PERGHOUSE PROPOSAL

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					                                        PERGHOUSE




                   TAKE YOU BEYOND THE PAYMENT
                                        Proposal by
            COMPKENYA INTEGRATED SOLUTIONS for SIMLAW
                    SEEDS COMPANY LTD.
               Computerization of the SEED SHOP.




     SOFTWARE DEVELOPMENT& BANKING SOLUTION | TRACOM KENYA

Tracom Kenya 2009, All right reserved
Table of Contents
  2. ABOUT TRACOM KENYA.............................................................................................................. 4
     2.1 OUR PRODUCTS...................................................................................................................... 6
     2.3 OUR PARTENERS ..................................................................................................................... 7
  3. INTRODUCTION TO PERGHOUSE................................................................................................ 8
  4. PERGHOUSE ERP MODULE BACK-OFFICE .................................................................................. 8
  4.1. MASTER DATA MANAGEMENT................................................................................................... 9
  4.1.1. MASTER DATA MANAGEMENT FUNCTIONS ............................................................................ 9
  4.2. PROCUREMENT MANAGEMENT .............................................................................................. 10
  4.2.1. PROCUREMENT MANAGEMENT FUNCTIONS ....................................................................... 10
  4.3. WAREHOUSE MANAGEMENT .................................................................................................. 10
  4.3.1. WAREHOUSE MANAGEMENT FUNCTIONS ........................................................................... 10
  4.4. PRODUCTION MANAGEMENT ................................................................................................. 11
  4.5. PROJECT AND SERVICE MANAGEMENT ................................................................................... 11
  4.6. FINANCIAL MANAGEMENT AND ACCOUNTIG ......................................................................... 11
  4.7. SALES MANAGEMENT .............................................................................................................. 12
  5. CONCLUSION............................................................................................................................... 12
  6. PERGHOUSE POS FRONT-OFFICE ............................................................................................. 13
  6.1. PERGHOUSE POS FEATURES .................................................................................................... 13
  6.1.1. SALES, REFUNDS AND CASH MANAGEMENT ........................................................................ 13
  6.1.2. WAREHOUSE MANAGEMENT ................................................................................................ 14
  6.1.3. RESTAURANT MODULE ......................................................................................................... 14
  6.1.4. REPORTS AND CHARTS.......................................................................................................... 14
  6.1.5. SECURITY ............................................................................................................................... 15
  6.1.6. MASTER DATA MANAGEMENT ............................................................................................. 15
  7. PERGHOUSE POS AVANTAGES .................................................................................................... 16
  8. MAIN MODULE .......................................................................................................................... 17
     8.1. SALES .................................................................................................................................... 17
     8.2. EDIT SALES............................................................................................................................ 18
     8.3. CUSTOMERS ......................................................................................................................... 19
     8.4. PAYMENT ............................................................................................................................. 20
     8.5. CLOSE CASH.......................................................................................................................... 21
     8.6. CASH CLOSED ....................................................................................................................... 22
  9. ADMINISTRATION MODULE ........................................................................................................ 23
     9.1. CUSTOMERS ......................................................................................................................... 23
     9.2. STOCK ................................................................................................................................... 24
     9.3. SALES .................................................................................................................................... 25
     9.4. MAINTENANCE ..................................................................................................................... 26
  10. SYSTEM MODULE ...................................................................................................................... 27
     10.1. CHANGE APASSWORD ....................................................................................................... 27
     10.2. CONFIGURATION................................................................................................................ 28
     10.3. PRINTER .............................................................................................................................. 29
     10.4. EXIT .................................................................................................................................... 30
     11. ACCOUNTING MODULE. ....................................................................................................... 31
     11.1Set up ................................................................................................................................... 31
     11.2Customer.............................................................................................................................. 32
     11.3 Supplier order ..................................................................................................................... 33


  TRACOM KENYA LTD copy Right 2009                                                                                                          Page 2
   11.4 Stock management............................................................................................................ 34
   11.5 FOOD COST ......................................................................................................................... 34
   11.6 Department......................................................................................................................... 35
   11.7 Banking and general ledger .................................................................................................. 36
12. CONCLUSION ............................................................................................................................ 37




TRACOM KENYA LTD copy Right 2009                                                                                                    Page 3
2. ABOUT TRACOM KENYA

TRACOM Kenya offers subscribers complete solution ensuring them success over
competitor and complex and rapidly changing market. Quality execution is made possible
by though the aid of the most modern machinery and highly qualified employees. The
company is directed toward subscriber need the satisfaction of our customers is our
satisfaction. The nature of the work at TRACOM demands strict observance of safely
policies.

