ProfitLens Help Center

Quotation to Cash

A connected commercial path from customer and price context to delivery, invoicing, collection, and accounting.

Create and Collect a Manual Customer Invoice

Use the receivables workspace for authorized invoices that do not originate from a sales order or dental-lab posting.

Procure to Pay

A controlled path from vendor and demand planning through purchase order, receiving, bill, payment, inventory, and ledger.

Receive and Control Tracked Inventory

Preserve item identity from product setup through receiving, count, dispatch, proof, and return.

B2B Portal Order to Delivery

Extend controlled ordering to approved customers, then fulfill through the same ERP stock, warehouse, dispatch, invoice, and payment chain.

Receivables Follow-up & Collection

Separate relationship follow-up, field activity, promises, claims, and finance posting while keeping one customer context.

Maintenance Ticket to Service Billing

Connect service intake, installed asset, scheduling, field visit, resolution, draft approval, official invoice, and collection.

Dental Case Intake to Invoice

A dedicated lab path from clinic request and intake through configurable production, materials, quality, delivery, revision policy, and receivables.

Recruitment to Payroll

Connect public hiring, employee identity, access, attendance, leave, entitlements, approvals, payroll, and employee accounts.

Modules

Administration

Control company identity, configuration, access, imports, and platform-wide operating rules.

User Management & Permissions

Manage online partners, invitations, roles, module access, and subscription seat limits.

Company Settings

Configure company identity, currency, branding, imports, operational rules, payments, reporting, and UAE e-invoicing readiness.

Modules

Sales & CRM

Move from customer and product context to quotations, orders, pricing, field visits, and collection support.

Sales Rep Dashboard

Support field selling with nearby-client discovery, geo check-in, live visit timing, reports, targets, and account context.

Sales Collections Assist

Coordinate sales-team support for assigned overdue accounts without mixing follow-up with finance posting.

Quotations & Sales Orders

Control quotations, sales orders, demos, approvals, fulfillment status, invoicing handoff, returns, and equal-value exchange.

Bulk Item Quotations

Turn spreadsheet RFQs into matched, reviewed, priced, approved, and exportable quotations.

Pricing & Promotions

Manage customer groups, price lists, promotional rules, product scope, and price simulations.

Modules

Finance, Procurement & Core ERP

Connect vendors, purchasing, expenses, treasury, receivables, employee accounts, assets, and the general ledger.

Client Management

Maintain the customer master used by sales, credit, statements, visits, collections, portals, and service.

Vendors & Brands

Maintain suppliers and their brands as the purchasing and brand-profitability backbone.

Inventory & Product Master

Control products, valuation context, images, identifiers, manufacturer data, and piece, lot-expiry, or serial tracking.

Purchase Invoices

Manage vendor bills, multi-currency amounts, GRN loading, landed-cost components, payments, and controlled reversals.

Operating Expenses

Record non-purchase-order operating costs and their settlement with ledger context.

Purchase Orders

Plan and control supplier orders from demand and stock context through confirmation and receiving.

Treasury: Cash, Bank & Cheques

Consolidate cash, bank, card, post-dated cheque, transfer, refund, and liquidity operations.

Petty Cash

Control petty-cash funds, movements, physical counts, replenishment, documents, and statements.

Customer Invoices & Collections

Operate accounts receivable across invoices, receipts, advances, allocations, statements, online payment sync, review, and correction.

Employee Accounts

Manage employee receivables, payables, loans, advances, payroll-linked corrections, statements, and final settlement.

General Ledger & Accounting

Provide the chart of accounts, journals, ledgers, financial reports, fiscal close controls, and immutable audit visibility.

Company Assets

Register internal fixed assets, apply asset policy, run depreciation, and review historical demo equipment.

Client Portal Accounts

Provision private client access to maintenance, purchasing, or dental-lab portal experiences.

Modules

Collections Operations

Prioritize overdue exposure, coordinate follow-up, and route confirmed receipts into finance.

Collector Workbench

Prioritize overdue portfolios and coordinate contacts, promises, visits, pickup claims, bank transfers, and sales assistance.

Modules

Analytics & Management Reporting

Turn operational records into profit, sales, customer, collection, delivery, maintenance, and lab insight.

Strategic Profit Report

Calculate brand-level revenue, true costs, net profit, margin, DSI, GMROI, inventory occupancy, and management verdicts.

Collections Intelligence

Measure receivables and collection performance while supporting protocol and governance review.

Delivery Analytics

Measure last-mile volume, outcomes, SLA, exceptions, delivered value, and driver productivity.

Customer Analytics

Analyze customer sales, activity, commercial mix, concentration, and account behavior.

