SAFAL ERP for EPC Industry

Transcription

1 for EPC Industry

2 SAFAL INFOSOFT PVT. LTD. In ERP Technology from more than 10 years First in Gujarat certified with ISO/ IEC 27001:2005 and UKAS accreditation from Bereau Veritas in IT ERP Industries All India Business & Community Award Business Excellence 2011 Brand Achievers Award Received in 2015 Nominated Leaders of Tomorrow Award 2012 As per the survey conducted by CIO Review magazine SAFAL ERP is one of the most promising company from India Specialized in EPC, Metal/ Steel, Casting, Engineering, Food, Cement, Polymer and Infrastructure industries Thousands of satisfied users around the globe. Global footprints in USA, Malaysia, Canada, Nigeria, UAE, Oman, Kenya & Tanzania

3 INDUSTRY CHALLENGES Project Planning & Management Location wise Stock Management Project Progress Patty Cash Management Project wise Cost Center Management Project Costing Vehicle & Labor Management

4 Module Tree SAFAL ERP

5 Marketing Management Forms Description Fields to be used Lead Management Used for generate and maintain leads Party Details, Item Name, Lead Source, Taken By etc Forecasting Used for sales planning and forecasting Category, Item Name, Qty, Amount, From Date, To Date, Customer, Note etc Inquiry Offer In this form fill up customer s Inquiry for your products or services Here company enters their Offer based on customer s Inquiry Category, Inq. Date, Customer, Inq. By, Inq. Ref., Sales Person, Item, Quantity, Specification, Quote Date, Status, Loss Reason, Follow up, Attachments, Reminders etc Category, Date, Customer, Est. Delivery Date, Item, Quantity, Rate, Sales Executive, Encl., Basis of Rate, Taxes and Duties, Inspection, Mode of Dispatch, Insurance, Validity, Payment Terms, Delivery Terms, Transportation, Packing Spec. etc Customer s PO Here you can enter customer s PO details Category, Date, Customer, Ref No, Customer Specification for Item, Marking, Scope, Pecking, Delivery Period, Shipment Inst., Communication, Quality Docs, Payment Follow ups, Terms and Conditions etc Order Acknowledgement In this form enter final OA data which is given to customer Category, Customer, Date, OA Type, Rev Date, Login Date, Rev No, Delivery At, Freight, Discount, Dispatch Mode, Contact Person, Credit Terms, Road Permit, Transportation, Attachments, Reminders etc

6 Purchase Management - I Forms Description Fields to be used Indent Inquiry Quotation Order In this form data comes from production planning or department for need of any item which is not in stock Here data can be come from Planning / Manual or based on Minimum Stock Level for inventory items In this form company generate inquiry to various suppliers for purchase indent items. Here enter supplier s quotation which is received on the base of inquiry After judge supplier s quotation company raise Purchase order to supplier Category, Date, Department, Item Name, Quantity, Lead time, recommended supplier, Special features of item, available stock, remark etc Category, Date, Supplier, Item, Quantity, Availability, Specifications, Attachments, Reminders etc Category, Date, Supplier, Reff No, Item, Quantity, Rate, Amount, Remark, Valid upto, Payment terms, Credit Days, Form Type, Note and applicable charges Category, Date, Supplier, Item, Qty, Order Type(Import/Local), In case of Import then LC Detail, Shipping Detail, For Local Purchase use Purchase Executive, Freight, Discount, Mode of dispatch, Contact Person, Transportation, Road Permit, Excise etc

7 Purchase Management - II Forms Description Fields to be used Inward GRN Goods Receipt Note Final Purchase Purchase Return After given purchase order material comes at your company s location here material should be inward From INWARD data might be go to INWARD QC After Inward OR Inward QC material will come to GRN form. If material is coming from Excisable traders then mfg bill detail will enter here. Deviation procedure is also available for any transaction. Here enter purchase invoice detail for accounting and stock effect In Purchase Return form enter goods return to supplier entry in case of rejection in qc or over quantity supply etc Category, Date, Supplier, Item, Weight, Book At, Driver Name, License No, LR Date, LR No, Destination, Transporter, Attachments, Document Settings, Packing etc Category, Date, Supplier, Item, Weight, Book At, Driver Name, License No, LR Date, LR No, Destination, Material Name, Quantity, Transporter, Attachments, Document Settings, Packing etc Category, Date, Supplier, Bill No, Bill Date, Item, Rate, Amount, Tax, Other Charges, Purchase Type, Credit Type, Credit Days, Remark etc Category, Date, Supplier, Bill No, Bill Date, Item, Quantity, Rate, Amount, Other Charges, Deduction, Reason, Remarks etc

