ierp introduction - itangle inc
TRANSCRIPT
Sales Project Accounting
Manufacturing
Purchases
Warehouse
Human Resources
Point of Sale Reporting
Sales Management
CustomersLeadsOpportunitiesQuotationsSales OrdersContracts
Each company will have similar, yet customized stages to qualify opportunities. The key steps of your Sales Cycle are what iERP calls Stages. You can use the stages to improve your sales capacity, because they allow you to find out the reasons why deals succeed or fail.1. New - the initial stage for your opportunities.2. Qualification – Attract the prospect’s interest, determine whether the prospect has a need, ask the right questions and listen carefully to identify and thoroughly understand the prospect's needs.
What is the expected result?
The need to buy the product/service has been confirmed, Confirm that there is a budget. Current pain points identified, Identify what the prospect wants to achieve, Identify the decision-maker.
Sales Management
3. Proposition – Discuss some solutions to determine the customer’s preferences, recommend specific solutions to answer the customer's needs.What is the expected result?Demo and/or Proposal given,Decision-maker confirmed his interest to purchase,Preliminary pricing confirmed/agreed upon.4. Negotiation – Submit the final proposal to the customer and begin the negotiation process.What is the expected result?Negotiation concluded,Contract terms/conditions agreed upon,Contract submitted for signature.5. Won/Lost – Register the final step of the opportunity.What is the expected result?Contract signed / not signed,Next steps.
Sales Management
Project ManagementInfinitely flexible. Incredibly easy to use.
The iERP project management application enables you to efficiently manage and track tasks, work on them effectively, quickly delegate them while keeping close track of your delegated tasks and finally improve productivity.
• The iERP Project Management Consists of Following
Project• Projects• Tasks
Invoicing• Contracts to Renew• Invoice Tasks
Project Management
Create Project and Manage Tasks Project Management Module in iERP provides you with a very flexible
workflow which enables you to analyze time plans, plan and organize tasks, prioritize tasks, assign tasks to users, delegate tasks, structure your projects into phases, manage your budgets, control invoicing and managing contracts.
You can create projects, add team members, view info about planned time & actual time spent on each task, escalate tasks, track issues and bugs, calculate project time lines through Gantt Charts. You can directly generate invoices based on time spent on tasks by linking it to project timesheets or analytic accounts. iERP allows you to study customer satisfaction by creating questionnaires from the survey module. You can also calculate a project plan for earliest delivery using task ordering and the working time.
Project Management
Timesheets, Contracts & Invoicing
Projects are automatically integrated with customer contracts allowing you to invoice based on time & materials and record timesheets easily.
ACCOUNTING
CustomersSuppliersBank and CashJournal EntriesChartsPeriodic ProcessingReporting
ACCOUNTING
Customers Customer Invoices Customer Refunds Sales Receipts Customer Payments Customers
Suppliers Supplier Invoices Supplier Refunds Purchase Receipts Supplier Payments Suppliers
Bank and Cash Bank Statements Cash Registers
Journal Entries Journal Items Journal Entries Analytic Journal Items
Charts Chart of Accounts Chart of Analytic Accounts Chart of Taxes
Periodic Processing Draft Entries Reconciliation Recurring Entries End of Period
Reporting Legal Reports Generic Reporting
ACCOUNTING
Manufacturing
Manufacturing Manufacturing Orders
Planning Order Planning
Products Bill of Materials Products
Manufacturing
iERP Manufacturing helps manufacturers especially those that operate within a different mode (process, discrete, repetitive, etc.) environment—design, manufacture, and distribute products in a timely fashion; use appropriate processes that optimize resources; material, machinery, tools etc and satisfy the expectations about quality and delivery.
Manufacturing
Manage the Manufacturing process in iERP The manufacturing module allows you to cover planning,
ordering, stocks and the manufacturing or assembly of products from raw materials and components. It handles the consumption and production of products according to a bill of materials and the necessary operations on machinery, tools or human resources according to routings.
It supports complete integration and planification of stockable goods, consumables or services. Services are completely integrated with the rest of the software. For instance, you can set up a sub-contracting service in a bill of materials to automatically purchase on order the assembly of your production.