   “Ability to understand a customer requirement and convert it into an
   Appropriate solution cost effectively”

   The group has expertise in the following areas:-

    • Bank system study and design: switch, core systems…
    • Customer Loyalty Programs
    • Closed community e-purse
    • Identification
    • Pos software development and integrations
    • EMV certifications – visa / MasterCard
    • Microfinance systems
    • Health card solutions
    • Fuel card solutions
    • Consulting for bank on any payment solutions strategy, EMV certification, security,
Visa and MasterCard standards…
    • Integration, installation and maintenance of computer hardware,
    Networking products and their allied products.

   Substantial investments are being made into R&D (research and development)
   to enable leading-edge solutions to customers, in-line with global
   Developments on bank environment and microfinance institutions.




   TRACOM KENYA LTD copy Right 2009                                                 Page 4
The group today has more than 29 direct staff and the figure continues to grow.




TRACOM KENYA LTD copy Right 2009                                                  Page 5
2.1 OUR PRODUCTS




  TRACOM KENYA LTD copy Right 2009   Page 6
2.2 OUR DESIGN SOLUTION




2.3 OUR PARTENERS




   TRACOM KENYA LTD copy Right 2009   Page 7
3. INTRODUCTION TO PERGHOUSE

PERGHOUSE system has been specifically to help businesses improve their performance.
Its functional coverage includes all areas of an integrated management system. It is a
tactile and complete solution.




4. PERGHOUSE ERP MODULE BACK-OFFICE

The back-office features a web based interface where user can view the entire status of a
company including.

PergHouse ERP has been specifically designed to help businesses improve their
performance. Its functional coverage includes all areas of an integrated management
additionally. PergHouse consists of the following functional modules which represent
specific ERP functions:

      Master Data Management
      Procurement Management
      Warehouse Management
      Production Management
      Sales Management
      Project and Service Management
      Financial Management and accounting




   TRACOM KENYA LTD copy Right 2009                                               Page 8
4.1. MASTER DATA MANAGEMENT

for the proper management of the data of your company(products clients suppliers
etc),for the maintenance exclusive coding,perghouse ERP help you to organize and
centralize the key data of your company, facilitating the rapid and easy flow of
information amount all areas implicated in different company process.




4.1.1. MASTER DATA MANAGEMENT FUNCTIONS

   •   Module allows you to define and edit information related to business partners,
       prices, and products.
   •   Partners – Create and edit business partner information, templates, and bank
       accounts.
   •   One can also specify the different locations and activities for a particular client.
   •   Customers-This is a business partner purchasing. You can specify for each
       customer: credit limit, credit used and delivery method.
   •   Invoice rules
   •   Schedule for invoices
   •   Maturity of the invoices
   •   Price lists for the specific client
   •   Discounts possible
   •   Sales representatives

   Employees Sales Representatives can also have invoice rules to guide him when out in
the field/shop.




   TRACOM KENYA LTD copy Right 2009                                                 Page 9
4.2. PROCUREMENT MANAGEMENT

For the rates, purchase orders, goods receipts, invoice registration and accounting, purchase
planning, etc. PergHouse ERP's handling of the flow of supply guarantees the integrity,
tracking, and homogeneity of the entire process. Each document in the supply process is
based on the information contained in the previous document, so that repetitive
introduction of data and human errors are avoided. In this way, it is possible to navigate
through different documents that conform to a determined flow (order, goods receipt,
invoice, payment) and know in real time the state of any given order (pending, delivered,
partially delivered, invoiced, etc).

    Also, Warehouses and bins, warehouse units, lots, serial numbers, packages, labels,
receipts and deliveries, movements between warehouses, inventories, stock valuation,
transport, etc.


