SALES AND MARKETING MODULE

Report Selected: Sales analysis

Format Layout with Fields

Customer ID

Customer

Class

Market

Segment

Product

Product Family

Sales Representative

Branch

Area

Zone

Dealer

Distributor

Source: Sales Executive

Sink: Supervisor

Transactions Pertaining to Sales Analysis Report:

1. Customer Ordera. Cross Functional Aspects: Customer Order details are also useful

for financial management module & Customer Management Module2. Order Acceptance

a. Cross Functional Aspects: The production management module & materials management module

3. Invoicea. Cross Functional Aspects : Financial Management module

IMPORTANCE OF THE REPORT:

Production Level:

1. Sales module implements functions of:

order placement order scheduling, Shipping and invoicing.

2. Sales module is closely integrated with organizations' ecommerce websites.

3. Scheduling of the promotion is possible using this.

Financial Level

Planning Accounts Inventory Dispatching of goods Billing Budget Allocation

HUMAN RESOURCE MANAGEMENT MODULE

Report Selected : Daily Attendance Report

The daily report will list all employee attendance details for the day or other date/period that is specified. 

Format Layout With Fields :

Employee ID

Name Department Manager First IN

Last OUT

Total Hours

Overtime Status

Value of Status could be : Present, Half-Day, Leave, Holiday, Weekend, Marked

for TOIL(Time Off In Lieu) and On Duty. Marked For TOIL includes the hours that are

spent in work more than the fixed working hours and thus will be considered for

compensatory leave.

Transactions pertaining to the Daily attendance Report :

Automatic email : Automatic email to the employee who is not Present asking

the employee to update the concerned leave portal for leave /on duty/etc & reason for the same.

Automatic emails to the employees who have exhausted their leaves and to those who are still taking additional leaves.

Filter the report based on Date, Location, Department, Employee ID, etc.

Option to get monthly report using the daily reports. Send automatic monthly report to the managers about their

employees summarizing their leaves, presence, etc. The report can be used to evaluate :

o Absences o Attendances

Based on the status, calculate the daily wage/salary. For example: If an employee is to be paid half of the total daily salary for a half-day or is to be paid extra for overtime, etc.

Cross Functional Aspects :

Daily report would be useful for the employee & its manager and the concerned department head.

It would also be required by the HR Management Module as well as the Financial management module to understand the expenses occurred on different employees .

SOURCE : The Attendance System ( Eg. Information obtained on swiping of cards, etc.)

SINK : The sink of the daily report include :

The Employee himself/herself to track his/her own attendance ( His/Her access would be restricted to his/her data only)

The manager (He/She can view the daily report for his/her team) HR Supervisor : To analyze the various trends in the attendance

pattern and for decision analysis.

IMPORTANCE OF THE REPORT :

1) Manager Level :

The management of workplace attendance is an important aspect of supervision

in the workplace. The cost of absenteeism is greater than the direct payment of

wages and benefits paid durance the absence. There are indirect costs of

staffing, scheduling, re-training, lost productivity(because of extra workload on

other employees), diminished moral, turnover, and opportunity cost. The indirect

costs often exceed the direct cost of absenteeism. Effective supervisory efforts

to manage attendance will affect a relatively small percentage of employees, but

will result in substantial savings, increased productivity and morale.

So it is important that managers track the employee’s attendance record and

take timely actions if required.

2) HR Level :

This report plays a key role in the accurate computation of salary. Also it helps

HR people to understand the various trends involved in the leave records of the

employees, analyze the attendance wrt level and designation, analysis of

overtime and take necessary actions.

PRODUCTION MANAGEMENT MODULE

Report Selected: Down time of production facilities

Format Layout with Fields

Market

Segment

Product Product Family

Product Code

Product Type

Factory

Warehouse

Area Zone

Source: Factory supervisor

Sink: Sales manager

Transactions Pertaining to Down Time of Production Facilities Report:

1. Production Ordera. Cross Functional Aspects: Production Order details are also useful

for sales and marketing module & Customer Management Module2. Sales order to Factory

a. Cross Functional Aspects: Materials management module and Financial management module

3. Lead Timea. Cross Functional Aspects : Financial Management module and Sales

and Marketing Module

IMPORTANCE OF THE REPORT :

1) Production Level :

• Designed for specific needs of manufacture industries include core capabilities.

• Facilitates production planning , Taking orders and delivering products to customers.

• Material requirement planning: MRP based on machine capacity and availability, machine efficiency, raw material availability, lead time - giving feasible quantity for production

.• Production plan for machines with optimum utilization of all available resources like raw materials and machines

• Production plan for machines with optimum utilization of all available resources like raw materials and machines• Option to revoke production plan to change input parameters/ production priority/ quantity using fresh production advice

• Generation of production schedule for machines detailing inputs and output

• Reserving quantity for production

• Automatic generation of job orders for production

• Option to make daily plans for production 6

• Production Planning helps an organization plan production with the optimum utilization of all available resources.

1) Material Procurement Level :

• Material Requirement Planning is done based on the production advice generated by the sales department.

• Feasibility of production is evaluated using details like raw material availability and procurement time, machine availability and capacity.

• A production schedule is generated for all machines where the scheduling is done in an optimized fashion based on the priorities of production.