Get instant insights into your key business areas with customizable dashboards providing real-time views of accounts, inventory, sales, purchases, and HR. These visual tools allow for quick assessment of performance metrics, helping you identify trends, spot potential issues, and make informed decisions faster. Tailor your dashboards to focus on the information most critical to your role and business objectives.
Monitor outstanding receivables, payables, and your current bank position at a glance. Drill down into specific transactions and get a clear overview of your financial health. This helps in proactive cash flow management and ensures financial stability.
Track real-time stock valuation, item-wise store positions, and reorder levels to optimize inventory. Prevent stockouts and reduce holding costs by having precise data on stock movements and availability. Make data-driven decisions for procurement and stock allocation.
Analyze sales and purchase performance for the current month, compare against targets, and identify top-performing products or suppliers. Understand your procurement expenses and sales revenue streams in detail. This allows for strategic adjustments to maximize profitability.
View employees on leave today, track submitted and approved advance payments, and monitor outstanding advances for better workforce management. Get quick insights into payroll statuses and employee availability. Ensure accurate and timely processing of HR-related financial data.
Personalize your view by selecting the most important dashboard widgets relevant to your role and daily tasks. Configure your dashboard to show critical KPIs, pending approvals, or frequently accessed reports. This ensures you have immediate access to the information you need most.
Manage your entire financial ecosystem, from general ledgers and bank reconciliation to complex compliance requirements, all within OfficeBox. Our robust platform provides the tools for accurate financial recording, comprehensive analysis, and adherence to all statutory norms. Streamline your financial operations for greater efficiency and transparency.
Maintain a robust and flexible chart of accounts tailored to your business structure. Manage all financial transactions accurately, ensuring data integrity for reliable reporting. Simplify period-end closing processes and gain a clear view of your financial standing.
Streamline the matching of bank statements with your accounting records to ensure accuracy and identify discrepancies quickly. Automate parts of the reconciliation process to save time. Maintain an up-to-date and precise view of your cash positions.
Allocate costs effectively across different departments, projects, or product lines for better financial analysis and control. Understand the profitability of various business segments. Use this data for informed budgeting and resource allocation decisions.
Track project financials meticulously against approved budgets, monitoring income, expenses, and profitability in real-time. Ensure projects stay within financial limits and achieve their objectives. Generate detailed reports for project stakeholders.
Efficiently manage customer invoices, track outstanding payments with aging analysis, and automate reminders. Handle vendor bills, optimize payment schedules, and manage supplier credits. Improve your cash flow cycle and maintain healthy business relationships.
Generate accurate financial statements like Balance Sheets, Profit & Loss, and Cash Flow statements effortlessly. Ensure adherence to all local statutory compliance requirements and tax regulations. Simplify audit processes with well-organized financial data.
Simplify your entire procurement process, from comprehensive supplier and broker management to automated purchase orders and payment processing. Improve the quality of procured goods and services while reducing costs through better negotiation and tracking. Gain full visibility into your purchase lifecycle for enhanced control and efficiency.
Maintain a comprehensive database of your suppliers, including contact details, purchase history, and performance metrics. Track supplier performance based on delivery times, quality, and pricing. Effectively manage supplier relationships and contracts for better terms.
Effectively manage interactions, commissions, and transactions involving brokers in your procurement cycle. Maintain clear records of broker agreements and their impact on purchase costs. Ensure transparency and accountability in all brokered deals.
Streamline vendor invoice processing from receipt to payment, including automated data capture where possible. Implement approval workflows to ensure proper authorization of payments. Reduce manual effort and minimize the risk of errors or duplicate payments.
Manage and execute vendor payments efficiently, supporting various payment methods like bank transfers, checks, and online payments. Schedule payments to optimize cash flow and take advantage of early payment discounts. Keep a clear audit trail of all payments made.
Automate the creation of purchase orders based on predefined reorder levels, sales orders, or production requirements. Reduce manual intervention and ensure timely procurement of necessary materials. Minimize stockouts and maintain optimal inventory levels.
