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eresource ERP Book on Trading

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eresource ERP Book on Trading Powered By Docstoc
					An essential and concise guide to
understanding eresource for Trading
Working Online with eresource




            An essential and concise guide to
          understanding eresource for Trading




                                Release 2.8




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Copyright
© Copyright 2010 ERESOURCE. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose
without the express permission of eresource Infotech P. Ltd. The information contained herein may be
changed without prior notice.

Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered
trademarks of Microsoft Corporation.

HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide
Web Consortium,

eresource, eresource Logo. Eresourceerp.com are trademarks or registered trademarks of eresource
Infotech in India and several other countries all over the world. All other products mentioned are
trademarks or registered trademarks of their respective companies.




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 Summary
 The following charts may help you remember the conventions used. It may even be worthwhile
 leaving them open for quick referral as you begin to acquaint yourself with eresource ERP

 Command Convention

Buttons              Symbol                     Indicates

Save                                            Saving Record.

Update                                          Save/Update Existing Record

Edit                                            Edit Record

Select                                          To select Item from the Drop Down
                                                Control

Cancel                                          To cancel the current form.

Delete                                          To Delete the form

Calendar Button                                 To select the required date

Search                                          To search the required data
                                                according to different fields

Add                                             To add a new form




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                                                                         Access your business Anytime,
                                                                         Anywhere
An ERP solution to accelerate your                                       Working on a Web-based ERP
Trading and Distribution Business                                        system like eresource will give you
                                                                         the freedom and flexibility to
                                                                         manage your enterprise from
ERP system provides an end-to-end solution that organizes and
                                                                         anywhere. With eresource ERP it is
controls every aspect of business from order management,
                                                                         possible for you to work from
operations, supply-chain and logistics, to documentation,
                                                                         office, home or while travelling. It
accounting and business intelligence reporting. It enables your
                                                                         enables share your business
back-office to work more effectively, helps improve customer
                                                                         information with colleagues even
service, empowers your sales team to monitor trends, and
                                                                         without having to send files back
manage true order profitability. All while providing the best
                                                                         and forth. An advantage indeed!
financial control that you can expect from a web-based
application.
                                                                         Manage Your Business More
                                                                         Effectively
It enables you to adapt best business practices as well as leading
computing technologies accepted by the industry. It
                                                                         Eresource ERP allows users to
comprehensively covers customer management, supply chain and
                                                                         access modules based on the
business accounting for small, medium and large trading
                                                                         access permission granted to them.
enterprises. It creates greater room to grow your business rather
                                                                         Even the contractors, customers
than just manage it.
                                                                         and suppliers can access their
                                                                         respective information through the
eresource ERP system enables predictable business performance
                                                                         permitted modules. All the events
by enabling actionable information to every decision maker in the
                                                                         clicked by any user are recorded in
enterprise. Our technology offers an unprecedented range of
                                                                         the activity log section, which
monitoring, trending, forecasting, reporting, and analyzing
                                                                         makes sure that everyone is
capabilities within a single architecture to allow everyone to make
                                                                         accountable and every transaction
better business decisions every day, and drive business
                                                                         is traceable.
performance goals.
                                                                         It is affordable, easy to use and
eresource Trading ERP systems consists of Sales (Order
                                                                         quick to implement
Processing, Invoicing, Accounts Receivable), Purchase (Order
Processing, Invoicing, Accounts Payable), Inventory (Goods
                                                                         With eresource, you and your
Receipt, Warehouse Movement, Dispatch) and Excise for Traders
                                                                         employees can access this business
Financial Accounting etc. eresource ERP has empowered many
                                                                         application with just a computer
customers across the world by providing excellence, building and
                                                                         and an Internet connection. Simply
delivering enterprise solutions. Primary objective of eresource
ERP is to provide organization with the strategic insight, instill the   put, you have the flexibility to
                                                                         manage and access your company’s
ability to differentiate; increase productivity and give required
                                                                         information from anywhere and at
flexibility to achieve success.
                                                                         any time.




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Contents - ERESOURCE ERP FOR TRADING

Eresource - Business Process Overview ........................................................................................................ 7
Eresource ERP Feature .................................................................................................................................. 8
       Product Feature List .............................................................................................................................. 8
Sales Quotation Process in eresource ERP ................................................................................................. 10
       Sales Order Process in eresource ERP................................................................................................. 11
Purchase Management in eresource .......................................................................................................... 14
       Purchase Order Processing ................................................................................................................. 15
       Purchase Order Screen shots (Sample Screen Shots) ......................................................................... 16
       Purchases against Sales Order ............................................................................................................ 17
       Warehouse Management (Inventory Management).......................................................................... 18
Total Quality Management (TQM) in eresource......................................................................................... 23
       Quality Check Sample Screens ............................................................................................................ 23
Financial Management in eresource........................................................................................................... 25
       Accounts and Finance Management – Sample Screen ....................................................................... 26
       Ledger ................................................................................................................................................. 27
Human Resources Management................................................................................................................. 29
Administration Module (Admin) ................................................................................................................. 31
Reports Module .......................................................................................................................................... 31
Security ....................................................................................................................................................... 32
On-time implementation and 24x7 support ............................................................................................... 32
System Requirements ................................................................................................................................. 32




