ERPNext for the Engineering Industry

The CRM Module of ERP solutions allows you to optimally manage your relationship with the customers by providing you a broader range of functionalities that are specially designed to improve your customer service. Say no to searching multiple platforms like mails to accounting software to get 360 degree view of customer, you can get conversations, orders, invoices, deliveries and payment details all on single page.

Features:

• Manage full conversion cycle from Lead ->Inquiry ->customer management.

• Never forget to do follow-up calls on time through system reminders.

• Time line feature like Facebook for each customer/lead allows you to view all mail/phone conversations on single page.

• Make delegation and monitoring of tasks task more efficient through system generated escalation mails.

• The CRM's Meeting Management feature helps organize and streamline meetings efficiently with objectives and outcomes.

Manage the purchase through workflow of material request. You can create request for quotation and send it in mail to multiple suppliers with the click of a button. Ensuring multiple quotation are received for the requirement and choosing the best quote for purchase order, you can improve efficiency of your purchase department. In fact, this can improve your bottom line by bringing down your cost of goods.

• Manage your sourcing activities by comparing quotes of multiple suppliers.

• Send request for quotation to multiple suppliers on click of a button.

• Item-wise or supplier-wise purchase price analytics.

• Rate suppliers based on various factors from delivery time to quality of product.

• Maintain buffer stock with automatic purchase requisition if available quantity in warehouse is below defined level.

Human resource is most important for but ignored part of most of SMEs. The reduction in time wasted in non-core activities and goal-oriented approach increases the productivity of employees. Automation of attendance, payroll and expense claim allows better tracking and reduced redundancies.

• Manage Employee attendance.

• Automated Payroll Processing.

• Leave/holiday management.

• Expense claim management.

• Job openings and applicants.

• Professional Appraisal system.

• Training and feedback.

ERPNext simplifies asset management from procurement to disposal, including IT infrastructure and equipment, all through a centralized system. With multiple capabilities integrated into a single application, managing assets has never been easier.

• ERPNext offers a centralized system for asset management.

• The platform facilitates managing assets from procurement to disposal.

• IT infrastructure and equipment can be managed through the system.

• Multiple capabilities are integrated into a single application to make asset management more efficient.

• Asset masters can be created and managed.

• Depreciation and maintenance can be tracked.

• Real-time reporting and analytics are available to assist with decision-making.

ERPNext project management assists in the planning, organization, and administration of the various tasks and activities involved in managing a project, ensuring that they are documented and tracked.

• ERPNext project management assists in planning, organizing, and administering various tasks and activities of a project.

• It helps to break down a project into smaller tasks and assign responsibilities.

• Project timelines, budgets, and progress can be tracked and monitored.

• Communication among team members can be managed through the system.

• Project templates can be created and reused.

• Real-time analytics and reporting are available to monitor the project's progress.

Poor customer service and support costs companies billions of dollars each year. According to Customer Engagement Index by almost half of consumers will stop buying from a company and move to a competitor within one day of having poor customer service. Best brands are known for their best in class service and support. ERP helps you create a system for tracking and resolving customer issues. You can also manage guarantee/warrantee of your products.

• Ticketing system for issue recording, where tickets can be automatically created through customer email.

• Possibility of assigning issues to relevant person for resolution.

• Automated email/sms to customer on resolution of issue.

• Manage invoicing for maintenance/repair service for items out of warrantee or AMC.

• Take customer feedback against service to maintain quality standards.

Given the complex nature of export import business we designed special module, which will allow you to manage your requirements more effectively. As you must deal with many regulations the accuracy of the documents is most important for the organization. There are also local lows providing special benefits to exports like Duty drawback, MEIS, etc which require special accounting treatment. Import / Export finance is also has multi-currency nature and many times it come with fixed repayment date.

• Generate all export documents like Draft BL, Shipping Invoice, Customer Invoice, Packing List, etc on single click.

• Manage export/import finance with maturity date.

• Letter of credit facility with drawn amount, conditions and maturity.

• Manage forward Contract in system and check your hedging ratio.

• Calculate RODTEP Claim, MEIS and IGST on exports and make accounting entries for these receivables.

• Manage calculations of Export and Import against Advance Authorization license.