Photocopier Toner
Printer Cartridge
Printer Ink
Printer Toner
Printer Toner
Rat Killer Gum
TELEPHONE INDEX
WASH DELIVERY CHALLAN BOOK
WHITE PAPER
Conclusion
Asset Management Group Wise Allotment Software mostly used in heavy industry. All industry can keep track by using this software
We install all types of CRM Contact Management System and CRM Integration. According to customer requirements we refer it in different solution providers. We also suggest free plugin for the customers. Please contact us by submitting a comment below on Leave a Reply box`. For any query please Contact Us.
Summery of CRM Software
Buyer List, Buyer Company List, Entering Buyer and Company information (Name, Email, Phone, Owner, Life Stage, Date, Address, Source etc) Merchandiser List, Merchandiser Activities Log with Buyer, Merchandiser Task Log, Merchandiser Notes management log, Merchandiser Schedule Log with Buyer, Contact Status (Customer, Leads, Opportunity, Subscriber), Dashboard of CRM where represent Number of Contact Status, Contact Group (e.g. Tesco Group, H&M Group, All buyers of Tesco will show in Tesco Group), Search Facility, Activity Report where number of schedules, notes and tasks of Merchandiser will show. Admin/ Head of Dept. can assign contacts to any merchandiser, All types of Email notification
CRM Module
Now we will discuss the best CRM software in the market. It is free of cost. After purchasing some extension it will be more featured. We are the authorized affiliate partner of WPERP. All tyme we can provide you 20% to 50% discount if purchase through us. Purchase through this link. We also provide 3 more software with this e.g. Customer Sypport System, Online Chat System etc.
Presentation
Installation Configuration and Customization by Khondakar Mashiur Rahman Cell# 01817043086 Contact Us
Slide -1
1. Features of CRM
Summery of features are mentioned below-
Remote monitoring system
CRM system is useful to identify potential customers
Contact Management
Categories Contact
Customer /buyer, lead, subscriber management
Restore facility of deleted contact, company, buyer etc
Notes Management
Task Management
Schedule Management
Note, Email, Task, Log Activity and Schedule wise Activity Filtering
Merchandiser and buyer wise Activity filtering
If a merchandiser leaves from a company a new merchandiser can start from his incomplete stat
When a merchandiser leaves, all sales information (email, task, notes, meeting, schedule) will remain save in CRM database
Can integrate with buyer/buying office Facebook, Twitter and LinkedIn
No additional software engineer / programmer requires to maintain it
Training manual is enough to operate this software
Slide -2
2. Definition of CRM & Contact
CRM: CRM means Customer Relationship Management System which allow businesses to improve sales and service levels by analyzing a wider range of data.
Contact: A contact is a software program that enables merchandiser to easily store and find contacts information buyer such as names, buyer name, email, addresses and buyer telephone numbers etc.
Slide -3
User/ Role Category
There are 3 types of Role into CRM. Two role are shown below
CRM Agent ( Sales Executive /Merchandiser)
CRM Manager (Manager)
CRM Admin (IT)
CRM Agent: An Agent is Merchandiser in RMG company. He is core user of this software. At first he will input his employee details in his profile. After that Agent will initiate all types of sales activities
CRM Manager: CRM Manager is Boss of CRM Agent
CRM Admin: CRM Admin can managed everything in this software.
Slide -4
User Access Metric
CRM Manager and CRM Agents role management is shown in a table. Another Role is IT Administrator who can do everything.
Role
Merchandiser
Manager
Admin
Agent/ Merchandiser Create, Edit, Delete
X
X
Y
Contact Group View, Create, Edit, Delete
View
Y
Y
Contact Assign under a Group
Own
Y
Y
Contact View, Create, Edit, Delete
Own
Y
Y
Assigned Contact under Company Delete
X
X
X
Contact Assign to Other Agents
X
Y
Y
Contact Assign under a Company
Y
Y
Y
Company Assign under a Contact
Y
Y
Y
Company Assign to Other Agents
X
Y
Y
Company View, Create, Edit, Delete
X
X
Y
Assigned Company under Contact Delete
X
X
X
Schedule/Log Create
Y
Y
Y
Schedule/Log View
Own
Y
Y
Schedule/Log Edit , Delete
X
X
X
Schedule Assign To Other Agents
X
Y
Y
Save Note on Contact & Company
Own
Y
Y
Save Note Edit & Delete
Own
Y
Y
Task Assign on Contact & Company
Y
Y
Y
Task Edit & Delete
Own
Y
Y
Export All Contact Information
X
X
Y
Export All Company Information
X
X
Y
Export All Agent Information
X
X
Y
View All Reports
Own
Y
Y
Slide -5
3. Sales Forecast Stages
We will introduce with some marketing sales stages concept that need to understand during the software operations
Subscriber/ Flower
Lead
Opportunity
Customer / Buyer
Slide -6
3.1. Subscriber/ Flower
A subscriber/flower is a contact or person who engages with your company. They have shown interest in you and your product or content.