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                      Eresource - Business Process Overview




                                Eresource ERP – Business Flow, Fig 1

The base currency of the system can be defined in the administrative module, which can be
configured to any default currency. Eresource ERP supports multi Currency functionality.




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Eresource ERP Feature
In eresource for trading, the process of sales starts from the Sales Personnal section, allowing
sales personnel capture the source of lead, which could be from various sources (including
different mazazines, News Papers, Business news etc.,. The information in eresource gets
updated on regular basis as per the new developments.

Traceability matrix of Product in eresource is on the basis of Traceability Code OR “Heat
Number” OR Bar code

Eresource enables you to create multiple companies, multiple branches under 1 company and
multiple warehouse under 1 branch, etc.,

Product Feature List
Provision to classify product categorization in different levels, here in the example below, the
classification of the product is defined on the basis of Product Group (Example, Flanges), Product Sub
Group (Example SLIP ON), and other parameters like, Size, Pressure Rating, Wall Thickness, Flange
Grade, Ends Flange, Coating, etc.,




Search on product can be done using different permutation and combination. All information
of one product can be viewed at one central screen, likewise, Weighted Average price, Last
purchase, Sales history, Available Customers, In transit of the product, Stock Information,
Purchase history of the product, etc.,




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Following is the process of Sales order process in eresource ERP




                                 Eresource – Business Flow, Fig 2




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Sales Quotation Process in eresource ERP




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Sales Order Process in eresource ERP




Sales Order Module Comprises of Contact Management and Sales Order Processing Management. It is
an integrated solution comprising of marketing and sales activities. Organization can act immediately to
improve sales, service and marketing effectiveness by using this Module. Eresource Sales Management
module is all about retaining customers, improving customer loyalty and gaining customer insight.




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This module also help to you getting your customer order management easier day by day. Whether it is
maintaining customer information, quickly creating a quote or migrating them to sales order or being
responsive to your customers, we provide you right solution and efficient flow of information.

Sales Territory               Marketing Script            Customer information
Sales Forecast                Price List                  Sales Channel
Partner Program               Contact Management          Salesmen
Sales Targets                 Campaign                    Sales Person Management
Customer Item Relation        Recurring Order             Call Plan
Feedback Recording            Inquiry                     Sales Reporting
Service Call Support          Order Tracking              Quotation-PO
Sales Order                   ATP Dates                   Stock Transfer
Stock Allotment (EX
STOCK, LPO, FPO, In           Expeditor Schedule
transit, Job Work, etc.,)     Access                      Creation of Job Card
Order Acknowledgement         Credit Check                Sales Invoice
Export Invoice


Sales Order Screen Shot Samples




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Stock Allotment. Stock allotment can also be referred as capturing sourcing information.




Expeditor Schedule after the Allotment is generated




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Purchase Management in eresource

Purchase Management module in eresource ERP streamlines procurement of required Material,
packaging material, sub assembly and other non-inventory materials. It automates the processes of
identifying potential suppliers, Supplier Evaluation, Supplier Quote Evaluation, awarding purchase order
to the supplier, and billing processes. Purchase module is tightly integrated with the inventory control,
Sales and Finance Module. eresource ERP 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. Through eresource ERP, to navigate through different documents that conform to a
determined flow (order, supplier's delivery note, invoice, payment) and know in information at the real
time for any order (pending, delivered, partially delivered, invoiced, frozen, etc).

Purchase planning, based on necessities, keeping in mind minimum stock levels, goods receipts dates,
and pending requests.

    •   Material Requisitions & Request for Quotation definitions
    •   Purchase orders, prices and discounts, warehouse control of goods pending receipt, correction
        of orders, and creation of purchase orders from sales orders.
    •   Receipts. Automatic creation from pending order lines. Automation of incoming goods (location
        according to priority).
    •   Purchase invoices, automatic creation from order lines or delivery note lines pending invoicing.
    •   Relationship between orders, delivery notes and invoices.
    •   Expense invoices.
    •   Purchasing order reports, vendor invoices.




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Purchase Order Processing

Purchase starts from Enquiring from the vendors. All quotation received from the vendors can be
evaluated on the basis of Quotation Comparison. Purchase Order in eresource can be generated on the
basis of Approved Quotation or also Direct PO can be generated. Direct Purchase Order is usually
generated in the case of Rate contract with the supplier.




