What You Get in FinaxOne

Invoice

  • Batch Items
  • Update Inventory
  • Receipts
  • Returns
  • Transport Details
  • Loading List
  • Credit/Debit Notes
  • TDS Deduction Entry
  • Print Templates
  • Email To Contact
  • SMS Details
  • Email/SMS/Print Logs
  • Conversion Records
  • Public Share Url
  • Annexture Print
  • Documents Upload
  • Thermal Printing
  • Auto Due Email
  • On-Fly Print Settings
  • Billing Address
  • Shipping Address
  • Remarks
  • Employee Referral
  • Export To Excel
  • Set To Recurring
  • Import From Excel

Quotes

  • Unlimited Items
  • Print Templates
  • Email To Contact
  • SMS Details
  • Email/SMS/Print Logs
  • Conversion Records
  • Public Share Url
  • Annexture Print
  • Documents Upload
  • Auto Due Email
  • On-Fly Print Settings
  • Billing Address
  • Shipping Address
  • Remarks
  • Employee Referral
  • Export To Excel
  • Convert To Order
  • Convert To Proforma
  • Convert To Invoice
  • Set To Recurring

Orders

  • Unlimited Items
  • Print Templates
  • Email To Contact
  • SMS Details
  • Email/SMS/Print Logs
  • Conversion Records
  • Public Share Url
  • Annexture Print
  • Documents Upload
  • Auto Due Email
  • On-Fly Print Settings
  • Billing Address
  • Shipping Address
  • Remarks
  • Employee Referral
  • Export To Excel
  • Convert To Proforma
  • Convert To Invoice
  • Set To Recurring

Proforma Invoice

  • Unlimited Items
  • Print Templates
  • Email To Contact
  • SMS Details
  • Email/SMS/Print Logs
  • Conversion Records
  • Public Share Url
  • Annexture Print
  • Documents Upload
  • Auto Due Email
  • On-Fly Print Settings
  • Billing Address
  • Shipping Address
  • Remarks
  • Employee Referral
  • Export To Excel
  • Convert To Invoice
  • Set To Recurring

Dispatch Challan

  • Batch Items
  • Update Inventory
  • Receipts
  • Returns
  • Transport Details
  • Loading List
  • Print Templates
  • Email To Contact
  • SMS Details
  • Email/SMS/Print Logs
  • Conversion Records
  • Public Share Url
  • Annexture Print
  • Documents Upload
  • Auto Due Email
  • On-Fly Print Settings
  • Billing Address
  • Shipping Address
  • Remarks
  • Employee Referral
  • Export To Excel
  • Bulk Convert To Invoice

Purchase

  • Batch Items
  • Update Inventory
  • Payments
  • Returns
  • Transport Details
  • Credit/Debit Notes
  • TDS Deduction Entry
  • Print Templates
  • Conversion Records
  • Documents Upload
  • Billing Address
  • Shipping Address
  • Remarks
  • Employee Referral
  • Export To Excel
  • Set To Recurring
  • Import From Excel

Purchase Orders

  • Unlimited Items
  • Print Templates
  • Email To Contact
  • SMS Details
  • Email/SMS/Print Logs
  • Conversion Records
  • Public Share Url
  • Annexture Print
  • Documents Upload
  • Auto Due Email
  • On-Fly Print Settings
  • Billing Address
  • Shipping Address
  • Remarks
  • Employee Referral
  • Export To Excel
  • Convert To Purchase
  • Set To Recurring

Purchase Challan

  • Batch Items
  • Update Inventory
  • Payments
  • Returns
  • Transport Details
  • Conversion Records
  • Annexture
  • Documents Upload
  • Auto Due Email
  • Billing Address
  • Shipping Address
  • Remarks
  • Employee Referral
  • Bulk Convert To Purchase

Business Contacts

  • Sale Party
  • Purchase Party
  • Contacts
  • Contacts Login
  • Party From GSTIN
  • Party Category
  • Address Book
  • Ledger
  • Email Ledger
  • Print Ledger
  • Sale Credit Limit
  • Purchase Credit Limit
  • Tds Deduction
  • Running Balance
  • Quick view records
  • Bank Accounts

Products & Services

  • Item Category
  • Auto SKU Barcode
  • HSN/SAC Search
  • Sale Price
  • CGST/IGST Tax
  • Purchase Price
  • Sale Unit
  • Purchase Unit
  • Unit Conversion
  • Store Front
  • Images
  • Documents
  • Inventory
  • Batch Inventory
  • Expire Date
  • Warranty
  • Serial No.
  • POS Item
  • Quick Reports
  • Stock Threashold
  • Short Stock Notify
  • Negative Inventory
  • Items Upload from Excel
  • Opening Stock

Stock & Inventory

  • Stock Warehouse
  • Stock Rack/Locations
  • Locations Barcode/QR COde
  • Barcode StockIn
  • Barcode StockOut
  • IN Gatepass
  • Out Gatepass
  • Rejected Stock
  • Refurbished Stock
  • Batch Inventory
  • Stock Value
  • Expiring Stock
  • Expired Stock
  • Generate Serial Barcode
  • Stock Movement

Barcode & QR Codes

  • Generate Serial Barcode
  • Stock Location QR/Barcode
  • Generate Serial No.
  • Export Serials
  • Print Barcode
  • Print QR Code
  • Label Printing
  • Multi Print Templates
  • Support Thermal Printers
  • Assigned Barcodes Report
  • Track Serial Number

Data Import & Export

  • Import Party
  • Import From GSTIN
  • Import Items
  • Import Serials
  • Import Expenses
  • Import Invoices
  • Import Receipts
  • Import Purchase
  • Import Payments
  • Import TDS On Sale
  • Import Tds On Purchase

