JoomCompany

Main Features

• Invoices, Quotes & Documents
• Customer Management
• Warehouse
• Project Management
• Stock Markets and Portfolio Manager
• Messages & small CRM
• Accounting
• Reports
• and more ...

Businesses Management

• Ability to manage multiple businesses (add, edit, delete)
• Set default business
• Set business details: name, address, logo and slogan
• Define pre-settings that will be proposed in the documents (currency, rate of taxes, tax and note) on business add/edit
• Define which categories should be shown in the menu bar for a faster access on business add/edit
• Define which documents folders represent revenue and which the expenditure on business add/edit
• Store additional information in data fields and make them visible in your template for PDF, Email, Print etc.. on business add/edit
• Manage the permission settings for the user groups on business add/edit

Locations Management

• Ability to manage multiple locations (add, edit, delete, batch processing ...)
• Set location details: name, category, currency, area (offices, warehouses, venues), status, document, description, street, postcode, location and country
• Store additional information in data fields on location add/edit
• Manage the permission settings for the user groups on location add/edit
• Manage location categories

Reports Features

• Documents report
• Contacts report
• Products report
• Filter by period and date range
• and more ...

Documents (Quotes, Invoices & Reminders) Management

• Ability to manage multiple documents (add, edit, delete, batch processing ...)
• Predefined document categories (Invoices, quotes, reminders)
• Ability to search, sort and filter documents by date range, currencies, offices ...
• Set details like date, number, title, hint,  status on document add/edit
• Set contact details like name, address, location, email and phone on document add/edit
• Attach an existing contact on document add/edit
• Manage products (quantity, unit, title, price, tax rate, discount) on document add/edit
• Set payment information like status, deadline, paid amount on document add/edit
• Ability to attach file to document
• Ability to set document template and email template
• Ability to preview / download pdf of document
• Store additional information in data fields on document add/edit
• Set product usage (selling/purchasing) on document add/edit
• Ability to generate recurring copies of document
• Set accounting details (debit/credits) on document add/edit
• Manage the permission settings for the user groups on document add/edit
• Manage documents categories (documents folders)

Contacts Management

• Ability to manage multiple contacts (add, edit, delete, batch processing ...)
• Predefined contacts categories (Customers, Employees, Suppliers)
• Ability to search, sort and filter contacts
• Display contacts on google map
• Ability to import Joomla users as contacts
• Manage contacts categories (contacts groups)
• Set contact details like title, first name, name, address, email, phone, contact id, status, since date
• Ability to attach file to contact
• Ability to set contact template
• Ability to attach Joomla user to contact and synchronize data between them
• Create document from contact add/edit for easy workflow
• Store additional information in data fields on contact add/edit
• Manage contact connections on contact add/edit
• Ability to view all documents related to contact on add/edit
• Manage the permission settings for the user groups on contact add/edit

Products Management

• Ability to manage multiple products (add, edit, delete, buy, sell, batch processing ...)
• Ability to search, sort and filter products
• Ability to view products stats (cost price, total bought quantity, total purchase, value of goods ...)
• Set product details like title, number, information, tax, unit, template, warehouse, min & max inventory, input (cost price, suppliers), output (sales price), category
• Ability to view all documents related to product on add/edit
• Ability to attach file to product
• Store additional information in data fields on product add/edit
• Manage the permission settings for the user groups on product add/edit
• Manage products categories

Events Management

• Ability to manage multiple events (add, edit, delete)
• Ability to view events timeline
• Set event details like title, category, status, start / end date, venue, description
• Ability to generate recurring copies of events
• Ability to attach file to event
• Ability to attach documents (quote, invoice, reminder..)  to event
• Ability to manage event attendee
• Store additional information in data fields on event add/edit
• Manage the permission settings for the user groups on event add/edit

Projects/Tasks Management

• Ability to manage multiple projects & tasks (add, edit, delete)
• Ability to view projects & tasks timeline
• Set project details like title, category, status, start / end date, location, description
• Set task details like title, project, parent task, planned time, progress, status, start / end date, description
• Ability to generate recurring copies of projects/tasks
• Ability to attach file to project
• Ability to attach documents (quote, invoice, reminder..)  to project
• Ability to manage project/task team
• Store additional information in data fields on project/task add/edit
• Manage the permission settings for the user groups on project/task add/edit

Occupancy Locations Management

• Ability to manage multiple occupancy locations (add, edit, delete)
• Ability to view occupancy locations timeline
• Set occupancy location details like title, venue, category, status, start / end date, location, description
• Ability to attach file to occupancy location
• Ability to manage occupancy location contacts
• Store additional information in data fields on occupancy add/edit
• Manage the permission settings for the user groups on occupancy add/edit

Talks Management

• Ability to manage multiple talks (add, edit, delete, batch processing)
• Set talk details like title, description, correspondence, template, priority
• Attach contact to talk on add/edit
• Ability to attach file to talk on add/edit
• Ability to preview talk messages
• Ability to share talk public link and switch to live chat
• Store additional information in data fields on talk add/edit

Newsletters Management

• Ability to manage newsletters and newsletter lists (add, edit, delete, batch processing)
• Set newsletter list: title, note, parent category, status and contacts
• Set newsletter template: title, category, area, status, business, language, format, css, html code ....
• Store additional information in data fields on newsletter add/edit
• Manage the permission settings for the user groups on newsletter add/edit

Accounting Management

• Ability to manage bookings, accounts, and accounts chart (add, edit, delete, batch processing)
• Set accounting record: title, debit & credits values.
• Ability to attach document (invoice, quote..) to accounting record
• Ability to attach file to accounting record
• Store additional information in data fields on accounting record add/edit
• Set account business year, budget, chart
• Store additional information in data fields on account add/edit
• Set account chart name, number, description, type and parent

Markets Management

• Manage Watchlists
• Ability to view markets report (cost price, price, book value, volume...)

More Features

• Templates management
• Data fields management
• Status management
• Units management
• Currencies management
• Translations management
• Uploads management
• Import & Export
• Theme style (red, blue, dark, light)
• Customize number format
• Send notification for users with limited rights
• Extra caching mode
• Ability to show/hide google maps in contact and locations
• Enable activity recording
• Enable / disable live chat mode
• and more ...