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Purchase Order Screen shots (Sample Screen Shots)




Purchase Order




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Purchases against Sales Order




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Warehouse Management (Inventory Management)

The warehouse management processes built in eresource ERP system allows the inventory in the
organization to always be up to date and correctly valued. The possibility of defining the warehouse
structure of the organization to the unit level (bins) facilitates the exact location of the company stock at
any time. Inventory Management Module in eresource ERP provides a powerful and flexible set of
features to help you manage and report your inventory information. eresource Inventory Management
facilitates processes of maintaining the appropriate level of stock in a warehouse. The activities of
inventory control involves in identifying inventory requirements, setting targets, providing
replenishment techniques and options, monitoring item usages, reconciling the inventory balances, and
reporting inventory status.

        •   Vendors and suppliers definitions

        •   Warehouses and storage bins and multiple warehouse support.

        •   Personalized product attributes in the warehouse (color, size, Grade, Pressure, quality
            description, etc.).

        •   Movement among warehouses.

        •   Picking strategies (according to stock, with rules of priority by location, etc.).

        •   Physical inventory, inventory planning, continuous inventory.

        •   Reports of movements, tracking, stock, arrival/departures, inventories, locations, etc.

        •   ABC Definition and Analysis

        •   XYZ Definition and Analysis

        •   Product Commodity Item Location

        •   Product Configuration Bin Card

        •   Item Party Relation

        •   Inventory History / Non Inventory Item

        •   Bin Transfer

        •   Ageing Analysis Goods Receipt Note

        •   Material Requisition

        •   Material Requisition Approval


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       •   Material Issues

       •   Purchase Returns Sales Returns

       •   Inventory Valuation

       •   Ageing Analysis

       •   Stock Transfer

       •   Material Indent

       •   Personalized reports.




                                        Goods Receipt Note




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                                            Delivery Order




Eresource ERP allows you to configure multiple warehouses with stacking information, such as building
blocks, rooms, racks and shelf within the warehouse. There could be different naming convention for
different location of ware house. This information is used for stacking.


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                                 Stock Transfer




                                Shipment Advice




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Total Quality Management (TQM) in eresource

It remains to be the undisputed matter that quality is the prime pillar of success for any industry.
eresource ERP Solution helps Quality Assurance & Control department with its sophisticated Total
Quality control Module.

eresource ERP Quality Control Module not only monitors quality by control plans in purchasing but also
provides real-time process capability index for quick review. Quality Control in eresource facilities are
versatile and offer support for every phase of your operations, from receipt and acceptance of
materials, through jobwork of intermediates, to inspections of finished goods before shipment to
customers.

    •   Quality Control
    •   Product Quality Control
    •   Job work Quality Check
    •   Record of Analysis
    •   Certificate of Analysis
    •   Approved / Rejection Slip Quality Audit Records
    •   Compliance Reporting

Quality Check Sample Screens
Quality Check Before GRN




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Quality Check for jobworker Receipt




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Financial Management in eresource

The financial management functionality in eresource ERP system minimizes manual data input on
behalf of the user, thereby freeing the user from tedious, routine tasks and allowing greater focus on
other, greater value added, tasks.

Finance Resource Management in eresource ERP gathers financial data from various functional
departments and generates valuable financial reports such as Balance Sheet, Trial balance, General
Ledgers, Quarterly Financial Reports, Account Statements, Gross Profit Analysis, Cost Center wise
Analysis, Branch wise Profit Analysis, profitability report, Asset and Depreciation Management, Tax
Management, ABC Analysis and many more.

eresource ERP Finance management module has the capability of meeting all the accounting and
financial needs of an organization. It is with this module that Financial Manager as well as other
Managers within business can review the financial position of the company in real time and assist in
better decision-making and strategic planning.

    •   Default charts of accounts.
    •   Linked accounting. Direct navigation from accounting entries to documents and vice versa.
    •    Journal entries.
    •   Trial balance. General ledger.
    •   .P&L statements (income statements).
    •   Balance sheets.
    •    Receivables and Payables
    •    Generation of debt payments (from invoicing).
    •   Issue of debt payments. Management of accounting documents.
    •    Bank statements reconciliation.
    •    Asset Management
    •    Bank Accounts Management

In addition to the above outlined features, provision for Bank Guarantee, Forward Contracts, Letter of
credit is also available in eresource ERP.




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Accounts and Finance Management – Sample Screen
Chart of Accounts




Receivables




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Ledger




Profit and Loss Account


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Human Resources Management

Human Resource module in eresource ERP streamlines the management of human resources and
human capitals. It comprises of four broad sections, mainly Training, Recruitment, Payroll and
Attendance. HR module in eresource routinely maintains a complete employee database including
contact information, salary details, attendance, performance evaluation and promotion of all
employees.

