ERP

ERP On-line Demo

Self-serve on-line demo of a multinational Food and Beverage distribution company.

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Features and Functionalities

Procurement Management

      1. Creating purchase requisitions
      2. Managing purchase requisitions –
      • Updating/modifying received requisitions
      • Generating Purchase Orders from requisitions.
      1. Creating purchase order manually without requisitions
      2. Pending Goods Receipt – Ability to receive goods multiple times against the same PO.
      3. Generating purchase invoices against PO of received products.
      4. Segregating invoices by matching them against POs.
      5. Creating manual invoice without PO.
      6. Processing product returns to vendors from initiation to shipment.

Sales Management

  1. Creating sales quotations.
  2. Creating sales orders.
  3. Managing and controlling goods shipments.
  4. Managing returns from customers.
  5. Creating shipments from orders.
  6. Creating invoices from orders.
  7. Generating sales invoices.
  8. Bulk creation of Invoices from orders.
  9. Return Material Receipt.
  10. Managing commission payments.
  11. Managing sales region, sales channel and sales campaign.

Warehouse Management

  1. Carrying out physical inventory.
  2. Managing product shrinkage and wastage.
  3. Tracking expiry of products.
  4. Creating costing rules and algorithms.
  5. Creating warehouse rules to ensure consistency of product costs.
  6. Creating Bill of Material (BOM) for goods production.
  7. Packing of products
  8. Reservation of stock.
  9. Controlling product movements.
  10. Managing shipping and freight companies.
  11. Generating average costs.
  12. Managing intercompany terms and conditions.

Production Management

      1. Creating product plans.
      2. Creating work requirements for goods production.
      3. Controlling and managing work effort of production.
      4. Creating maintenance plans.
      5. Generating maintenance orders.
      6. Performing quality controls.
      7. Managing periodic quality control data.
      8. Monitoring internal consumption.
      9. Calculating standard costs.
      10. Creating product costs.
      11. Keeping maintenance records.
      12. Setting up Production and costing
  • Production Costing
  • Cost Center
  • Salary categories
  • Machines
  • Indirect cost
  • Toolset
  • Activity
  • Process Plan
  • Periodic Quality Control
  • Quality Control Point
  • Work Incidence
      1. Reviewing costs.

 

Financial Management

  1. Receivables and Payables
  • Purchase invoice payment plan
  • Sales invoice payment plan
  • Payment In
  • Payment out
  • Payment proposal
  • Financial account
  • Payment execution
  • Tax payment
  • Doubtful debt
  • Doubtful debt run
  • Receivable payment schedule
  • Payable payment schedule
  • Setup of –
  • Tax register type
  • Payment method
  • Matching algorithm
  • Bank file format
  • Execution process
  • Doubtful debt method
  1. Accounting
  • G/L journal
  • End year close
  • GL posting by DB tables
  • Budget
  • Reset accounting
  • Setup of –
  • Open/close period control
  • Period control log
  • Account tree
  • General ledger configuration
  • Fiscal calendar
  • Account combination
  • Accounting process
  • G/L item
  • G/L category
  • Document type
  • Document sequence
  • Tax category
  • Business partner tax category
  • Tax rate
  • Cost center
  • ABC activity
  • Accounting templates
  • Balance sheet and P&L structure setup
  1. Assets
  • Assets
  • Asset group
  • Amortization

 

Human Resource Management

  1. Recruitment Management
  • Adding applicants to job information and posting
  • Applicant selection process
  • Applicants’ history tracking
  • Short listing applicants
  • Finalizing and making job offers to applicant
  • Managing applicants’ data
  • Personal data
  • Employment history
  • Education history
  • Training history
  • Extracurricular activity history
  • Skill set records
  • Reference records
  1. Leave and Attendance Management
  • Tracking daily attendance and Integrating with data from attendance devices
  • Scheduling shifts and managing timesheets
  • Leave application and approval processes
  • End of service
  • Maintaining leave accounts and controlling leave balances
  • Tracking holidays
  1. Training data management
  • Course and Training session handling
  • Free tracking
  1. Employee Appraisal and Grading
  • Evaluating competencies
  • Setting goals
  • Calculating scores
  1. Employee Management
  • Keeping records of employee personal, educational, professional data
  • Performance evaluations – status, factors and goal
  • Accidents claims
  • Compensation history, payroll deductions, bonuses, court orders etc.
  • Awards and Recognitions
  • Employee financial information management, such as – Loans, Incentives, and Advances
  • Managing salary structure and making changes to salary records
  • Maintaining employee expense records
  • Managing employment benefits
  • Proposing and approving promotion and/or transfer
  • Keeping grievance history, such as – complaints, discipline, disputes etc.

 

Point of Sales (WebPOS)

  1. POS Terminal Type
  2. POS Terminal (Stores/Branches/Outlets)
  3. Managing and creating tables, sections.
  4. Handling reservations.
  5. Creating and managing assortment products
  6. Managing cash.
  7. Payment Type
  8. Configuring Web POS
  9. Receipt Customization – Following are features required
  • Arabic Version Receipt
  • Restaurant/Bakery Logo
  • Welcome Messages

 

Loyalty Management

        1. Creating and managing loyalty programs.
        2. Creating and managing loyalty actions.
        3. Creating and managing loyalty deals.