Sales Analytics

Evaluate sales performance across representatives, periods, customers, products, and commercial outcomes.

Maintenance Analytics

Analyze tickets, engineers, assets, attendance utilization, trends, and service execution.

Dental Lab Analytics

Measure registration, production, billing, quality signals, SLA, and production-unit coverage.

Modules

Inventory, Warehouse & Logistics

Receive, count, prepare, dispatch, trace, deliver, and return goods with lot, expiry, serial, and proof controls.

Warehouse Order Preparation

Turn confirmed orders into picking, packing, package, label, and ready-for-dispatch work.

Logistics & Dispatch

Run a dispatch control tower for sales, collections, maintenance, and dental-lab shipments.

Stock Count

Run physical inventory sessions with scanning, lot, expiry, serial, approval, variance, and posting controls.

Receive Goods (GRN)

Receive purchase orders with drafts, over-receipt reasons, lot-expiry or serial capture, scanning, and GS1-compatible labels.

Process Returns (RMA)

Inspect customer return requests and return eligible quantities, lots, or serials to the correct disposition.

Modules

Driver Operations

Give drivers a mobile route, proof-of-delivery, exception, and collection workflow.

Driver Route & Proof of Delivery

Give drivers a mobile route for shipments, pickups, navigation, exceptions, collections, and policy-based delivery proof.

Modules

Human Resources

Connect recruitment, employee records, attendance, leave, compensation, payroll, and self-service.

Employee Self-Service Portal

Give employees a mobile view of attendance, punch status, calendar, leave balance, and profile.

Employee Directory

Maintain the employee system of record, employment status, compensation context, documents, access, and role-specific configuration.

Employee Records

Provide a read-focused HR record view with roster search and official approved leave documents.

Attendance & Configuration

Operate daily and monthly attendance with corrections, shifts, holidays, location rules, and office-network controls.

Salary Reviews

Review employee salary-change requests and apply authorized compensation changes with effective dates.

My Leaves

Let employees review policy and balances, submit leave, follow approval, and print approved records.

My Entitlements

Give employees a compensation snapshot plus controlled loan, advance, and salary-review requests.

HR Approvals

Unify manager and HR decisions for leave, employee loans, and salary-change requests.

Payroll Processing

Generate monthly payroll from employee, attendance, commission, and adjustment context, then finalize through protected posting.

Recruitment & ATS

Publish jobs, brand a public careers page, manage candidate stages, notes, interviews, and optional AI screening.

Modules

CMMS & Field Service

Manage service intake, work orders, installed assets, preventive maintenance, field execution, pricing, and billing.

Field Service Operations

Give engineers and supervisors a mobile operational hub for assigned tickets, calendar, visits, reports, signatures, parts, and quotes.

Helpdesk & Maintenance Tickets

Control service intake, client and asset context, assignment, schedule, status, pricing, chat, resolution, and billing draft.

Work Orders & Jobs

Schedule and manage repair, installation, and preventive-maintenance jobs in a calendar-centered workspace.

Installed Asset Registry

Track client equipment, serial identity, location, warranty, contracts, QR tags, service history, and optional auto-PPM setup.

Preventive Maintenance & Contracts

Manage preventive-maintenance contracts, schedules, renewals, included scope, linked assets, and generated jobs.

Maintenance Pricing

Define active base, trip, labor, ticket-type, asset-category, and client pricing rules for service estimates.

Service Billing

Review maintenance billing drafts, approve amounts and notes, then post official customer invoices to receivables.

Modules

Dental Laboratory Operations

Run the dental case lifecycle from clinic intake through production, materials, quality, delivery, invoicing, and analytics.

Dental Lab Command Center

Give supervisors a live operational view of cases, tasks, departments, timelines, and recent production demand.

Dental Cases & Intake

Control the authoritative dental case lifecycle across intake, box identity, work items, details, priority, revisions, design, labels, and dispatch readiness.

Dental Production Board

Coordinate reception, technician, rework, adjustment, quality, and ready queues in a live production board.

Dental Technician Workspace

Give technicians, CAD/CAM, and quality staff a personal queue, scan flow, step execution, QC, comments, and client design-review handoff.

Dental Materials & BOM

Connect recipe libraries and per-case material plans to controlled inventory issue, return, and review.

Dental Lab Invoice Approval

Review case billing, resolve pricing and revision charges, approve lines, and post controlled dental invoices to receivables.

Dental Lab Settings & Pricing

Configure the lab catalog, price books, modifiers, departments, work paths, revisions, warranty behavior, accounting, tax, and reporting rules.