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Best ERP software for all your business needs
TechoERP is a cloud-based ERP Software that covers all aspects of financial management,
human resources, supply chain management, and production etc.
TechoERP is a leading solution providing powerful, intuitive, and easy-to-use Cloud-
based software. It is the best ERP software for all your business needs.
Best Accounting Software in Mohali for all
your business needs
Among other things, TechoERP is a potent cloud-based financial platform that handles core
accounting, stock monitoring, bank reconciliation, projects, and GST compliance.
You have the capacity to establish and manage financial transactions and reports across
organisations, whether they are between sites that are on the same street or in other countries.
The ability to set up many companies in one database, conduct procedures, close books, and
present results by company or in a consolidated company is provided by Techo ERP's multi-
company accounting.
Invoicing and controlling receivables are made simple with TechoERP Books. With the help of
our accounting software, you can send your clients personalized statements and accept payments
in several currencies. With a single click, professional invoices can be created. You can alter
invoice templates to better represent your brand by altering the fonts and adding your company
logo. Your invoice fields are pre-validated and uploaded to the IRP in the required format. Your
consumers will always have a choice that suits their needs, from cash to check to the web. For
your regular clients, set up recurring invoices and credit cards so they can pay safely.
Assets Management|| Manage your assets
easily with TechoERP.
Manage the equipment and software assets in your company,
together with their maintenance requirements and licenses.
Assets maintenance is done either as a module included in enterprise resource planning
(ERP) software or through a specialized EAM application. The Asset Management module
provides capabilities to track purchase and disposition of assets, plan and track scheduled and
preventive maintenance activities, and monitor asset costs and depreciation. Reliability
management is an asset management strategy that focuses on optimizing asset reliability,
considering criticality and condition. To perform Asset Maintenance in TechoERP:
• Enable 'Maintenance Required' from the Asset master.
• Create an Asset Maintenance Team.
• Create the Asset Maintenance.
• An Asset Maintenance Log is created.
• Create Asset Repair Log.
This report shows the Purchase Amount, Depreciated Amount and accumulated total
depreciation for all the assets under the selected date range. It also shows the current value and
current depreciation status of the Asset.
This report shows the cost of purchase, selling, and scrapping all assets based on Asset Category.
The report also shows the depreciation details based on the selected period and the net value of
the asset category.
Fixed asset register provides a unified view of all the details regarding current status of an asset.
A Fixed asset register tracks all the fixed assets that the you have created. This not only includes
assets that are currently in your possession, but also tracks those assets that are disposed.
Purchase Management|| maintain & track
all your purchase
TechoERP's purchase order management system allows for the efficient acquisition of
inventories (raw materials), the assignment of orders to suppliers, and billing.
Items & Pricing
Techoerp fully addresses Pricing Management operations as a Full Spectrum ERP solution, providing all
the essential data and analysis needed to boost your earnings and expand your business. With real-time
inventory and wireless warehouse management features, the TechoERP makes it simple to accept
complex pricing strategies while accommodating the demands of contractors, service plans, promotions,
E-Commerce, and order entry. Your team members may make smarter decisions to improve order
workflow and fulfilment by having fast access to critical information on client pricing plans, items, sales
history, and vendors. We can support your efforts to control price at the item and customer levels.
Additionally, there are several calculation techniques, such as cost plus, markup, discount, and list.
Material Request
A Material Request is a straightforward document that specifies the need for a certain set of
Items (goods or services). It serves the following goals:
If the requested material needs to be moved from one warehouse to another, this is referred to as
a material transfer.
If the required material will be used for a certain purpose, such as manufacturing, this is a
material issue.
If the required material needs to be manufactured.
If the required material is to be provided by the customer, it is referred to as customer provided.
Purchase Order
With a purchase order, you formally commit to purchasing a specified quantity of goods from
your supplier under specific terms. It is comparable to a sales order, except that you keep it for
internal records rather than sending it to a third party. You may view the complete list of your
existing purchase orders here, along with their basic details like supplier information, status,
price, and date. You can view the inventory status of a product or products while creating a new
purchase order, including the number of goods in stock and the number on hand.
Purchase Analytics
Purchase analytics is the act of gathering and evaluating data that has been acquired in order to
generate insightful conclusions and support wise business decisions. We provide you these
features in TechoERP for the advantages indicated below.