Customer Relationship Management (CRM)

  1. Configuring following types of Super users –
  • Leads super users
  • Activity super users
  • Opportunity super users
  • Case super users
  1. Lead configuration –
  • Number of employees
  • Functionality of interest configuration
  • Interests
  • Industry
  • Title configuration
  • Annual revenue configuration
  • Implementation configuration
  • Profile configuration
  • Knew about configuration
  • Job position configuration
  • Rejection factor configuration
  • Lead stage configuration
  • Timing configuration
  1. Fast lookup
  2. Calendar
  3. Orders insert
  4. Documents
  5. Opportunities
  6. Cases
  7. Cases (simplified)
  8. Activities
  9. Case estimated time
  10. Leads
  11. Functionality of interests to lead
  12. Leads per location
  13. Recently updated lists

Project and Service Management

  1. Creating and managing project types.
  2. Managing multiphase projects
  3. Managing expense sheets
  4. Creating sales orders from expense sheets
  5. Creating AP expense invoices

Material Requirement Planning

  1. Creating manufacturing plan
  2. Creating purchasing plan
  3. Forecasting of material requirement planning

General Setup and Master Data Management

All the data which is shared among different modules is configured in General Setup and Master Data Management.

 

  1. General Setup
  • Managing currencies and currency conversion rates
  • Country setup
  • Managing alerts
  • Creating and managing organizations.
  • Creating roles and users and assigning roles to users.
  • Associating users to their Google accounts.
  • Creating and managing clients.
  • Scheduling processes to perform tasks.

 

  1. Master Data Management
  • Creating and managing business partners, i.e.- vendors, customers, employees.
  • Categorizing business partners.
  • Scheduling invoices.
  • Setting up and managing payment terms.
  • Managing return reasons.
  • Managing volume discounts for vendors
  • Managing basic discounts for retails.
  • Categorizing salaries.
  • Creating and managing products and services.
  • Creating and managing assortments.
  • Managing unit of measurements.
  • Categorizing products and services.
  • Creating and managing product and service attributes and attribute sets.
  • Managing product lot numbers and serial numbers.
  • Creating and managing product brands.
  • Creating and managing price list and price list schemas.

 

Analysis Tools and Reports

Reports from all the modules which are in scope are bellow.

Procurement Management Reports

        1. Purchase Order Report
        2. Purchase Dimension Report
        3. Goods Received Dimension Report
        4. Purchase Invoice Dimension Report
        5. Matched Purchase Order
        6. Vendor Invoice Report

Sales Management Report

        1. Sales Dimension Report
        2. Shipment Dimension Report
        3. Discount Invoice Report
        4. Sales Order Report
        5. Stock for Open Orders Report
        6. Invoiced Sales Order Report
        7. Orders Awaiting Invoice Report
        8. Delivered Sales Order Report
        9. Shipment Report
        10. Orders Awaiting Delivery Report
        11. Invoice Report
        12. Customer Invoice Report
        13. Sales Invoice Dimension Report
        14. Sales Invoice Dimension Report Legacy
        15. Price List Report

Warehouse Management Reports

      1. Expiration Date Report
      2. Offers Report
      3. Shipment Report
      4. Traceability Report
      5. Material Transaction Report
      6. Warehouse Control Report
      7. Stock Report
      8. Valued Stock Report
      9. Valued Stock Report Legacy
      10. Product Movements Report
      11. Product Consignment Report
      12. Invoice Consignment Report
      13. BOM Product Report
      14. Pareto Product Report
      15. Pareto Product Report Legacy

Production Management Report

        1. Production Run Status Report
        2. Pending Work Requirement Report
        3. Standard Costing Report
        4. Production Cost Report

Financial Reports

  1. Receivables Aging Schedule
  2. Payable Aging Schedule
  3. Payment Report
  4. Payment Run
  5. Cash flow Forecast Report
  6. Accounting transaction details
  7. Trial Balance
  8. General Ledger Report
  9. Balance Sheet
  10. P&L Report
  11. Journal Entries Report
  12. Tax Report
  13. Customer Statement
  14. Asset Report for Depreciation Schedule

Human Resource Management

    1. Employee Current Status
    2. Employee Attendance Report
    3. List of Employees
    4. Salary Sheet by Cash Payment
    5. Salary Sheet by Bank Payment
    6. Leave Dimensional Report
    7. Leave Application Report
    8. Duty Joining Report
    9. Pay Slip
    10. Bonus Statement
    11. Salary Certificate
    12. End of Service Settlement Acknowledge
    13. Vacation Handover Report
    14. Employment Request Report
    15. Document Expiration Report
    16. Exception Report
    17. Appointment Letter
    18. Confirmation Letter
    19. Transfer Report
    20. Increment Report
    21. Monthly Employee Attendance
    22. Monthly Attendance Details
    23. Monthly Salary Settlement Details
    24. MC License Bank Transfer Report
    25. Monthly Salary Statement
    26. KPI Based Daily KPI Report
    27. Employee Based Daily KPI Report
    28. Designation Based Daily KPI Report
    29. Vacation Salaries Report by Month / Employee
    30. Passport and Visa Expenses Report by Month / Employee
    31. Iqama transfer and Iqama renewals expenses Report by Month/Employee.
    32. Medical Expenses Report by Month/Employee
    33. All salary elements by wage type Report by Month/Period
    34. Appointment letter, Confirmation letter, Transfer letter, Disciplinary Action letter
    35. Clearance Certificate, Experience Certificate, Salary Certificate
    36. Payroll Report
    37. Loan Report
    38. Salary Report
    39. Increment Report and Salary Report

 

Customer Relationship Management (CRM)

  1. Opportunities by lead

Project and Service Management

  1. Project progress report
  2. Project profitability report
  3. Expense report
  4. Invoice able expenses
  5. Employee expenses

 

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