Easy Smart Shop

Core Functionalities

• Sales Management
  Tracks sales processes and customer interactions.
• Transaction Management
  Ensures accurate handling of financial transactions.
• Time & Expenses Management
  Tracks project costs and employee hours.
• Accounts Payable
  Manages outstanding payments to suppliers.
• Accounts Receivable
  Tracks customer payments and outstanding invoices.
• General Ledger
  Maintains a complete record of all financial transactions.
• Quotation & Estimates
  Generates cost estimates for potential buyers.
• Bank Reconciliation
  Matches financial records with bank statements for accuracy.
• Document Management
  Organizes, stores, and retrieves important business documents.
• Credit / Debit Note
  Facilitates corrections in invoicing and payments.
• Bookkeeping Capabilities
  Ensures efficient tracking of income and expenses.
• Bank Settlement
  Manages financial adjustments and settlements with banks.
• Trial Balance Preparation
  Summarizes financial balances before final accounts.
• Gst Report Preparations
  Assists in generating tax reports for compliance.
• GST Input Reconciliations
  Verifies input tax credits for accuracy.
• Tax Management
  It automates the calculation, tracking, and reporting of various taxes.
• Payroll Management
  Streamlines the process of calculating employee salaries, tax deductions, and benefits.
• Asset Management
  Consists of tracking & managing a company's assets throughout their lifecycle.
• Fund Accounting
  It is a method of segregating resources into self-balancing sets of accounts, or funds, according to their intended use or
• Multi Currency Support
  Refers to the software's capability to handle transactions, reporting, and financial management in multiple currencies.
• Cost Centres
  A vital unit where costs are allocated for internal tracking & management purposes.
• Fixed Asset Register (FAR) Management
  A Fixed Asset Register tracks and manages a company's fixed assets, including their acquisition cost, depreciation, and current
• Return Filings
  Return filings are crucial in accounting software, where businesses prepare and submit tax returns to relevant authorities.
• Tds Report Generations
  Includes the automated creation of reports detailing Tax Deducted at Source (TDS) from payments made to vendors or contractors.
• Variant Analysis
  Includes comparing & evaluating different versions or scenarios of financial data to identify variations, discrepancies, or
• Alerts & Notifications
  They are automated messages that inform users of important financial events, deadlines, or discrepancies.
• Batch Management
  It enables users to handle multiple transactions collectively, streamlining processes such as invoicing, payments, and updates.
• Branch Management
  It allows businesses to manage financial transactions, reports, and data specific to different branches or locations, ensuring
• Broker Management
  Involves tracking & managing broker transactions, commissions, & related financial activities to streamline brokerage
• Claims Management
  Includes tracking, processing, & settling claims efficiently, ensuring accurate record-keeping and financial reporting.
• Collection Management
  A robust field that involves tracking & managing receivables, including invoicing, payment reminders, & follow-ups.
• Statutory Compliances
  Ensures adherence to legal regulations such as tax laws, payroll requirements, and financial reporting standards.
• Receipt Management
  It involves capturing, organizing, & storing digital copies of receipts for expenses & purchases.

Billing & Invoicing

• Payment Processing
  Facilitates seamless transactions with multiple payment options.
• Payment Tracking
  Keeps records of payments made and received.
• Invoice Processing
  Automates invoice creation and management.
• Automatic Payment Reminders
  Sends timely alerts for pending payments.
• Bill Of Materials (BOM)
  Refers to a detailed list of raw materials, components, and instructions required to manufacture a product.
• E-Way Bill Generation
  E-Way Bill Generation involves creating and managing electronic invoices required for the transportation of goods under GST

Retail and Point of Sale

• Point of Sale (POS)
  Integrates sales transactions with financial records, facilitating real-time inventory management and streamlined reporting.
• Retail Management
  Consists of features for tracking inventory levels, sales transactions, & customer data along with generating reports for

Project and Workflow Management

• Transaction Management
  Ensures accurate handling of financial transactions.
• Time & Expenses Management
  Tracks project costs and employee hours.
• Project Accounting
  Manages finances for different projects efficiently.
• Facility Management
  Refers to the tools used to track and manage the operational costs, maintenance, and usage of physical assets or facilities.
• Production Management
  It involves tracking & controlling the manufacturing process, including inventory levels, work orders, and production costs.
• Workflow Management
  Streamlines tasks automate processes and enhances team collaboration for efficient operations.

