Erp demo v1.0
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Erp demo v1.0

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ERP package for the SME sector designed to automate the entire operations like, sales, purchases, inventory, production, planning etc.

ERP package for the SME sector designed to automate the entire operations like, sales, purchases, inventory, production, planning etc.

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Erp demo v1.0 Presentation Transcript

  • 1. ERP System
  • 2. ERP System
    INTRODUCTION
    PROCUREMENT
    INTRODUCTION
    INVENTORY
    PRODUCTION &
    EXIM
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 3. ERP System
    INTRODUCTION
    PROCUREMENT
    INVENTORY
    PRODUCTION &
    EXIM
    SALES
    Web based system designed to automate entire operations of Small & Medium Enterprises
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 4. ERP System
    INTRODUCTION
    OVERVIEW OF MODULES
    PROCUREMENT
    Procurement Mgt.
    Sales & CRM
    INVENTORY
    PRODUCTION &
    EXIM
    Warehouse Mgt.
    Project Mgt.
    SALES
    PROJECT MGT.
    Production Mgt.
    & EXIM
    Accounting & Finance
    ACCOUNTING & FINANCE
  • 5. ERP System
    INTRODUCTION
    PROCUREMENT
    PROCUREMENT
    INVENTORY
    PRODUCTION &
    EXIM
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 6. Requisition
    ERP System
    Purchase Order
    INTRODUCTION
    PROCUREMENT
    Goods Receipt
    PROCUREMENT
    • Purchase Planning
    • 7. Purchase Orders
    • 8. Receipts & Invoices
    • 9. Relationship between orders,
    delivery notes and invoices
    • Report- Purchases, Material Receipts, Vendor Invoice etc.
    Purchase Invoice
    INVENTORY
    PRODUCTION &
    EXIM
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 10. ERP System
    Interface for the Purchase Order. Enter all the details of the requirement
  • 11. ERP System
    Search for the PO & receive the goods based on the same
  • 12. ERP System
    Generate Invoices due to vendors and suppliers
  • 13. ERP System
    Procurement Reports
    Reports available on purchases, materials received, invoice issued, pending etc. Report formats are HTML, PDF & Excel
  • 14. ERP System
    INTRODUCTION
    PROCUREMENT
    INVENTORY
    INVENTORY
    PRODUCTION &
    EXIM
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 15. Physical Stock Taking
    ERP System
    Goods Movement
    INTRODUCTION
    INVENTORY
    • Warehouse and Storage bins
    • 16. Stock Products in multiple units
    • 17. Lot and Serial No’s
    • 18. Printing Labels, Barcodes
    • 19. Physical Stock Taking
    • 20. Product Attributes- size, color, style etc.
    • 21. Integration with POS package
    Bill of Material
    PROCUREMENT
    Manage Shipment
    INVENTORY
    PRODUCTION &
    EXIM
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 22. ERP System
    Physical stock taking of all the items available in the warehouse
  • 23. ERP System
    Movement of goods from one location to the other
  • 24. ERP System
    Shipments received from vendors and suppliers
  • 25. ERP System
    Inventory Reports
    Reports available on current stocks, stocks movement, stock value, consignment etc
  • 26. ERP System
    INTRODUCTION
    PROCUREMENT
    PRODUCTION
    INVENTORY
    PRODUCTION &
    EXIM
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 27. Production Planning
    ERP System
    Production Requirement
    INTRODUCTION
    PRODUCTION & EXIM
    Quality Control
    PROCUREMENT
    • Production Planning
    • 28. Cost Center’s and Work Center’s
    • 29. Material Requirement Planning
    • 30. Calculation of Production and Standard Costs
    • 31. Assets Management and Maintenance
    • 32. EXIM Documentation & LC Management
    Costing
    Maintenance
    INVENTORY
    PRODUCTION &
    EXIM
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 33. ERP System
    Define the process plan. Enter all the stages and the raw materials, finished products, consumption per unit etc.
  • 34. ERP System
    Enter the work requirement- i.e. no of articles to be produced as per the order.
  • 35. ERP System
