Obatics Key Features
Active Tasks in Overview
The over Overview tab presents a list of open tasks which need to be actioned such as To Do’s, Messages, Projects, Quotations and Purchases. Overview 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.
Obatics can be configured to highlight only tasks assigned to you or your team, if you are a manager.
Task Management, Time Analysis & Timesheets
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.
Workflow, Tasks and Schedules
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.
Order Fulfilment
Creating an Enquiry will allow you to print or email Quotations, create a new Sales Order and issue Works Orders.
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.
Sales Pipeline
Sales Pipeline is a very useful feature, which gives a clear indication of a company’s financial health and projects future revenue for the company.
Manage your sales expectations and quotas and keep your Sales team focused on the top priority leads.
Inventory Management
Inventory can be moved within multiple locations using fully integrated barcode features. If you're not ready for barcoding yet, you still have the comfort of knowing its available when you need it.
As purchased stock levels drop below their minimum levels, purchase orders can be created to automatically reorder.
Manage product Shelf Life, Batch Identification, Storage Restrictions, as well as Quarantining, Destruction and Attrition.
Asset Tracking
With unique Asset Tracking capabilities, Obatics can identify your assets using barcode or RFID Technology in a fraction of the time traditional methods and procedures are achieved. Obatics will report on missing items and assets, which require checking, maintenance or replacement.
Customisation
There are many advantages to Off-the-shelf business solutions and customised solutions. With Obatics, you can take advantage of both.
Tabs and labels can be named to suit your business. Modules, such as pricing or costs, can be hidden, if required, from individuals or departments, or completely, if it's not part of your business.
If you require more comprehensive customisation, Obatics is designed for this as well. Additional features can be integrate seamlessly and do not interfere with standard software updates, allowing you to still take advantage of new features we roll out.
Collaboration
Sales staff on the move can view and update Obatics live. Management can monitor progress and trends and operators can view incomplete tasks.
To Do’s can be created for any user on the system and will remain on the assignees Overview list until they are complete.
Analysis & Reports
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.
Cloud based Client install
The Obatics program is installed onto computer as an App but stores your data in the cloud. This gives you the best of both worlds - mobility of cloud based solutions, paired with flexibility and the improved responsiveness you get from programs locally installed on your computer.
Even though your data is stored and backup on a secure server, you still have the option to store the data on your own sever, if it is a requirement.
Integration & Compatability
All areas of Obatics are completely integrated and work seamlessly together.
Obatics and GDPR Regulation
Obatics will help you comply with the EU's General Data Protection Regulation by managing your contacts with automatic opt-in and opt-out invitations, company activity and deleting personal details.
Click here for more information on GDPR