Additionally, our platform supports running financial reports, giving you insights into your financial health without needing to export data to external software. This means you can perform all accounting tasks directly within GreeneStep, potentially eliminating the need for any third-party accounting software. Our goal is to provide an all-in-one solution to simplify your financial management and enhance operational efficiency.
The pick ticket report can be customized to include prices. If needed it can be parameterized to only show the unit number and unit name, with all prices being excluded.
Yes, GreeneStep’s platform offers comprehensive accounting features designed to streamline your financial and accounting processes. GreeneStep Accounting Module is compliant with US GAAP, Canada GAAP, Singapore IRAS and INDIA GAAP with respective taxation regimes including VAT, HST and GST.
The ticketing system allows for the creation of tasks or tickets to address client issues or tasks internally. When a client calls in with a problem, a ticket is created, and it gets routed to the appropriate person for resolution. This ensures that the client is notified of the progress and status of their issue. Initially, the preference is for employees to create the tickets, but there’s potential for clients to submit tickets directly in the future. The system allows for tracking ticket status and progress, and tasks can be reassigned if necessary. Email notifications can be configured to keep clients informed about the status of their tickets, although this depends on the management decision and preference regarding communication volume and content.
Certainly, we have a feature called Kanban View for sales orders, which allows you to view and schedule deliveries based on the delivery dates specified in the sales orders. This view provides a visual representation of the delivery schedule, making it easier to manage and prioritize orders for delivery. Additionally, we can set up email alerts for delivery schedules if needed.
Yes, it’s possible to implement an automated system to send monthly statements to customers, informing them of their balance and reminding them of any unpaid invoices. This would involve building a custom utility that can be deployed to trigger the sending of statements automatically at the end of each month. Additionally, we can include a payment link directly in the statement to facilitate easy online payment for the customer. This approach aims to streamline the payment process and make it convenient for customers to settle their invoices without the need for physical visits or inconvenience.
In GreeneStep, this process is managed using the Bill of Materials (BOM) feature. You can classify an item as a BOM, which allows you to define the components required to create the finished product. For example, if you create a ductwork piece from sheet metal, you define sheet metal and other necessary components in the BOM tab. When you use components (e.g., 5 sheets of sheet metal) to create the final product, the system automatically deducts these from inventory. The remaining sheets (e.g., 995) are still available for sale. This ensures accurate inventory tracking, whether you are using materials to create products or selling them directly.
GreeneStep simplifies drop shipping by automatically creating a purchase order when you sell a non-inventory item. After receiving the item and invoice from your supplier, GreeneStep recognizes it as a drop shipment, assigns the items to the corresponding sales order, and guides you through creating a sales invoice, ensuring a smooth process from start to finish.