Slide -7
3.2. Lead
A lead is a set of useful contact information of a buyer, that could convert into future sale. Generally a lead will be a buyer who is looking for purchasing a product that is offered by you. A lead is reached out to a RMG company through signup by providing his information. It is one way communication.
Slide -8
3.3. Opportunity
Opportunity is a lead that has proven and going to fit for your products and progressing forward a decision by having a continuous conversation with a merchandiser. Or opportunity is stat when a sales contact or work order or quotation is signed between merchandiser and lead. It is two way communication.
Slide -9
3.4. Customer/ Buyer
A customer/buyer is someone who has already purchased products from you.
Slide -10
4. Menu of CRM Integration
Overview
Contact Groups
Contacts Creation
Companies
Schedules
Activities
Reports
Slide -11
4.1. Overview / CRM Dashboard
Clicking on Overview Menu summery stat report will shows of all menus activities. Number of Customers, Leads, Opportunities and Subscribers is shown here. Schedule, Schedule logs Schedule calendar, Total Email and Added Company is also shown here
CRM Dashboard Report Contacts & Companies
Slide -12
4.2. Contact Group
Clicking on Contact Group Menu Manager will create different type of contact group. Some Example is given below –
Knit Group
Woven Group
Denim Group
Top Group
Bottom Group
Tesco Group
Radhamoni Group
Zara Group
Slide -13
4.3. Contact Creation
Manager & Merchandiser both can crate contacts under a Contact Group
Contactadding process: At first go to Dashboard -> Click on CRM -> Clicks on Contacts -> Then click Add New Contact
Add Advance information of a Contact: Now click on check box. A new form will open and enter information like below screen
After entering all contact it will look like below screen
Under a Contact you can view some sub menus. Five Sub menus working process are similar to company sub menu. Five sub menu of company are described in section of 4.4.1, 4.4.2, 4.4.3 and 4.4.5
Task
New Note
Schedule
Email
Log Activity
Slide -14
4.4. Company
Manager and Merchandiser both can add company / Buying House .
CompanyAdding Process : During adding a company you need input following information
Under a company you can view some sub menu. Below Sub Menu of a Contact will dispaly
Task
New Note
Schedule
Email
Log Activity
Tag
Slide -15
4.4.1. Task
Task feature is available under contact also. At fist click on Contact / Company Menu > Click View under selected contact of company. Then click on View Button. Now Manager & Merchandiser can assign Task under contact and company.
Slide -16
4.4.2. New Note
New Note feature is available under contact also. At fist click on Company/ Contact Menu > click View under selected of company or contact. Then click on View Button. Now Manager & Merchandiser can save Note under contact and company
Slide -17
4.4.4. Email
Email feature is available under contact also. This is email correspondence under CRM software instead of outlook, edora etc.
Slide -18
4.4.5. Log Activity
Log Activity feature is available under contact also. Users can view all activities of a Contact and Company. Here is filter option exist. Please see below screenshot to understand better
Slide -19
4.4.6. Tag
Tags are unique identifiers that can be added to Contacts and Companies in CRM that lets you easily sort, filter, segment and target contacts with campaigns
Slide – 20
4.5. Schedule
Schedule is very important menu of CRM The below information require to complete a schedule. Please not that your can create two types of schedules. A notification email will send if check it.
Future schedule
Logged schedule
Slide -21
4.5.1 Future Schedule
If you create schedule after today’s date it will be future schedule. To create a schedule you need to input below information-
Enter Schedule Title: Software Meeting
Select Assign to Contact: Rahman Sample
Start : 2019-12-02 @12.15am
End: 2019-12-02 @1:30pm
Or you can check All Day
Enter your schedule description …. I will discuss with Rahman Sample to sale my leads
Set Agent or Manager: Abdullah Al Baky
Schedule Type : Meeting
Check : Allow notification
Slide -22
4.5.2. Logged Schedule
If you create schedule before today’s date it will be logged schedule. To create a logged schedule you need to input below information-
Slide -23
4.6. Activities
Activities is log filtering system of different types of actions among buying office, buyer and merchandiser.