4.2.1. PROCUREMENT MANAGEMENT FUNCTIONS

    • Procurement Management Module is used to manage requisitions, purchases,
       goods receipts, invoices, and analyze related reports.

   •   A requisition is made in draft mode and completed in confirmation. It can be
       changed to an order.
   •   Prices and quantities can be locked at confirmation.
   •   Payment obligations can be specified.
   •   A purchase order can be transformed to a perform invoice and later to a receipt.


4.3. WAREHOUSE MANAGEMENT

The warehouse processes built into PergHouse ERP allows the inventory in your
organization to always be up to date and correctly valued. The possibility of defining the
warehouse structure of your organization to unit level (storage bins) facilitates the exact
localization of your stock at any time. Additionally, the capacity for managing product lots
and the possibility of using serial numbers assure compliance with the tracking
requirements imposed by the majority of industries.


4.3.1. WAREHOUSE MANAGEMENT FUNCTIONS

      • Warehouse management module is used to create and edit
   Warehouse, and manage inventory.
      • The physical stock is used when doing stock taking and after
   Completion cannot be changed.

   TRACOM KENYA LTD copy Right 2009                                                  Page 10
4.4. PRODUCTION MANAGEMENT

Plant structure, production plans, BOM's, MRP, manufacturing orders, job reports, costs
of production, work incidences, preventive maintenance types, etc.
The production functions and plant management in PergHouse ERP allow a complete
shaping of the productive structure of each organization (sections, cost centers and work
centers) as well as the relevant data for production: production plans (operation
sequences), and products used to make one another. Currently, the functionality
provided by PergHouse ERP is orientated towards covering the usual necessities of a
discrete production environment: production planning and requests related to
procurement using MRP, creation of manufacturing orders, job reports (notification of
times and consumption), calculating costs of production, notification of job incidents and
maintenance reports.


4.5. PROJECT AND SERVICE MANAGEMENT

Project, phases, tasks, resources, budget, express and expense invoicing, related,
purchases, etc. this is functionality is orientated towards companies whose activities are
based on the delivery project and services . With relationship to projects, PergHouse ERP
allow for the management of budget, phases, tasks, expense and purchases related with
each individual project. These projects may be related to monitoring construction project
or even sending out and sales and purchases related requests. The service component
permits companies to define services and resources and control all activities. These
activities may or may not be billable, for internal or external customers, and be monitored
for incurred expense at a detailed level.




4.6. FINANCIAL MANAGEMENT AND ACCOUNTIG

Chart of accounts, accounts, budgets, taxes, general accounting, accounts payable, accounts
receivable, bank accounting, balance sheet, P&L, fixed assets, etc.
The financial management and accounting functionalities provided by PergHouse ERP are
designed to minimize manual data input on behalf of the user, thereby freeing them from
tedious, routine tasks and allowing greater focus on other, more value added tasks. This
increase in productivity is due to the financial department acting as collector of all the
relevant actions generated from the other management departments. This occurs in such
a way that these have an automatic reflection in the general accounting, in the accounts
receivable and accounts payable as soon as they are produced.




   TRACOM KENYA LTD copy Right 2009                                                Page 11
4.7. SALES MANAGEMENT

Prices, rates, varying quantity sales orders, shipments, invoicing, volume discounts,
commissions, CRM, etc.
The functionality of PergHouse ERP in the Sales Management module is expressing
designed with the objective of allowing maximum flexibility and adaptability in its
execution, needed in any commercial process. It is possible to link documents (orders,
shipments, invoices) in any order that the company requires or even disregard any one of
these that is not necessary. All this is achieved without sacrificing the coherence and
integrity of information and guaranteeing the tracking of processes. The capacities of
integration with order capture systems by PDAs extend the potential of the solution
beyond the physical limits of the particular company.
For multi-store retailers, the system can be seamlessly integrated with PergHouse POS.



5. CONCLUSION

In conclusion, the system PERGHOUSE ERP allows you to make your job easier, of being
more professional, fast and functional. It’s also allows you to give a good image of your
company to your customers and your partenaires. This system allows you also to increase
your income, to reach your goals, reduce manual entry data. With ERP system you can be
able to do a business partner setup, manage requisition. You Increase in employees’
productivity due to ease of use; Security; Modularity; Saving time; Credibility. YOU
ACHIEVE THE IMPRACTICAL. It is possible to synchronize all this information with
PergHouse POS front-office.




