The document describes the features and modules of an ERP system called eresource NFRA. It includes modules for administration, customer relationship management, purchase management, project management, stores, billing, and a site engineering portal. The administration module allows creating and managing employees. The CRM module handles lead generation, sales inquiries, estimations, and orders. The purchase module automates procurement processes. The project management module plans and tracks projects. Other modules handle stores, billing, and functions for site engineers like material tracking.

1. eresource nfra ERP

2. Product Tour

3. Admin Module

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

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

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

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

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

9. Lead Generation…
Search Leads,
Add New
Leads, Save
Current
Leads, Delete
Leads and
Print
Lead
Requirements
Can add Additional
Contact Person details of
the Company
Schedule a
meeting / Call
and Other
reminders

10. Sales Enquiry
BOQ Details
Contain information of
Client ,Consultant ,Architect
Agents
General details
Attachment
of any
type of
file

11. Estimation
BOQ Details
Net Profit
Profit & Overhead
Material Amount Installation Amount
Add new BOQ Add Material
Net
Amount
Add BOQ Services Add Installation

12. Sales Order All financial
term and
condition of
sales order

13. Master

14. Item Master
Item general Details
Item Configuration
List last purchase
price against each UOM
tag with different vendors
Master features List

15. Assemble Master
Item Summary
Customizable parameter
Assembly Component
Create item
checklist

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

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

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

19. Purchase Enquiry
Item Details Suppliers against Item
Details
Terms and condition

20. Purchase Order
General Details
Delivery Details
Gain control over the
procurement
Sent email directly from the system

21. Purchase Order Terms and Conditions
Cancellation Details
Budget Budget Control Category Control on purchase

22. Quotation Comparision
All vendors quotes are available in one place
Comparision Button
Comparision report after
clicking compare button

23. PMC
You can schedule and plan the project, concurrently export resources and assignment
duration, link activities and immediately view the bar chart. Planned and unplanned BOQ
can also be viewed. The user can also capture project status/ project progress at real time
using this module.

24. Project Configuration
Where you can control on your project budget...
Distribution of funds
Fund Control
Budget Validation
with different alerts
PMC Features

25. Plan Creation...
Progress reflects from
work progress in site
Engineering plan
Bill Of Material
Report to view all
material
MRP View
shows all planned &
unplanned material

26. Stores
You can keep track of stock detail online from the warehouse or from the project site

27. Indent

28. Stock Details
Where you can see available stock in ware house as well as project site

29. GRN(Goods Receipt Note)
Where you can send the note to the supplier for received items
Delivery location in ware
house or site
Item details

30. Billing
Billing Module gives you the ability to create invoices for client, subcontractors, suppliers.
When you use the System to generate and print invoices, the amounts are automatically
posted to the General Ledger Chart of Accounts.

31. Delivery Order
Billing & Contract Features
Delivery Details
Item Reference Code
Item Description Quantity

32. Sales Invoice
Delivery Order
Details
Delivery Order Item
Details
Customer general details

33. Site Engineering Portal
With the on-site Portal, information can easily be rolled out across multiple regions,
subsidiaries, and divisions from your work station. The module help you with a lot of time
saving. The module also keeps watch on your resources. You can manage workforce
attendence, stocks, salary and more.

34. MRV (Material Requisition Vochure
Project General Details
SEP Features
Project Item Details
Details
Project name for which
material is required
Date upto which
material is required

35. Labour Attendence
Where the site engineer can take the attendence of avaliable resource on
site involve in project
Task assigned to
employee
Type of resource

36. Material Consumption
Details of the item
consumed on project
Consumed Quantity

37. Contact Us
Address
TMA House, 1st Floor, Road No:16
Plot No. 6, Wagle Industrial Estate
Thane (West) 400 604, Maharashtra
+91 22 41118000/8049(50 lines)
www.eresourceerp.com