What We Offer
Enterprice Resource Planning (ERP)
ERP (Enterprise Resource Planning) is your all-in-one business management tool. It connects everything – sales, inventory, finance, and more – into one system.
Think streamlined processes, real-time insights, and better collaboration. Refer to the feature descriptions below for more details.
Accounting
Automate earnings report and business cashflows, tap business intelligence so you get a 360-view.
This acts like a master record book for all your financial transactions. Every sale, purchase, expense, and other financial event is recorded here, categorized into different accounts (like cash, accounts receivable, etc.). It provides a complete snapshot of your financial health.
Manages all the money owed to your company by customers. It tracks invoices sent, payments received, and outstanding balances. It helps you stay on top of who owes you what and when.
This handles all the bills and invoices your company needs to pay to its suppliers and vendors. It helps you track what you owe, when payments are due, and helps avoid late fees.
Generates key financial statements like balance sheets (showing your assets, liabilities, and equity), income statements (showing your revenue and expenses), and cash flow statements (tracking how cash moves in and out of your business). These reports help you understand your business’s financial performance.
Allows you to create budgets for different departments or projects and then compare your actual performance against these budgets. This helps you plan for the future and make informed financial decisions.
Inventory
Organize your warehouse so your team can enjoy impressive traceability in real-time.
Records the quantity and location of every item in your inventory. This includes raw materials, work-in-progress, and finished goods. It helps you know exactly what you have on hand and where it is.
Helps you maintain optimal inventory levels. It can be set up to automatically reorder items when stock gets low, preventing stockouts and minimizing holding costs.
If you have multiple warehouses, this feature helps you manage inventory across all locations. It helps you track transfers between warehouses and optimize storage space.
Calculates the value of your inventory using different costing methods.
A process of regularly counting a small portion of your inventory to verify its accuracy. This helps you identify and correct discrepancies between your recorded inventory and what you actually have on hand.
Treasury
Manage your collections and disbursements, automate and expedite reconciliation.
Tracks your cash balances across different bank accounts. It provides a real-time view of your cash position and helps you manage cash flow.
Automates the process of comparing your bank statements with your internal records to identify any discrepancies. This helps ensure the accuracy of your cash balance.
If you do business in multiple currencies, this feature helps you manage exchange rates and convert currencies.
Tracks your company’s loans and other debts, including interest rates and payment schedules. It helps you manage your debt obligations and avoid late payments.
If your company invests excess cash, this feature helps you track your investments and their performance.
Sales
With a few clicks, create invoices from sales orders, organize your customer ledgers, and track your receivables.
Stores information about your customers, including contact details, purchase history, and interactions with your company. This helps you personalize your sales efforts and build stronger customer relationships.
Creates and manages sales orders, from initial quote to final invoice. It tracks the status of each order and helps ensure timely delivery.
Uses historical sales data and other factors to predict future sales. This helps you plan production and staffing levels.
Provides reports on sales performance, including sales by product, region, or salesperson. This helps you identify trends and make informed sales decisions.
Allows you to set different prices for different customers or products and manage discounts and promotions.
Procurement
Get quality products and services at the best price possible, make smarter decisions with customized reports and workflows.
Creates and manages purchase requisitions, which are requests for goods or services. It helps streamline the approval process for purchases.
Stores information about your suppliers, including contact details, pricing, and performance history. This helps you choose the best vendors.
Creates and manages purchase orders, which are formal agreements with suppliers to purchase goods or services. It tracks the status of each order and helps ensure timely delivery.
Records the receipt of goods and verifies that they meet your quality standards.
Matches invoices from suppliers with purchase orders and receiving documents to ensure accuracy before payment.
Payroll
Ensure accurate and timely employee compensation with automated tax calculations and compliance.
Stores information about your employees, including contact details, salary, and tax information.
Calculates employee pay based on hours worked, salary, and deductions. It automatically calculates taxes and other withholdings.
Generates payslips for employees, detailing their earnings and deductions.
Helps you file payroll taxes with the government.
Provides reports on payroll expenses, including employee earnings, taxes, and deductions.
Project Management
Plan, track, and complete projects efficiently with task assignment and team collaboration tools.
Allows you to define project scope, tasks, and timelines. It helps you create a project plan and assign resources.
Creates and manages individual tasks within a project. It allows you to track the progress of each task and assign responsibility.
Allocates resources (like employees and equipment) to different tasks within a project. It helps you ensure that resources are used efficiently.
Tracks the time spent on different tasks within a project. This helps you monitor project progress and identify potential delays.
Allows you to create a budget for a project and track actual costs against the budget. This helps you control project costs and avoid overspending.
+63 999 5332 248
inquire@optisys.ph
10-1 One Global Place, 5th Ave. Fort Bonifacio, Taguig City, Philippines
