eresource etradeFor trading, Sales and Distribution

Product Tour

Economically efficient business solution for Trading and Distribution Business

Workflow Diagram

• Increase Operation efficiency• Gain Business Visibility• Improve Customer Relationship• Streamline Production and

Planning• Optimize IT Investments• Comply with Regulations• Cut Costs• Bring Product to Market Sooner• Monitor and Control Expenses• Reduce Errors• Get Accurate, timely Information• Global reach, better inventory

visibility, reduced distribution costs, higher customer satisfaction

• Support your changing needs• Get a complete view of your business• Make better business decisions• Deliver the right product at the right

time• Keep customer promises• Ability to modify / configure statutory

changes• Reduced product cost, reduced

expediting• Improved closure rates, Increased

Market share• Improved Sales Opprtunity Visibility,

Better customer service costs relationships, lower customer

Eresource BENEFITS

Web Based ERP - AdvantageWeb Based ERP - Advantage A Web Hosted solution ensures a lower outlay and predictive spread of

cost over time. You have a substantial saving in cost (on both the software and hardware, licensing) that can be better invested in your business process resulting is reduced Total Cost of Ownership (TCO).

A web hosted solution removes your headache from the Investment made towards Time and Cost in the maintenance of the server & other hardware.

A web-hosted solution also removes your worry about the new functions and features (service packs and fixes).

Optimized performance & Support

A Web Hosted solution ensures a lower outlay and predictive spread of cost over time. You have a substantial saving in cost (on both the software and hardware, licensing) that can be better invested in your business process resulting is reduced Total Cost of Ownership (TCO).

A web hosted solution removes your headache from the Investment made towards Time and Cost in the maintenance of the server & other hardware.

A web-hosted solution also removes your worry about the new functions and features (service packs and fixes).

Optimized performance & Support

Web Based ERP

Admin Module

Employee Creation Add new recordSaveDeletePrintExport

SECURITY LEVEL1.Email- Code2.SMS-Code

Assign time and days of work to be done by employee on ERP

ADMIN FEATURES

Role wise Access to employee

Role AccessAssign Role

• Company Wise• Branch Wise• Module Wise• Form wise

Assign particularCompanyBranchModule Formfrom list to particularrole

Work flow configurationYou can set the target for employees as per their role. Work flow of the employees will be automatically notified to the reporting authority.

Access control of the formSave, Delete, Print, Export, New, Search

Auto Notification

Target Wise approvals

Transaction settingsHierarchy wise visibilityModification authorityApproval authority

CRMCRM in eresource Xcel provides better customer service, cross-sell and up-sell more effectively, close deals, retain current customers and better understand who your customer are. Organizations frequently look for ways to personalize online experiences with tools that are provided with the CRM module. The CRM module enables interactions with customers. The module organizes, automates and synchronizes sales, marketing, customer service, and technical support.

Customer Relation Management

CRM Features

From Lead to Order Finalization, Including Estimation

Dashboard

CRM Dashboard for CRM Users.

Lead Generation…Search Leads, Add New Leads, Save Current Leads, Delete Leads and Print

Lead Requirements

General details

Sales EnquiryContain information of Client ,Design Team,

Attachmentof any type of file

Sales Quotation

NEXT

Net Amount

Sales Order Customer Details

Item Details

Sales InvoiceThis form will help you to record all the sales good from the vendor to the customer

Master

Item MasterItem general Details

Define Level like wise Size, Model ,Body Material etc...

tag with different vendors

Master features List

Client Master

Client Specific term

Client address book

Active client or not

Client master enable you to keep the complete information of the client including credit information, term and condition, billing dispatch information and general details.

Warehouse Master

BLock Details Add Room Details Add Block Details

Purchase

Purchase Management module streamlines procurement of required raw materials, 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.

Date wise todays event list

List of all task

Features of Purchase

Purchase

Purchase Enquiry Item Details Enquiry against : Direct or Sales

Supplier Details

Purchase Quotation

Provision to see complete item list

Purchase quotation page allow you to see all the quotation from different supplier in one page, which will make the comparison of quotations an easy process.

Purchase Order

item details Gross Amount

Purchase Order can be placed to the supplier by providing him item details. Supplier provides the product list with amount details of each item with and net amount. The whole informtion can be viewed through this page

Provision to keep the record of all the purchase item with supplier details which can be used for future reference

Purchase Invoice

StoresYou can keep track of stock detail online from the warehouse or from the production Unit

Stock Details

Provision to define the inventory location where you can select particular

Room, Block, Shelf

Stock ReconiliationIf the inventory counts in your records to the actual amounts on the warehouse shelves, figure out differences between the two amounts, than there is a provision given for the adjustment to your records to reflect this analysis

GRN(Goods Receipt Note)

Item details

Where you can send the note to the supplier for received items

Delivery Order

List of ordered item

Phases Key Activities Objectives

Scope DefinitionsScope Definitions

Project TeamProject Team

Implementation PlanImplementation Plan

In consultation with client, develop project deliverables required to setup and organize the project.

In consultation with client, develop project deliverables required to setup and organize the project.

As IsAs Is

To BeTo Be

GAP AssessmentGAP Assessment

To understand the existing business processes, design them in the standard product and identify the GAP exist in standard product vis-à-vis the existing

business process.

To understand the existing business processes, design them in the standard product and identify the GAP exist in standard product vis-à-vis the existing

business process.

Prototype EnvironmentPrototype Environment

TestingTesting

Training and UATTraining and UAT

To deploy the design in prototype environment by development and testing. Conduct detailed training and practice sessions with user and conduct User

Acceptance Test (UAT).

To deploy the design in prototype environment by development and testing. Conduct detailed training and practice sessions with user and conduct User

Acceptance Test (UAT).

Company CreationCompany Creation

Data MigrationData Migration

Integration and Final TestingIntegration and Final Testing

To install the test and production environment. To complete all site preparations, Data upload, IT, Change Management and Training

deliverables in preparation for GO-LIVE.

To install the test and production environment. To complete all site preparations, Data upload, IT, Change Management and Training

deliverables in preparation for GO-LIVE.

Competence CenterCompetence Center

Transition to SupportTransition to Support

Evaluation – Lessons LearnedEvaluation – Lessons Learned

To establish Competence Center, Customer Support Infrastructure and transition from the project to IT function of the organization.

To establish Competence Center, Customer Support Infrastructure and transition from the project to IT function of the organization.

INITIATEINITIATE

DESIGNDESIGN

BUILDBUILD

DEPLOYDEPLOY

CLOSURECLOSURE

ERP Roll Out – GO LIVE

ERP Readiness Review – DELIVERY

Implementation Methodology

Requirement Determination

ERP – Customization & Configuration

Contact Us

INDIATMA House, 1st Floor, Road No:16Plot No. 6, Wagle Industrial EstateThane (West) 400 604, Maharashtra

+91 22 41118000/8049(50 lines) www.eresourceerp.com

United Arab Emirates (UAE)eresource MiddleEast FZEP.O Box: 513071,Sharjah,United Arab EmiratesMob: 00 97155 9018499email: sudheer.nair@eresourceinfotech.com

“Business is not just doing deals, business is having great products, doing great engineering, and providing tremendous service to customers.