Successfully reported this slideshow.

Eresource erp book on trading

1,470 views

Published on

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.

Published in: Business, Technology
  • Be the first to comment

Eresource erp book on trading

  1. 1. An essential and concise guide tounderstanding eresource for Trading
  2. 2. Working Online with eresource An essential and concise guide to understanding eresource for Trading Release 2.8 2 Eresource for Trading
  3. 3. Working Online with eresourceCopyright© Copyright 2010 ERESOURCE. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purposewithout the express permission of eresource Infotech P. Ltd. The information contained herein may bechanged without prior notice.Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registeredtrademarks of Microsoft Corporation.HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World WideWeb Consortium,eresource, eresource Logo. Eresourceerp.com are trademarks or registered trademarks of eresourceInfotech in India and several other countries all over the world. All other products mentioned aretrademarks or registered trademarks of their respective companies. 3 Eresource for Trading
  4. 4. Working Online with eresource Summary The following charts may help you remember the conventions used. It may even be worthwhile leaving them open for quick referral as you begin to acquaint yourself with eresource ERP Command ConventionButtons Symbol IndicatesSave Saving Record.Update Save/Update Existing RecordEdit Edit RecordSelect To select Item from the Drop Down ControlCancel To cancel the current form.Delete To Delete the formCalendar Button To select the required dateSearch To search the required data according to different fieldsAdd To add a new form 4 Eresource for Trading
  5. 5. Working Online with eresource Access your business Anytime, AnywhereAn ERP solution to accelerate your Working on a Web-based ERPTrading and Distribution Business system like eresource will give you the freedom and flexibility to manage your enterprise fromERP system provides an end-to-end solution that organizes and anywhere. With eresource ERP it iscontrols every aspect of business from order management, possible for you to work fromoperations, supply-chain and logistics, to documentation, office, home or while travelling. Itaccounting and business intelligence reporting. It enables your enables share your businessback-office to work more effectively, helps improve customer information with colleagues evenservice, empowers your sales team to monitor trends, and without having to send files backmanage true order profitability. All while providing the best and forth. An advantage indeed!financial control that you can expect from a web-basedapplication. Manage Your Business More EffectivelyIt enables you to adapt best business practices as well as leadingcomputing technologies accepted by the industry. It Eresource ERP allows users tocomprehensively covers customer management, supply chain and access modules based on thebusiness accounting for small, medium and large trading access permission granted to them.enterprises. It creates greater room to grow your business rather Even the contractors, customersthan just manage it. and suppliers can access their respective information through theeresource ERP system enables predictable business performance permitted modules. All the eventsby enabling actionable information to every decision maker in the clicked by any user are recorded inenterprise. Our technology offers an unprecedented range of the activity log section, whichmonitoring, trending, forecasting, reporting, and analyzing makes sure that everyone iscapabilities within a single architecture to allow everyone to make accountable and every transactionbetter business decisions every day, and drive business is traceable.performance goals. It is affordable, easy to use anderesource Trading ERP systems consists of Sales (Order quick to implementProcessing, Invoicing, Accounts Receivable), Purchase (OrderProcessing, Invoicing, Accounts Payable), Inventory (Goods With eresource, you and yourReceipt, Warehouse Movement, Dispatch) and Excise for Traders employees can access this businessFinancial Accounting etc. eresource ERP has empowered manycustomers across the world by providing excellence, building and application with just a computer and an Internet connection. Simplydelivering enterprise solutions. Primary objective of eresourceERP is to provide organization with the strategic insight, instill the put, you have the flexibility to manage and access your company’sability to differentiate; increase productivity and give requiredflexibility to achieve success. information from anywhere and at any time. 5 Eresource for Trading
  6. 6. Working Online with eresourceContents - ERESOURCE ERP FOR TRADINGEresource - Business Process Overview ........................................................................................................ 7Eresource ERP Feature .................................................................................................................................. 8 Product Feature List .............................................................................................................................. 8Sales Quotation Process in eresource ERP ................................................................................................. 10 Sales Order Process in eresource ERP................................................................................................. 11Purchase Management in eresource .......................................................................................................... 14 Purchase Order Processing ................................................................................................................. 15 Purchase Order Screen shots (Sample Screen Shots) ......................................................................... 16 Purchases against Sales Order ............................................................................................................ 