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Entrapris Business Workflows

See How Your Business Work Gets Done

Explore how online bookings, customer follow-ups, sales, field operations, stock, purchasing, staff and finances fit together, with AI assistance to help business owners review information and identify items needing attention.

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Booking

Help Customers Make Bookings

Features
  1. 1

    Share Your Booking Page

    Publish

    Share a direct booking link, website embed code or QR code.

  2. 2

    Display Services and Events

    Services

    Let customers browse the available services or events and their details.

  3. 3

    Show Availability

    Availability

    Let customers view available appointment slots or event dates.

  4. 4

    Collect Booking Details

    Registration

    Collect customer contact details and attendee information where needed.

  5. 5

    Handle Booking Payments

    Payments

    Allow customers to complete payment when online payment is required.

  6. 6

    Review and Manage Bookings

    Bookings

    View booking or registration information in the business owner dashboard.

Outcome: Make it easier for customers to book services or register for events and for the business to manage booking information.

CRM

Follow Up with Customers

Features

Stage 1 — Capture Customer Information

  1. 1

    Record a Customer Enquiry

    Customers

    Add a prospective customer's details when a new enquiry comes in.

  2. 2

    Check Existing Customer Records

    Customers

    Search existing records before creating a new customer entry.

  3. 3

    Create or Update a Customer Record

    Customers

    Create a customer profile or update the details of an existing customer.

  4. 4

    Complete Customer Details

    Customers

    Maintain customer contact information and any applicable custom fields.

Stage 2 — Organize Customer Interactions

  1. 5

    Schedule a Customer Meeting

    Calendar

    Arrange a customer meeting or appointment and keep it on the calendar.

  2. 6

    Record Customer Activities

    Tasks

    Use available task features to keep track of customer interactions and related work.

Stage 3 — Manage Follow-ups

  1. 7

    Create a Follow-up Task

    Tasks

    Record the next action, such as a customer call, meeting or follow-up.

  2. 8

    Review Reminders and Upcoming Activities

    Reminders

    Review reminders for upcoming activities and follow-ups that need attention.

Stage 4 — Maintain Contracts and Outstanding Work

  1. 9

    Record Customer Contracts

    Contracts

    Maintain customer contract information and record important expiry dates.

  2. 10

    Review Outstanding Follow-ups and Contract Dates

    Tasks · Reminders · Contracts

    Review outstanding follow-up tasks, upcoming reminders and recorded contract expiry dates in their respective menus.

Outcome: Keep customer information, interactions, follow-ups and contract dates organized.

Sales

Send Quotations and Invoices

Features
  1. 1

    Prepare Quotations

    Quotations

    Prepare quotations showing the products or services offered to customers.

  2. 2

    Convert Accepted Quotations into Orders

    Sales Orders

    Convert an accepted quotation into a sales order.

  3. 3

    Prepare Delivery Documents

    Delivery Orders

    Prepare delivery documentation when goods need to be delivered.

  4. 4

    Create and Send Invoices

    Invoices

    Generate invoices for goods or services sold to customers.

  5. 5

    Generate Payment QR Codes

    Invoices

    Generate payment QR codes for customers where supported.

  6. 6

    Track Customer Payments

    Payments

    Review customer invoice payment information and payment status.

Outcome: Organize quotations, sales orders, delivery documents, invoices and customer payment tracking.

Field

Arrange Deliveries and Installations

Features
  1. 1

    Manage Field Staff

    People

    Add technicians, salespeople and delivery personnel, including their territories.

  2. 2

    Create Field Visits

    Visits

    Record the required work, location, contact details and planned visit date.

  3. 3

    Assign Work to Staff

    Assign

    Choose the appropriate staff member and assign the visit.

  4. 4

    Organize Visit Schedules

    Schedule

    Review scheduled work and plan upcoming visits.

  5. 5

    Update Visit Status

    Visits

    Update the visit status as work progresses.

  6. 6

    Monitor Field Work

    Dashboard

    Review today's work and upcoming visits.

Outcome: Organize staff, arrange visits for deliveries or installations, and monitor work progress.

Inventory

Manage Stock

Features
  1. 1

    Manage Product Records

    Products

    Maintain product names, item codes, prices and descriptions.

  2. 2

    Update Stock Levels

    Stock

    Record stock changes and keep product quantities up to date.

Outcome: Maintain product records and keep stock information up to date.

Procurement

Purchase Stock from Suppliers

Features
  1. 1

    Manage Supplier Details

    Suppliers

    Maintain supplier contact details and purchasing information.

  2. 2

    Store Supplier Quotations

    Quotations

    Keep supplier quotations and prices organized.

  3. 3

    Compare Supplier Prices

    Comparison

    Compare available supplier quotations to support purchasing decisions.

  4. 4

    Create Purchase Orders

    Purchase Orders

    Prepare purchase orders for the selected supplier.

  5. 5

    Review Purchase Requests

    Approvals

    Review purchase requests and process approvals where supported.

Outcome: Organize supplier information, compare quotations and prepare purchasing documents.

HRMS

Manage Manpower and Staff Requests

Features
  1. 1

    Manage Employee Information

    Employees

    Create and maintain employee records.

  2. 2

    Organize Employee Onboarding

    Onboarding

    Organize employee onboarding information and applicable tasks.

  3. 3

    Provide Employee Self-Service

    Employee Portal

    Give employees access to available self-service features.

  4. 4

    Manage Leave Requests

    Leave

    Submit, review and process employee leave requests.

  5. 5

    Manage Expense Claims

    Claims

    Submit, review and process employee expense claims.

Outcome: Keep employee records and everyday staff requests organized.

Finance

Review Profit and Loss

Features
  1. 1

    Import Transactions

    Import

    Bring external financial transactions into the finance workflow.

  2. 2

    Receive Transactions from Other Modules

    Transactions

    Receive relevant transactions generated by connected business modules.

  3. 3

    Validate Transactions

    Transactions

    Check transaction records and identify issues before posting.

  4. 4

    Post Transactions into Books

    Transactions

    Post validated transactions into the accounting books.

  5. 5

    Review Posted Transactions

    Transactions

    Review posted records and check the resulting accounting information.

  6. 6

    Generate Profit & Loss

    Reports

    Generate a Profit & Loss report to review income and expenses.

Outcome: Process financial transactions, review accounting records and generate a Profit & Loss report.

AI Assistant

Get AI Assistance with Business Operations

Features
  1. 1

    Ask a Business Question

    AI

    Ask in plain English about customers, sales, products, inventory, invoices, purchase orders or other available business information.

  2. 2

    Get Answers from Business Data

    AI

    Find relevant answers using the business information available to the AI Assistant across supported functions.

  3. 3

    Understand the Business Situation

    AI

    Review the answer and related customer, sales, inventory, invoice or purchase order information.

  4. 4

    Ask Follow-up Questions

    AI

    Ask related questions to explore the business situation in more detail.

  5. 5

    Identify Items Needing Attention

    AI

    Investigate available signals such as overdue invoices, outstanding payments, low stock or delayed purchase orders.

  6. 6

    Open the Relevant Record

    Relevant Module

    Open the relevant Entrapris page or record to investigate further and decide what action to take.

Outcome: Ask questions about business data, investigate operational issues and open relevant records while remaining in control of business decisions and actions.

One Connected Platform

See How Entrapris Fits Your Business

Explore the available features and identify the workflows that can help your team organize daily operations.

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