ERP Solution for MSMEs by Sumeet Mayor.pdf
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Inefficient manufacturing processes can lead to various pain points and challenges that hinder productivity and profitability. A comprehensive manufacturing ERP solution addresses these challenges, providing effective solutions to overcome them. The manufacturing ERP solution is designed to address the pain points and challenges faced by small and medium manufacturers, empowering them to optimize operations and achieve greater efficiency. With a comprehensive set of features and functionalities, our solution provides effective solutions to overcome these challenges.
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ERP Solution for MSMEs by Sumeet Mayor.pdf
- 2. To be Full IT Services & Consulting Company Mission Statement
- 3. About Us Providing exceptionalERP Solutions since 2012 50+ Developmentteam 100+ Implementations 5000 sq ft office space Industries Expertise General Manufacturing Solar& Electrical Panel Manufacturing SolarProject Management Construction & Project Management TradingCompanies Warehouse & Logistics Export Houses Online Retailer Top Tier Product Partnerships Oracle NetSuite Odoo Amazon AWS Global Expertise USA Australia Europe MiddleEast Asia
- 5. TransformationToFuture Artificial Intelligence Robotics Blockchain IOT CloudTransformation Cloud Consulting Cloud Engineering Cloud Security Cloud Optimization ApplicationServices Odoo Microsoft Oracle SAP Salesforce eCommerce Single Vendor Multiple Vendor Integration with Amazon/Shopify/eBay Technology Python PHP – Core, Laravel, CodeIgniter Java .Net MobileSolutions Flutter React Android iOS
- 11. The proposed solution is fully-featured, tightly- integrated, web-based ERP system that provides control over inventory logistics and sale management The system is an all-in-one inventory management platform, that aligns all inventory transactions, provides automated flows and minimized manual entries Inventory controls & visibility are realized by means of detailed reporting & order status tracking and system alerts
- 14. Discrete Manufacturing Process Manufacturing Project Manufacturing Every item is distinct Automobile Smart Phones Wire Furniture Toys Formula based production Food Pharmaceuticals Chemical Plastic Refined Oil Every item is Unique Electrical Panel Custom Home Satellite
- 15. Robust & Industry standard business processes Complete Flexibility & Transparency Manufacturing Plan A tool for Senior Management Single Window for large planning Manufacturing Clearance Concept to manage big orders Execute long term plans in parts Complete Control Material Resource planning Research & Concept Design Sample, Sample Approval Process Manufacturing Orders Production Orders Work Centers Production Dashboard Production Stages Production status Waiting for Good Start Production In Production Finish Production Count of finished products Batch Planning Status Report by MOs
- 16. Multi level Categorization Different Types of products Finished Goods Raw Materials Consumables Services Link Raw materials to BoM Multi Level BoM Auto Calculation of Cost price Sum of products in the BoM Take cost price of the BoM items Stock Planning linked to BoMs Consideration of Multi Level BoM Consolidated Stock planning
- 17. Complete Workflow Mechanism to have the Engineering/Product Design Electrical Panel Manufacturing Project Manufacturing Job Work Collaborate with your team Product Design & Development Team Quality Team Finance Photoshoot & other teams Share Ideas Design approval mechanism Internal within the team External – client’s feedback/approval Estimate the product cost
- 18. Client or Engineering/R&D Department gives ECR ECR linked with the BoM It goes through internal approval & Change process Once validated it creates new version of the existing BoM Multiple BoM from Single ECN/O Saves lot of time Bring lot of transparency Engineering Change Order Change & Approval Process Engineering Change Request
- 19. Material Planning •Check RM in Stock •Identify Qty to be Procured PR & PO •Raise PR •Get Quotation •Raise PO Work Orders • Different Work order for each stage • Partial Production • Stage wise Production Tracking Stock Update • Update FG in Stock • Consume RM Manuf. Orders MO001 for PD 1 – Qty 100 MO002 for PD 2 – Qty 500 MO003 for PD 3 – Qty 400 Material Issue •Update RM from Purchase •Issue RM for productionfrom Stock •Actual Cost of the product PD 1 – Qty 100 PD 2 – Qty 500 PD 3 – Qty 400 Manuf. Plan Manuf. Clearance