17 Warehouse Management (Inventory Management).......................................................................... 18Total Quality Management (TQM) in eresource......................................................................................... 23 Quality Check Sample Screens ............................................................................................................ 23Financial Management in eresource........................................................................................................... 25 Accounts and Finance Management – Sample Screen ....................................................................... 26 Ledger ................................................................................................................................................. 27Human Resources Management................................................................................................................. 29Administration Module (Admin) ................................................................................................................. 31Reports Module .......................................................................................................................................... 31Security ....................................................................................................................................................... 32On-time implementation and 24x7 support ............................................................................................... 32System Requirements ................................................................................................................................. 32 6 Eresource for Trading
  7. 7. Working Online with eresource Eresource - Business Process Overview Eresource ERP – Business Flow, Fig 1The base currency of the system can be defined in the administrative module, which can beconfigured to any default currency. Eresource ERP supports multi Currency functionality. 7 Eresource for Trading
  8. 8. Working Online with eresourceEresource ERP FeatureIn eresource for trading, the process of sales starts from the Sales Personnal section, allowingsales personnel capture the source of lead, which could be from various sources (includingdifferent mazazines, News Papers, Business news etc.,. The information in eresource getsupdated on regular basis as per the new developments.Traceability matrix of Product in eresource is on the basis of Traceability Code OR “HeatNumber” OR Bar codeEresource enables you to create multiple companies, multiple branches under 1 company andmultiple warehouse under 1 branch, etc.,Product Feature ListProvision to classify product categorization in different levels, here in the example below, theclassification of the product is defined on the basis of Product Group (Example, Flanges), Product SubGroup (Example SLIP ON), and other parameters like, Size, Pressure Rating, Wall Thickness, FlangeGrade, Ends Flange, Coating, etc.,Search on product can be done using different permutation and combination. All informationof one product can be viewed at one central screen, likewise, Weighted Average price, Lastpurchase, Sales history, Available Customers, In transit of the product, Stock Information,Purchase history of the product, etc., 8 Eresource for Trading
  9. 9. Working Online with eresourceFollowing is the process of Sales order process in eresource ERP Eresource – Business Flow, Fig 2 9 Eresource for Trading
  10. 10. Working Online with eresourceSales Quotation Process in eresource ERP 10 Eresource for Trading
  11. 11. Working Online with eresourceSales Order Process in eresource ERPSales Order Module Comprises of Contact Management and Sales Order Processing Management. It isan integrated solution comprising of marketing and sales activities. Organization can act immediately toimprove sales, service and marketing effectiveness by using this Module. Eresource Sales Managementmodule is all about retaining customers, improving customer loyalty and gaining customer insight. 11 Eresource for Trading
  12. 12. Working Online with eresourceThis module also help to you getting your customer order management easier day by day. Whether it ismaintaining customer information, quickly creating a quote or migrating them to sales order or beingresponsive to your customers, we provide you right solution and efficient flow of information.Sales Territory Marketing Script Customer informationSales Forecast Price List Sales ChannelPartner Program Contact Management SalesmenSales Targets Campaign Sales Person ManagementCustomer Item Relation Recurring Order Call PlanFeedback Recording Inquiry Sales ReportingService Call Support Order Tracking Quotation-POSales Order ATP Dates Stock TransferStock Allotment (EXSTOCK, LPO, FPO, In Expeditor Scheduletransit, Job Work, etc.,) Access Creation of Job CardOrder Acknowledgement Credit Check Sales InvoiceExport InvoiceSales Order Screen Shot Samples 12 Eresource for Trading
  13. 13. Working Online with eresourceStock Allotment. Stock allotment can also be referred as capturing sourcing information.Expeditor Schedule after the Allotment is generated 13 Eresource for Trading
  14. 14. Working Online with eresourcePurchase Management in eresourcePurchase Management module in eresource ERP streamlines procurement of required Material,packaging material, sub assembly and other non-inventory materials. It automates the processes ofidentifying potential suppliers, Supplier Evaluation, Supplier Quote Evaluation, awarding purchase orderto the supplier, and billing processes. Purchase module is tightly integrated with the inventory control,Sales and Finance Module. eresource ERP flow of supply guarantees the integrity, tracking andhomogeneity of the entire process. Each document in the supply process is based on the informationcontained in the previous document, so that repetitive introduction of data and human errors areavoided. Through eresource ERP, to navigate through different documents that conform to adetermined flow (order, suppliers delivery note, invoice, payment) and know in information at the realtime for any order (pending, delivered, partially delivered, invoiced, frozen, etc).Purchase planning, based on necessities, keeping in mind minimum stock levels, goods receipts dates,and pending requests. • Material Requisitions & Request for Quotation definitions • Purchase orders, prices and discounts, warehouse control of goods pending receipt, correction of orders, and creation of purchase orders from sales orders. • Receipts. Automatic creation from pending order lines. Automation of incoming goods (location according to priority). • Purchase invoices, automatic creation from order lines or delivery note lines pending invoicing. • Relationship between orders, delivery notes and invoices. • Expense invoices. • Purchasing order reports, vendor invoices. 14 Eresource for Trading