• Real-time and accurate financial reporting
• A quicker financial close
• accurate costing of jobs and inventory
• Inventory expenses related to particular jobs
CRM (Customer Relationship Management)
A tool known as customer relationship management (CRM) is used to handle all interactions
and relationships between your business and its clients. The objective is straightforward: to
strengthen business ties. CRM systems assist businesses in maintaining contact with customers,
streamlining procedures, and boosting profitability.
Techo CRM is a sales CRM platform that controls your marketing, sales, and support all in one
place online.
Sales Pipeline
The process of handling incoming sales opportunities and following them through the various
phases of the lead's journey until they are finally closed as won or lost is sometimes described
as sales pipeline management.
You can quickly see where each customer is in the sales process by looking at a sales pipeline. If
you are on track to meet your sales goals for the week or month, your pipeline can let you
know. Using pipeline management software has a variety of advantages, including the ability to
define clear processes, manage various pipelines, predict revenue, pinpoint problem areas,
quickly get to know your customers, increase sales while cutting costs, and concentrate
exclusively on sales.
Contact Management
You can develop a single, unified perspective of the consumer by combining the tracking of
contacts, their interactions with your company, the products they purchase, the ones they
don't, and the difficulties they encounter. That information is essential for both a successful
sales team and the provision of top-notch customer support.
Tracking everything – the evolution to CRM
Free contact management software, or packages that were bundled with other business tools,
made it simple to store and retrieve contact information, enabling searches by name, company,
job title, or industry. However, sophisticated sales contact management systems go far beyond
this type of fundamental electronic contact book functionality.
Form
The user interface that people use to engage with the data they need to conduct their jobs is
provided through forms. It's critical that the forms users fill out are made to make it easy for
them to quickly locate or enter the data they require.
With the Unified Interface, TeechoERP offers a wide range of options for building forms. Most
entities have been modified to better fit the responsive interface. Support for your business
process flows and business rules is included in both updated entities and your own custom
entities. You can design once and deploy to all clients when using these things.
Marketing Automation
CRM mostly uses marketing automation for these reasons, which have changed substantially
over time and are now more difficult to understand than ever.
By utilizing data, marketing automation is a tool that enables you to target customers with
customized campaigns. Utilizing marketing automation tools, you can execute efficient
campaigns, boost consumer engagement, and generate significant revenue. advantages of
marketing automation in CRM and its main features
• Campaign Management
• Lead Management & Lead Scoring
• Landing Page
• Social Media Marketing
• Marketing Automation via Email
• Integration of CRM and Marketing Automation
• Automation of the marketing funnel and lead nurturing.
Cloud Telephonic
Real-time customer management can be greatly aided by a CRM with built-in cloud telephony.
Your company needs to make the most of every minute while pursuing leads. Cloud telephony
enables employees to place and receive calls from any location.
CRM with built-in cloud telephony includes capabilities that make it easier to manage the data
you get from various sources.
It is one of the forces behind providing value to customers and cutting business expenses.
• CRM with inbuilt cloud telephony
• Increased Visibility
• Improved Lead Management System
• Increased Productivity
Social Media Management
With the help of a Social CRM, your teams can use social media to better understand and
communicate with consumers, learn more about the market, and deliver better customer
service. A Social CRM is your Customer Relationship Management software that integrates with
social media platforms.
A social media CRM provides you with a 360-degree perspective of your clients by
supplementing the data obtained through conventional channels with pertinent social media
information. It enables you to monitor the occasions and circumstances under which customers
are discussing your business with one another. Various advantages of social CRM include.
• Empower your support team
• Understand your audience
• Publish relevant content
• Instantaneous feedback
• Give social context to your interaction
WhatsApp Integration
The most widely used and current messaging app is WhatsApp. Both personal and professional
use of this is made. By connecting WhatsApp with their CRM platforms, businesses that utilize
the app for business might gain further advantages.
Benefits of WhatsApp CRM Integration
• Lead Nurturing
• Over Tracking
• Follow-ups
• Collect Customer Feedback
• Send Time-based Messages
• Build a Strong Brand Reputation
• Improved Internal Communications
Work From Home
Real-time data synchronization between several sales teams allows for seamless cooperation.
