The document describes the features and benefits of the eresource Xcel ERP for manufacturing, focusing on improving efficiency, reducing costs, and enhancing customer relationships. It highlights various modules including purchase management, production planning, billing, and CRM, which facilitate streamlined processes and better decision-making. The web-based ERP solution offers lower costs and easier maintenance, enabling businesses to adapt and grow effectively.

1. eresource Xcel ERP
For Manufacturing

2. Product Tour

3. Reduce Cycle Time
Improve efficiency

4. • Increase Operation efficiency
• Gain Business Visibility
• Improve Customer Relationship
• Streamline Production and
Planning
• Optimize IT Investments
• Comply with Regulations
• Cut Costs
• Bring Product to Market Sooner
• Monitor and Control Expenses
• Reduce Errors
• Get Accurate, timely Information
• Global reach, better inventory
visibility, reduced distribution
costs, higher customer satisfaction
• Support your changing needs
• Get a complete view of your business
• Make better business decisions
• Deliver the right product at the right
time
• Keep customer promises
• Ability to modify / configure statutory
changes
• Reduced product cost, reduced
expediting
• Improved closure rates, Increased
Market share
• Improved Sales Opprtunity Visibility,
Better customer service costs
relationships, lower customer
Eresource BENEFITS

5. Web Based ERP - AdvantageWeb Based ERP - Advantage
 A Web Hosted solution ensures a lower outlay and predictive spread of
cost over time. You have a substantial saving in cost (on both the software
and hardware, licensing) that can be better invested in your business
process resulting is reduced Total Cost of Ownership (TCO).
 A web hosted solution removes your headache from the Investment made
towards Time and Cost in the maintenance of the server & other
hardware.
 A web-hosted solution also removes your worry about the new functions
and features (service packs and fixes).
 Optimized performance & Support
 A Web Hosted solution ensures a lower outlay and predictive spread of
cost over time. You have a substantial saving in cost (on both the software
and hardware, licensing) that can be better invested in your business
process resulting is reduced Total Cost of Ownership (TCO).
 A web hosted solution removes your headache from the Investment made
towards Time and Cost in the maintenance of the server & other
hardware.
 A web-hosted solution also removes your worry about the new functions
and features (service packs and fixes).
 Optimized performance & Support
Web Based ERP

6. Admin Module

7. 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

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

9. 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

10. CRM
CRM in eresource Xcel 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.

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

12. 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

13. FG Details – the customer
Requirement can be descriptive
General details
Sales Enquiry
Contain information of
Client ,Design Team,
Attachment
of any
type of
file

14. Estimation
Net Profit
FG Details
Profit & Overhead
Add MaterialAdd new
BOQ/BOM
Material Amount
Manufacturing Cost
Net
Amount
Add BOM Services Add Manufacturing
Cost

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

16. Master

17. Item Master
Item general Details
Define Level like wise Size,
Model ,Body Material etc...
tag with different vendors
Master features List

18. BOM Master
Customizable parameter
Item Summary
Assembly Component
Create item
checklist

19. 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.

20. 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.

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

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

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

24. Purchase Order Terms and Conditions
Cancellation Details
Budget Control on purchaseBudget Control Category

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

26. PRODUCTION PLANNING AND SHOPFLOOR MANAGEMENT
You can schedule and plan the Work Orders, concurrently export resources and
assignment duration, link activities and immediately view the bar chart. Planned and
unplanned Work Orders can also be viewed. The user can also capture Work Order status/
project progress at real time using this module.

27. Work Order configuration Configuration
Distribution of funds
Fund Control
Budget Validation
with different alerts
PMC Features
Where you can control on your Order budget.. Every Order can be treated as a
work order or Project.

28. Plan Creation...
Progress reflects from
work progress on the
Floor against the
Production Plan
Bill Of Material
Report to view all
material
MRP View
shows all planned &
unplanned material

29. Stores
You can keep track of stock detail online from the warehouse or from the production Unit

30. Indent

31. Stock Details
Where you can see available stock in ware house as well as Production site

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

33. 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.

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

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

36. Shop Floor Department
With the shop Floor Management, information can easily be rolled out across multiple
production units, may be located at different geographical location. 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.

37. MRV (Material Requisition Vochure
WO General Details
Project Item Details
Details
SEP Features
WO or which
material is required
Date upto which
material is required

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

39. Phases Key Activities Objectives
Scope DefinitionsScope Definitions
Project TeamProject Team
Implementation PlanImplementation Plan
In consultation with client, develop project deliverables required to setup and
organize the project.
In consultation with client, develop project deliverables required to setup and
organize the project.
As IsAs Is
To BeTo Be
GAP AssessmentGAP Assessment
To understand the existing business processes, design them in the standard
product and identify the GAP exist in standard product vis-à-vis the existing
business process.
To understand the existing business processes, design them in the standard
product and identify the GAP exist in standard product vis-à-vis the existing
business process.
Prototype EnvironmentPrototype Environment
TestingTesting
Training and UATTraining and UAT
To deploy the design in prototype environment by development and testing.
Conduct detailed training and practice sessions with user and conduct User
Acceptance Test (UAT).
To deploy the design in prototype environment by development and testing.
Conduct detailed training and practice sessions with user and conduct User
Acceptance Test (UAT).
Company CreationCompany Creation
Data MigrationData Migration
Integration and Final TestingIntegration and Final Testing
To install the test and production environment. To complete all site
preparations, Data upload, IT, Change Management and Training
deliverables in preparation for GO-LIVE.
To install the test and production environment. To complete all site
preparations, Data upload, IT, Change Management and Training
deliverables in preparation for GO-LIVE.
Competence CenterCompetence Center
Transition to SupportTransition to Support
Evaluation – Lessons LearnedEvaluation – Lessons Learned
To establish Competence Center, Customer Support Infrastructure and
transition from the project to IT function of the organization.
To establish Competence Center, Customer Support Infrastructure and
transition from the project to IT function of the organization.
INITIATEINITIATE
DESIGNDESIGN
BUILDBUILD
DEPLOYDEPLOY
CLOSURECLOSURE
ERP Roll Out – GO LIVE
ERP Readiness Review – DELIVERY
Implementation Methodology
Requirement Determination
ERP – Customization & Configuration

40. Contact Us
INDIA
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
United Arab Emirates (UAE)
eresource MiddleEast FZE
P.O Box: 513071,
Sharjah,
United Arab Emirates
Mob: 00 97155 9018499
email: sudheer.nair@eresourceinfotech.com
“Business is not just doing
deals, business is having great
products, doing great
engineering, and providing
tremendous service to
customers.