This document summarizes the key features and benefits of the ERPGenesis software. It describes ERPGenesis as a web-based ERP solution for manufacturing companies that includes modules for sales, purchasing, CRM, stock management, quality control, and reporting. It outlines the steps the software provides to optimize inventory management and sales processes. The document emphasizes how ERPGenesis can help businesses save costs and time, provide secure access to data anytime on any device, and help companies grow by enabling better analytics, reporting, and CRM capabilities.

2. Why ERPGenesis ?
Designed for Manufacturing
 Sales Module.
 Purchase Module.
 CRM.
 Stock Management.
 Quality Control.
 Supplier Management.
 Employee Management.
 Dynamic Reporting.
 Advanced Analytics
Made for Simplicity
 Web based Solution.
 Mobile Application.
 Cloud deployment.
 Secure.

3. Purchase Module
Stock Management and Quality Control
The most dangerous kind of waste
is the waste we do not recognize.
- Shigeo Shingo (Toyota)

4. Follow the Steps to Achieve Optimised
Inventory Overtime
 Create Indents for Materials Required (Project Wise).
 Check if materials already exist in the Inventory.
 Get QC approval for Reusability of reserved materials.
 Issue Reusable Materials First and Order only what is required.
 Choose Vendor Based on Purchase History and Rate Contracts.
 Generate PO.
 Receive materials With Goods Receipt Notes.
 Perform QC on newly received materials.
 Notify the Engineering Team of the Receipt of Materials.
 Issue the Materials With Material Requisition and Issue Slips.
 Return unused materials back to inventory for future Projects.
 Set Minimum Order Quantities for critical items.
Indent
Vendor
Selection
and PO
GRN QC MRS/MIS

5. Sales Module
CRM + Sales + Leads Management
5
“Out of clutter, find simplicity.
From discord, find harmony.
In the middle of difficulty lies opportunity.”
- Albert Einstein

6. Follow the Steps to for Better Sales
results
 Add New Sales Inquiries or leads to Inquiry Screen and classify those Inquiries based on
priority.
 Convert those inquiries into offers and add Scope of Supply to Offers screen.
 When the Order is finalised, convert the Offer into an Order and add Payment Terms
in the Order Screen.
 Create Proforma invoices Based on Terms and conditions.
 Once the products are ready, Get QC approvals before shipping.
 Create Invoices and add Products to packing list.
 Create Delivery Challans and ship products with Invoices.
Inquiry Offer Order Invoice Packing List

7. Additional Features
1. Customer Module
2. Project Locations and Consignees
3. Employee Module
4. Contacts Management
5. Manage Bank Guarantees
6. Manage Scope of Work
7. Manage Costs such as Insurance amounts, Freights, Packaging costs Penalties and
Retention amounts.
8. Add Multiple Delivery Dates for One project and Manage Schedules.
9. Create Reports and Charts On the Go for any kind of analytics all by yourself.

8. Reasons for following steps in ERPGenesis
With ERPGenesis
1) Project Team Creates Indents.
2) Indents Get Approved and Inventory
checked for Existing items
3) Supplier History is checked before
placing PO
4) GRN and QC are Done hand in hand.
(For One GRN number there is one QC
number)
5) Unused Materials are returned to
inventory for another Project
Traditional way
1) Project Team does not create any list
of requirements for review.
2) No Approvals and No Inventory Check
thus Wastage occurs.
3) Supplier History is burried deep in old
POs that are never checked.
4) QC is not done precisely
5) Unused materials are unaccounted and
sometimes even scrapped.

9. How It Will Help you Grow your Business
Saves cost and
time
 Lean Inventory
 Rate contracts
 Reusability of Materials
 Provides Analytics on
the go
 Provides Reporting on
the go
 End user driven
dashboards
 CRM linked to purchase
Module for Profitability
analysis
Secure, Ergonomic
and Robust
 Create as many User
Roles as you like.
 Restricted access to
your data for your
employees based on
type of login.
 Face minimum or no
downtime.
 Easy to learn and
extremely intuitive.
Anytime
Anywhere
Business
 Get Cloud Access to all
your business data
 Mobile app ,Tablet app
for Instant Access
 Web App for Anytime
anywhere access.

10. Use All the 3 to get ultimate results
Dashboards
AnalyticsReports
All 3 Modules are End User Driven
All Modules can be configured for any requirements
Single source – multiplatform Deployment
Reduce Costs

11. Dashboard module

12. Drag Drop
Analysis module

13. Reports module with Designer and Export features

14. Single Source – Multiplatform deployment

15. Our Simple Deployment Process
Analyse
Design
Deploy
Create
Roles
Integrate and
UseImport
historic data

16. ERPGenesis in One Look
Premium Software
A complete cloud based
ERP Solution for All your needs
Dashboards,
Analyics,Reports.
End user Driven
Optimised Inventory
Buy only what you need.
Avoid Wastage and Confusions
CRM
Inquiry to Invoice
Single Solution with
Integrated Scope of Supply
Licensing
Easy Licensing for
all business types
Secure
End user driven roles
Roles for secure data access.

17. THANKS!
Any questions?
You can find me at rushikesh@digiteksoftware.com