By default it will show all activities.
Note, Email, Log Activity, Schedule and Task wise filtering
Agent / Merchandiser wise filtering
Buying Office/ Buyer wise filtering
All Activities
Activities Custom Filter wise
Slide -24
4.8. Reports
There are lot of report exist inside and outside of Report Menu. e.g.
Manager and Merchandiser can filter buyer/customer, lead and other stages log
Easy to filter activities log
Calendar wise schedule report
Recently added company report
Calendar view schedule report
Merchandiser wise, Country wise, Source wise, Group wise, Date Range wise report
Graphical Periodic Growth Report of Subscriber, opportunity, Led and Customer
Total number of Schedule, notes and task activity report
Total number of subscriber, leads, opportunity and customer report
Export All contact Information in CSV Format by System Admin
Export All company Information in CSV Format by System Admin
Activity Report:
Activity Report
Customer Stages Report:
GrowthReport:
Slide -25
5. Export Contact Details Admin Report
Export Contact Details: By clicking on ToolsVertical Menu only System Admin can export Contact Name, Email, Phone, Mobile, all other contact information by checked according to below screenshot. After exporting he can filter it in excel according to management requirement
Slide -26
6. Export Company Details Admin Report
Export Company Details: By clicking on ToolsVertical Menu only System Admin can export Company Name, Email, Phone, Mobile, all other company information by checked according to below screenshot. After exporting he can filter it in excel according to management requirement
Slide -27
8. Customer Service Ticket Software Integration
For Pro Version Only – Increase CRM contacts and lead and customers by integrating ticket customer support system and respond faster to clients. Here CRM is integrated with zendesk
Automatically bring your customers to CRM
Brings all tickets of each contact
View all tickets in profile of contact
View the ticket number, agent, ticket age, subject,
and status
Dynamically status changes with integrated tickets
Review client history and reply faster
Slide -28
9. Help Scout CRM Integration
For Pro Version Only – Automatically connect customer support contacts with CRM whenever new ticket is created in Help Scout
Instantly Sync Help Scout contacts with CRM
View CRM details like history, date of creation on Help Scout
Make your Help Scout contacts subscriber and leads an opportunity
Keep track of the status like open, close, helpdesk reply, user reply of your tickets through Help Scout Widget
To know more about it please visit helpscout . com
Slide -29
10. Awesome Support Sync
For Pro Version Only – Seamlessly manage your Awesome Support and CRM contacts simultaneously.
Import customer support system contacts to CRM
Support contacts your opportunity View all tickets and it types
View ticket number, created date, timer, subject and status
Slide -30
11. WooCommerce CRM Integration
For Pro Version Only – Integration with wocommerce plugin and see all data of clients
Integrate with all customer order detail
Color wise filtering
You will get a CRM Tab to get order data
Size wise filtering view
Easy to view sales data
Easy to monitor all records
Subscription Management
Filter with contacts details
Product purchased report
Slide -31
12. Email Campaign
For Pro Version Only –
Slide -32
13. Custom Field Builder
For Pro Version Only – This is custom field builder when you can add row and column data entry from according to your requirements
Slide -33
14. Salesforce Contacts Sync
For Pro Version Only – Salesforce is a cloud computing service online tool of (SaaS) company that helps businesses to manage their customer information efficiently.
Slide -34
15. Document Manager
For Pro Version Only –
Slide -35
16. SMS Notification
For Pro Version Only –
Slide -36
17. Deals
For Pro Version Only –
Slide -37
18. Hubspot Contacts Sync
For Pro Version Only –
Slide -38
19. Workflow
For Pro Version Only –
Slide -39
20. Gravity Forms CRM Sync
For Pro Version Only – Gravity form is one type of contact form. It is an opportunity to crate user by receiving data from your gravity form
Design similar data entry form according to contatcs information
Mapping entered data into CRM
Afer mapping you can see all information into contact list
Data transfere instantly
Slide -40
21. Mailchimp Contacts Sync
For Pro Version Only – In this area you need to be familiar with mailchimp. You can sync mailchimp contacts easily
Easy to send CRM contact list to Mailchimp
Easy to import mailchimp data into WPERP
During transfer admin can choose subscriber
Seamless data transfer from mailchimp to ERP and ERP to mailchimp
Slide -41
Conclusion
Slide 20 to Slide 33 all are Pro version extensions. Anyway you can purchase Slide 20-33 with just $100-$150. The subscriber can purchase the extension one by one. We are the affiliate partner of WPERP.
