resource ERP system is a leading web-based enterprise solution for all your trading business. This ERP package consists of integrated business application with better decision making-tools. Eresource ERP system provides an end-to-end solution that organizes and controls every aspect of business from order management, operations, supply-chain and logistics, to documentation, accounting and business intelligence reporting. It enables your back-office to work more effectively, helps improve customer service, empowers your sales team to monitor trends, and manage true order profitability. All while providing the best financial control that you can expect from a web-based application

1. eresource etradeFor trading, Sales and
Distribution

2. Product Tour

3. Economically efficient business solution for
Trading and Distribution Business

4. Workflow Diagram

5. • Increase Operation efficiency
• Gain Business Visibility
• Improve Customer Relationship
• Streamline Production and
Planning
• Optimize IT Investments
• Comply with Regulations
• Cut Costs
• Bring Product to Market Sooner
• Monitor and Control Expenses
• Reduce Errors
• Get Accurate, timely Information
• Global reach, better inventory
visibility, reduced distribution
costs, higher customer satisfaction
• Support your changing needs
• Get a complete view of your business
• Make better business decisions
• Deliver the right product at the right
time
• Keep customer promises
• Ability to modify / configure statutory
changes
• Reduced product cost, reduced
expediting
• Improved closure rates, Increased
Market share
• Improved Sales Opprtunity Visibility,
Better customer service costs
relationships, lower customer
Eresource BENEFITS

6. Web Based ERP - AdvantageWeb Based ERP - Advantage
 A Web Hosted solution ensures a lower outlay and predictive spread of
cost over time. You have a substantial saving in cost (on both the software
and hardware, licensing) that can be better invested in your business
process resulting is reduced Total Cost of Ownership (TCO).
 A web hosted solution removes your headache from the Investment made
towards Time and Cost in the maintenance of the server & other
hardware.
 A web-hosted solution also removes your worry about the new functions
and features (service packs and fixes).
 Optimized performance & Support
 A Web Hosted solution ensures a lower outlay and predictive spread of
cost over time. You have a substantial saving in cost (on both the software
and hardware, licensing) that can be better invested in your business
process resulting is reduced Total Cost of Ownership (TCO).
 A web hosted solution removes your headache from the Investment made
towards Time and Cost in the maintenance of the server & other
hardware.
 A web-hosted solution also removes your worry about the new functions
and features (service packs and fixes).
 Optimized performance & Support
Web Based ERP

7. Admin Module

8. Employee Creation
Add new record
Save
Delete
Print
Export
SECURITY LEVEL
1.Email- Code
2.SMS-Code
Assign time and days of work to
be done by employee on ERP
ADMIN FEATURES
Role wise Access
to employee

9. Role Access
Assign Role
• Company Wise
• Branch Wise
• Module Wise
• Form wise
Assign particular
Company
Branch
Module
Form
from list to particular
role

10. Work flow configuration
You can set the target for employees as per their role. Work flow of the employees will be automatically notified to the
reporting authority.
Access control of the form
Save, Delete, Print, Export, New, Search
Auto Notification
Target Wise
approvals
Transaction settings
Hierarchy wise visibility
Modification authority
Approval authority

11. CRM
CRM in eresource Xcel provides better customer service, cross-sell and up-sell more
effectively, close deals, retain current customers and better understand who your
customer are. Organizations frequently look for ways to personalize online experiences
with tools that are provided with the CRM module. The CRM module enables interactions
with customers. The module organizes, automates and synchronizes sales, marketing,
customer service, and technical support.

12. Customer Relation Management
CRM Features
From Lead to Order
Finalization,
Including
Estimation
Dashboard
CRM Dashboard for
CRM Users.

13. Lead Generation…
Search Leads,
Add New
Leads, Save
Current
Leads, Delete
Leads and
Print
Lead
Requirements

14. General details
Sales EnquiryContain information of
Client ,Design Team,
Attachment
of any
type of
file

15. Sales Quotation
NEXT
Net Amount

16. Sales Order Customer
Details
Item Details

17. Sales Invoice
This form will help you to record all the sales good from the vendor to
the customer

18. Master

19. Item Master
Item general Details
Define Level like wise Size,
Model ,Body Material etc...
tag with different vendors
Master features List

20. Client Master
Client Specific term
Client address book
Active client
or not
Client master enable you to keep the complete
information of the client including credit information,
term and condition, billing dispatch information and
general details.