   TRACOM KENYA LTD copy Right 2009                                              Page 12
6. PERGHOUSE POS FRONT-OFFICE

PergHouse POS is a point of sale application designed for touch screens, supports ticket
printers, customer displays and barcode scanners. And also PergHouse POS offers all rich
functionality demanded by leading retailers, including sales, refunds daily reports, cash
management and warehouse management, and more.




6.1. PERGHOUSE POS FEATURES

      Sales refunds and cash management;
      Warehouse management;
      Restaurant module;
      Reports and charts
      Security.
      Master data management.




6.1.1. SALES, REFUNDS AND CASH MANAGEMENT

Editing of receipts, product search, tax management, bar coding, discounts, promotions,
payment, etc.

      Flexibly edit multiple receipts from one or many terminals at the same time.
      Allow for multiple payment methods.
      Easily integrate the POS with third party peripheral systems.
      Effectively manage refunds.
      Avoid all kinds of headaches when managing cash.


   TRACOM KENYA LTD copy Right 2009                                               Page 13
6.1.2. WAREHOUSE MANAGEMENT

Product properties, product movements, inventory count, product receipts, etc.

      Seamlessly manage multiple warehouses.
      Keep your inventory constantly up to date.
      Know the exact localization of your stock at any time.


6.1.3. RESTAURANT MODULE

Reservation management, customizable restaurant areas, occupation, etc.

      Manage from end-to-end your reservations.
      Personalize the different restaurant areas for easier identification.
      Know your restaurant occupation at any time.




6.1.4. REPORTS AND CHARTS

   Reporting, filtering, charts, etc.

      Monitor the state of your retail business.
      Get the information you need... on time.
      Improve your decision-making process.




   TRACOM KENYA LTD copy Right 2009                                              Page 14
6.1.5. SECURITY

   Roles, users, Access restrictions, etc.

      Secure the access to your POS solution.
      Manage multiple roles and user profiles.
      Protect most sensitive actions.




6.1.6. MASTER DATA MANAGEMENT

Products, categories and subcategories, images, taxes, warehouses, restaurant areas and
table layouts, users and roles, etc.

      Correctly organize and centralize the key data of your business.
      Guarantee the coherence and tracking of processes.




   TRACOM KENYA LTD copy Right 2009                                            Page 15
7. PERGHOUSE POS AVANTAGES


      Designed to work with touch                 Streamline of processes; faster and
       screens.                                     more effective.
      Feature-rich solution with many             Increase in employees' productivity
       robust capabilities.                         due to ease of use.
      Suitable for a wide a range of retail-      No hidden licenses costs! Minimize
       based businesses                             your investment!
      Configurable for any POS                    Very flexible and highly
       environment.                                 customizable.
      Better assist customers.                    No vendor lock-in.


Customer satisfaction is our satisfaction.




   TRACOM KENYA LTD copy Right 2009                                              Page 16
8. MAIN MODULE

8.1. SALES

Represents the core transaction whereby the teller makes a sale by capturing the
customer and product details. Choose the sales window from the left hand menu options.
Simply scan the barcode. Each item scanned which has an entry in the stock table will add
an entry to the sales ticket.

       UNIT                             FUNCTIONS
       Customer list                Select an existing customer to offer goods on
                                    credit
       Split Bill                       Sub-divide receipt into two
       New Transaction                  Add a new Payment Transaction
       Delete Current Transaction       Remove a selected transaction
       Tickets                          Suspend a transaction
       Print
       Open Drawer
       Search, Edit & Cancel           Find, change & remove products
       Payment Modes or =              Payment methods for items bought




   TRACOM KENYA LTD copy Right 2009                                                 Page 17
8.2. EDIT SALES
Allow the teller to make a refund before printing a receipt.

   UNIT                             FUNCTIONS
   Edit
   Refund                           Cancel a transaction on receipt of goods.
   Print




   TRACOM KENYA LTD copy Right 2009                                             Page 18
8.3. CUSTOMERS
Enables the teller to check the current debt of a credit-worthy customer.