Manage your entire sales cycle, from initial customer inquiry and quotation to invoicing, pricing, and delivery scheduling, suitable for businesses of all sizes. OfficeBox provides tools to enhance sales team productivity, improve customer engagement, and drive revenue growth. Get a complete view of your sales pipeline and performance.
Generate professional and accurate invoices quickly, supporting various billing scenarios including recurring invoices and proforma invoices. Customize invoice templates with your branding. Ensure timely dispatch of invoices to improve cash flow.
Automatically calculate pricing based on predefined rules, customer categories, or volume discounts. Ensure correct application of taxes (GST, VAT, etc.) for compliance with local regulations. Minimize pricing errors and maintain consistency.
Set unique pricing structures and identify specific items or services for different customers or customer groups. Manage contract pricing and special offers effectively. Provide a personalized sales experience for key clients.
Manage promotional schemes, discounts, and bundled offers with ease, tracking their effectiveness. Track sales performance and commissions for sales made through brokers or agents. Ensure accurate accounting for all sales promotions.
Monitor salesman performance against targets, track sales activities, and analyze regional performance. Enforce customer credit limits automatically during the sales order and invoicing process. Mitigate credit risk and manage sales territories effectively.
Plan and manage order deliveries efficiently, coordinating with inventory and logistics teams. Provide customers with accurate delivery timelines and track shipment status. Optimize delivery routes and ensure high levels of customer satisfaction.
Gain complete control over your inventory using OfficeBox ERAA (Enterprise Resource & Asset Accounting), featuring stock transfers, multi-dimensional valuation, precise location tracking, barcode management, and more. Minimize carrying costs, prevent stockouts, and improve your market share with an optimized inventory system. Make informed decisions about stock replenishment and distribution.
Easily move stock between different warehouse locations, stores, or even departments with full traceability of each movement. Generate transfer orders and track their status until completion. Ensure accurate inventory counts across all storage points.
Utilize various costing methods such as FIFO, LIFO, Weighted Average, or Standard Costing for accurate inventory valuation. Comply with accounting standards and get a true picture of your inventory's financial worth. Generate valuation reports for financial analysis.
Track inventory levels precisely across multiple warehouses, specific bins, racks, or store locations. Get real-time visibility into where each item is stored, simplifying picking and putaway processes. Optimize warehouse space utilization effectively.
Implement barcode scanning for faster and more accurate receiving, picking, packing, and stock-taking processes. Reduce manual data entry errors and improve operational efficiency. Integrate with mobile devices for on-the-go inventory management.
Manage both physical stock items that require quantity tracking and non-stock items like services or expenses effectively within the same system. Maintain separate masters for different item types. Streamline procurement and sales processes for all types of items.
Streamline your entire manufacturing process from production planning and work order management to quality control and shop floor operations. OfficeBox Production Management provides comprehensive tools to maximize efficiency, reduce waste, and ensure consistent quality output. Monitor production costs, track material consumption, and optimize resource utilization for improved profitability.
Create detailed production plans based on sales orders, demand forecasts, and available capacity. Schedule production activities across multiple work centers and optimize resource allocation. Ensure timely delivery while minimizing idle time and bottlenecks.
Generate and manage work orders for each production job, including detailed instructions, material requirements, and labor allocations. Track work order progress in real-time and monitor completion status. Maintain complete traceability from raw materials to finished goods.
Maintain accurate and up-to-date bill of materials for all manufactured products, including multi-level BOMs for complex assemblies. Manage component substitutions and alternative materials. Calculate material requirements automatically based on production schedules.
Monitor and control production activities on the shop floor with real-time visibility into work center performance. Track labor hours, machine utilization, and production output. Capture data electronically to reduce manual errors and improve accuracy.
Implement systematic quality control processes with predefined inspection criteria and checkpoints. Record quality parameters and maintain inspection records for compliance and traceability. Identify and address quality issues promptly to maintain product standards.
Track and analyze production costs including material, labor, and overhead expenses. Compare actual costs against standard costs to identify variances. Generate detailed cost reports for better pricing decisions and profitability analysis.