- 20. Integrated Job Work Order system Linking with Sales Order, Accounting,Warehouse Create multi level chained job work processes, all spanning to different vendors such as: Printing (Vendor 1) -> Cutting (Vendor 2) -> Stitching (Vendor 3) ->Receive at QC -> Move to Stock Generate Job Work directly from Sale Order Track Quantity Ordered, Received, Pending as against Sales Order Generate multiple job work orders for same process Restrict ordering Quantity more than sales order Option to add Buffer & Tolerance level in job work orders Quality Check Step before moving the received material from vendor to stock
- 22. Lead Marketing Campaign Demand Generation Quotations Sales Order Opportunity Lead to Order Overdue Check Credit Limit Check KYC Customer Customer Onboarding Statutory Documents Check PDC Check
- 23. Invoice Payment Ledgers Freight Recovery Late fee Dunning Invoicing Payment Recovery Vendor Quotations Compare Quotation Purchase Requisition Purchase Order Purchase Process Interest
- 24. Vendor ApprovalProcess VendorRegistration Approve/Reject workflow Vendor Rating system Rate vendoron variousparameters Percentage Rating Star Rating Vendor Feedback system Track Feedback given to vendor Track feedback given by vendor Vendor Payment Terms Vendor Price list management Vendor Categories & Sub-categories Choose preferred supplier for particular product Auto purchase order to preferred supplier (Draft Mode) Supplier/Vendor Portal Login for RegisteredVendors Share RFQ Supplier can provide quotation View Purchase Orders View Supplier Invoices View Payment Details View Debit Notes Update Delivery Details
- 25. Jatin (MD) Piyush (Finance Head) Finance Executive Mohit (Production Head) Production In-charge Prakash (Purchase Head) Raman (Purchase Executive)
- 26. Raman Raman Prakash Jatin 0 Level Approval 1 Level Approval 2 Level Approval 3 Level Approval 4 Level Approval Piyush Mohit Raman Prakash Mohit Raman Prakash Piyush Mohit Raman Prakash
- 27. Purchase Forecast Each Department Sharing their Purchases for the coming month Purchase Planning ERP Proposing: • Current Open Purchases • Current Open Deliveries • Average Consumptionin last 3 months & 6 Months • Average Sales in last 3 months& 6 Months Purchase Requisitions RFQ & Quotations Purchase Orders Submit for Approval Department Head Finance Head Other Approvals Approved Multiple levels of Approval Workflow as per Your Policy • Receive Quotationsfrom the Vendors • Compare the Quotations • Prepare Purchase Orders Submit for Approval Department Head Finance Head Other Approvals Approved
- 28. PO Amount Rs. 100,000 Advance 10% Purchase Orders Advance Request Submitfor Approval Department Head Finance Head Other Approvals Approved Payment Processing Submitfor Approval Department Head Finance Head Other Approvals Approved Submitfor Approval Department Head Finance Head Other Approvals Approved
- 30. Fix Contract Start & End Date Purchase order will auto pick the price from the rate contract User can’t send PO by mistake at wrong price Alerts before the contracts are about to expire
- 31. PO Amount Rs. 100,000 Advance 10% Service Orders Service Receipts Submitfor Approval Department Head Finance Head Other Approvals Approved Service Invoices Submitfor Approval Department Head Finance Head Other Approvals Approved Submitfor Approval Department Head Finance Head Other Approvals Approved Submitfor Approval Department Head Finance Head Other Approvals Approved PR Services Advance Requests Payment Processing
- 32. 1. Guard allows the truck in 2. Note the date & time Gate Entry Goods Receipt Note 1. Inventory User 1 2. Checks the count 3. Box Health etc. 4. QC Receive InStock 1. Inventory User 2 2. Put to the Shelfs 3. Scan the Shelf NO. 4. Scan the item no. Advance Shipment Note 1. Sent by Vendor 2. Via email 3. API 4. Supplier Portal Palletization 1. Palletization if required Putaway 1. Putaway Plan is generated 2. Stock Updated Purchase Order 1. System Generated Pos 2. Automated GRN in Draft Mode
- 33. 1. Review Requests 2. Review Stock in various Location 3. Identify fulfill location a. Centralized Warehouse b. Regional Warehouse c. Other Warehouse MR Processing Outgoing Stock Transfer 1. Enter Origin W/H Details 2. Create Outgoing Txr 3. Enter Transportation Details 4. Stock Reduction Incoming Stock Transfer 1. Incoming Transfer List 2. Receive the stock Material Requests 1. Multi Location Setup 2. Each Location Can request Stock 3. Raise Material Requests 4. Check Current Stock
