2. The ExalterTech INTRODUCTION
Innovation Is The Core of Everything We Do
with The
Fastest Work and Affordable Rates
The ExalterTech is a technological and digital transformation start-up,
subsidiary of the decade-old social enterprise.
The ExalterTech is poised to provide specialized and complete digital
transformation to various types of enterprises and businesses,
enabling the clients to carve out easier and an impactful route to
total management efficiency, accountability, productivity and
eventual success.
We understand the pain of small scale businesses that usually
hesitate to approach an IT company for marketing and web
development support. However, The Exalter believes that every brand
or business deserves good marketing support irrespective of its
turnover. If you are a big corporation or a small-scale business (even a
street vendor), you can contact us today to discuss business growth
and marketing potential online possibilities.
We are happily solving our visitors’ queries, do not hesitate and
schedule a consultation with us today. Business-to-business metrics
analytics value proposition funding angel investor entrepreneur alpha
ramen equity gamification. Social proof partner network research.
www.theexaltertech.com
connect@theexalter.net
+91 9499883440
3. Digital transformation or digital automation refers to the implementation of digital processes across the business. Digital transformationismore
ofaculturalthing,witharolloutofdigitaltechnology,suchasmigrationofdatatothecloud,embracingtheinternet presence, approach to
enterprise software development, and use of business analytical tools to spot trends – and to be aheadofthecompetitors.
Digital business transformation focuses on incorporating the digital realm - in particular data, the software and hardware that works along, and
the infrastructure that supports it - and applying upgrades to efficiency from traditional business processes. This is all done to make the business
more responsive to current market trends, interfacing with customers better & with the ultimate goal of improving revenue. In other words,
digital business automation uses digital innovation to take a solid business process, and streamline it for a competitive edge
Web presence is critical for all industries. Nowadays where the Internet is such a useful communication tool, lack of a
website or online presence can lead potential clients or customers to find similar business elsewhere. Once you have a
website, its vital that it can actually be found by search engines. After all, 89 percent of consumers use search engines
to research a product, service or business before making a decision. To take advantage of this, you need to make sure to
look at search engine optimization (SEO) for your website. Social media is an important part of your online presence
that improves your chances of generating additional revenue and building customer loyalty. It allows customers,
potential customers and other interested parties to engage easily via a channel that plays an important role in their
everyday lives.
CORPORATE SOCIAL RESPONSIBILITY
8. Our Expertise
The Exalter Tech ERP is the pilot cloud based software of The Exalter Tech Is to provide complete business
management & enterprise solutions to any type of business. The software is further customized on client’s
requirements & implemented as we understand every company is unique in its business functions.
Apart from building sustainable, efficient & creative software for common enterprise needs, we undertake complex
software development tasks for specific needs of any business. The journey starts by identifying the obstacle faced, vision
of the company & how the vision needs to be translated in to missions, processes & tasks, we identify these to suggest the
best use of tailor-made & customized software & applications.
Features of the Custom-built ERP
Point of Sale System
CustomerRelationship Management
T
ime Management
Sales Management
Project Management
Student Management System
Warehouse Management
Financial Accounting
Budgeting
Administration IntegrationInternal Communication
Follow-
u
pSystem
Human Resource Management Appointment Management
Hospital/Clinic Management System
Sales Force Management
Inventory Management Purchase Management
Asset Management
Learning Management System Complaint Management
System
10. Accounting Management
Manage accounts, transactions and taxes
easily with ERP
connect@theexalter.net
Innovation Is The Core of
Everything We Do with The
Fastest Work and Affordable Rates
Whether you have an accountant in your internal team OR
you do it yourself OR you have chosen to outsource it, the
financial accounting process is at the center of any
business management system (aka an ERP system).
In ERP, accounting operations consists of 3 main
transactions:
•Sales Invoice: The bills that you raise to your Customers
for the products or services you provide.
•Purchase Invoice: Bills that your Suppliers give you for
their products or services.
•Journal Entries: For accounting entries, like payments,
credit and other types.
You can check out this video for a run down of the
accounts module in ERPNext.