Online Leave Management System Software Free Installation
Online Leave Management System Software . We install it for the office. This is international software. Contact us for installation. Employee Management System develop by wperp and it is Trusted by 10,000+ Businesses over 170 Countries and 30+ Languages. Please contact us by submitting a comment below on Leave a Reply box, Cell# +880 1792525354. For any queries, please Contact Us.
Leave Management have 5 major modules which need to configured. After clicking Leave Management Menu below 5 sub menu will be displayed
Request
Leave Entitlements
Holidays
Policies
Calendar
Request
At first we will create a request. Then click New Request. Then input below information according to screenshot
Then after clicking on Submit Request it will list on Pending area that look like
Leave Entitlements
It is a list of all employee leave. We can view this option. It looks like blew screen Holidays
We can set holidays for any type. For this we need to input Holiday Name *, Start Date *, End Date and Description.
After creating multiple holidays it will look in a page at a time. That looks like below screen
Leave Policies
We can set leave policies with this software. We need to put some essential information like Policy Name, Description, Days *, Calendar Color *, Department, Designation, Location, Gender, Marital Status, Effective Date and Activate. After entering data it will like below screen
All created leave policy looks like below screen
Calendar
Calendar is view able only. It looks very nice. A screen shot looks
Case Study for Leave Management
Leave Procedure: A garment factory limited will grant the following leaves. Other than the festival leaves, the management of factory Limited will deserve the right to refuse/cancel the leave of any individual depending on circumstances.
Annual Leave (Earned Leave):
–After completion of one-year
continuous service all employees are entitled to enjoy 1-day annual leave for
every 22-workinng days.
If anybody fail to avail earn leave, the leave will brought forward and
added with the next years earn leave or encashment can be made on the basis of
basic wages/salary.
Earned leave dues are intimated to each individual when required.
Festival Leave:Company provides 13 days
festival leave to employees with full pay. Dates of Festival leaves
Casual Leave: –After completion of one year
after joining all employees enjoy 10 days casual leave in a year with full
wages with prior approval. But, before completion of one year after joining
they will get the CL in a proportionate rate. Nobody can enjoy more than three
days casual leave at a time.
Sick Leave: –In support of sickness,
concerned employee must produce medical documents from company’s In- House
Physician. After completion of one year after joining, all employees (for
workers – upto14 days with 50% wages; for staff – upto 14 days with full
salary) enjoy SL with prior approval. But, before completion of one year after
joining they will get the SL in a proportionate rate.
Maternity Leave: –After completion of minimum
9-month service, female employees will entitle to enjoy 12weeks maternity leave
with full pay (twice in her whole service tenure in the company). Payment will
be shown in the salary sheet, allotted money will also be separated but that
money will not be handed over to the particular person at a time. It will be
paid to the respected person(s) into three installments.
Weekly Holiday
(Friday): –52 days annually.
If any weekly holiday will be as working day then Company will give one alternate holiday (within those 10 working days).
Leave Rules:
Any kind of leave must go
through the HR department (even if, the leave is only for few hours).
During probationary period all leaves will be entitled except E/L.
These leaves are to be adjusted after confirmation.
Without submission of leave application & leave sanctioned (for
sick leave- intimation) no employee will be allowed to enjoy any leave.
Violation of this rule will be treated as unauthorized absenteeism &
punishment will be given.
HR department will issue a “Show-cause Notice” to the
defaulter absentee for 10 days absenteeism without permission or on expiry of
10 days after leave.
Unauthorized absenteeism for 10 days or more will lose his/her service
if he/she can not show genuine reason.
If any employee enjoys more than two days exceeding authorised leave
then his/her authorised leave might be canceled by the company authority.
If any employee enjoy more than one day exceeding authorised three days casual leave then the total number of leave days will be deducted from his/her EL
Employee Management System is very good employee management software for free. Technical support refer by LE Digital Center. Employee Management System have tow parts. One is general employee information entry and another one is advance employee information data entry. Please contact us by submitting a comment below on Leave a Reply box. You can purchase WP ERP HR Frontend buy. For any queries, please Contact Us.