21. Warehouse Master
BLock Details Add Room Details Add Block Details

22. Purchase
Purchase Management module streamlines procurement of required raw materials, sub
assembly and other non-inventory materials. It automates the processes of identifying
potential suppliers, Supplier Evaluation, Supplier Quote Evaluation, awarding purchase
order to the supplier, and billing processes.

23. Date wise todays event list
List of all task
Features of Purchase
Purchase

24. Purchase Enquiry
Item Details Enquiry against : Direct or Sales
Supplier Details

25. Purchase Quotation
Provision to see complete item list
Purchase quotation page allow you to see all the quotation from different supplier in one
page, which will make the comparison of quotations an easy process.

26. Purchase Order
item details Gross Amount
Purchase Order can be placed to the supplier by providing him item details. Supplier provides
the product list with amount details of each item with and net amount. The whole informtion
can be viewed through this page

27. Provision to keep the record of all the purchase item with supplier details which can be used
for future reference
Purchase Invoice

28. Stores
You can keep track of stock detail online from the warehouse or from the production Unit

29. Stock Details
Provision to define the inventory
location where you can select particular
Room, Block, Shelf

30. Stock Reconiliation
If the inventory counts in your records to the actual amounts on the warehouse shelves,
figure out differences between the two amounts, than there is a provision given for the
adjustment to your records to reflect this analysis

31. GRN(Goods Receipt Note)
Item details
Where you can send the note to the supplier for received items

32. Delivery Order
List of ordered item

33. Phases Key Activities Objectives
Scope DefinitionsScope Definitions
Project TeamProject Team
Implementation PlanImplementation Plan
In consultation with client, develop project deliverables required to setup and
organize the project.
In consultation with client, develop project deliverables required to setup and
organize the project.
As IsAs Is
To BeTo Be
GAP AssessmentGAP Assessment
To understand the existing business processes, design them in the standard
product and identify the GAP exist in standard product vis-à-vis the existing
business process.
To understand the existing business processes, design them in the standard
product and identify the GAP exist in standard product vis-à-vis the existing
business process.
Prototype EnvironmentPrototype Environment
TestingTesting
Training and UATTraining and UAT
To deploy the design in prototype environment by development and testing.
Conduct detailed training and practice sessions with user and conduct User
Acceptance Test (UAT).
To deploy the design in prototype environment by development and testing.
Conduct detailed training and practice sessions with user and conduct User
Acceptance Test (UAT).
Company CreationCompany Creation
Data MigrationData Migration
Integration and Final TestingIntegration and Final Testing
To install the test and production environment. To complete all site
preparations, Data upload, IT, Change Management and Training
deliverables in preparation for GO-LIVE.
To install the test and production environment. To complete all site
preparations, Data upload, IT, Change Management and Training
deliverables in preparation for GO-LIVE.
Competence CenterCompetence Center
Transition to SupportTransition to Support
Evaluation – Lessons LearnedEvaluation – Lessons Learned
To establish Competence Center, Customer Support Infrastructure and
transition from the project to IT function of the organization.
To establish Competence Center, Customer Support Infrastructure and
transition from the project to IT function of the organization.
INITIATEINITIATE
DESIGNDESIGN
BUILDBUILD
DEPLOYDEPLOY
CLOSURECLOSURE
ERP Roll Out – GO LIVE
ERP Readiness Review – DELIVERY
Implementation Methodology
Requirement Determination
ERP – Customization & Configuration

34. Contact Us
INDIA
TMA House, 1st Floor, Road No:16
Plot No. 6, Wagle Industrial Estate
Thane (West) 400 604, Maharashtra
+91 22 41118000/8049(50 lines)
www.eresourceerp.com
United Arab Emirates (UAE)
eresource MiddleEast FZE
P.O Box: 513071,
Sharjah,
United Arab Emirates
Mob: 00 97155 9018499
email: sudheer.nair@eresourceinfotech.com
“Business is not just doing
deals, business is having great
products, doing great
engineering, and providing
tremendous service to
customers.