OneOfficeERP for Service Organization

1. Use by Services Organizations

Almost a third of of OneOfficeERP customers are services companies or companies with a sizable services business.

These are companies into software development, certification services, individual consultants and many more.

2. Master Setup

The setup for a Service company differs primarily for Items. They don't maintain the Stock for Items and thus, don't have Warehouses.

To create a Service (non-stock) Item, in the item master, uncheck "Maintain Stock" field.

When creating Sales Order for the services, select Order Type as Maintenance. Sales Order of Maintenance Type needs lesser details compared to stock item's order like Delivery Note, item warehouse etc.

Service company can still add stock items to mantain their fixed assets like computers, furniture and other office equipments.

3. Hiding Non-required Features

Since many modules like Manufacturing and Stock will not be required for the services company, you can hide those modules from:

Setup > Permissions > Show/Hide Modules

Modules unchecked here will be hidden from all the User.

4. Permissions

OneOfficeERP is the permission controlled system. Users access system based on permissions assigned to them. So, if user is not assigned Role related to Stock and Manufacturing module, it will be hidden from that User. Click here to learn more about permission management..

You can also refer to help video on User and Permissions setting in OneOfficeERP.