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Sales Create Purchase Order & Manufacturing Order

Geminate comes with a feature to create 'Purchase Order' and 'Manufacturing Order' from sale order manually on your demand. initially it will check for existing purchase or manufacturing order already created using procurement routes. if they exists then it will update them else it will create new one.
Geminate Consultancy ServicesJanuary 2021 41

Email Alias with Multiple Domain and Multi Company - Helpdesk

Geminate comes with a feature to support company wise multiple alias domains for helpdesk teams which will create tickets from incoming emails when the incoming mail server is configured proper company specific. you can set multiple alias domains and their name in 'Helpdesk Team'. you can configure multiple email aliases with multiple domains and every email will fetch in the exact destination database table record as per configuration. no limit of single website domain based email aliases.
Geminate Consultancy ServicesJanuary 2021 43

Inventory Adjustments Template

Geminate comes with a feature that introduces 'Inventory Adjustments Template' for Inventory Adjustments. no need to do repetitive jobs again and again, it helps to configure your most reusable inventory adjustments as a template with all products and their quantity. so you can just select that template and everything will be pre-loaded with a single click which will speed up your process for inventory adjustment. additionally you can save templates of manual inventory adjustments using the 'Save As Template' button which helps to save templates under 'Inventory Adjustments Template' so whenever you want to use just select template and click on 'Start Inventory'.
Geminate Consultancy ServicesJanuary 2021 43

Website Live Chatbot with MCQ

Geminate comes with feature to smooth your support system with less man power with help of scripted chatbot. it supports MCQ (Multiple Choice, Single Answer) type of questions which reduce effort of customer to key in long explanation and allows us to collect accurate information from them. you can configure multiple choice answers in Text OR Image OR Image + Text format which provide excellent appearance for your customer. it is more facilitate the mechanism of survey scheme. We provides fully configurable support channel with enable/disable chatbot, private chat, type of communication in related channel with help of category of support and even you can assign as many as operators under channel based on their expertise. We are sending complete communication chat history to customers in terms to manage quality of our support system and gethering valuable feedback from them as well.
Geminate Consultancy ServicesJanuary 2021 71

Sales Team Access Control

Geminate comes with a feature for the sales team to control access on Sale Quotation / Sale Order, CRM Leads, Sales Teams and Contacts based on Team Leader / Team Member. It provides one more level of security where team leaders can access all data of their team member BUT team members can access only data of their own. it helps to secure your data and provide necessary information to the desired role of user.
Geminate Consultancy ServicesDecember 2020 46

Top & Least Selling Product by Period || Customer

Geminate comes with a feature of exporting pdf report for top selling / least selling products by period like daily, weekly, monthly, quarterly and yearly OR by customer who has purchased most or least product within selected 'Start Date' and 'End Date' duration. Benefit of this feature is to analyze the product which are growing fast OR reducing sell in market so you can take necessary steps to improve the product or try some different marketing strategy to promote the product. You can identify list of your retaining customers who are frequently buying the products in bulk qty in certain period of time. so you can provide good discount to appreciate them.
Geminate Consultancy ServicesDecember 2020 74

Auto Assign Sales Person

Geminate comes with a feature to auto assign salesperson on Sale quotation / Sale order, CRM Leads, Customer Invoice / Credit note and Customer. It provides complete dynamic configuration that helps autoset sales person based on existing records of related database object. you can select checkbox from setting for particular database object. For Sale quotation / Sale order, CRM Leads, Customer Invoice / Credit note : it works based on existing records and customer set on them of related database object. For Customer: it works based on new lead / opportunity created for existing customer and a salesperson assigned on that lead / opportunity.
Geminate Consultancy ServicesNovember 2020 92

Sale Order & Customer Invoice Taxes Breakdown

Geminate comes with feature to extend the functionality of Sale order and Customer invoice taxes which helps to provide seperate subtotal of each tax category. It supports category wise tax subtotal into Sale order and Customer invoice pdf reports as well.
Geminate Consultancy ServicesNovember 2020 73

Purchase Order + Manufacturing Order Pass Product Configuration

Geminate comes with feature to extend the functionality of product configurator which helps to pass the custom value of product configuration on confirmation of sale order to auto generated purchase order when 'Buy' and 'Make to Order' route is configured on that product. which helps your vendor to prepare the product exactly same as per customer requirement. so no need to write manually in purchase order again. Same concept applies on manufacturing process, when route on product is configured to 'Manufacture' and 'Make to Order'. so on confirmation of sale order, it will pass the product custom value to auto generated manufacturing order. which helps your production team to prepare the product exactly same as per customer requirement. so need to write manually in manufacturing order again. Available Key Features Route (Buy + Make to Order) (Sales Order to Purchase Order). Allow the functionality inside product configurator which helps to pass the custom value of product from 'Sale Order' to auto generated 'Purchase Order'. It helps your vendor to prepare the product exactly same as per customer requirement. Route (Manufacture + Make to Order) (Sale Order to Manufacturing Order) Allow the functionality inside product configurator which helps to pass the custom value of product from 'Sale Order' to auto generated 'Manufacturing Order'. It helps your production team to prepare the product exactly same as per customer requirement. Avoid manual editing work on Purchase Order and Manufacturing Order and prevents for human error. Easy to use and quick.
Geminate Consultancy ServicesOctober 2020 130

Listview / Treeview Pin Records | 'Top of the mind, Top of the list'

Geminate comes with a feature to pin important or favorite records from listview / treeview. which helps to save your time in search the records manually all the time. no need to worry, now you can review most priority records very easily and quickly. it is available for any listview / treeview regardless of pagination limit. in short 'Top of the mind, Top of the list'
Geminate Consultancy ServicesOctober 2020 103

App Uninstall Double Confirmation

Geminate comes with a feature of app uninstall double confirmation which provides two level of safety to avoid loss of data in case a module is going to uninstall accidentally. A double confirmation warning will available and on click of "Yes, continue' then only module will uninstall.
Geminate Consultancy ServicesOctober 2020 108

Geminate Export Listview

Geminate comes with a feature of export all data from listview for any database object. it allows to export data in two type of file formats like XLSX and CSV.
Geminate Consultancy ServicesOctober 2020 148

Geminate Web Ellipsis

Geminate comes with a feature to add popover on the field if field data is large enough to fit into specified space of field and getting overflow to ruin appearance of ui / ux. so large field data trimmed and replaced with ellipsis to provide popover with full length of content inside it without loosing any layout or style of existing keyed in data. It supports in kanban view, list view and form view with supported field types like char, text, many2one and html.
Geminate Consultancy ServicesOctober 2020 164

Sale Document Archive

Geminate comes with a feature to manage un-necessary and old data of sales related document(s) by archive them and unarchive them in future to review for analysis and stretagic planning. it will helps to manage the 'Quotations and Orders' from Sales, 'Invoices, Credit Notes and Payments' from the Invoicing and 'delivery orders' from the inventory.
Geminate Consultancy ServicesSeptember 2020 152

Geminate Product Total Sales

Geminate comes with a feature of count total number of quantity sold out between certain duration from website or directly by any sales team belonged to various product category
Geminate Consultancy ServicesSeptember 2020 151

Product All Pricing based on Pricelist

Geminate Consultancy ServicesSeptember 2016 1151