ORDER MANAGEMENT.
Benefits
- Enterprises-wide order-book management
- Order management through multiple marketing channels
- Identify profitable customers and evolve strategies
- Eliminate incorrect shipments
- Reduce cost per order
- Reduce or eliminate order fulfillment errors
- Increased process control and transparency
- Automatic checking of item quantity and price availability
- Real-time availability of order status and transaction data
- Process history and audit trail
- Improved customer satisfaction
Features
- Service Contract
- Billing Frequency
- Service Contract Renewal
- Quotation
- Sales Orders
- Quotation Details Report
- Sales Order Report
- Open Order Details Report
- Sales by Customers Report
- Sales by Product Report
- Distribution List
- Generate Shipment / Package
- Shipment Details Report
- Cash Journal
FINANCIAL MANAGEMENT .
Business Cockpit
- Accounts Payable: Check all account payable and create multi-mode payments
- Accounts Receivable: Check all account receivable and create multi-mode payments
- Bank Management: View statements of multiple bank accounts, generate and release payments, view fund-flow trends and current balances
- Cash Management: View statements of multiple cash book, generate and release payments, view cash-flow trends and cashbook balances
- Accounting Dashboards: View liquidity, profit, revenue and expense trends, bank balance, cash balances, account payables, account receivables
- Accounts Reports: View P&L and Balance Sheet Reports
- Ledgers: View all GL Account balances
General Ledger & Accounting
- Accounting periods setup / Define fiscal years
- Year-end Process
- GL Category
- General Ledger Distribution
- GL Journal – Preparation, Validation and Approval processes with advance workflow management
- Batch journal
- Recurring Documents
- Counter-documents for multiple organization
- Tax Set up and periodical tax declaration
- Multiple accounting dimensions
- Accounting combined
- General Ledger category
- Currency & Currency Type
- Currency rate
- Document Type
- Tax Category & Rate
- Charges
Accounts Receivable & Payable
- Multiple Sales & Purchase pricelists
- Multiple and campaign-based discount schemas
- Multiple Payment schedule
- Multiple Payment Methods
- Customer & Vendor Prepayment
- Flexible dunning Functionality
- Interest-calculation functionality on delayed payments against sales invoices
- Electronic Payments formats
- Multi-currency Transactions
- Bridging Accounts
- Invoices & Payments Approval Process
CRM.
KEY DIFFERENTIATORS
- Covers complete set of CRM features
- First Mid-Market CRM, based on Model Driven Architecture
- Choice between On-premise and Cloud
- Integrated with ERP & DMS, on demand
- Inbuilt Workflow management system
- Integrated Collaboration & Productivity features
- Highly scalable and User-friendly
- Inbuilt Dynamic reporting capabilities
BENEFITS
SALES STAFF
- Know your customers better
- Organize yourself and your activities
- Get reminders by your systems
- Get alert by your system to act on circumstances
- Quickly access and record information
- Coordinate better with your agents and subordinates
SALES MANAGER
- Control your sales-staff activities
- Delegate work more efficiently
- Set a clear sales process, even for new employees
- Promote teamwork by creating structures teams
- Set sales targets and follow up on them
MARKETING STAFF
- Know your successful campaigns
- Analyse your target group better
- Plan measures and ensure their effectiveness
- Budget campaign and channels
- See real-time reports on your campaign and leads
CUSTOMER SERVICE STAFF
- See unresolved customer requests
- Workflow-based routing to specific department, roles or persons
- Track time taken to resolve issues
- Record billable items on tickets
- See efficiency reports
TOP MANAGEMENT
- Know your forecasted sales and drill down to each opportunity
- Control your sales regions and sales force
- Get real-time reporting on sales figures, sales funnel
- See cost versus revenue analysis on real-time
- Easily roll out policies, price changes, new products
PURCHASE MANAGEMENT.
Benefits
- Procure as per material rules at warehouse, manufacturing & product levels
- Automate the entire procurement cycle; from Tender / Requisition to payment or choose to run through the entire process manually
- Automatic Quotation comparison
- Generate purchase orders based on requirements
- Match purchase orders, receipt and invoices
- Integrated with an extensive accounting systems
- Vendor performance management features helps you establish a stable and reliable vendor base
- Maintain profitable supplier relationships
- Manage price changes
- Establish strong objectives to ensure supplier accountability
Material Management .
Benefits
- Configurable replenish rules and alerts help avoid out-of-stock situation and consequences loss of sales
- Setting up optimum stock levels and purchasing rules helps avoid locking-in money on excess stock
- Real-time storage details at multiple warehouses help you keep track of your global stock position
- Maintain accurate inventory in order to schedule purchase & production
- Identify stock issues before it is too late
- The tightly integrated order management module ensures that the right product is delivered to the customer, on time
- Simplify re-ordering process and reduce cost of purchases
- Eliminate pilferage and consequent losses
- Manage multiple warehouses with ease
PROJECT MANAGEMENT.
Benefits
- Create custom project templates
- Define project tasks
- Track if the project tasks are on schedule
- Effective communication with stakeholders
- Manage resources – people, money, tool, time needed to achieve the project goals
- Budget vs Actual
- Project planning in phases & tasks
- Budgeting of projects & Milestones
- Generate cost and revenue against projects
- Invoice-based project milestones
- Generate project profit & loss statement
- Add resources, time & expenses to projects
- Set realistic deadlines
- Manage scope changes
