During our numerous hours of discovery sessions with owners and decision makers of Health/Wealth/Homeopathic centers, we have noticed many challenges and pain points in their industry with their current software.
- Managing membership and loading hours/cost based on membership.
- Allowing membership access and utilization by customers across branches
- Reducing hours from membership and sending notifications and alerts to them before expiry
- Expiry management and encouraging customers to renew before the expiry date
- Tagging single/ multiple therapists for each activity/job
- Knowing the therapist’s availability is a big challenge
- Knowing the rooms/locations for each therapy available or not
- Producing different invoices for membership customers vs. walk-in customers
- Lack of visibility on how many jobs are running at a particular time
- Lack of visibility on stock availability at store/center and warehouse
- Managing batch and expiry dates /barcode printing is a big challenge.
- Knowing the raw material inventory status and ensuring to order before the inventory shortage
- Production preparation and wastage tracking is a big challenge
- Sending invoices along with products and services with the therapist’s name is a big challenge.
- Maintaining different packages and different rates is one of the biggest challenges
ACCNU Business Suite helps Health/Wealth/Homeopathic centers streamline their operations with ease by solving the pain points given above.
Doubling pre-sales opportunities through CRM Mobile App
- Track all the walk-ins
- Generating leads/prospectsÂ
- Creating customers on-fly
- Booking Opportunities
- Providing quotes then and there
- Booking ordersÂ
- Know the inventory of the product within a single click
Booking Sales orders with ease
- Provision for B2B customers/dealers / Distributors to place orders through mobile
- Provision for Sales Reps to place the order through a mobile app.
- Provision to upload orders through CSV
- Booking bulk orders and planning production based on sales orders
- Provision to drivers for booking new orders
Production preparation (Make to Order vs Make to Stock) & QC
- Provision to set up site level/warehouse level re-order qty
- Based on the current inventory levels, provision to create production orders.
- Production plan creation and building the inventory (Make-to-Stock)
- Production plan creation based on the Sales order (Make-to-Order)
- Production wastage reports
- Daily production planning and production report
- Receiving the production outcome and QC check
- Keep separate item status for QC Failed and after QC through provision to change item status from QC Failed to Good, if it is not usable, change status from QC Failed to Scrap.
- Managing production batch# for every production order, and batch# tracking the entire system towards end-to-end processes, which helps ease of tracking in case of any quality complaints
Inventory re-order levels at site level / company level
- Provision to set up inventory re-order levels at the site levelÂ
- Provision to set up inventory re-order levels at the company levelÂ
- Automatic Purchase order creation based on the re-order levels
- Automatic transfer order creation based on the re-order levels
Inventory Transfer across sites/warehouses
- Provision to create transfer order (Source location)Â
- Issuing transfer orders along with E-waybillÂ
- Receiving Transfer order (Destination location)
- Showing the inventory in transit (while in-transit)
- 3 Step process helps complete accountability at both ends
Delivering the product to customer with instant POD
- Delivering the product from the site/warehouse
- Collecting the Proof of Delivery from the Customer
- Proof of Delivery instant integration to ERP
- In case of any payments to be collected, those payments can be recorded in the mobile app
- Instant e-Way Bill printing
- 360-degree visibility on end-to-end delivery until receiving the POD with customer sign.
Invoice Automation
- Provision for converting hundreds of deliveries to invoices with in single clickÂ
- Sending bulk invoices Area, customer category-wise
- Sending SMS/Whatsapp/Email alerts along with invoice PDF documents to all customers
- Provision of sending instant e-invoiceÂ
- Provision of sending payment gateway link in invoice which helps for faster cash flow.
Payment collection
- Delivery boy/ Cash collection agent / Field Rep can collect the amount from customers in various modes ( Cash / Check / UPI etc.)
- Instant payment receipt creation in ERP
- Tons of time-saving through automatic payment reconciliation
Managing Inventory
- Managing inventory of raw materials and the usage report of raw material
- Automatic barcodes printingÂ
- Managing multiple sites and multiple warehouses
- Storing Raw materials at the Bin levelÂ
- Physical inventory auditing provisionÂ
- Managing Item Status and tracking Good/ Damaged products separately
Accounting & Finance & Compliances
- Provision for Finance Facility and it helps to track customers purchasing with Finance option.Â
- Provision of payment settlement and reports on settled/unsettled
- Financial & Accounting statements
-  100% compliance – GST, TDS, TCS, Export invoices, etc.
Health/Wealth/Homeopathic Companies and Logos