- 34. Goods Receipt Note Incoming Stock Transfer Defective Orders Segmentation of the incoming shipments Goods yet to be received Goods Received at gate Received Shipment Partial Reception of the product Manage discrepancies in the inbound shipment Wrong productssent by the suppliers Defective products Attach photographs with the shipment Manage details of the received shipments Add Challannumber, count of the boxes received Weight & Net weight Enter Rack, Row, Case detailsof the products Print labels and for the received boxes
- 35. Delivery Orders 1. Sale Orders 2. Outgoing Stock Transfers 1. Inventory User 1 2. Consolidated Pickups 3. Sorted Listing a. By Product b. By Location (Racks) 4. Manually Pickup 5. Scanning PickupPlan & Packing Dispatch 1. Inventory User 2 2. Load & Dispatch 3. Transportation Details Gate Pass 1. Guard at the Gate 2. Returnable Gatepass 3. Non-Returnable Gatepass
- 36. Delivery Orders Outgoing Stock Transfer Gate Passes Auto generation of delivery orders from the confirmed sales order System to issue products to employees for participating in fairs or out of office demos. Track the employee details Product moves out of the stock to employee Auto inbounddelivery order generatedfrom the issue order In case of sale at demo/fairbook sale and receive partial delivery Generate packing list & Packing labels Count of boxes Generate Packing labels Serial number entry Add weight & other details
- 37. Double level of QC Flexibility to adapt your process of single or double QC Mark as defective Send to Stock after QC is done
- 38. NCR: Non-Conformance Report Correct Action Report Instancewhen a productdoes not meet product specifications/Requirements NCRs in order to keep a log of defects categories, defect types, frequency, counts, etc. This will ultimately help them in creating Pareto charts or other trend diagrams to help eliminate such product“Nonconformities”. Severe Issue D1 Team Formation D2 Problem Statement D3 Containment Actions D4 Root Cause Analysis D5 C&P Actions D6 Implement C&P Actions Plan D7 Prevent Measures D8 Items to Recognize Team D1 D2 D3 D4 D5 D6 D7 D8 SCAR Supplier Corrective Action Report Severe Issue • 8D Improvement Plan Failure Mode Root Cause • FMRC1 – Add 1st Why • FMRC1 – Add 2nd Why • FMRC1 – Add 3rd Why • FMRC1 – Add 4th Why • FMRC1 – Add 5th Why Escape Root Cause • ERC1 – Add 1st Why • ERC1 – Add 2nd Why • ERC1 – Add 3rd Why • ERC1 – Add 4th Why • ERC1 – Add 5th Why 5 Whys Cause & Effect/Fishbone/IshikawaDiagram
- 39. GST Compliance Invoices Supplier & Customer Payments Debit & Credit Notes Linking with the HSN & SAC codes Multi Currency Support Statutory a Customer/VendorDetails • GST • PAN • CIN • TIN • Bank Details • Other Details • GST Filing • eWay Generation • Integrationwith GSPs • ClearTax • Avalara • GST Invoices • Bill of Supply • Sample Invoice • Exports Invoice • GST Reports • Sale Register • Purchase Register • Stock Register • CalendarPopulate • GST Filing • TDS filing • Reminders Calendar Filing GST
- 40. Business Reports • Balance Sheet • P&L Sheet • Trial Balance • Cash Flow • Aged Receivables • Aged Payables • Purchase Register • Sale Register GST Reports • GSTR Customer Invoices • GSTR VendorBills • GSTR B2B • GSTR B2CL • GSTR B2CS • GSTR Export • GSTR HSN TDS Reports • TDS Entries • TDS Voucher • TDS ChallanReconciliation
- 41. Select Vendor Bills • Go to Vendor Bills • Filter & select the VendorBills to be paid • Action -> Create Payment Instructions Prepare Bank Instructions • Choose Bank Details • Review the Payment Amounts • Get Approvalof the Authority • Get the Bank file • Reformat Bank Output file • Import the Bank Output file • Review the updates • Register Payments Upload Bank Confirmation • Get the Bank file • Reformat Bank Output file • Send the file to the bank Send Details to the Bank Extremely Efficient way to process the payments Integrated with the Payroll Integrated with the Expenses Fast Salary Processing Customizableas per your bank needs Higher Employee Satisfaction Higher Vendor Satisfaction
- 42. Create Payroll Review & Approve Payroll Generate Pay Slips Integrated with Accounting Pay through the Payment Instructions to the bank Investment a Declarationby the Emp • 80C • 80D • 80DD • House Rent • And others • ESI Computation • ESIC Report • FORM 3 • ECI MonthlyStatement • Form 5 • Form 6 • EPF ComputationReport • EPF Form 5 • PF MonthlyStatement • EPF Form 10 • EPF Form 12 • EPF Form 6(A) • EPF Form 3(A) • Muster RollReport • Payroll Summary • Bank Payment Advice • Professional Tax Report • Salary Rule Wise Report • Employee Salary YTD • Salary Sheet • Project Wise Epf • Prof. Tax Computation • Prof. Tax Statement • Gratuity Report • TDS based on Employee Declaration • Monthlydeduction • TDS Report • Form 16 TDS Reports ESI & PF