Biography:I am working as Digital Marketing Consultant in LE Digital Center, Tangail Dhaka
General Tab Information
General Info show all employee information by default. It is only for view.
Job
In job tab we can set a Employee Status, Compensation and Job Information. Step by step process is shown below with picture
Add or update status: At first we can do this of a employee.
Update Compensation: We can Add or update compensation for an employee
Update Job Information: We can add or Update Job Information of an employee.
Report: We can view the above three
Note
Notes: Anybody can add notes under any employee.
Add Performance Review
This is part of performance appraisal. This section will help to identify performance of a employee.
Add Performance Comments
Add performance comments entry procedure is show below-
Add Performance Goals
Add performance Goal entry procedure
Department
Department is another new extension develop . A pictorial process is show below for creating a New Department
Designation
After creating locations it will display in a pages.
Case Study Employee Management System
RECRUITMENT : As per authorized “Man
power” requirement, company will recruit its employee(s) through following
system:
Circulation: –
1) Advertising in the newspaper(s).
2) Personal contacts by own
employee(s).
3) Serving notice/posters in
important location(s).
4) Head hunting. (Especially
for Executives)
Selection Criteria: –Following qualities of a candidate are examined at
the time of selection:
Good physical appearance /
fitness
2) Age not less than 18
years
3) Educational background as
per job profile
4) Skill test (Practical
test for operators).
5) Minimum IQ
6) Wages / Salary
negotiation.
7) Joining date.
8) Others,(as per necessity
)
Age verification Procedure:-Following documents are
required for workers age verification-
Either School leaving
Certificate or SSC / HSC certificate where age is mentioned.
Medical Age Estimation
Certificate duly provided by a Certified Doctor.
Selection Procedure: –The administrative committee
will select all the workers before their appointment. After primary selection a
primary selection form must be filled up and all the selected persons must be
send for medical fitness and on the basis of physical fitness the committee will
give his/her appointment. Finally, the CEO of the company will approve all the
appointments.
Joining:-Within 07 days from the date of joining, all new
recruits will fill-up the company’s prescribed form and will submit the
following documents to the personnel department of the factory office.
1)
Job prayer application
2) Two-copy passport size
and two copies stamp size photograph
3) Nationality Certificate
from Ward Commissioner / Union Parishad Chairman
4. Educational certificates
5) Medical fitness
certificate [by the company doctor. If she/he thinks that some pathological
tests are necessary than those tests will be done by the applicant (expense
will bear by the same) including blood grouping]. Doctor will issue both the
age and fitness certificates.
6) Experience Certificate
from previous employer. (If any)
7) Others, (as per
necessity)
Service Confirmation: –1) One, completion of 3 months
satisfactory probationary period, company will confirm the employee’s service
permanently.
2) Skilled Recruits who fail to
show satisfactory performance within this time, his/her probationary period
will be generally extended for 1 to 3 months maximum by written notice. If
he/she cannot coup-up within this given period then his / her service will be
terminated.
During
probationary period every employee must be give a temporary card number (in the second month after joining) and a card for punch. After completion
of 3 months satisfactory probationary period he/she will be given a permanent card numberand a card for punch. All types of card
numbers will be unique. Once it is used then that card number will never be
used again. In the first month after joining no card number or punch card will
be provided. His/her attendance record will be kept manually.
Appointment
letter, joining letter, workers’ handbook will be provided to the new workers
after completion of three months.
FILLING PROCEDURE:HR
department will make personal files for all the employees of this company.
Following papers must have in this personal file:
Job prayer application
Primary selection approved form
3) Two-copy
passport size photographs
5) Educational
certificates
Medical fitness certificate [by the company doctor. If
she/he thinks that some pathological
tests are necessary than those tests will be done by the applicant
(expense will bear by the same) including blood grouping]. Doctor will issue
both the age and fitness certificates.
7) Experience Certificate from previous
employer. (If any)
Photocopy of appointment letter
Joining letter
Records
of confirmation, increment, transfer, promotion etc.
Record
of any kind of complain against him/her, answers of the complain , copy of SHOW-CAUSE NOTICE/ Warning Letter
Leave
records
Latest statement of his/her Provident Fund in Employee Management System Software