Accounting Management
Introduction
11. Accounting Management
You do not need an accountant to use ERP Exalter Lite,
you just need to sign up for ERP ,Receive some training &
you are good to go!
•Expense Entry
•Payment Entry
•General Ledger
•Journal Entry
•Accounts Receivables
•Accounts Payable
•Chart of Accounts
•Bank Accounts
•Opening & Closing financial year
Financial Statements
•Trial Balance
•Profit and Loss Statement
•Balance Sheet
•Bank Reconciliation Statement
•Cash Flow
•Consolidated Financial Statement
•Trial Balance for Party
Profitability
•Gross Profit
•Profitability Analysis
•Sales Invoice Trends
•Purchase Invoice Trends
21. Asset Management
Manage Asset, Depreciation and
Maintenance with ERP
Maintain and Manage details of assets, their
movement, value adjustment and depreciation.
ERPNext makes asset management painless —
from purchase to punishment, IT infrastructure to
equipment. Cover every branch of your
organization, all in one centralized system. Use
ample features jam-packed in a single tool to
manage assets better.
In ERPNext, you can maintain fixed asset records for
Company assets like computers, furnitures, cars, etc.
and manage their depreciations, sale, or disposal. You
can track locations of the assets or keep records of
employees who are using the asset. You can also
manage the maintenance details of the assets.
You can check out this video for a demonstration of
managing fixed assets.
24. Asset Inventory
ERP Asset features integrated inventory so you can easily manage all information about an asset. Batched or
serialized items? Take your pick. Scan barcodes with your device camera for blazing fast search, faster outputs, and
data-driven decisions based on assets’ availability, locations, and more. When an asset is purchased, the system
auto-creates the asset record based on the information stored in the item master.
25. Purchasing Assets
Procuring assets is done via purchase receipts (goods received notes) or purchase invoices. The system directly
creates a record for the asset, based on the information stored in the item master. Depreciation methods, schedule,
insurance details and more can be updated with a few clicks. Its asset procurement simplified with one-time
configuration.
26. Selling Assets
With a few clicks, you can sell assets that you no longer need. There is no overhead of maintaining accounting
books, since the system will auto-create those journal entries, keeping the process quick and seamless.
27. Automating Asset Depreciation
Automated asset accounting removes the hassle of manual depreciation entries. Configure depreciation schedules
for various categories of assets, and watch the software auto-calculate the depreciation amount or dates and create
accounting entries.
28. Scrapping Assets
When you no longer need an asset, you can scrap it with just one click. The accounting entries are handled by our
asset management software so the process always stays smooth.
29. Asset Reporting
Identify bottlenecks, monitor performance, and improve service delivery with reporting features. Out-of-the-box
standard reports and easy-to-build custom reports empower you with data-driven analysis for better decisions.
31. Inventory Management
Inventory management with hierarchical location
tree, stock movements and batches
connect@theexalter.net
Take charge of your Inventory with our Inventory
Management System
The Stock or Inventory module in ERPNext helps you to:
•Maintain details of your products and warehouses.
•Track receipt, transfer and delivery of the products.
•Optimize stock levels by providing real-time
information via reports.
•Provide valuation of each product.
The Stock module is tightly integrated with Purchase,
Manufacturing and Accounting modules.
32. connect@theexalter.net
Inventory Solutions
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We can add all
item related
information
We Can add
multiple price for
one item
We can see all item
related information's
We can adjust physical
qty and system qty
We can add basic
stock settings
We can track
serialize item
We can add
multiple
store(warehouse)
Standard Stock Reports
34. Total Control Of Your Inventory
Get a bird's eye view of all your inventory with item-wise total sales, displayed in any type of chart you want. Apply
advanced filters like item groups, brand, warehouse, or time period to get a better overview of all your inventory.
35. Control And Fetch Pricing
Maintain multiple price lists, based on the transaction or territory. Set a unit threshold at which the price will be
applied, and set how many units in a packing size it will be applied to. You can also set different pricing based on
the lead time for products.