  15. 15. Working Online with eresourcePurchase Order ProcessingPurchase starts from Enquiring from the vendors. All quotation received from the vendors can beevaluated on the basis of Quotation Comparison. Purchase Order in eresource can be generated on thebasis of Approved Quotation or also Direct PO can be generated. Direct Purchase Order is usuallygenerated in the case of Rate contract with the supplier. 15 Eresource for Trading
  16. 16. Working Online with eresourcePurchase Order Screen shots (Sample Screen Shots)Purchase Order 16 Eresource for Trading
  17. 17. Working Online with eresourcePurchases against Sales Order 17 Eresource for Trading
  18. 18. Working Online with eresourceWarehouse Management (Inventory Management)The warehouse management processes built in eresource ERP system allows the inventory in theorganization to always be up to date and correctly valued. The possibility of defining the warehousestructure of the organization to the unit level (bins) facilitates the exact location of the company stock atany time. Inventory Management Module in eresource ERP provides a powerful and flexible set offeatures to help you manage and report your inventory information. eresource Inventory Managementfacilitates processes of maintaining the appropriate level of stock in a warehouse. The activities ofinventory control involves in identifying inventory requirements, setting targets, providingreplenishment techniques and options, monitoring item usages, reconciling the inventory balances, andreporting inventory status. • Vendors and suppliers definitions • Warehouses and storage bins and multiple warehouse support. • Personalized product attributes in the warehouse (color, size, Grade, Pressure, quality description, etc.). • Movement among warehouses. • Picking strategies (according to stock, with rules of priority by location, etc.). • Physical inventory, inventory planning, continuous inventory. • Reports of movements, tracking, stock, arrival/departures, inventories, locations, etc. • ABC Definition and Analysis • XYZ Definition and Analysis • Product Commodity Item Location • Product Configuration Bin Card • Item Party Relation • Inventory History / Non Inventory Item • Bin Transfer • Ageing Analysis Goods Receipt Note • Material Requisition • Material Requisition Approval 18 Eresource for Trading
  19. 19. Working Online with eresource • Material Issues • Purchase Returns Sales Returns • Inventory Valuation • Ageing Analysis • Stock Transfer • Material Indent • Personalized reports. Goods Receipt Note 19 Eresource for Trading
  20. 20. Working Online with eresource Delivery OrderEresource ERP allows you to configure multiple warehouses with stacking information, such as buildingblocks, rooms, racks and shelf within the warehouse. There could be different naming convention fordifferent location of ware house. This information is used for stacking. 20 Eresource for Trading
  21. 21. Working Online with eresource Stock Transfer Shipment Advice 21 Eresource for Trading
  22. 22. Working Online with eresource 22 Eresource for Trading
  23. 23. Working Online with eresourceTotal Quality Management (TQM) in eresourceIt remains to be the undisputed matter that quality is the prime pillar of success for any industry.eresource ERP Solution helps Quality Assurance & Control department with its sophisticated TotalQuality control Module.eresource ERP Quality Control Module not only monitors quality by control plans in purchasing but alsoprovides real-time process capability index for quick review. Quality Control in eresource facilities areversatile and offer support for every phase of your operations, from receipt and acceptance ofmaterials, through jobwork of intermediates, to inspections of finished goods before shipment tocustomers. • Quality Control • Product Quality Control • Job work Quality Check • Record of Analysis • Certificate of Analysis • Approved / Rejection Slip Quality Audit Records • Compliance ReportingQuality Check Sample ScreensQuality Check Before GRN 23 Eresource for Trading
  24. 24. Working Online with eresourceQuality Check for jobworker Receipt 24 Eresource for Trading
  25. 25. Working Online with eresourceFinancial Management in eresourceThe financial management functionality in eresource ERP system minimizes manual data input onbehalf of the user, thereby freeing the user from tedious, routine tasks and allowing greater focus onother, greater value added, tasks.Finance Resource Management in eresource ERP gathers financial data from various functionaldepartments and generates valuable financial reports such as Balance Sheet, Trial balance, GeneralLedgers, Quarterly Financial Reports, Account Statements, Gross Profit Analysis, Cost Center wiseAnalysis, Branch wise Profit Analysis, profitability report, Asset and Depreciation Management, TaxManagement, ABC Analysis and many more.eresource ERP Finance management module has the capability of meeting all the accounting andfinancial needs of an organization. It is with this module that Financial Manager as well as otherManagers within business can review the financial position of the company in real time and assist inbetter decision-making and strategic planning. • Default charts of accounts. • Linked accounting. Direct navigation from accounting entries to documents and vice versa. • Journal entries. • Trial balance. General ledger. • .P&L statements (income statements). • Balance sheets. • Receivables and Payables • Generation of debt payments (from invoicing). • Issue of debt payments. Management of accounting documents. • Bank statements reconciliation. • Asset Management • Bank Accounts ManagementIn addition to the above outlined features, provision for Bank Guarantee, Forward Contracts, Letter ofcredit is also available in eresource ERP. 25 Eresource for Trading
