Trade ERP


Features

 

  • Company Detail
  • User Management System
  • Product Specifications
  • Ledger (Client – Vendor) Specifications
  • Purchase Management System
    • Purchase Document Status
    • Product wise VAT , Additional VAT, Discount
    • Terms and Condition Specification
  • Sales Management System
    • Sales Document Status Screen
    • Purchase Order Management System
    • Delivery Challan and Invoice Management System
    • Quotation Management System
  • AMC Management System
    • AMC Creation
    • Call Registration
    • Repairing and Buyback Management System
  • Courier Management System
  • Vehicle Management System
  • Document Reports
  • Inventory Reports

Key Points

  • Company Detail
  • User Management System
  • Product Specifications
  • Ledger Specifications
  • Purchase Management System
  • Sales Management System
  • Inquiry Management System
  • Quotation Management System
  • Delivery Challan and Invoice
       Management System
  • AMC Management System
  • Repairing and Buyback
       Management System
  • Courier Management System
  • Vehicle Management System
  • MIS Reports
  • Financial Reports
  • Inventory Reports

Modules

 

Company Detail

  • Company detail with Logo
  • Multiple Address (Office / Go down etc)
  • VAT No , CST No
  • Service TAX No
  • Import Export Code
  • PAN No etc.
  • Terms & Condition Specification

User Management System

  • Employee Detail with Joining Date, Leaving Date, Degree , Designation etc
  • Employee Multiple Address Detail (Permanent / Residential)
  • Employee Secure Credential (Login Id and Password)
  • Right selection for every menu with Add / Edit / Delete / View / Utility Option
  • Different Rights for different set of employees
  • Rights for Data of one employee cannot be seen by other employee
  • Login – Logout Log

Product Specifications

  • Product Group , Sub Group Option
  • Product Unit
  • Product detail with Product Code, Make, Location
  • Min Stock , Max Stock, Re-Order Level Stock Specifications
  • Default VAT, Additional VAT Declaration
  • Keep Inventory Flag for Service Type of Product
  • Opening Stock Option
  • Default Remark with Print / Not Print Option while Billing
  • Product List with filter option of Product Group, Sub Group, Keep Inventory, MRP etc

Ledger (Client – Vendor) Specifications

  • Ledger Financial Group (Default All Present)
  • Ledger Category
  • Ledger Detail with Multiple Address Option, Opening Balance Option
  • Credit Limit and Credit Period Specification
  • Ledger Bank detail with IFS Code
  • Ledger TIN No, CST No, PAN No Specification
  • Ledger List with filter option by Group, Sub Category, Category, Name, City, State etc
  • Ledger Multiple Contact Person Detail
  • Direct Email Facility
  • Default Ledger List for Routine Expanses
  • Import Facility from Excel for Ledger Creation Group wise

Purchase Management System

  • Purchase Document Status Screen
    • One Screen Inquiry to Billing Hierarchical Connectivity show option
    • On double click direct opening of the click document
    • New document from the existing document with forwarding option
    • Different type of filters to show desired records
  • Inquiry Issue to different Vendor
  • Inquiry can be printed or Email from the software directly
  • Quotation Received make directly from Inquiry Issue with change option
  • Product wise VAT , Additional VAT, Discount
  • Total wise VAT , Additional VAT, Discount , Service Tax
  • Freight , Packing & Forwarding, Round Off option
  • Terms and Condition Specification
  • Remark option for each document
  • Multiple Quotation Negotiation Option
  • Purchase Order Issue from final Negotiated Quotation
  • Purchase Entry Options of
    • OGS / Local
    • Cash / Credit
    • Tax / Retail
    • Against C Form No
    • Due Date
    • Courier Name and Destination
    • Alert Message for Credit Limit and Period

Sales Management System

  • Sales Document Status Screen
    • One Screen Inquiry to Billing Hierarchical Connectivity show option
    • On double click direct opening of the click document
    • New document from the existing document with forwarding option
    • Different type of filters to show desired records

Inquiry Management System

  • Sales Lead detail with Multiple Address Option
  • Product Detail for Every lead
  • Marketing Person and Authorized by Entry
  • Inquiry Mode , State, Status and Probability Entry
  • Special Remark for Every Inquiry
  • Follow up Management System for Every Inquiry Entry
  • Follow up Client Remark and Marketing Person Remark
  • One Screen follow up to see total communication in totality
  • Auto Follow up reminder after login on desk board of user logged in.
  • Email directly from the Inquiry

Quotation Management System

  • Quotation Issue can be made directly from Inquiry Received with change option
  • Special Remark for Every Quotation
  • Follow up Management System for Every Quotation Entry
  • Follow up Client Remark and Marketing Person Remark
  • One Screen follow up to see total communication in totality
  • Auto Follow up reminder after login on desk board of user logged in.
  • Email Quotation (PDF) Directly from the Software
  • Pending Quotation Reminder
  • Quotation Negotiation from Quotation
  • Quotation to Purchase Order Generation Option
  • Quotation Rejection Option