Manage your entire distribution network effectively, from warehouse operations and logistics coordination to dealer management and customer fulfillment. OfficeBox Distribution Management helps optimize delivery routes, reduce transportation costs, and improve customer service levels. Gain visibility across your distribution channels for better control and performance.
Optimize warehouse operations with efficient receiving, put-away, picking, and shipping processes. Manage multiple warehouse locations with real-time inventory visibility. Implement zone-based storage and optimize space utilization for maximum efficiency.
Plan and execute transportation activities efficiently with route optimization and vehicle scheduling. Track shipments in real-time and provide customers with delivery updates. Manage transportation costs and optimize delivery schedules for better service levels.
Manage relationships with dealers, distributors, and channel partners effectively. Track dealer performance, manage credit limits, and handle dealer-specific pricing. Provide dealers with necessary tools and information for improved sales performance.
Streamline order processing from receipt to dispatch with automated workflows. Allocate inventory efficiently across multiple orders and prioritize urgent deliveries. Generate shipping documents and track dispatch status for complete visibility.
Optimize delivery routes to minimize travel time and transportation costs while maximizing customer satisfaction. Consider factors like traffic patterns, delivery windows, and vehicle capacity. Reduce fuel costs and improve delivery efficiency with smart routing.
Provide real-time shipment tracking capabilities to customers with automated notifications for key delivery milestones. Handle delivery exceptions and communicate updates proactively. Improve customer satisfaction with transparent delivery information.
Manage your workforce comprehensively, from employee onboarding and performance evaluation to accurate payroll processing, statutory compliance, and leave management. OfficeBox HRMS helps you streamline HR operations, engage your employees, and ensure adherence to labor laws. Reduce administrative burden and focus on strategic HR initiatives.
Maintain detailed employee records, including personal information, employment history, skills, and performance reviews in a centralized system. Conduct 360° performance evaluations and track employee development systematically. Facilitate better employee engagement and retention strategies.
Automate salary calculations, including earnings, deductions, overtime, and bonuses, ensuring accuracy and compliance with company policies. Manage different pay structures and frequencies. Reduce manual errors and ensure timely salary disbursement.
Generate required statutory reports for payroll and HR compliance effortlessly, such as PF, ESI, PT, and TDS reports. Stay updated with changes in labor laws and ensure timely filing. Simplify year-end processes and audits.
Track employee leave requests, balances, and approvals according to company policy and local regulations. Allow employees to apply for leave online and managers to approve them through workflows. Maintain accurate records of leave accruals and consumption.
Manage employee salary advances and various deductions (e.g., loans, fines) seamlessly within the payroll process. Define rules for advance eligibility and repayment schedules. Ensure accurate accounting and recovery of advances.
Build and maintain strong customer connections by managing all interactions effectively, from initial lead capture and inquiry management to quotation processing and ongoing communication. Resolve customer complaints efficiently to enhance satisfaction and loyalty. OfficeBox CRM provides a unified view of your customer lifecycle, empowering your sales and service teams.
Set clear sales goals for individuals and teams, and manage related tasks and activities to ensure targets are met. Track progress against goals in real-time. Improve sales team productivity and accountability with structured task management.
Track all customer communications including emails, calls, meetings, and notes in one central, accessible place. Build a complete history of interactions for better context and personalized service. Enhance team collaboration by sharing customer information.
Capture and manage customer inquiries efficiently from various channels like website forms, emails, or phone calls. Assign inquiries to the right sales representatives and track their follow-up actions. Ensure no lead is missed and all inquiries are addressed promptly.
Create and send professional quotations quickly, using predefined templates and product/service catalogs. Track the status of quotations and follow up effectively. Convert approved quotations to sales orders with a single click, streamlining the sales process.
Log, track, and resolve customer complaints systematically through a defined workflow. Assign complaints to service agents, monitor resolution times, and analyze root causes. Improve customer satisfaction and identify areas for service improvement.
Join thousands of businesses that trust our platform for their financial management needs.
