Streamline sales data entry with a customizable view, featuring multiple options for adding products to an order, including a code scanner to quickly scan product codes for efficient entry, standby products pane to access frequently sold products with ease and products filter pane to filter products by name, or product ID. Additional features include automated tax calculation to accurately calculate taxes on products, receipt generation to generate receipts for customers, email functionality to send receipts to customers via email and purchaser data storage and filter to store and filter customer data for easy access.
Effortlessly manage sales records and product inventory with a swift and secure access to quickly view and manage sales data and product inventory while ensuring data protection and security. Bulk upload feature to upload multiple products at once and receive a detailed report on upload status. Send professional purchased order receipts to customers via email or download for thermal printing. Filter inventory and purchase records by Date, Product name, Description or ID
Unlock valuable insights with access to 10 years of historical sales and revenue data. Our analytics dashboard provides actionable intelligence on key performance indicators (KPIs) and metrics, including average aggregations on monthly sales, revenue, orders, and weekly orders and revenue, drill-down analysis with date and product category filters to enable detailed analysis on revenue and sales aggregations (annual, monthly, and daily sum aggregations). Product-specific insights on revenue and sales time series data to identify patterns and trends. This includes a view on sum aggregates on revenue and sales volume for specific products.
Optimize order management with Instdat Queue (IQ), providing real-time updates on information and status of purchase orders with an order processing interface, that also provides a view to process incoming orders efficiently. Unique customization options to tailor the IQ's product display interface with custom header colors & icons, organize products into categories for easy navigation and a presence code to restrict access to the product display interface. Orders are initiated through the queue products display interface by customers or through a user profile by colleagues. IQ empowers you to manage orders effectively and efficiently.
Our system features two profile account types - Manager and Employee, each with distinct access levels. An Employee Account provides access to core features such as recording sales data, viewing and editing product inventory, managing purchase records. Personalized access to all personal pages and settings, profile pages, personal customizations. Manager Account includes all features of an Employee account. Additional access to company-wide pages and settings, including managing account subscriptions, analytics dashboard, onboarding and removing Manager accounts (Account Owner privileges), onboarding and removing Employee accounts, company-wide activity logs, editing company profile information, tax management, instdat queue management, other company-wide configurations. This tiered access system ensures that employees can focus on their core responsibilities while managers have comprehensive oversight and control over company-wide operations.
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