8 Project Management Forms Description Fields to be used Project Planning Project Planning starts with work order generation. Using this module company design their team and date wise project schedule and generate bought out item list as per BOM. Team wise scheduling and target define during this stage. Here you can run MRP 1 & MRP 2 Category, Date, Department, Planning by, Milestones, Sub Milestone, Tem, Start Date, End Date, Priority, Bought out Items, Lead Time, Machine, Job work Party etc Project Progress Once planning done, team can feed their daily / weekly / monthly progress. This progress input can be team wise or team member wise. Category, Date, Department, Planning by, Milestones, Sub Milestone, Tem, Team Member, Machine, Progress, Job work Party etc Project Monitoring Third Party Contract Project should be monitor periodically as per the schedule defined in first stage. From here company can give third party contract for specific process. Category, Date, Department, Planning by, Milestones, Sub Milestone, Tem, Team Member, Machine, Progress, Job work Party, Attachments etc Category, Jobwork Party, Item Name, Item Quantity, Item Rate, Item Amount, Attachments, Reminders

9 Inventory Management Forms Description Fields to be used Material Requisition Material Issue Material Receipt Using this form user can request / generate indent of any material with required date and required item By this form issue material to production or any other department or party Using this form store department receive material from production or job work or from party Material Return Using this form store department receive scrape material / other material which is return from production department or job work or from party Category, Date, Party, Department, Required Date, Required Item Name, Item Code, Required Quantity, Remark, Attachments, Reminders etc Category, Date, Party, Department, Item, Quantity, Location, Available Stock, Rate, Amount, Remark, Attachments, Reminders etc Category, Date, Party, Department, Item, Quantity, Location, Available stock, Rate, Amount, Remark, Attachments, Reminders etc Category, Date, Party, Department, Item, Quantity, Location, Available stock, Rate, Amount, Remark, Attachments, Reminders etc Job-Work Detail By this form company give job work to out side parties. Category, Date, Party, Item, Quantity, Rate, Amount, Challan No, Transport Detail, Remark, Attachment, Reminders etc Material Rejection In some cases material rejection possible for some defected material. Category, Date, Party, Item, Quantity, Rate, Amount, Challan No, Transport Detail, Remark, Attachment, Reminders etc Stock Transfer Transfer Stock form one location to other location Category, Date, Reason, From location, To location, Item, Stock, Remark, Attachments, Reminders etc

10 Quality Management Forms Description Fields to be used Inward QC Job-work QC In item master for any purchase item if QC required is on then every purchase case Inward QC Required before Inward entry This form comes at the time of job-work receipt entry if job work item QC required is on Category, Date, Inward No, Checked By, Item, QC Parameter, Parameter Value, Reading Reasult, Accept Quantity, Reject Quantity, Conditional Accept Quantity, Aconditional Accepr Reason, Remarks, Attachments, Reminders etc.. Category, Date, Job-work No, Checked By, Item, QC Parameter, Value, Reading Result, Accept Quantity, Reject Quantity, Conditional Accept Quantity, Condition, Remark, Attachments, Reminders etc

11 Machine Maintenance Machine Maintenance Check List Break Down Recovery History Card Predictive/ Preventive/ Breakdown/ Shutdown Maintenance Checklists Equipment wise and shift wise. Equipment details with Tools and tackles required Spares required Procedures Do s and Don ts Manpower requirement Man hour requirement Breakdown analysis Equipment History & Failure Cost Spares Planning Individual Maintenance wise cost Breakdown Cost Calibration of tools and tackles

12 Service & Feedback Management Forms Description Fields to be used Customer Complain Solution All the details regarding any type of complain from any client will be store over this module. All the solution or suggestion against each complain will be in this module. Customer Feedback All the feedback details about delivered product / service will be store in this module. Customer Visit Periodically visit at client site from our service engineer will be keep in this module. Category, Date, Customer, Complain Type, Complain Parameter, Frequency, Warranty Details, Remarks, Reminders, Attachments, etc Category, Date, Customer, Complain Type, Complain Parameter, Frequency, Solution Parameter, Service Engineer Name, Warranty Details, Remarks, Reminders, Attachments, etc General feedback fields Category, Customer Name, Visit Location, Visit Date, Feedback, Negotiation, Attachment, Reminders, etc

