DokioCRM is a free and open source program to help small businesses with sales and services. It has a web interface and works from any modern browser.
DokioCRM is software that needs to be installed on the server. Don't worry about the word "server" - you don't have to have a real expensive server these days.
You can completely get by with a virtual server (VPS-server), the services for which are provided by many hosting companies, and it will cost no more than regular website hosting.
Advantages of this method are:
Disadvantages of this solution:
Let's see a basic functionality of DokioCRM:
Purchase orders. You can create Purchase orders for your suppliers and generate a print-version of goods to order.
Accepting of goods. After delivery, the goods are placed in one of the warehouses. This is the responsibility of the Acceptance document.
Return to supplier. Return of goods to the supplier is carried out through the document Return to supplier
Customer orders. The key sales document is the Customer order. It describes a full cycle of sale. In it, you can create a list of customer's ordered products or services, reserve items for the customer, issue an Invoice to customer, create a Shipment or Customer's return.
Different types of prices. Each product can have different types of prices, such as main price, discount price, wholesale price etc. You can set your own price for each branch or customer. When placing an order, you can select the desired price, make a discount on the product, calculate the price depending on the current average cost of the product (for example, cost + 70%)
DokioCRM is a multi-warehouse system. In DokioCRM, the company is divided into departments, and any department can be a warehouse. You can sell goods from different departments, move goods between departments, reserve and sell goods from different departments, assign individual prices for goods to departments
Inventory You can check the correspondence between the calculated and actual quantity of goods using the Inventory document. The missing goods are subsequently written off using the Write-off document, and the detected unaccounted goods are credited to the warehouse using the Posting document
Moving You can move goods between warehouses using a Moving document.
Accounting for payments to suppliers, payments from customers, monitoring of overdue invoices. Now you will always know the mutual debts between you and your counterparties.
Control bank and cash payments. You can see all the money in aggregate and in detail by bank accounts or cash rooms.
Operating expenses accounting. When paying salaries, rents, making write-offs, you can see the amount of these expenses, and each separately for the desired period of time.
P&L report. Tracks the amount of profit that remains after a business subtracts all of its costs from its revenue during a specific accounting period: monthly, quarterly and annually
Mutual payments report. This report displays the closing balance with each of your counterparties. Also you can see the detailed balance with your counterparty - who, to whom, when and what supplied and how much he owes.
Money flow report. This report displays all money movement by dates. You cdn see this information both in aggregate and separately for each bank account or money room.
Sales volume analytics. This report is a part of dashboard. It can dispalys the sale volumes by employee, or goods, or categories of goods for any period of time. For example, you can see the total sales of a certain product by your employee for the last month.
Monitoring the average cost of goods. This is possible with the Operations report, which is located in the card of each product. Also here you can see the entire history of actions with this product.
Customizable print menu and editable templates. You can create your own print template (fo example, add the logo of your comapny or additional information). Each user can form its own print menu.
Printing labels and price tags. This is an indispensable feature if you have your own retail store! Price tag templates can be edited according to your wishes.
Individual user settings. Each user can select: timezone, language, date and time formats, print menus, document settings and even Sidebar position.
User management and access control. With this feature, you can restrict user rights to access certain parts of the system. For example, you can allow a user viewing all Acceptance documents, but only editing its own.
File storage and management. The Files document let you store your files. If you want, you can share the file for outside access.
WooCommerce integration. WooCommerce - is a most popular online store. We Our team has made an integration with this store. Now you can plug your site to DokioCRM and place your DokioCRM goods to your online store.
Online store creation. If you have not your own online store - you can get it in DokioCRM just in 1 minute! You don't need to configure anything - it will immediately be connected to your DokioCRM account and start syncing with your products!
Multilingual online store. This is the proud of our team! You can sell your products in an online store in a language convenient for your customers. In the DokioCRM interface, you can translate products, categories, and attributes into various languages.
Multi stores. You can also connect any number of online stores to one DokioCRM account. This can be useful if the entire product range of your business is not included in the format of one online store.
Multilingual online store