    Define various types of quality tests for different stages of the production plan and their expected results
  • 36. ERP System
    Define the maintenance plans of machines & assets.
  • 37. ERP System
    Record the details of the EXIM documents, invoice, payment shipment details etc.
  • 38. ERP System
    Production Reports
    Reports available production status, pending requirements, daily targets etc
  • 39. ERP System
    INTRODUCTION
    PROCUREMENT
    SALES
    INVENTORY
    PRODUCTION &
    EXIM MODULE
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 40. Sales Order
    ERP System
    Goods Shipment
    INTRODUCTION
    SALES
    Sales Invoice
    PROCUREMENT
    • Sales Order Entry
    • 41. Goods Shipment
    • 42. Sales Invoice
    • 43. Commission Payment
    • 44. Detailed customer information (360° vision)
    Commission Payment
    INVENTORY
    PRODUCTION &
    EXIM MODULE
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 45. ERP System
    Sales order form to record the sales transaction. Price list, discount, contact details filled in automatically
  • 46. ERP System
    Shipment of goods once the order is completed, based on the sales order details
  • 47. ERP System
    Issue of invoice to the customer, based on the details entered in the sales order
  • 48. ERP System
    Sales Reports
    Reports available on total sales, orders shipped, invoices due, customer history discounts issued etc.
  • 49. ERP System
    INTRODUCTION
    PROCUREMENT
    PROJECT MANAGEMENT
    INVENTORY
    PRODUCTION &
    EXIM MODULE
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 50. Sales Order
    ERP System
    Goods Shipment
    INTRODUCTION
    PROJECT MANAGEMENT
    Sales Invoice
    PROCUREMENT
    • Project Types, phases and tasks
    • 51. Expenses associated with a project
    • 52. Generation of Purchase order and
    Sales Invoice
    • Project Reports
    • 53. Invoicing of expenses and services
    Commission Payment
    INVENTORY
    PRODUCTION &
    EXIM MODULE
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 54. ERP System
    Define the project phases and tasks in each phase with start & end dates
  • 55. ERP System
    Define services which can be billed to the end customers. They do not have any phases
  • 56. ERP System
    Define expenses incurred during the execution of projects. These can further be invoiced to the customer
  • 57. ERP System
    Service Reports
    Reports available on project progress, services invoiced, expenses on projects etc.
  • 58. ERP System
    INTRODUCTION
    PROCUREMENT
    ACCOUNTING & FINANCE
    INVENTORY
    PRODUCTION &
    EXIM MODULE
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 59. General Accounting
    ERP System
    Financial Reporting
    INTRODUCTION
    ACCOUNTING & FINANCE
    Receivables & Payables
    PROCUREMENT
    • Define the chart of accounts
    • 60. Define fiscal year, tax categories, annual budgets
    • 61. General Ledger & Trial Balance
    • 62. P&L Statement & Balance Sheet
    • 63. Cash Flow & Funds Flow Statement
    • 64. Recording Assets and amortization plans
    Assets & Amortization
    INVENTORY
    PRODUCTION &
    EXIM MODULE
    SALES
    PROJECT MGT.
    ACCOUNTING & FINANCE
  • 65. ERP System
    View the bank statements against the transactions created and edited in the application
  • 66. ERP System
    Record cash transactions to be managed and viewed in the cashbook, like debt payment, receipt, expense etc.
  • 67. ERP System
    Record the payments for accounting purposes
  • 68. ERP System
    Define assets and their amortization
  • 69. ERP System
    Accounting & Finance Reports
    Reports available on all ledger transactions, funds flow, financial status etc
  • 70. ERP System
    KEY BENEFITS & FEATURES
    Web based-
    access anytime, anywhere
    Multiple
    Formats-Excel, PDF
    Alerts and Notifications
    User Friendly-Extremely easy
    to use
    Auditing & Security
    Email with 1 click
    Scalability-grows with your business
    Keyboard
    Navigation
    Roles based access
  • 71. ERP System
    THANK YOU!!
    For Further Details, Please Contact:
    sales@unoworld.in
    www.unoworld.in