Manufacturing
Key Features Make to Stock/Make to Order Multi-level bill of materials, no limit Multi-level routing, no limit Routing and work center integrated with analytic accounting Periodical scheduler computation Allows to browse bills of materials in a complete structure that includes
child and phantom bills of materialsDashboard / Reports for MRP will include: Procurements in Exception (Graph) Stock Value Variation (Graph) Work Order Analysis
Purchase Management
Purchase Requests for Quotation Purchase Orders SuppliersIncoming Products Incoming ProductsInvoice Control On Draft Invoices On Purchase Order Lines On Incoming ShipmentsProducts Products by Category Products
Purchase Management
Automate procurement propositions, launch request for quotations, track purchase orders, manage vendors' information, control products reception and check vendors' invoices.
Warehouse Management
Operations All Operations
Inventory Control Current Inventory Valuation Inventory Adjustments
Traceability Stock Moves
Schedulers Run Schedulers Procurements
Products Products
Warehouse Management
Clean and fast Basic Operations Advanced Routing Productivity Replenishments Traceability
Products Costing Reporting Integrations
Features
Human Resources
Human Resources Employees
Time Tracking My Current Timesheet Timesheets to Validate Timesheet Activities
Expenses Expenses
Leaves Leave Request Leave Requests to Approve Allocation Requests Allocation Requests to Approve Leaves Summary
Human Resources
Successfully manage your employees Centralize all your HR information
Oversee all important information by department at a glance. Restrict some information to HR managers, and make others public for all employees to easily find their colleagues. Get alerted for any new leave request, allocation request, application or upcoming appraisal.
Track time and attendance Weekly or monthly timesheets with optional attendance tracking
Keep track of the time spent by project, client or tasks. Easily access statistics to record timesheets and check each employee’s attendance. Get your analytic accounting posted automatically based on the time spent on your projects.
Human Resources
Leave Management Manage holidays, legal leaves and sick days
Keep track of the vacation days taken by each employee. Employees enter their requests (paid holidays, sick leave, etc), and managers approve and validate them, all in just a few clicks. The agenda of each employee is updated accordingly.
Streamlined expense management Get expenses in and approved the right way
Get employees to easily submit and justify expenses. Let managers approve or reject them expense by expense. Let the approved expenses flow immediately into iERP Accounting.
Point of Sale
Everything your shop needs iERP POS is based on a smart interface
that any retail company can use without difficulty. Because it's extremely flexible, you can configure iERP POS to meet your precise needs.
Online or offline iERP Point of Sale stays reliable even if
your connection is not. Set up new stores quickly and easily with
just an internet connection. Then use your Point of Sale everywhere, anytime.
While an internet connection is required to start the Point of Sale, it will stay operational even after complete disconnection.
Point of Sale
Keep in touch with your customersAnd keep them coming back with loyalty programs.
Reward your loyal customers with points, gifts and discounts with iERP loyalty programs. The whole process is fast and can be entirely automated. Identifying your customers is even faster with loyalty cards and customer barcode ids.
Register your customers to keep track of their buying habits. You can then send them special offers and sale notices with iERP Mailing. Register tax identifications for your business customers and give them invoices instantly (or send by email).
Point of Sale
Integrated Inventory management Real time control & accurate forecasts to manage procurements. iERP Inventory app automatically inputs any transaction from the
POS in the stock. You can see in real time the availability of products without losing time. Furthermore, the POS is compatible with iERP eCommerce. You won't need to setup separate stocks for the two apps and be a truly multi-channel business, without headache.
Reporting Dashboards
My Dashboard Sales
Leads Analysis Opportunities Analysis Sales Analysis Phone Calls Analysis Claims Analysis Helpdesk Analysis
Purchase Purchase Analysis
Warehouse Stock Valuation Latest Inventories & Moves
Project Tasks Analysis Cumulative Flow
Accounting Invoices Analysis Entries Analysis Treasury Analysis Sales Receipts Analysis Analytic Entries Analysis
Human Resources Expenses Analysis Attendance Analysis Timesheet Analysis Leaves Analysis Reports
Point of Sale Orders Analysis Sale Details
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