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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 & Vender Bill Taxes Breakdown

Geminate comes with feature to extend the functionality of Purchase order and Vender bill taxes which helps to provide seperate subtotal of each tax category. It supports category wise tax subtotal into Purchase order and Vender bill pdf reports as well.
Geminate Consultancy ServicesNovember 2020 107

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