Features
   •   HR Appraisal
   •   Attendance Management
   •   Policy Management
   •   Leave Management
   •   Payroll Management
   •   Training
   •   Loans and Advances
   •   Shift Management
   •   Employee Management
   •   Time and Attendance Module (Time)
   •    Benefits Module
   •   Recruitment Module

   Employee Master




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Create Salary Heads




Salary Register




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Administration Module (Admin)

In the Administrative Module the HR Manager or other appointed personnel perform all system
administration tasks. This includes defining company structure, pay grades and other information that
serves as the backbone for the rest of the system. Security issues are taken care of through this module
as well by defining user rights.

Features:

    •   Define Company Info (General Information, Company Structure, Locations)
    •   Define Access Control
    •   Master Configuration
    •   Voucher Setup and Administration
    •   Audit trial
    •   Define Users
    •   Configure and subscribe for E-mail Notifications


Reports Module

Customized Report will be provided by eresource. Any number of reports can be defined by selecting
from a range of search criteria and report fields.




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Security

Eresource ERP solution is integrated with rich security features to protect your valuable data. Granting
and controlling user authentication is far more flexible and provides security at micro level.


On-time implementation and 24x7 support

Eresource InfoTech promises on-time implementation of ERP system. Our "Go Live on Time" program
guarantees the customers on-time implementation of integrated ERP system backed up 27x4 customer
support.


System Requirements

Being a web-based ERP solution, you need to have a computer with standard hardware configuration
with MS Windows 2000,XP or Vista, an Internet connection (a high speed connection is recommended)
and Internet browser application (MS Internet Explorer 6 or above).to access eresouece ERP system.

Here are some of the key benefits of eresource ERP           eresource ERP advantage:
system:
                                                                    Customer relationship management
       Increased customer loyalty – eresource ERP                   (CRM):
       provides organizations with more flexible and
       extensible system that enables them to easily                Automation and integration of sales
       adapt, change and add operational functionality to           marketing, support and e-commerce
       the system in order to meet customer demands                 helps you win sales and improve
       and easily adjust to changes in the marketplace.             customer satisfaction, increasing
       With eresource ERP, you can gain visibility into             customer responsiveness and
       your customers' needs and build the right                    loyalty.
       strategies to meet those needs – so you can serve
       a broader range of customers and meet the unique             E-commerce:
       needs of each.
       Lower technology costs – Being a web based ERP               Web-based application and adoption
       solution, eresource lowers the total cost of IT              of Microsoft's .NET technology
       ownership by evolving to support the latest                  enables you to access information,
       technologies; allowing easy integration with                 sell product, run business processes
       partners, suppliers, and customers; and supporting           and connect with customers and
       the entire value chain.                                      partners anytime, anywhere via the
       Streamline Operations - eresource ERP                        Internet.
       streamlines operations and processes thereby
       providing transparency to Customers and suppliers
       on delivery schedules, order processes and                   Extended enterprise:
       warehousing management.
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     Faster turnaround – eresource ERP helps                        eresource ERP is designed to
     organizations to provide better service and be                 support businesses that operate at a
     more responsive to the demands of customers and                single location or with multiple
     business partners through multi dimensional                    plants.
     tracking features and advanced order-promising
     capabilities.
     Easier acquisitions – eresource solutions support              Technology infrastructure:
     rapid and successful IT consolidation to facilitate a
     growing number of mergers and acquisitions.                    Microsoft based solution facilitates a
     Higher profits – With the use of eresource ERP                 smooth, quick implementation and
     software system, organizations can set budgets,                simplified system administration,
     review costs, track activities and resources. You              customization and integration of
     can perform profitability analyses that help you               your business system, while also
     focus on the most profitable value-added services,             providing a stable, scalable
     offerings, and customers.                                      technology infrastructure.



               Contact our sales team if you would like to know more about eresource ERP.
        REGISTERED OFFICE: TMA House, 1st Floor, Road No 16, Plot No. 6, Wagle Industrial Estate,
Thane (West) 400 604, Maharashtra Tel: +91 22 41118000 to 50 (50 Lines), +91 22 25828775, +91 22 65130234
          e-mail (Sales): sales@eresourceerp.com. e-mail (Help Desk): helpdesk@eresourcerp.com




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Description: ERP system provides an end-to-end solution that organizes and controls every aspect of business from order management, operations, supply-chain and logistics, to documentation, accounting and business intelligence reporting. It enables your back-office to work more effectively, helps improve customer service, empowers your sales team to monitor trends, and manage true order profitability. All while providing the best financial control that you can expect from a web-based application.