As a result, your system has fewer errors, fewer data silos, and fewer bothersome duplicates.
You may work from any location if your CRM is cloud-based, which is a benefit. No need for
servers. The job continues even during a pandemic. In order to protect their employees, the
majority of businesses have adopted work from home policies.
HR Software Solutions
Your one-stop online HR solution is TechoERP. With our user-friendly and configurable HR
software, you can automate and streamline your HR activities.
The majority of ERP systems include a key HR component, and HR is essential to any
organization's daily operations. It has an exhaustive database of all employees, which includes
contact information, compensation information, attendance information, performance
evaluation information, and promotion information.
Recruitment
It is a submodule for selecting both internal and external candidates for employment. That
includes having access to skills no matter where you are. Improve screening by integrating the
module with online recruitment platforms.
• Request for permission and personnel
• Key Information in Prospective Resumes Captured
• Call letter
• Recruitment process - multiples boards and levels
• Offer Letter
• Appointment letter
Employee Onboarding
Encourage employee collaboration, knowledge sharing, and self-education in one place to
boost productivity inside your company.
The practice of integrating and acquainting a new employee with the specifics of a company is
known as the employee onboarding process. The steps in the HR team's employee onboarding
process are:
• Get in touch with new hires before their first day on the job
• Make it count on day one
• Consider the suggestions made by recent hires.
• Save time on paperwork by going digital
• Cross department introduction helps in social acceptance
• Set clear expectations from the beginning
Attendance
This module allows you to remotely monitor your employee's time, attendance, paid
time off, and much more. The following are some of this module's features:
• Record the employee's clock-in and clock-out times accurately depending on the
rostered location.
• For better team management, real-time integration and visibility on the work calendar.
• Processing of pay through seamless interaction with the payroll module.
Performance Management
In order to maximise an employee's performance and connect it with organizational strategic
goals, it manages the ongoing, continuous process of communicating and clarifying job tasks,
priorities, performance expectations, and development planning.
• Establish business objectives and goals that are connected to the KPIs for employees.
• Configurable review forms, workflows, and approval processes
• 360 review feedback
• Project-based reviews
• Track training and certification programs with an automated renewal process
• Performance management accessible through the Employee Portal
• Goal progress tracking of employee forms and their goals
Expense Claims
When employees incur costs personally on the company's behalf, an expense claim is made.
This aids in the submission, tracking, processing, and reimbursement of employee costs. In
many aspects, an ERP-based expense management system is superior to the traditional
expense management system.
• Minimizes Error
• Saves Time
• Offers Mobility
• Increases Efficiency
•
Shift Management
Shift Management is a component of the establishment module used to manage the various
shift kinds and assist the company in efficiently planning and scheduling personnel shifts. Using
the applied shifts, we can calculate the total number of absence and pay days each month,
which will be used to determine salaries.
Reports generated are:
• Shift timing report
• Shift allocation summary report
• Staff allocation report
Fleet Management
This will make it easier for your company to keep track of its spending and manage its fleet of
vehicles. You can configure a vehicle, enter regular vehicle logs, submit expense claims for
vehicle expenses, and view vehicle expense reports.
• Service can cut down on downtime. Use-based maintenance-based reminders
• Real-time vehicle diagnostics are available.
• Lower Maintenance Costs
• Quick Response leveraging the characteristic of nearby vehicles
• Service History & Preventative Maintenance
Training
The TechoERP system has the ability to evaluate an employee's performance before and after
training.
Training Plan entry by HR department Month-wise Training Calendar report<li>Training done
Detail Training History & Summary report.
Key Report
It offers demographic information as well as individual personnel reports that are combined
across departments. With its thorough reports, this can assist your company in making crucial
decisions. With it, you can precisely track the performance of your personnel. The advantages
of this HR module are as follows:
• Identifying the Weaknesses of the Employees
• Planning for the Future
• Getting to Track the Performance of Employees Effectively
Payroll
It oversees how employees are paid in an organization. Additional modules like accounting and
time management can be linked with payroll. It includes payments given to each employee as
well as any deductions. The user is permitted to enter the daily attendance information for all
of the company's payroll-employed employees in the transactions of the payroll module. The
user can indicate whether or not all of the employee's data is present. Additionally, the
software user can add data pertaining to the operator’s overtime if the company operator has
worked any overtime.
