MIS Format

Masters

1. Add car companies, car model and variant details

2. Add employees designation
3. Add nation, state, city, pin code
4. Add lead source

Human Resource Functions

1. Add employee details Name, Number, Email, Address, Remarks 1, Remarks 2

2. Assign employee to different departments such as sales, service, finance and HR.
3. Add remarks to any employee by filtering name, number
4. Show -1, -2 and so on for work not completed date and work wise for salary
deduction

Sales

1. Target assignment from owner to manager and manager to executives

2. Add lead source
3. Add Customer details
4. Add whether customer choose for test drive, book car, lost or others.
5. Add advance payment and other payment details such as cash payment, NEFT/IMPS,
DD, Online Payment, Swiping Machine, and Check etc.
6. Payment Follow up pop up through SMS to respective executive date wise
7. Payment details will go to finance department

Service

1. Add repairing work details such as mechanical or body work

2. Target assigned to executives mechanical and body work wise
3. Target by owner to service manager and service manager to floor executives
4. Reorder details such as customer name, car model number, work and cost
5. Bill details
6. Payment details entered by service guy which has to be approved by finance guy
7. Once the finance manager approve the payment, gate pass will show yes to gate
keeper

Finance

1. Add payment modes

2. Approve payment for sales and service
3. Add outgoing payment
4. Import bank statement and tally with incoming money

Reports

1. Daily, weekly, monthly, quarterly, half yearly, yearly, from and to date sales report of
complete department, sales manager and executives, cars company, car model and
variant wise.
2. Daily, weekly, monthly, quarterly, half yearly, yearly, from and to date service report
of complete department, service manager and executives, mechanical and body shop
work, cars company, car model and variant wise.
3. Daily, weekly, monthly, quarterly, half yearly, yearly, from and to date service report
of complete department, service manager and executives target assigned achieved
reporting with color combination
4. Daily, weekly, monthly, quarterly, half yearly, yearly, from and to date service report
of complete department, service manager and executives balance sheet of finance
department
5. Daily, weekly, monthly, quarterly, half yearly, yearly, from and to date service report
of complete department, service manager and executives, Customer account payment
history details, advance, paid, remaining, null.