InfoERP. An Enterprise Resource Planning System

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Transcription:

1

InfoERP An Enterprise Resource Planning System 2

Overview of InfoERP 3

Our Solution Workshop Inventory Control Purchasing Sales and Invoicing Modularized functions Finance Customer Management Web Based Application Interface MIS Integrated ERP solution 4

Customer Management Maintenance of customer details Different customer groups Exclusive customer groups Customer search Customer profile creation Maintain customer history details 5

Sales and Invoicing Inquiry (vehicle models/options) Generate counter slips Generate quotations Invoice (proforma/commercial/final) Sales types (cash, credit, lease) Settlement discount facility Flexible discounts & promotions Invoice based on sales order 6

Sales and Invoicing Inventory tracking Reservations (vehicles/spare parts) Prepare delivery note Sales return Issue credit note 7

Inventory Control Inter-location transfer Internal issue of items On-line status of items Bin to Bin transfers Stock verification, Variance report Stock adjustments Stock valuation, Obtain age - analysis 8

Workshop System generated repair estimate Repair job open/close Proforma / Final invoicing for jobs Workshop reservation Service / Repairs/ Warranty jobs Maintenance of company vehicles Loyalty schemes Repair job history 9

Workshop Job costing Sub contractor services Work in-progress reports System generated gate pass 10

Purchasing Streamlined process reduce data entry Automated order schedule (Demand Sheet) Purchase requisition, Request for quotation Purchase order, Invoice, GRN Supplier maintenance Automated costing process & Generation of suggested selling price Facilitates local and foreign purchase Add additional items to inventory through bulk purchasing 11

Purchasing Track inventory across stores Maintenance of binning schedule Price comparison report 12

Finance Total integration of all modules Journal maintenance Budget allocation Reconciling bank statements Report generation facility Financial statements design 13

Finance Accounts Payable AP Capture payment voucher details Reconcile bank payments Handle partial / scheduled payments Maintain petty cash payment details Handle Supplier Advance Payments Creditor Journals Cheque printing 14

Finance Accounts Receivable AR Receipting(Cash, Cheque, Credit card) Debtor settlements Reconciling bank receipts Debtor journals Generation of credit notes Report generation facility 15

MIS Reports Inventory Control Report Sales Report Purchasing Reports Workshop Reports Financial Reports Finance Reports Age Analysis Details Report Cancelled Invoices Report Service Requisition Work In Progress Reports Financial Statements Chart Of Accounts Item Transaction Report (with opening balance) Purchase Items Report (Local) Daily Transaction Report Counter/Dealer Sales Analysis Report Daily Stock Movement Report Dealer List Report Sales Value for the Customer Type Service Order Service Acceptance Note Order Schedule Binning Schedule Service Order Report Job wise Daily Collection Workshop Performance Report Vehicle Repair History Report Debtors Statement & Reports Creditor Retention Payment Details Outstanding Creditor Report Cash Flow Summary Outstanding Advances Ledger Transaction List Balance Sheet Profit And Loss Consolidated Sales Value for the Invoice Type Profit And Loss - Branch 16

Administration Secure password protection Role based user access control Employee maintenance Maintenance of roles Activate and deactivate user access 17

High Level Product Roadmap 18

Technology Accessibility Corporate users Remote users/ Branch officers Oracle Application Server Report printer Corporate firewall VPN through internet if available Remote users Web server Database server 19

Key Business Benefits All in-one End-to-End ERP Solution with Workshop & Back-Office Operation for Automobile Business Designed & Developed Specifically for Workshop Based Operations Inventory Control with Possibility of practicing JIT Purchasing End-to-End Solution from one Vendor provides Seamless integration Provide Best Practices in the Industry Ability to track progress across processes Key Benefits MIS Reports for Improved decision making 20

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