Automate payroll processing using specialized components, each with user-defined constraints
and parameters.
For more information visit: https://techoerp.in

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techo pdf.pdf

  • 1. Best ERP software for all your business needs TechoERP is a cloud-based ERP Software that covers all aspects of financial management, human resources, supply chain management, and production etc. TechoERP is a leading solution providing powerful, intuitive, and easy-to-use Cloud- based software. It is the best ERP software for all your business needs. Best Accounting Software in Mohali for all your business needs Among other things, TechoERP is a potent cloud-based financial platform that handles core accounting, stock monitoring, bank reconciliation, projects, and GST compliance. You have the capacity to establish and manage financial transactions and reports across organisations, whether they are between sites that are on the same street or in other countries. The ability to set up many companies in one database, conduct procedures, close books, and present results by company or in a consolidated company is provided by Techo ERP's multi- company accounting. Invoicing and controlling receivables are made simple with TechoERP Books. With the help of our accounting software, you can send your clients personalized statements and accept payments in several currencies. With a single click, professional invoices can be created. You can alter invoice templates to better represent your brand by altering the fonts and adding your company logo. Your invoice fields are pre-validated and uploaded to the IRP in the required format. Your consumers will always have a choice that suits their needs, from cash to check to the web. For your regular clients, set up recurring invoices and credit cards so they can pay safely. Assets Management|| Manage your assets easily with TechoERP. Manage the equipment and software assets in your company, together with their maintenance requirements and licenses.
  • 2. Assets maintenance is done either as a module included in enterprise resource planning (ERP) software or through a specialized EAM application. The Asset Management module provides capabilities to track purchase and disposition of assets, plan and track scheduled and preventive maintenance activities, and monitor asset costs and depreciation. Reliability management is an asset management strategy that focuses on optimizing asset reliability, considering criticality and condition. To perform Asset Maintenance in TechoERP: • Enable 'Maintenance Required' from the Asset master. • Create an Asset Maintenance Team. • Create the Asset Maintenance. • An Asset Maintenance Log is created. • Create Asset Repair Log. This report shows the Purchase Amount, Depreciated Amount and accumulated total depreciation for all the assets under the selected date range. It also shows the current value and current depreciation status of the Asset. This report shows the cost of purchase, selling, and scrapping all assets based on Asset Category. The report also shows the depreciation details based on the selected period and the net value of the asset category. Fixed asset register provides a unified view of all the details regarding current status of an asset. A Fixed asset register tracks all the fixed assets that the you have created. This not only includes assets that are currently in your possession, but also tracks those assets that are disposed. Purchase Management|| maintain & track all your purchase TechoERP's purchase order management system allows for the efficient acquisition of inventories (raw materials), the assignment of orders to suppliers, and billing. Items & Pricing Techoerp fully addresses Pricing Management operations as a Full Spectrum ERP solution, providing all the essential data and analysis needed to boost your earnings and expand your business. With real-time inventory and wireless warehouse management features, the TechoERP makes it simple to accept complex pricing strategies while accommodating the demands of contractors, service plans, promotions, E-Commerce, and order entry. Your team members may make smarter decisions to improve order