   UNIT                            FUNCTIONS
   Customers List                  Search & display debtor
   Save                            Saves debtors particulars
   Pay Debt                        Allows a debtor to clear their account




   TRACOM KENYA LTD copy Right 2009                                         Page 19
8.4. PAYMENT
Represents money given out to the cashier at the beginning of the day.

   UNIT                            FUNCTIONS
   New                             Create new amounts for the drawer.
   Save                            Saves payments particulars
   Delete                          Deletes payments particulars




   TRACOM KENYA LTD copy Right 2009                                      Page 20
8.5. CLOSE CASH
Gives an over view of reports at the end of the working day

   UNIT
   Cash dates
   Payment mode report
   Tax Report




   TRACOM KENYA LTD copy Right 2009                           Page 21
8.6. CASH CLOSED
   Displays reports using specific time -lines
   A report showing sales made & costs in curred.




   TRACOM KENYA LTD copy Right 2009                 Page 22
9. ADMINISTRATION MODULE

This module allows the administrator to conduct Master data & Warehouse management.


9.1. CUSTOMERS
Enables the teller to input customer particulars.

   UNIT                             FUNCTIONS
   New Customer                     Add New Customer
   Save Customer                    Save Customer Details
   Search Customer                  Find Customer Details
   Sort Customer                    Arrange customers alphabetically
   Refresh                          Reload Customer Details
   Contact                          Add Customer Personal Details
   Locations/addresses              Add Customer Address
   Notes                            Add extra customer details
   Generate Card                    Automatically generate new card

   Customer Reports                 Display Customer debt details.
   Customer Defaulting Reports      Display customers who have not cleared their
                                 debts.
   Customers Diary Reports




   TRACOM KENYA LTD copy Right 2009                                                Page 23
9.2. STOCK
A vital sub-system of product management

   UNIT                           FUNCTIONS
   Products                       Add , Find, Search, delete products
   Products by warehouse          Shows minimum & maximum levels; items in
                              each warehouse.
   Auxiliars                      Find Customer Details
   Categories                     Add new product groups
   Taxes                          Add new tax rate
   Tax Categories                 Add new tax groups
   Stock Diary                    Buy, move, refund, manage broken items
   Stock Maintenance              Define movement of goods between warehouses

   Products                      Shows products, prices.
   Product Labels                Allows for printing of product stickers.
   Catalogue                     Shows products, prices.
   Warehouses                    Displays products by warehouse
   Current Inventory             Shows current stock
   Current Inventory Broken      Shows current stock broken
   Inventory Diary               Shows product sold, bought & their costs




   TRACOM KENYA LTD copy Right 2009                                             Page 24
9.3. SALES
Report-management section of all product sales;

   UNIT                           FUNCTIONS
   Cash by User                   Shows total sales made by each teller
   Product Sales                  Displays total no. of products sold &
                              corresponding amounts
   Taxes                          Shows taxes incurred
   Sales Chart                    Shows total sales made by each teller in graphical
                              form
   Product Sales chart            Displays total no. of products sold &
                              corresponding amounts in graphical form




   TRACOM KENYA LTD copy Right 2009                                                    Page 25
9.4. MAINTENANCE
The universal point of users, warehouse and restaurant administration

   UNIT                            FUNCTIONS
   Users                           Add, Delete, Save & Search Users
   Roles                           Add, Delete, Save & Search Roles
   Resources                       Add, Delete, Save & Search Program Parameters
   Warehouses                      Add, Delete, Save & Search Warehouse
                               locations
   Floors                          Add, Delete, Save & Search New Restaurant
                               Floors
   Tables                          Add, Delete, Save & Search Restaurant Tables.
   User Reports                    Displays user’s labels
   POS Synchronization             Used with ERP
   ORDERS Synchronization          Used with ERP




   TRACOM KENYA LTD copy Right 2009                                                Page 26
10. SYSTEM MODULE

10.1. CHANGE APASSWORD
Allow a user to reset a password

   UNIT                            FUNCTIONS
   Change Password                 Allows a user to edit existing passwords.




   TRACOM KENYA LTD copy Right 2009                                            Page 27
10.2. CONFIGURATION

A section for setting database and peripheral parameters.