- 44. ERP Masters Define Regions/Zone Define Departments Create Employee Create Job Contracts Leave Type Masters Job Profiles Attendance & Leaves Manage Attendance Rules Review Attendance Leave Approval Leave carry forward to next year Expenses Upload Expenses Approve Expenses Integration with finance Employee Self Service Portal Leaves Apply for Leave Check leave status Pending leave list Pay Slips View & Print Pay Slips Expenses Submit expenses Upload expense proof Internal Job Posting View IJP Apply for IJP Mobile App For Management View Leave Applications Approve Leaves For Employee Apply for Leave Check leave status View Pay Slips View IJP Apply for IJP
- 45. TravelBudget Sanction (Ex. AmountRs. 150,000) Submit for Approval Department Head Finance Head Other Approvals Approved Approval Workflow as per Your Policy - Such as If International Travel then MD Approval is required Travel Budget Sanction (Ex. Rs. 150,000) Check for Sanction Submit for Approval Approval Workflow Approved Notify Travel Agent Notify Audience Approval Workflow as per Your Policy - Such as If International Travel then MD Approval is required TravelRequest (Ex. Rs. 25000) Travel Request (Ex. Rs. 25000) Raise TravelRequest from the Sanction Screen or directly Travel Booking By Travel Agent Travel Agent ContactsUser Trip Details Shared Ticket Review/Revision PaidviaAMEX Travel Agent UploadsTickets User Accepts Booking FCM Pays tickets using Amex Invoice Upload By TravelAgent Excel As per Your Format Date & Time TransactionNo. Amount Status 2018/02/19 11:15:20 3453434345 25000.00 Success Daily St. by AMEX Automatic Reconciliation & Exception Alerts Accounts/HR Review & Approval TravelPlan Change/Cancellation/Refundetc.
- 46. Customer Categorization Customer ID Generation Price list based on customer type Customer Approval System Based on paymentterms & conditions Customer auto approval 100% advance payment or 0 Credit Limit List customers ApprovedCustomers Pending Customers Rejected Customers Customer re-approvalmechanism in case payment term change Credit Limit Management All related information easily fetch-able from customer form Customer History Customer Portal Login for RegisteredCustomers Supplier can provide quotation View Sales Orders View Customer Invoices View Payment Details View Credit Notes Update Delivery Details
- 47. Manage International & Domestic Regions Manage sales teams, salesmen, sales manager Complete customer life cycle Leads -> Opportunity ->Quotation-> Sales Order ->Delivery Order -> Invoices -> Payments -> Refunds Manage Leads, Opportunity, Opportunity pipeline Sales Planning & Target System Plan sales for a defined period such as month, Quarter, Year Add responsible & team members Track real time performance of sales team against plan Manage Commissions for the dealers/agents Manage Dashboards
- 48. Over Credit Limit Credit Limit + Line Discount Line Discount Approval Required Approved Quotation Conditionsto Consider
- 49. Deptt A (Spec. A) Team 1 Team 2 Deptt B (Spec. B) Team 3 Team 4 Deptt C (Spec C) Team 5 Team 6
- 50. Totally flexible system Stages can vary as per the product of Industry vertical Software products may need a demo Government projects usually requires you to bid Construction related task may require site survey before estimation CRM lets you create pool of all stages combined You can create multiple Pipeline sequence masters Assign pipeline masters to the department Lead for that department will automatically follow the stages defined.
- 51. Targets by Year/Quarter/Months Targets by the Products Targets to the individual person Roll up to reporting person i.e. department target will be sum of all teams, and so on.
- 52. Sea Carriers Masters Airlines Masters Voyages & Vessels Masters Flight Masters Airport & Sea Ports Master Container Masters Agents Master Booking Requests & Management
- 53. Auto mailers to Customers, Suppliers, Employees Reminders regarding outstanding payments Project Status updates Payment confirmationmessages Integration with SMS gateways Auto trigger alerts at specific occasions
- 55. Client Portal Manage multipleprojects Project Status Ticket Status Open New Tickets eLearning Portal Text, Audio,Video, Screenshots Online training Trainingas per need Flexibilityof the schedule
- 56. Sumeet Mayor Thank You! We value our association! 8800158111 Gurgaon, India