Data Export

  • Export Party
  • Export Items
  • Export Serials
  • Export Expenses
  • Export Invoices
  • Export Receipts
  • Export Purchase
  • Export Payments
  • Export TDS On Sale
  • Export Tds On Purchase
  • Export Contacts
  • Export AddressBook

Company Settings

  • Company Profile
  • Bank Accounts
  • Opening balance
  • Assets
  • Liabilities
  • EMI

Print & Templates

  • Email Templates
  • SMS Templates
  • Print Templates
  • Cheque Print Templates
  • Barcode Templates
  • Annexture Templates
  • Configure Printers
  • Print Options
  • Logs

Recurring Transactions

  • Recurring Invoice
  • Recurring Quotes
  • Recurring Orders
  • Recurring Proforma
  • Recurring Purchase
  • Recurring Purchase Orders

Customer Portal **

  • Self Service Portal
  • View Invoices
  • View Quotes
  • View Orders
  • View Proforma
  • View Purchase
  • View PO
  • User management
  • Bank Accounts
  • Address Book
  • Logs
  • Credit Limits
  • Ledger
  • Receipts
  • Payments
  • Ledger

Vendor Portal

  • Stock Schedule
  • E-Schedule
  • Planning
  • Forcasting
  • Planning
  • Upload Invoices
  • Stock Receipt Confirmation

Frontend Store **

  • Catalogue
  • Customer Login
  • Customer Registration
  • Online Orders
  • Stock Display

E-Commerce Integration **

  • iWebmash
  • Amazon
  • Fipkart
  • Magento
  • Opencart
  • Woo-Commerce
  • Cutom Portal

Human Resources **

  • Departments
  • Designation
  • Policies
  • Qualifications
  • Documents
  • Employees Details
  • Recruitment
  • Interview Schedules
  • Folloups
  • Custom Fields
  • Loans Management
  • Legal Compliance

Payroll **

  • Bank Accounts
  • Advances
  • Bonus
  • Penalty
  • IT declarations
  • Reimbursement
  • Travel Expenses
  • EPF Calculation
  • ESI Calculation
  • LWF
  • Professional Tax
  • Tds Calculations
  • Daily Attendance
  • Monthly Attendance
  • Biometric Attendance
  • QR Code Attenance
  • GEO Location attendance

Employee Portal **

  • Profile
  • Attendance
  • Daily Attendance
  • PuchIN-Punch-Out
  • Messaging
  • Bank Accounts
  • Advances
  • Bonus
  • Penalty
  • IT declarations
  • Reimbursement
  • Travel Expenses
  • Salary Slip
  • Form-16
  • Loans

Sales & Marketing **

  • Leads
  • Contacts
  • Call Logs
  • Follow-Ups
  • Hot Leads
  • Social Lead Capture
  • Daily Reporting
  • Campaigns

SalesForce Automation **

  • Daily Targets
  • Monthly targets
  • Sales Performance
  • Field Tracking
  • Field Agent GEO Tracking
  • Field Expenses
  • Website Leads
  • Facebook Leads
  • Twitter Leads
  • Linkedin Leads
  • Justdial Leads
  • IndiaMart Leads
  • Other Classifieds Leads

CRM **

  • SLA
  • SLA renewals
  • Feedbacks
  • Messaging
  • Tasks
  • Survey
  • Tickets

(BOM) Bill Of Materials **

  • Parts
  • Catalogue
  • BOM List
  • BOM Sequence
  • Unit Conversions
  • BOM Forcast
  • Inventory
  • BOM Assembly Line

Manufacturing

  • Catalogue
  • Machines
  • Assembly Points
  • Assembly Line
  • Configuration
  • Running Cycle
  • Properties
  • Service Alerts

Manufacturing Planning

  • Stock Forcast
  • Procurement
  • Purchase Orders
  • Availability
  • Scheduling
  • Broadcast
  • Forcast
  • Orders
  • Planning
  • Scheduling
  • Progress

GST Returns

  • GSTR-3B
  • GSTR-1
  • GSTR-2B
  • GSTR-4
  • GSTR-1 (IFF)
  • Payment Challan
  • Reconsile
  • GSTR-3B Auto
  • GSTR-1 Auto
  • GSTR-9 Summary

Sales Reports

  • Invoice
  • Invoice Items
  • Invoice Tax (B2C)
  • Receipts
  • Sale Return
  • Quotes
  • Proforma
  • Orders
  • Challans

Purchase reports

  • Purchase
  • Purchase Tax
  • Payment
  • Purchase Return
  • Purchase Orders
  • Purchase Challans

Stock Reports

  • Sale By Item
  • Sale By Category
  • Item Stock
  • Current Stock Value
  • Expired Items
  • Expiring Items
  • Out Of Stock
  • Negative Stock
  • Stock Transactions
  • Profit Margin

Graphical Reports

  • Sale By Date
  • Sale By Party
  • Sale By Item
  • Sale By Category
  • Pur By Date
  • Pur By Party
  • Pur By Item
  • Pur By Category
  • Expense By Cat

Party reports

  • Ledger
  • Summary
  • Balance
  • Due Invoices
  • Over Due Invoices
  • Due Purchase Invoice
  • Sale By party
  • Purchase By Party

Other reports

  • Current Package
  • Renewals
  • Delete logs
  • Email Logs
  • SMS Logs
  • Print Logs
  • Upload transactions

API Integration

  • iWebMash
  • Blogixo
  • Buddhadesk
  • Mail Chimp
  • Facebook
  • Twitter
  • Linkedin
  • Justdial
  • IndiaMart
  • Other Classifieds

** Available as Addons for Extra Upgrade Cost.

Industires & Business Sectors We serve

Client Testimonials

What Our Clients Say About Us

Our Integration Partners

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