   UNIT                            FUNCTIONS
   Database                        Allows you to define database parameters e.g.
                               driver libraries, driver class, passwords
   Cash register                   Define physical location, date & time
   Locale                          Set application skin, peripheral settings
   Payment                         Define card parameters, gateway to provide a
                               possibility for customers to pay by credit/debit card.




   TRACOM KENYA LTD copy Right 2009                                                     Page 28
10.3. PRINTER
Displays a screen snapshot of receipts




   TRACOM KENYA LTD copy Right 2009      Page 29
10.4. EXIT
Press the exit button to go back to the MAIN SREEN




   TRACOM KENYA LTD copy Right 2009                  Page 30
11. ACCOUNTING MODULE.

Main screen.
You, as the administrator, will be able to access all functionalities of the system from the main
screen directly above by means of easy to use tabs. All other users may be assigned different
access levels to allow them to only view what they are permitted to
access.




11.1Set up
You will configure:
     Company details.
     Add and Remove User Accounts.
     Access Setup
     Audit trail
     System and General Setup
     Add and Remove different tax types.




    TRACOM KENYA LTD copy Right 2009                                                         Page 31
11.2Customer

Manage Customers
   Navigate to manage customers if you require to;
    Add & manage customers
    Add & manage customer branches,
    Track customer payments and credit notes
    Allocate customer payments.

Inquiries & Reports
   Navigate to Inquiries & Reports when you need to view;
    Customer and sales reports
    Customer allocation inquiry
    Customer transaction inquiry.

Maintenance
  Set up credit status of customers using this functionality.




   TRACOM KENYA LTD copy Right 2009                             Page 32
11.3 Supplier order

   Allows you to:
    Place orders for items
    Receive items
    Allocate items to departments
    Make payments to suppliers
    Add and remove suppliers.




   Allows you to:
    Place orders for items
           Placing an order for items requires there to be a supplier present in the system and
       the type of product you wish to purchase should have already been added in the stocks
       under the stock management tab.

Invoices
    Enables you to;
     Issue invoices
     Issue credit notes
     Allocate supplier payments

Reports
   You will be able to view sales and purchasing reports.




   TRACOM KENYA LTD copy Right 2009                                                      Page 33
11.4 Stock management




Reports
   Enables you to view;
    Stock movement report
    Stock item status

Pricing
     This allows you to set up the buying & selling price of stock items

11.5 FOOD COST
This allows you determine how many stock items it takes to produce one product or to product
another item so that whenever that particular product or item is produced, it will deduct from the
stock the number of stock items it took to produce that product.




    TRACOM KENYA LTD copy Right 2009                                                      Page 34
11.6 Department

Also called dimensions. It is used to make it easier to divide the reports so that they can be view
according to different departments. This allows you to analyze the performance of the different
departments.




Department Management
   Navigate to Dimension management to;
    Add or remove departments
    View outstanding departments


Inquiries & Reports
   Enables you to view;
    Department inquiry
    Department reports




    TRACOM KENYA LTD copy Right 2009                                                        Page 35
11.7 Banking and general ledger




TRANSACTIONS
   Allows you to set;
    Payments & deposits
    Journal & budget entries
    Bank account transfers & reconciliation

INQUIRIES & REPORTS
   Enables you to view;
    Bank account & General ledger inquiries
    Trial balance & Trial Inquiry
    Banking & General Ledger reports

MAINTENANCE
   Navigate to Maintenance to manage the following;
    Bank accounts
    Quick entries
    GL accounts, account groups & classes.




   TRACOM KENYA LTD copy Right 2009                   Page 36
12. CONCLUSION

In conclusion, we know that the business organizations handle a great deal of data in the
practice of their business activities. This does not necessarily mean that they have
available to them the necessary information for the management of their enterprise. The
BI component of PergHouse ERP, integrated into the management system, will help you
to monitor of the state of your company, providing you with the relevant information for
decision-making. The predefined balanced scorecard will allow you to verify, through the
monitoring of a series of key indicators, if the defined strategy is being correctly
implemented in your organization.




   TRACOM KENYA LTD copy Right 2009                                              Page 37

				
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