Enterprise Resource Planning Software

Features

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Call Register

Enter sales enquiry, create and maintain customer database, show sales and service history and status of the enquiry, assign enquiries to the sales person or send to appropriate division for further processing

Leads

Show current status, follow-up dates and other relevant information for leads, transfer leads, change lead ownership if required, filter leads by date created, follow-up date, customer, contact person etc., daily follow-up email alerts to sales persons and line managers, Daily, Weekly, Monthly sales achievement report sent to sales persons and line managers, provision to add appointments and reminders, add/revise Sales Quotation, history, Quotation approval, LPO, converting quotation to sales order, convert sales order to order form

Order Processing

Created Sales Order directly, Multi-currency, Multi-unit support, customised Price List for each customer, check Credit Limits and block transactions if required, loaded items from history or template, Lock Orders, Pick List for available stock with item location allows to locate and pick item easily, Pick List with Stock Details will be emailed to the invoicing staff automatically, Barcode Scanner enabled Picking - automatically counts the items picked, Lock order process to restrict further edits.

Sales Entry

Convert Sales Order to Sales Invoice, Lock Transaction, check sales margin and send notification or ask for pass code for further processing, automatically pick the price category for the customer, automatically generate Packing Slip & Delivery Note, provision to add additional cost for GP calculation, Sales person wise GP report, Weekly Sales Aging report is created automatically and emailed to individual sales persons and line managers.

Sales Report

Sales Register, individual reports for Sales Tax, Sales Item, Sales Bill, Sales Group or Sales Person, Sales Performance Report, Monthly, Quarterly, Yearly customer wise reports, Pending Bills, Pending Bills Aging, Pending Sales Orders, Sales view - GP, Last sold price - customer wise

Sales Return

Multi-currency / Multi-unit, include sales achievement calculation of sales person, Sales Return Report, Sales Return Register, Sales Return Tax register, Sales Return Item register, Sales Return Item Bill register, Sales Return Group register, Sales Return person register

Features

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Call Register

Service Inquiry, Create Customer Database, Service History, Service Ticket Status, Ticket Allocation

Tickets & Job Cards

Service Register, Service History, create, close or update Job Cards / Job Tickets as required, assign jobs to service technicians, Warranty & AMC jobs, keep records of Time Sheet and services performed, automatically calculate job cost and create Invoice from service records

RMA

RMA initiation - from customer or from service department, Invoice Verification for RMA, create RMA Slip, assign RMA to technician, create updates & reminders for follow up, List of items under RMA and status, List of items sent for RMA and status

Service Contracts

Service Contract (AMC) with multiple payment policy, Renewal date notification, AMC payments notification, Service Contract history, AMC Customer History, AMC Customer Tracking

Work Schedules

Schedule and track jobs assigned to each service person, List of service tickets assigned to each service person, Provision to add time sheet for each service person - details of time spent for each ticket, assign multiple service persons for a single ticket, issue spares or items related to service, Time Sheet entry for each service rendered, calculate labour cost based on salary settings

Features

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Procurement Assistant

Purchase Request - Create purchase request based on the pending sales order details, Back to Back Purchase Request, RAQ - create Request a Quote for multiple suppliers price and lead time tracking, provision to create multiple PO from the RAQ depending on shipping and other criteria

Purchase Order

Create and send BOQ to multiple vendors, add and view price quotes from vendors, prepare PO, load item from Reorder Level, Material Requisition or template, pick items from the Inventory Master, view available stock and tax information, Payment Terms - load payment terms from the vendor database, set approval notifications, review and multi-level permissions, Lock PO feature

Process PO

View all open LPOs in a single window, view all purchases against single PO, view payment released against PO, track advance given against POs and set automated notifications

GR Entry

Enter goods received without receipt of actual invoice through GR Entry, update stock only through GR entry, Multiple GR Entry against single PO, view Back Orders, Inter-company Goods Receipt

Purchase Entry

Create GR entry from invoice automatically on purchase, multiple purchases against single PO, automatic population of all items in the PO on purchase entry, system check for variations in unit price or total invoice amount, enter cost for shipping, handling or customs, calculate Landed Cost on volume basis and automatically update the Inventory LC and generate notifications, Multi-currency / Multi-unit support, provision for Trade Discounts, view Back Orders, Verified Entries - entry verification at managerial level

Purchase Returns

Reverse Entry of GR for items returned to the party with out any Purchase Return entry, automatic creation of Reverse Entry of Purchase for all purchase returns, Multi-currency / Multi-unit support

Vendors

Vendor Database - create / edit vendors and contact person details, provision for Payment Terms, Credit Limits and Trade Discounts, Vendor Item List

Reports

Purchase Register, Tax wise, Purchase Item wise, Purchase Invoice wise registers, Pending Bills, Aging, Monthly Summary, Purchase Return Register, Purchase Return Item wise, Purchase Invoice wise registers, Goods Receipt Register

Features

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Inventory Groups

Create Multi-unit groups, create groups based on properties (like color, model etc.), apply Sales Mark-up to groups, view Projected Price based on Landed Cost price, updated price in bulk by configuring Markup %, group wise reports on inventory, sales and purchase, assign sales targets based on inventory group

Inventory Item

Provision for Item Code, Bar Code, EAN code, multi-unit inherits from group, change the sales unit and purchase unit for individual item, provision for batches, total stock of an inventory with multiple properties, pre-assign tax rule, provision for multi-location and reorder levels, option for adding images & specifications, Price Groups, Item Look-up for quick stock availability (shows location wise stock and reserved stock if any)

Stock Management

Track and manage all items in single window, view warehouse wise stock, batch wise stock, view any reserved stock with details of the reserved stock (including demo items), view stock vouchers

Stock Transfer

Stock transfer within business locations, allow transfer for stock from single warehouse to multiple locations

Price Groups & Price Lists

Multiple price groups - assign price group for individual customer with automatic pick price for the customer, Price list with multi-currency option, view product image & specifications if any, Bulk update for price from excel data

Reorder level

Set reorder level

Sales Markup

Set minimum markup - block or send notification if margin go below markup, update price based on markup percentage

Reports

Stock Register, Stock Value Report, warehouse wise Stock Value Report, Changed Landed Cost Report - enable updating price depending on the markup or manual update, Stock Summary, Warehouse wise Stock Summary, Stock Movement, Stock Aging

Features

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BOM

Create template of raw materials used in production, provision for costing parameters

Production

Plan production with BOM, provision for By Product with cost, add production costs such as machine and labor cost, provision for material issue, automatic cost calculation and LC updation

Assembly

Simplified version of production module for assembly-only operations

Features

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Employee Management

Employee details & designations, assign multiple roles for individual employee, add documents and set expiry date, set reminders for document expiry

Attendance

Automated attendance management based on the company policy, Leave Management, Holiday Setting, set Work Hours, set Shifts, view Work Calendar with details of employee status, applied leaves and holidays, Leave Approval with notifications to employee and line manager

Payroll

Pay roll processing based on the salary settings, provision for loans and advances, automatic deduction of loans/ advances, Pay Slip, generate & send detailed report for attendance and the payslip for the month, SIF generation

Reports

Employee wise Attendance Register, Leave Register, Attendance status, Employee Leave Status, Employee List, Employee Documents, Employee Loans