Inventory Solutions

1. Bank Account

The bank account module in Zivaan PRO system offers comprehensive functionality to manage bank accounts efficiently.

  • Add, edit, and delete bank accounts
  • Import bank account data
  • Withdraw and deposit funds
  • Transfer between bank accounts
  • Increase or decrease capital

2. People

The People Module in Zivaan PRO system is designed to streamline personnel management with various sub-modules catering to different aspects of human resources.

User Roles:
  • Dynamic creation of user roles
  • Set permissions module and functionality wise
User Management:
  • Add, edit, activate, and deactivate users
  • Change password functionality
Customer Management:
  • Add, edit, delete, and list customers
  • bulk import customers
Supplier Management:
  • Add, edit, delete, and list suppliers
  • bulk import suppliers

3. Inventory

The Inventory Section in the Zivaan PRO system provides comprehensive functionality for managing various aspects of inventory.

  • Manage different warehouses to store your inventory items.
Product Category:
  • Categorize your products for easier organization and tracking
Add Product:
  • Add new products to your inventory.
All Product:
  • View a list of all products with their respective batch no in your inventory.
Stock Entry:
  • Record the entry of existing stock into your warehouse.

4. Transaction

The Inventory Section in the Zivaan PRO system offers a range of modules to facilitate seamless management of purchasing, sales, and related transactions.

Purchase Order:
  • Create purchase orders to formalize agreements with suppliers for acquiring goods or services.
  • Record purchases made from suppliers, including details such as quantity, price, and supplier information.
Purchase Return:
  • Manage returns of purchased items back to suppliers, along with reasons for the return.
  • Transfer inventory items between different warehouses or locations within the organization.
  • Generate quotations or price estimates for potential sales transactions with customers.
Proforma Invoice:
  • Create proforma invoices as preliminary invoices sent to customers before the actual delivery of goods or services.
  • Record sales transactions involving the exchange of goods or services for monetary payment from customers.
Sales Return:
  • Manage returns of sold items from customers, typically due to defects or customer dissatisfaction.
Credit Debit Note:
  • Handle credit and debit notes to adjust account balances for sales returns, discounts, or other financial transactions.
  • Track expenses incurred during the purchasing and sales processes, including overhead costs and operational expenses.

5. reports

The Reports Section in the Zivaan PRO system provides various insights and analytics to help manage business operations effectively.