13 HR & Payroll Management HRD Man Power Planning Recruitment oadvertisement oconsultant odata Bank (Previous Resumes) ointerview Action Plan odirect Recruitment Training oinstitute oprogram otraining oplan oexecution Organization Prepare Organization View Reporting Structure View Organization Organization Chart Personnel Administration oemployee Details oleave Entitlement oloan/advance oemployee PF oemployee ESI Induction oprogram ochecklist (Task Wise) Probationers Evolutions Separation oacceptance Letter osettlement Detail oexit Interview Details oemployee s Gratuity oemployee s Superannuation Transfer Appraisal Promotion Salary Increment Temporary Staff Contractor ARS Shift Employee Master Shift Roster Attendance Uploading Control File Employee Calendar Manual Attendance Full Attendance Upload Attendance Department Wise OT Employee Wise OT Payroll Grade Wise Salary Structure Employee Wise Salary Structure Grade Wise Loan Structure Overtime Allocation Arrears Pre Payroll Activity Salary Processing Bonus Detail Full Final Salary Leave Encashment Medical Reimbursement Grade wise Bonus Processing

14 Account Management Forms Description Fields to be used Bank Cash Journal Voucher Cr / Dr Note Contra Reconciliation In this form use Bank Receipt and Bank Payment entry with cost center, Profit Center, Party Bill Adjustment etc In this form use Cash Receipt and Cash Payment entry with cost center, Profit Center, Party Bill Adjustment etc For any expense or other voucher entry you can use this form Using this form company can give Credit or Debit note to any party For Transfer company s fund from Bank to Cash, Bank to Bank, Cash to Bank or Cash to Cash Reconciliation refers to a process that compares two sets of records to make sure they are in agreement. Daybook, Date, Voucher No, Ac Name, Amount, Deduction, Cheque No, Voucher Amount, TDS Amount, Cost Center, Profit Center, Bill No, Bill Date, Total Amount, Adjustment Amount, Balance Amount, Remarks, Reminders etc Daybook, Date, Voucher No, Ac Name, Amount, Voucher Amount, Cost Center, Profit Center, Bill No, Bill Date, Total Amount, Adjustment Amount, Balance Amount etc Daybook, Voucher No, Date, Narration, Account Name, Credit/Debit type, Remarks etc Daybook, Date, Voucher No, From Account, Narration, To Account, Narration, amount, Remarks etc Category, Date, Voucher No, Bank Acc, Cash Acc, Amount, Narration, Remarks etc Category, Date, Voucher No, Bank Acc, Cash Acc, Amount, Narration, Remarks etc

15 Analytical Reporting SAFAL ERP

16 Features of SAFAL ERP Marketing & Sales Management BOM Management Multi Level Project Planning Multi Level Milestone Management Project Management Inventory Management Currency Gain Loss Utility for Import & Export Logistics Management Scheme / Offer Management Finance Management Human Resource Management Quality Control Management Machine Maintenance Multiple product attributes and grades Consignment Costing Security Gate Management

17 Features of SAFAL ERP User Friendly Highly Configurable Integrated Window Based Server - Client Quick return on Investment Reduce burden of Paper work User Friendly Eye Catching Screen Layout Summarized view of critical parameters of your entire business at a glance Multi Currency Operation Multi Company Enabled Multi Field Search Facility Multi User Login with User Right Management Ability to share data across various departments in an organization Graphical Representation of Reports Alerts on SMS with Auto Responder Dynamic Tax & Charges Calculation Facility Data Security and User Log Management User Friendly Screen Layouts ISO Required Report Generation* TS Required Report Generation* Data Entry Authorization

18 SAFAL Infosoft Pvt. Ltd. INDIA: Ahmedabad Mumbai Rajkot Bhilai Kolkata OVERSEAS: USA CANADA MALAYSIA UAE NIGERIA KENYA TANZANIA SAFAL is a registered trademark of Safal Infosoft Pvt. Ltd. All other product names are trademark of the respective manufacturers. This document is intended for information purpose only. Content are subject to change without notice and not warranted to be error-free