  • 3. workflow and fulfilment by having fast access to critical information on client pricing plans, items, sales history, and vendors. We can support your efforts to control price at the item and customer levels. Additionally, there are several calculation techniques, such as cost plus, markup, discount, and list. Material Request A Material Request is a straightforward document that specifies the need for a certain set of Items (goods or services). It serves the following goals: If the requested material needs to be moved from one warehouse to another, this is referred to as a material transfer. If the required material will be used for a certain purpose, such as manufacturing, this is a material issue. If the required material needs to be manufactured. If the required material is to be provided by the customer, it is referred to as customer provided. Purchase Order With a purchase order, you formally commit to purchasing a specified quantity of goods from your supplier under specific terms. It is comparable to a sales order, except that you keep it for internal records rather than sending it to a third party. You may view the complete list of your existing purchase orders here, along with their basic details like supplier information, status, price, and date. You can view the inventory status of a product or products while creating a new purchase order, including the number of goods in stock and the number on hand. Purchase Analytics Purchase analytics is the act of gathering and evaluating data that has been acquired in order to generate insightful conclusions and support wise business decisions. We provide you these features in TechoERP for the advantages indicated below. • Real-time and accurate financial reporting • A quicker financial close • accurate costing of jobs and inventory • Inventory expenses related to particular jobs
  • 4. CRM (Customer Relationship Management) A tool known as customer relationship management (CRM) is used to handle all interactions and relationships between your business and its clients. The objective is straightforward: to strengthen business ties. CRM systems assist businesses in maintaining contact with customers, streamlining procedures, and boosting profitability. Techo CRM is a sales CRM platform that controls your marketing, sales, and support all in one place online. Sales Pipeline The process of handling incoming sales opportunities and following them through the various phases of the lead's journey until they are finally closed as won or lost is sometimes described as sales pipeline management. You can quickly see where each customer is in the sales process by looking at a sales pipeline. If you are on track to meet your sales goals for the week or month, your pipeline can let you know. Using pipeline management software has a variety of advantages, including the ability to define clear processes, manage various pipelines, predict revenue, pinpoint problem areas, quickly get to know your customers, increase sales while cutting costs, and concentrate exclusively on sales. Contact Management You can develop a single, unified perspective of the consumer by combining the tracking of contacts, their interactions with your company, the products they purchase, the ones they don't, and the difficulties they encounter. That information is essential for both a successful sales team and the provision of top-notch customer support. Tracking everything – the evolution to CRM Free contact management software, or packages that were bundled with other business tools, made it simple to store and retrieve contact information, enabling searches by name, company, job title, or industry. However, sophisticated sales contact management systems go far beyond this type of fundamental electronic contact book functionality.
  • 5. Form The user interface that people use to engage with the data they need to conduct their jobs is provided through forms. It's critical that the forms users fill out are made to make it easy for them to quickly locate or enter the data they require. With the Unified Interface, TeechoERP offers a wide range of options for building forms. Most entities have been modified to better fit the responsive interface. Support for your business process flows and business rules is included in both updated entities and your own custom entities. You can design once and deploy to all clients when using these things. Marketing Automation CRM mostly uses marketing automation for these reasons, which have changed substantially over time and are now more difficult to understand than ever. By utilizing data, marketing automation is a tool that enables you to target customers with customized campaigns. Utilizing marketing automation tools, you can execute efficient campaigns, boost consumer engagement, and generate significant revenue. advantages of marketing automation in CRM and its main features • Campaign Management • Lead Management & Lead Scoring • Landing Page • Social Media Marketing • Marketing Automation via Email • Integration of CRM and Marketing Automation • Automation of the marketing funnel and lead nurturing. Cloud Telephonic Real-time customer management can be greatly aided by a CRM with built-in cloud telephony. Your company needs to make the most of every minute while pursuing leads. Cloud telephony enables employees to place and receive calls from any location. CRM with built-in cloud telephony includes capabilities that make it easier to manage the data you get from various sources. It is one of the forces behind providing value to customers and cutting business expenses.
