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Erp demo v1.0

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

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Erp demo v1.0

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

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