36. Item Variants
Create one master template, and generate multiple item variants based on different sizes, colors, or shapes. There's
no restriction here — you can define your own item attributes to create any kind of variant you want, (e.g. based on
colors, meters, shapes or manufacturer)
37. Stock Aging
See the age of all your inventory in one place. This is especially important when dealing with perishable items. Use
this report to determine the age of inventory and sell off specific batches or serial numbers using stock picking.
38. Unlimited Warehouses
Create unlimited warehouses to keep track of not just actual warehouses but also rooms, rows, shelves, and bins.
Get a holistic view of all your warehouses in a tree chart. You can configure separate accounts for each
warehouse to analyze the expenses, stock movements, profit and loss, and to check on overall profitability.
39. ERP supports over 100 languages from around the world. Localizations build confidence while helping users feel
welcome. Can't find your language? Help us translate: https://translate.erpnext.com
Multilingual Inventory Management System
40. Manufacturing Management
Manage multi-level Bill of Materials, plan and
track production with Work Orders
The Manufacturing module in ERPNext covers all
necessary features a Manufacturing business would need.
There are options to take a Work Order, enter stock of
items, create a Production Plan, create a Downtime Entry,
manage the Bill of Materials for Finished Goods /
Template Items, generate reports, and more. Integrate
your production planning and shop floor. ERPNext
customer management, sales orders, inventory,
purchasing, accounting, and financial reporting make real-
time coordination across all your business verticals easier.
Different types of manufacturing like make to stock, make to
order, and engineer to order can be managed in the ERPNext
Manufacturing module.
41. connect@theexalter.net
Manufacturing Solutions
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Standard
Manufacturing
Reports
We can set
workstation and
operation
We can set basic
Manufacturing
Settings
Production Planner as a
signal to manufacture a
certain quantity of a
certain Item
A Production Plan helps
in production and
material planning for the
Items planned for
manufacturing
A Job Card stores actual
production information
about a particular
Operation performed
on a particular
Workstation
A Bill of Materials is
a list of items and
sub-assemblies with
quantities required
to manufacture an
Item
43. Work Order Analysis
This chart will give the information about the number of Work Orders based on Not Started, In Process, Stopped,
Completed statuses. This Donut chart will provide the information based on the last year’s Work Order data. Your
can also change the date range by clicking on the Filter button.
Quality Inspection Analysis
This chart will give information about the number of Quality Inspections based on Accepted and Rejected status.
The chart type is a donut and it will provide the information based on the last year’s quality inspection data. Your can
change the date range by clicking on the Filter button.
44. Bill Of Materials
A Bill of Materials is a list of items and sub-assemblies with quantities required to manufacture an Item.
A BOM may also contain the manufacturing operations required to manufacture the Item.
A Bill of Materials (BOM) is at the heart of the Manufacturing system and the most important document that will
help to create other document types like Work Orders and Job Cards. ERPNext supports multi-level BOM. To know
more, visit this page.
45. Bill of Materials with Operations
To add Operations tick the 'With Operations' checkbox. Now, an Operations table can be seen. This option is useful
for tracking the costing of various Operations performed to manufacture the Item. Operations can be added easily by
setting a template with the Routing master.
46. How to create an Operation
1.Go to the Operation list, click on New.
2.Enter a Name for the Operation, for example, Drilling, Mixing, Coating, Cutting, Fitting etc.
3.Select the Default Workstation where the Operation will be performed. This will be fetched in BOMs and Work
Orders.
4.Select the Is Corrective Operation checkbox if user wants a provision to track corrective operation.
5.Under the Job Card Section,
ERPNext - ManufacturingOperations & Workstations
47. Quality Management
Quality module helps you manage your quality goals,
process, reviews, non conformances, actions and meetings
connect@theexalter.net
Quality management is the act of overseeing all activities
and tasks needed to maintain a desired level of
excellence in tasks. ERPNext Quality module helps you
manage your quality goals, process, reviews, non
conformances, actions and meetings. It is designed to
help you manage a full blown "Quality Management
System". Here is an overview of what is included in the
quality module
A Quality Procedure can be of two types:
1.A Procedure consisting of simple steps that you must
follow to achieve a Quality Goal
2.A procedure having sub-Procedures which may also
have its own steps
48. connect@theexalter.net
Quality Solutions
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Goal can have
definite numeric
target or target
measured in terms
of completion
status(yes or no)
A Quality Procedure
is a Standard
Operating
Procedure (SOP)
used as a reference
to carry out routine
actions
Quality Feedback is the
information that a
Customer expresses about
the satisfaction or
dissatisfaction about the
products or services you
offer
Quality Meetings are
conducted to review the
Quality Reviews that have
been generated
The templates
generally contain the
name the template,
scope and the
different parameters
to be entered
A Quality Review is a record
of the performance against
Quality Goal at regular
intervals
A Quality Action is taken on a
Quality Review to correct
unsatisfactory results or prevent
them from happening
49. How to Create a Quality Goal
1.Go to the Quality Goal list, click on New.