  26. 26. Working Online with eresourceAccounts and Finance Management – Sample ScreenChart of AccountsReceivables 26 Eresource for Trading
  27. 27. Working Online with eresourceLedgerProfit and Loss Account 27 Eresource for Trading
  28. 28. Working Online with eresource 28 Eresource for Trading
  29. 29. Working Online with eresourceHuman Resources ManagementHuman Resource module in eresource ERP streamlines the management of human resources andhuman capitals. It comprises of four broad sections, mainly Training, Recruitment, Payroll andAttendance. HR module in eresource routinely maintains a complete employee database includingcontact information, salary details, attendance, performance evaluation and promotion of allemployees.Features • HR Appraisal • Attendance Management • Policy Management • Leave Management • Payroll Management • Training • Loans and Advances • Shift Management • Employee Management • Time and Attendance Module (Time) • Benefits Module • Recruitment Module Employee Master 29 Eresource for Trading
  30. 30. Working Online with eresourceCreate Salary HeadsSalary Register 30 Eresource for Trading
  31. 31. Working Online with eresourceAdministration Module (Admin)In the Administrative Module the HR Manager or other appointed personnel perform all systemadministration tasks. This includes defining company structure, pay grades and other information thatserves as the backbone for the rest of the system. Security issues are taken care of through this moduleas well by defining user rights.Features: • Define Company Info (General Information, Company Structure, Locations) • Define Access Control • Master Configuration • Voucher Setup and Administration • Audit trial • Define Users • Configure and subscribe for E-mail NotificationsReports ModuleCustomized Report will be provided by eresource. Any number of reports can be defined by selectingfrom a range of search criteria and report fields. 31 Eresource for Trading
  32. 32. Working Online with eresourceSecurityEresource ERP solution is integrated with rich security features to protect your valuable data. Grantingand controlling user authentication is far more flexible and provides security at micro level.On-time implementation and 24x7 supportEresource InfoTech promises on-time implementation of ERP system. Our "Go Live on Time" programguarantees the customers on-time implementation of integrated ERP system backed up 27x4 customersupport.System RequirementsBeing a web-based ERP solution, you need to have a computer with standard hardware configurationwith MS Windows 2000,XP or Vista, an Internet connection (a high speed connection is recommended)and Internet browser application (MS Internet Explorer 6 or above).to access eresouece ERP system.Here are some of the key benefits of eresource ERP eresource ERP advantage:system: Customer relationship management Increased customer loyalty – eresource ERP (CRM): provides organizations with more flexible and extensible system that enables them to easily Automation and integration of sales adapt, change and add operational functionality to marketing, support and e-commerce the system in order to meet customer demands helps you win sales and improve and easily adjust to changes in the marketplace. customer satisfaction, increasing With eresource ERP, you can gain visibility into customer responsiveness and your customers needs and build the right loyalty. strategies to meet those needs – so you can serve a broader range of customers and meet the unique E-commerce: needs of each. Lower technology costs – Being a web based ERP Web-based application and adoption solution, eresource lowers the total cost of IT of Microsofts .NET technology ownership by evolving to support the latest enables you to access information, technologies; allowing easy integration with sell product, run business processes partners, suppliers, and customers; and supporting and connect with customers and the entire value chain. partners anytime, anywhere via the Streamline Operations - eresource ERP Internet. streamlines operations and processes thereby providing transparency to Customers and suppliers on delivery schedules, order processes and Extended enterprise: warehousing management. 32 Eresource for Trading
  33. 33. Working Online with eresource Faster turnaround – eresource ERP helps eresource ERP is designed to organizations to provide better service and be support businesses that operate at a more responsive to the demands of customers and single location or with multiple business partners through multi dimensional plants. tracking features and advanced order-promising capabilities. Easier acquisitions – eresource solutions support Technology infrastructure: rapid and successful IT consolidation to facilitate a growing number of mergers and acquisitions. Microsoft based solution facilitates a Higher profits – With the use of eresource ERP smooth, quick implementation and software system, organizations can set budgets, simplified system administration, review costs, track activities and resources. You customization and integration of can perform profitability analyses that help you your business system, while also focus on the most profitable value-added services, providing a stable, scalable offerings, and customers. technology infrastructure. Contact our sales team if you would like to know more about eresource ERP. REGISTERED OFFICE: TMA House, 1st Floor, Road No 16, Plot No. 6, Wagle Industrial Estate,Thane (West) 400 604, Maharashtra Tel: +91 22 41118000 to 50 (50 Lines), +91 22 25828775, +91 22 65130234 e-mail (Sales): sales@eresourceerp.com. e-mail (Help Desk): helpdesk@eresourcerp.com 33 Eresource for Trading
  34. 34. Working Online with eresource 34 Eresource for Trading

×