Overview presents a list of tasks that need to be addressed such as To Do’s, Messages, Projects, Quotations and Purchases. The overview column outlines clearly what needs to be done, by whom and when it needs to be completed. All tasks are listed by priority or due date and tasks can be scheduled using expected lead times to forecast future activity and bottlenecks.
View tasks assigned or created by you in one click. The Overview lists outstanding workflow tasks by priority or due date, so at a a glance you can see what what tasks are outstanding for your team or for yourself.
Tasks can be scheduled using expected lead-times, giving you forecast of future activity and bottlenecks.
Workflows, containing a number of specific tasks can be assigned to most order fulfilment modules. Any or all tasks can have a member of the team or department assigned.
All tabs can be named to suit your business and tabs such as pricing or costs can be hidden if required from individuals or departments.
A Sales Order can be raised manually or created from an Enquiry. Obatics will indicate stock availability for inventory items and can create a Purchase Order directly from the Sales Order or from a raised Purchase Requisition.
Filled orders are delivered to the customer and Invoices can be created from the Sales Order or from the Delivery Note. Inventory items will automatically adjust downwards or upwards following Sales and Purchase Deliveries.
Obatics can record the time taken to complete a job and make comparisons against similar items quoted to ensure all jobs remain profitable. Obatics calculates hourly rates from all timesheets and assigns these rates and time involved to the relevant job automatically.
If some of your team fill in weekly timesheets, Obatics can help you with that too. Your team call fill in their own timesheets from their laptop or smartphone, the hourly rates will be calculated and assigned to the relevant job automatically.
Analyse your business trends. Compare this year to last year, see who your top customers are, who contacts you the most, stock levels, tax, sales, purchases are just a few of the analysis reports available. You can print, email or export for further analysis in an external program such as Microsoft Excel.
Sales staff on the move can view and update Obatics live. Management can monitor progress and trends and operators can view incomplete tasks.
All areas of Obatics are completely integrated and work seamlessly together.