2.Enter a name for the goal.
3.Select a Quality Procedure to be followed to achieve the Goal.
4.Created By is the Person responsible for the creation of the Goal.
5.Enter a Monitoring Frequency from 'Daily', 'Weekly', 'Monthly', or 'Quarterly'. Select 'None' if no monitoring is
needed. In the Objectives table, enter:
1. The Objectives which consist the various Objectives that need to be completed to meet the a Quality Goal.
2. The Target which consists of the numeric target value of an Objective that is to be met.
3. The Unit of Measurement to measure the Target. Eg: Leads, Hours, etc.
50. Procurement Management
Manage purchasing in ERP right from material
requisition, supplier quotes to Purchase Orders
connect@theexalter.net
Supply Chain Management Software to link and boost
your network
ERPNext is end-to-end supply chain management from
procurement to transactions to logistics. Link all points of
a supply chain network with our open source software.
Spend Time Procuring Items, Not Software
As an ERP solution, ERPNext covers a wide range of
features
for supply chain management like procurement, inventory
management, logistics, sales and purchase. There are
also features for managing quotations, suppliers, and
purchase orders. Be it sales, purchase, or people
management, we’ve
got it covered.
Features like auto-reorder and supplier quotation help you
make data-driven decisions and procure effectively.
Features like the BOM comparison tool let you
manufacture products efficiently. Automatically apply taxes
51. connect@theexalter.net
Procurement Solutions
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A Purchase Order is
a binding contract
with your Supplier
that you promise to
buy a set of items
A Request for
Quotation is a
document that an
organization sends to
one or more suppliers
asking a quotation for
items
Standard Buying
Reports
Suppliers are
companies or
individuals who
provide you with
products
We can set Basic
Buying Settings
53. Selling Management
Selling covers sales operations like quotations,
orders and delivery tracking
connect@theexalter.net
Selling covers sales operations like Quotations (Offers), Sales
Orders and Delivery tracking. Increase productivity and lower
costs by managing your sales and purchase cycles,
from purchase to sales orders Track inventory levels,
replenish stock, and manage sales orders,
customers, suppliers, shipments, deliverables,
and order fulfillment. Real-Time View of Your
Sales & Purchases ERPNext brings all critical
sales and purchase data to one place.
Dashboards provide an at-a-glance view of
key performance indicators relevant to
business processes. With configurable
accounting dimensions and customizable
dashboards, it’s finally possible to analyze
every component of your business in one place.
1 Sales
1.Customer
2.Product
3.Sales Cycle
4.Pricing Rule
3 Other
1.Discounts
2.Taxes
54. connect@theexalter.net
Selling Solutions
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Create Customer who
buys goods(Products)
From Company
We can set Basic
Selling Settings
A quotation (Proforma
Invoice) is an estimated
cost of the products you're
selling to your customer
A Sales Order is a
confirmation of an order
from your customer
Standard Selling Reports
Standard Selling
Reports
56. Selling Management
Selling covers sales operations like Quotations (Offers), Sales Orders and Delivery tracking.
Increase productivity and lower costs by managing your sales and purchase cycles, from purchase to sales orders
Track inventory levels, replenish stock, and manage sales orders, customers, suppliers, shipments, deliverables,
and order fulfillment.
57. Quotation
A quotation is an estimated cost of the products/services you're selling to your future/present customer.
