The Sales module is designed to help you (and your employees) turn prospects into money more easily. Gain real time insight into your sales pipeline and flexible access to forecasting charts & reports – essential for making critical business decisions that will push you ahead of the competition.
- Sales Pipeline tools for gauging how your business is performing.
- Successful leads can be moved seamlessly into the workload, eliminating any double handling of information.
- Forecasting charts and reports will allow you to make informed business decisions.
- Colourful and easy to understand dashboard showing graphical representations of critical business information.
If the nature of your business demands regular quoting then the Quotes Module is a necessity. Creating quotes with Ornavi is a quick and simple process.
- Create multiple quotes for each job.
- Automatically generate Purchase Orders and Tasks straight from your quotes.
- Customisable templates available, complete with your company logo.
- Flexible mark-up capabilities.
- Flexible charge rate capabilities.
- Ornavi’s innovative inventory tool means you can add parts to a quote from an auto-generated list, saving you hours of time and frustration.
- See at a glance any outstanding quotes needing your attention.
The Stock module’s main purpose is to keep a record of the parts your company keeps in stock for use. Creating and managing your stock file is straightforward. The stock file updates automatically as parts are added or removed from jobs. This module is essential for a business that needs an accurate picture of their stock file that updates in real time.
- Stock Manager – a comprehensive database of all the parts your company keeps in stock.
- Minimum stock levels – you have a clear view of which items are low or out of stock.
- Stock Purchase Orders
- Record both List and Cost prices for items.
- Supplier discount can be added to any part within the stock manager.
- Manufacturer information can be stored.
- Parts Demand – see at a glance which items are due to be used for projects and auto-generate purchase orders for shortfalls.
With the Time Management module you will get access to a crucial project management tool. When users visit the Workload page they will have an additional Gantt view option for both overall company jobs and also their own personal tasks.
- Jobs and Tasks can be edited on this screen by dragging and dropping or extending and reducing the life line.
- Any changes made here will be automatically applied throughout the rest of Ornavi so no double handling of information.
- The chart can be filtered by job status and/or departments.