Inventory and Supply Chain Management

• Stock Management
  Helps monitor and control inventory levels.
• Inventory Management
  Ensures proper tracking of available stock.
• Delivery Management
  Manages shipment and delivery of products.
• Vendor & Supplier Management
  Maintains supplier records and transactions.
• Inventory Reconciliation
  Verifies physical stock against recorded data.
• Barcode Scanning
  It streamlines inventory management by automatically tracking & recording product information.
• Distribution Management
  Involves tracking & managing the flow of goods from suppliers to customers, including inventory control.
• Item Master
  A centralised database where detailed information about each inventory item or product is stored.
• Product Management
  It includes overseeing the development and enhancement of features related to tracking, managing, and reporting financial data.
• Store Management
  Helps track inventory, manage stock levels, and streamline purchase and sales processes.
• Supply Chain Management
  Streamlines procurement, inventory, and logistics for efficient financial oversight.
• Warehouse Management
  Optimizes inventory, controls stock levels, and manages orders and shipments efficiently.

Sales and CRM

• Sales Management
  Tracks sales processes and customer interactions.
• Customer Management
  Maintains a database of customer details.
• Order Management
  Oversees order processing from purchase to delivery.
• Quotation & Estimates
  Generates cost estimates for potential buyers.
• CRM Capabilities
  CRM capabilities are integrated to streamline & optimize the business processes associated with customer management.
• Loyalty Program
  Tracks and manages rewards or incentives given to customers for their continued business.

Financial Management

• Cash Flow Management
  Monitors the inflow and outflow of cash.
• Cash and Bank Management
  Keeps track of business finances in real-time.
• Financial Planning & Analysis
  Helps in strategic decision-making.
• Budgeting & Forecasting
  They are vital financial planning tools businesses use to estimate future revenue & cash flow.
• Revenue Management
  Refers to the systematic process of predicting, analyzing, & optimizing an organization's income by managing pricing &
• Fund Accounting
  It is a method of segregating resources into self-balancing sets of accounts, or funds, according to their intended use or
• Fund Planning
  Defined as a process of forecasting & managing the inflows and the outflows of cash.
• Net Worth Management
  Defined as a process of tracking and managing an individual or organization's total assets and liabilities.

Integrations Supported

• Import / Export Management
  Refers to the ability to transfer financial data in and out of the system, enabling seamless integration with various apps.

Analytics and Reporting

• Financial Accounting and Reporting
  Provides detailed financial reports.
• Profit & Loss
  Tracks business profitability over time.
• Gross Profit
  Calculates revenue after deducting production costs.
• Ratio Analysis
  Evaluates financial performance through key metrics.
• Financial Statement Generation & Analysis
  Prepares reports for better insights.
• Net Profit Management
  Involves calculating, analyzing, & reporting the net profit earned by a business after deducting all expenses.
• Audit Management
  Refers to a process of preparing for & conducting audits by organizing & tracking audit-related activities.
• Profit Centers
  Defined as a segment within a business that is responsible for generating profits.

Administrative Features

• Admin Controls
  Provides centralized control over system functions.
• User Access Management
  Restricts and manages user permissions.
• Ledger Scrutiny
  Helps review and verify financial records.
• Backup & Restore
  A process of creating a copy of data (backup) to prevent data loss and retrieving that data (restore) to recover the system to
• Facility Management
  Refers to the tools used to track and manage the operational costs, maintenance, and usage of physical assets or facilities.
• Self Service Portal
  Allows users to access and manage their financial information independently, including viewing reports, submitting invoices, and