During a sale, a customer may request for a note about the products or services you are planning to offer along with
the prices and other terms of engagement. This has many names like "Proposal", Estimate", "Pro Forma Invoice" or
a Quotation.
58. Sales Partner Transaction Summary
This report will provide you variance between target and actual performance of the Sales Partner based on the
Sales Order / Sales Invoice / Delivery Note data. User can view this report period wise like Monthly, Quarterly,
Half-Yearly, or Yearly.
59. Human Resources Management
Leave and Attendance Tracking, Expense
Claims, Salary and Payroll, Recruitment and
Performance.
connect@theexalter.net
Manage full employee life cycle right from onboarding,
payroll, attendance, expense claims, assets to
separation. ERPNext makes it easy and efficient to
recruit and manage employees and attendance, track
leaves and expenses, and handle onboarding, training
and appraisals. Process payroll painlessly with
configurable salary structures and personalized pay
slips.
Leave and Attendance Tracking, Expense
Claims, Salary and Payroll, Recruitment,
Performance and more.
62. Organizational Chart
An organizational chart shows the organizational structure by depicting connections between different
employees with their designation, image, and name. In large organizations where it's difficult to remember
names, people can interact with the org chart and know the hierarchy through faces and other info.
63. Employee
An individual who works part-time or full-time under a contract of employment, and has recognized rights
and duties of your company is your Employee.
In ERPNext, you can manage the Employee master. It captures the demographic, personal and professional
details, joining and leave details, etc. of the Employee.
Before creating an Employee, it is advised to create the
following:
•Employment Type
•Job Applicant
•Employee Department
•Employee Grade
•Employee Branch
•Employee Designation
•Leave Policy
•Holiday List
•Leave Encashment
•Shift Type
•Employee Health Insurance
64. Department
A Department is a specialized functional area or a division within an organization.
You can configure the Departments in your organization, set Leave Block List, and also Leave and Expense
Approvers for the same.
65. Attendance
Attendance is a record stating whether an Employee has been present on a particular day or not.
In ERPNext, you can mark and record attendance of an Employee on a daily basis using the Attendance doctype.
Before creating an Attendance record, it is advised that you create the following first:
•Employee
•Shift Type
66. Human Resources Reports
Employee Leave Balance
This report gives a summary of Employee Exits:
•Employee Details: Employee, Reports to, Date of Joining, Relieving Date, Department, Designation
•Exit Interview
•Interview Status (Pending/Scheduled/Completed)
•Final Decision (Employee Retained/Exit Confirmed)
•Full and Final Statement Video Tutorial https://youtu.be/kkwOzeU4wFU https://youtu.be/fc0p_AXebc8
68. Customer Relationship Management (CRM)
Tracking presales process from Lead capturing,
tracking open Opportunities, to emails and calls
connect@theexalter.net
Win and retain more customers by optimizing the sales
process. Track leads, opportunities, and send the quotes
on the go. ERPNext is the best tool for doing more in less
time. Get leads, drive sales, automate mundane tasks and
connect with your prospects, and grow your business —
all with the real customer-centric CRM. Tracking presales
process from Lead capturing, tracking open Opportunities,
to emails and calls.
Compatible with any device, our Point of Sale module is
user-friendly, extremely flexible, and fully integrated with
inventory for real-time retail management. It even works
both online and offline.
72. Total Visibility of Sales Pipeline
ERPNext’s CRM includes a real-time view of important sales and marketing opportunities. This helps you craft a
strategy to increase your lead-to-deal conversion rates.
73. CRM Reports
CRM module's reports feature helps users get the information about the prospects. Using the following reports, an
ERPNext user can analyze the data about a prospect's history with a company and will help users build strong
relationships with the prospects. These are a collection of reports under CRM
75. connect@theexalter.net
Get in Touch
PO Box 1164, PC 130,
Near Horizon Fitness,
Al Azaiba, Muscat,
Oman
6 Abo Qir Street,
Heliopolis, Cairo, Egypt
Mobile :+201288879348
Ilol, Himatnagar, S.K.
Gujarat 383220
India
Mobile:
+91 9499883440
2nd Floor, Yash
Arian,Swami
VivekanandChawk,
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Ahmedabad
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+91 9499883440
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