Purchase Order Management System

  • PO can be made directly from Quotation with change option
  • Special Remark for Every PO
  • Follow up Management System for Every PO Entry
  • Follow up Client Remark and Marketing Person Remark
  • One Screen follow up to see total communication in totality
  • Auto Follow up reminder after login on desk board of user logged in.
  • Pending PO Reminder
  • PO Acknowledgment Option After PO Confirm

Delivery Challan and Invoice Management System

  • Delivery Challan can be made directly from the PO Done with Change Option
  • Delivery Challan can be emailed directly from the software
  • Make Invoice from Delivery Challan
  • Multiple Purchase Orders to One Delivery Challan is Possible.
  • Inventory Management through Delivery Challan
  • Invoice Issue can be made directly from the Delivery Challan with Change Option
  • Invoice Issue Entry Options of
    • OGS / Local
    • Cash / Credit
    • Tax / Retail / Service / Rental
    • Against C Form No
    • Due Date
    • Courier Name and Destination
  • Alert Message for Credit Limit and Period
  • Invoice Delivery Confirmation Reminder to billing Department of Client on Desk Board
  • Auto Payment Follow up reminder on Desk Board
  • Invoice can be emailed directly from the software

Material Inward – Outward

  • Material Outward to Client / Employee / Vendor
  • Product List with Sent by option
  • Special Remarks for every Material Outward
  • Material Inward from Client / Employee / Vendor
  • Material Inward by selection Material Outward
  • Special Remarks for every Material Inward
  • Product Code wise tracking of Material and its Movement

Financial Documents

  • Receipt with Again Invoice / On Account Option
  • Payment with Again Invoice / On Account Option
  • Contra
  • Journal
  • Credit Note
  • Debit Note

AMC Management System

    AMC Creation

  • With Type of AMC
  • Monthly Service Option
  • AMC Products List Specification
  • Special Remarks
  • Default Call Schedule

Call Registration

  • Customer Selection with Address
  • Auto Call No Creation and Date Time
  • Type of Call
  • Service (AMC / Non AMC)
  • User Complain
  • Call Received by
  • Special Remarks
  • Call Schedule Option with Engineer and Helper Specification
  • Multiple Schedule for Single Call

Job Card Generation

  • Job Card Generation from Call Management
  • Auto Job Card No and Date Time
  • Call Attended By Engineer and Helper
  • Attended Date Time
  • Travel Time, Response Time
  • Problem Reported
  • Observation
  • Action Taken
  • Follow up Action
  • Customer Remark
  • Other Remark
  • Complain Product List with Serial No
  • Replace Item with Serial No
  • Job Card Status
  • Export to Delivery Challan Facility
  • Service Delivery Challan Creation

Repairing and Buyback Management System

  • Repairing Inward from Client
  • Repairing Outward to Job Work
  • Repairing Inward from Job Work
  • Repairing Outward to Client
  • Repairing Stock inventory differently from the Actual Stock
  • Buyback Inward
  • Buyback Sale Document
  • Buyback Stock inventory differently from the Actual Stock and Repairing Stock

Courier Management System

  • Courier Type of Packets
  • Create Couriers
  • Define City wise, Weight Range wise , Packet wise Rate
  • Courier Entry
  • Courier Report

Vehicle Management System

  • Vehicle Specification
  • Vehicle Log Entry with
    • Employee Name
    • Fuel Type
    • Start Date Time
    • End Date Time
    • Start Kms
    • End Kms
    • Amount
    • Remarks
  • Vehicle Usage Report

Reports

 

MIS Reports

  • Document Reports
    • Inquiry Report
    • Quotation Report
    • PO Received Report
    • Delivery Challan Report
    • Invoice Issued Report
    • Purchase Report
    • Outward Report
    • Inward Report

Financial Reports

  • Ledger Report
  • Day Book
  • Daily Receipt
  • Daily Payment
  • Outstanding Payment Receipt

VAT Reports

  • VAT CST Report
  • Form 201A
  • Form 201B
  • Form 201C

Inventory Reports

  • Product Wise Sales
  • Product Wise Purchase
  • Available Quantity
  • Product Inward - Outward Stock
  • Party Wise Outward
  • Product Wise Outward
  • Party Wise Inward
  • Party Wise Outward
  • Product Wise Inward
  • Repairing Stock
  • Buy Back Stock

Party Reports

  • Vendor Wise Material Inward Report
  • Client wise Material Dispatch Report
  • Vendor wise Outstanding Amount
  • Client wise Outstanding Amount
  • Customer Wise Sales
  • Vendor Wise Purchase

Miscellanies Reports

  • Product Price
  • Product Barcode
  • Product Serials No
  • Employee wise work flow Report