Customer Payment Due:
  • View a list of customers with outstanding payment dues.
  • Track payment deadlines for each customer.
  • Generate aging reports to analyze overdue payments.
Supplier Payment Due:
  • Monitor outstanding payments owed to suppliers.
  • Track payment deadlines and negotiate payment terms.
  • Generate aging reports to prioritize payments.
Stock Value:
  • Calculate the total value of inventory stock based on current prices.
  • View stock values for individual products or categories.
  • Analyze trends in stock value over time.
Closing Stock:
  • Determine the quantity and value of remaining inventory at the end of a specified period.
  • Calculate closing stock for each product or warehouse.
  • Generate reports to reconcile physical stock counts with system records.
Inventory Product Added:
  • Track new products added to inventory, including details such as date, quantity, and cost.
  • Monitor additions to stock levels for individual products or categories.
  • Generate reports to analyze trends in product additions over time.
  • View outstanding receivables from customers.
  • Track payment deadlines and follow up on overdue receivables.
  • Generate aging reports to identify and prioritize collection efforts.
  • Monitor outstanding payables to suppliers and vendors.
  • Track payment deadlines and manage cash flow effectively.
  • Generate aging reports to prioritize payment settlements.
GSTR1 (Goods and Services Tax Return 1):
  • File monthly or quarterly GST returns for outward supplies of goods and services.
  • Report details such as sales, exports, and tax liabilities to tax authorities.
  • Ensure compliance with GST regulations and deadlines.
GSTR2 (Goods and Services Tax Return 2):
  • File monthly or quarterly GST returns for inward supplies of goods and services.
  • Report details such as purchases, imports, and input tax credit claims.
  • Ensure accurate reconciliation of input tax credit with supplier invoices.
HSN Sale (Harmonized System of Nomenclature - Sale):
  • Classify sales transactions based on the Harmonized System of Nomenclature (HSN) codes.
  • Report sales figures for different product categories using HSN codes for tax compliance.
  • Ensure accurate reporting and filing of GST returns based on HSN classification.
HSN Purchase (Harmonized System of Nomenclature - Purchase):
  • Classify purchase transactions based on the Harmonized System of Nomenclature (HSN) codes.
  • Track purchases for different product categories using HSN codes for tax compliance.
  • Ensure accurate reporting and filing of GST returns based on HSN classification.
  • View current stock levels for each product in inventory.
  • Track stock movements, including purchases, sales, and adjustments.
  • Generate reports to analyze stock turnover and inventory performance.
Product Detail:
  • Access detailed information about individual products in inventory, including specifications, pricing, and suppliers.
  • Track product history, including purchase and sales transactions.
  • Generate reports to analyze product profitability and popularity.
Product Sale:
  • View sales data for individual products, including quantity sold, revenue generated, and sales trends.
  • Analyze sales performance by product category, customer segment, or sales channel.
  • Generate reports to identify top-selling products and opportunities for growth.
Product Purchase:
  • View purchase data for individual products, including quantity purchased, cost incurred, and supplier details.
  • Analyze purchasing patterns and supplier performance for each product.
  • Generate reports to optimize procurement strategies and reduce costs.
  • Access comprehensive sales reports, including revenue, profit margins, and sales trends.
  • Track sales performance by product, customer, salesperson, or region.
  • Analyze factors influencing sales, such as pricing strategies and promotional campaigns.
Sales Return:
  • Monitor returns of sold items, including reasons for return and impact on revenue.
  • Analyze trends in sales returns to identify quality issues or customer dissatisfaction.
  • Generate reports to improve product quality and customer satisfaction.
  • Access detailed reports on purchase transactions, including quantity, cost, and supplier performance.
  • Track purchasing trends and patterns to optimize inventory management.
  • Analyze factors influencing purchasing decisions, such as supplier reliability and price fluctuations.
Purchase Return:
  • View reports on returns of purchased items, including reasons for return and impact on costs.
  • Analyze trends in purchase returns to identify quality issues or supplier discrepancies.
  • Generate reports to streamline return processes and minimize financial losses.
  • Access detailed expense reports, including categories, amounts, and payment methods.
  • Track expenses by department, project, or cost center for accurate budgeting.
  • Analyze expense trends and patterns to identify cost-saving opportunities.
  • View comprehensive ledger reports, including all financial transactions recorded in the system.
  • Track account balances, journal entries, and transaction details for accurate financial reporting.
  • Analyze ledger data to ensure compliance with accounting standards and regulations.

6. Settings

The Settings Section in the Zivaan PRO system offers configuration options to customize various aspects of the system according to your business needs.

Company Settings:
  • Configure company details such as name, address, contact information, and logo.
  • Set up default preferences and settings for modules such as inventory, sales, and accounting.
  • Manage user permissions and access levels within the organization.
Email Template:
  • Create and customize email templates for various communication purposes, such as order confirmations, invoices, and notifications.
  • Personalize email content with dynamic fields to provide relevant information to recipients.
  • Preview and test email templates to ensure consistency and branding compliance.
Expense Category:
  • Create and manage expense categories to classify expenses according to different types or purposes.
  • Organize expense categories hierarchically for better organization and reporting.
  • Track and analyze expenses by category to identify spending patterns and areas for cost reduction.
  • Manage inventory items or products within the system, including details such as name, description, and pricing.
  • Set up item attributes such as size, color, and weight for better product differentiation.
  • Track item quantities, stock levels, and locations for efficient inventory management.
  • Configure tax rates and rules for different jurisdictions or regions where your business operates.
  • Apply taxes automatically to sales transactions based on predefined rules and settings.
  • Generate tax reports and summaries for compliance and reporting purposes.
  • Create and manage discount schemes or promotions for sales transactions.
  • Set up discount rules based on criteria such as order value, product category, or customer group.
  • Apply discounts automatically during checkout or invoicing to reflect promotional offers.
  • Track transactions in multiple currencies and generate reports in preferred currency formats.