SALES MANAGEMENT

✓ Customer Record Creation and Management
✓ Item/Service Record Creation and Management
✓ Customer Pricelists with one/Multi level approval
✓ HSN/SAC Code wise Tax Management
✓ Sales & Service Orders combined
✓ Prices fetched from Pricelist, No Sales Approvals
✓ Other Charges – Freight, Insurance, Packing & Forwarding
✓ Sales Amendment
✓ Scrap & TCS
✓ Pro-Forma Invoicing
✓ Reports – Zone wise sale report, Pending sale order report

BIDDING & TENDER MANAGEMENT

✓ Captures leads and published tenders as opportunities, capturing all information for tenders used for decision to bid and it enables users to do tender screening.
✓ Ability to manage and track tendering and estimation process with inputs from technical, commercial and finance department and final approval of CEO/MD
✓ Manages checklists for Pre-Bid, Bid Submission and Post-Bid Checklist along with management of its status and responsible person with feature to send email for reminders.
✓ Manages and uploads BOQ/SOR for each tender based on different types of contract
✓ Manages list of competitors, corrigendum, documents withnrevisions
✓ Feature to analyze Tenders based on various attributes captured in the system.
✓ Costing sheet to generate final tendering estimation management
✓ Closely Integrated with CRM and Project Management for smooth process transition
✓ Auto-Generated Notifications for various events
✓ Can Import and export Tender details in excel.

PURCHASE MANAGEMENT

✓ Purchase Indent with approval flow
✓ Purchase Tenders with approval flow
✓ RFQ/Purchase Orders with approval flow
✓ Vendor Management with all legal, accounting and communication details
✓ Products/Equipment Creation with all details
✓ Import/export Vendors/Products in predefined excel template.
✓ Manages supplier pricelists
✓ Manages Purchase Subscriptions
✓ Captures Purchase Advances
✓ Quality Inspection for all purchased Items
✓ Helps in uploading various documents in respective forms.
✓ Feature to analyze Purchases based on various attributes captured in the system.

INVENTORY MANAGEMENT

✓ Material Indent with approval Management
✓ Stock Transfers Management (Material Receipt, Internal Transfers, Consumption)
✓ Inventory Adjustments with approval Management
✓ Can create and maintain Warehouse, Locations & Serial Numbers.
✓ Uploading of various documents in respective forms.
✓ Inventory Dashboards and reports like Valuation, warehouse wise, product, category wise
✓ Inventory Visibility in various locations, projects along with their valuation with feature to export the data in excel

PROJECT MANAGEMENT

✓ Can create Projects from allotted Tenders automaticaly and details entered are visible in Project
✓ Define Project Budget with approval and revision – Budget Management
✓ Defines Mobilization Plan Checklists along with management of its status and responsible person with feature to send email for reminders.
✓ Defines De-Mobilization Plan Checklists along with management of its status and responsible person with feature to send email for reminders.
✓ Defines Work Breakdown Structure – Phases, Jobs, Milestones as per Contractual requirements.
✓ Creates Job Cost sheet based on material, labour and overhead estimations
✓ Scheduling and assigning of Jobs as per schedule
✓ It plans and assign resources – human, material and equipments to the project and track status
✓ Able to enter project execution data on a real-time basis which should update the progress of the work done.
✓ You can create and manage risks associated with the Project.
✓ User are able to create and manage changes associated with the Project.
✓ Uploads various documents in respective forms.
✓ We can do record measurement of work for every activity and generate invoices based on pre-defined milestones
✓ We can define Instructions for performing Jobs and link them with specific jobs
✓ Automated email notifications for Job Assignation, completion of Job, Milestone, surpassing delivery date and so on
✓ We can view project or phase schedule on gantt chart customizable to display data as per time period
✓ Management of Sub-Contractors and their jobs, billing and communication
✓ User self-defined Dashboards for different stakeholders as per own requirements.

EQUIPMENT AND FLEET MANAGEMENT

✓ Create and maintain Equipment/Fleet Master with all details.
✓ Creates and manage fuel logs of the equipments or vehicles on a periodical basis.
✓ Creates and manage Service logs of the equipments or vehicles on a periodical basis.
✓ Import/export Equipments/Fleets in predefined excel template.
✓ It Maintain and track insurance, movement, drivers, sales, etc. for each equipment.
✓ Able to show various reports to analyse costing and profitability of each equipment/fleet
✓ Upload various documents in respective forms

HUMAN RESOURCE MANAGEMENT

✓ Employee Bio Data & Contract as per Country Requirements management
✓ Manages Employeeon-boarding, orintation and induction
✓ Manages recruitment request and job applications
✓ We can be able to manage employee performance evaluation
✓ Manages employee loans and reimbursements with approval
✓ User should be able to manage leave requests and approvals as defined in Company’s SOP
✓ Helps user to import attendances into the system for the purpose of payroll.
✓ You can create and manage complete payroll process including investment declaration, salary rules and generation of Payslip through batches as per Country Requirements
✓ Creates and manage helpdesk requests
✓ You can be able to generate required HR reports for each module which will then be used to generate reports for compliance outside the system
✓ Manages Employee Insurance
✓ Employee Travel Management
✓ You can upload various documents in respective forms.
✓ Manages exit of the employee and end of service calculations
✓ Ability to automated birthday and anniversary greetings to employees
✓ User can manage overtime request and payments through payroll

FINANCE AND ACCOUNTS

✓ Vendor Bills with approval flow
✓ Customer Invoices
✓ Assets and depreciation as per legal policy
✓ GL Entries
✓ Payments with approval
✓ Bank Statement Reconciliation
✓ Project Budget with approval and revision
✓ Financial reports – General Ledger, Partner Ledger, Balance Sheet, Profit/Loss, Ageing Report in excel which will then be used to generate reports for compliance outside the system
✓ Various documents in respective forms.
✓ Feature to analyze Assets based on various attributes captured in the system.
✓ Manage reconciliations and adjustment entries
✓ Financial Dashboard and Management accounting to support financial analysis
✓ Treasury Planning and Cash Flow
✓ Ability to generate checks and manage post-dated cheques
✓ Ability to manage company’s loans, investments, bank guarantees, deposits
✓ IFRS, GAAP, IND-AS Enabled

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