  • 6. • CRM with inbuilt cloud telephony • Increased Visibility • Improved Lead Management System • Increased Productivity Social Media Management With the help of a Social CRM, your teams can use social media to better understand and communicate with consumers, learn more about the market, and deliver better customer service. A Social CRM is your Customer Relationship Management software that integrates with social media platforms. A social media CRM provides you with a 360-degree perspective of your clients by supplementing the data obtained through conventional channels with pertinent social media information. It enables you to monitor the occasions and circumstances under which customers are discussing your business with one another. Various advantages of social CRM include. • Empower your support team • Understand your audience • Publish relevant content • Instantaneous feedback • Give social context to your interaction WhatsApp Integration The most widely used and current messaging app is WhatsApp. Both personal and professional use of this is made. By connecting WhatsApp with their CRM platforms, businesses that utilize the app for business might gain further advantages. Benefits of WhatsApp CRM Integration • Lead Nurturing • Over Tracking • Follow-ups • Collect Customer Feedback • Send Time-based Messages • Build a Strong Brand Reputation • Improved Internal Communications
  • 7. Work From Home Real-time data synchronization between several sales teams allows for seamless cooperation. As a result, your system has fewer errors, fewer data silos, and fewer bothersome duplicates. You may work from any location if your CRM is cloud-based, which is a benefit. No need for servers. The job continues even during a pandemic. In order to protect their employees, the majority of businesses have adopted work from home policies. HR Software Solutions Your one-stop online HR solution is TechoERP. With our user-friendly and configurable HR software, you can automate and streamline your HR activities. The majority of ERP systems include a key HR component, and HR is essential to any organization's daily operations. It has an exhaustive database of all employees, which includes contact information, compensation information, attendance information, performance evaluation information, and promotion information. Recruitment It is a submodule for selecting both internal and external candidates for employment. That includes having access to skills no matter where you are. Improve screening by integrating the module with online recruitment platforms. • Request for permission and personnel • Key Information in Prospective Resumes Captured • Call letter • Recruitment process - multiples boards and levels • Offer Letter • Appointment letter
  • 8. Employee Onboarding Encourage employee collaboration, knowledge sharing, and self-education in one place to boost productivity inside your company. The practice of integrating and acquainting a new employee with the specifics of a company is known as the employee onboarding process. The steps in the HR team's employee onboarding process are: • Get in touch with new hires before their first day on the job • Make it count on day one • Consider the suggestions made by recent hires. • Save time on paperwork by going digital • Cross department introduction helps in social acceptance • Set clear expectations from the beginning Attendance This module allows you to remotely monitor your employee's time, attendance, paid time off, and much more. The following are some of this module's features: • Record the employee's clock-in and clock-out times accurately depending on the rostered location. • For better team management, real-time integration and visibility on the work calendar. • Processing of pay through seamless interaction with the payroll module. Performance Management In order to maximise an employee's performance and connect it with organizational strategic goals, it manages the ongoing, continuous process of communicating and clarifying job tasks, priorities, performance expectations, and development planning. • Establish business objectives and goals that are connected to the KPIs for employees. • Configurable review forms, workflows, and approval processes • 360 review feedback • Project-based reviews • Track training and certification programs with an automated renewal process • Performance management accessible through the Employee Portal
  • 9. • Goal progress tracking of employee forms and their goals Expense Claims When employees incur costs personally on the company's behalf, an expense claim is made. This aids in the submission, tracking, processing, and reimbursement of employee costs. In many aspects, an ERP-based expense management system is superior to the traditional expense management system. • Minimizes Error • Saves Time • Offers Mobility • Increases Efficiency • Shift Management Shift Management is a component of the establishment module used to manage the various shift kinds and assist the company in efficiently planning and scheduling personnel shifts. Using the applied shifts, we can calculate the total number of absence and pay days each month, which will be used to determine salaries. Reports generated are: • Shift timing report • Shift allocation summary report • Staff allocation report Fleet Management This will make it easier for your company to keep track of its spending and manage its fleet of vehicles. You can configure a vehicle, enter regular vehicle logs, submit expense claims for vehicle expenses, and view vehicle expense reports. • Service can cut down on downtime. Use-based maintenance-based reminders • Real-time vehicle diagnostics are available. • Lower Maintenance Costs • Quick Response leveraging the characteristic of nearby vehicles • Service History & Preventative Maintenance
  • 10. Training The TechoERP system has the ability to evaluate an employee's performance before and after training. Training Plan entry by HR department Month-wise Training Calendar report<li>Training done Detail Training History & Summary report. Key Report It offers demographic information as well as individual personnel reports that are combined across departments. With its thorough reports, this can assist your company in making crucial decisions. With it, you can precisely track the performance of your personnel. The advantages of this HR module are as follows: • Identifying the Weaknesses of the Employees • Planning for the Future • Getting to Track the Performance of Employees Effectively Payroll It oversees how employees are paid in an organization. Additional modules like accounting and time management can be linked with payroll. It includes payments given to each employee as well as any deductions. The user is permitted to enter the daily attendance information for all of the company's payroll-employed employees in the transactions of the payroll module. The user can indicate whether or not all of the employee's data is present. Additionally, the software user can add data pertaining to the operator’s overtime if the company operator has worked any overtime. Automate payroll processing using specialized components, each with user-defined constraints and parameters. For more information visit: https://techoerp.in