We have learned how one can login to the eresource Web-based ERP solution and the master module to create multiple companies, multiple branches under one company and multiple warehouse under one branch, etc.
Now let us turn our focus to the Sales Module. You will agree that Sales is the most important aspect concerning any business. No business can witness success unless the company treats their customer as a God. Therefore Sales module also can be termed as Customer Relationship Management (CRM) module.
As we have promised you to take through all modules of eresource ERP system, let us start from the Sales module considering the importance of the module. In eresource, the process of sales starts from the Sales Personnel section, allowing sales personnel capture the source of lead, which could be from various sources.
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 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. What is notable is Sales module in resource ERP system 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 it to sales order or being responsive to your customers, we provide you right solution and efficient flow of information.
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.,
Please Contact us at:
TMA House, 1st Floor,Road No 16, Plot No. 6,Wagle Industrial Estate,Thane (West) 400 604, Maharashtra, Tel: +91 22 25827692/+91 22 25828775/+91 22 65130234
Showing posts with label Warehouse and Report. Show all posts
Showing posts with label Warehouse and Report. Show all posts
Friday, March 30, 2012
Monday, March 26, 2012
Understanding eresource ERP master module
New look eresource ERP
In the earlier article we have seen the entry page where the different modules of ERP system are displayed. The user can select any of the modules they wish to work on with provided they have the right. What is to be remembered is that before anyone can start work on any modules, the Master must be prepared, which normally done by the System Administrator or anyone that the company has authorized.
In the Master module, we have heads like Account, Item, General, Excise, Warehouse and Report. (Figure shown below)
Each head s has its own sub section where the Administrator could enter the details required to manage the master. After the master is defined, when the user select any section, all the details such as price or condition, entered in the master for that particular head will be applied.
When the mouse cursor is brought above the first head 'Account' sub-section under the Account will be highlighted and clicking and going into any of the subheads sections, details could be entered there. See the below figure to understand the creation of Master.
In the figure above you could see the head Account has been selected and sub-sections in that head Customer, Supplier, Agent, JobWorker, Transporter, Insurance Company, Consultant and Other Service Provider are highlighted.
In first sub-head, i.e. Customer, you have option to Add a new customer or Search or Edit a existing customer. By clicking the Search button you go to the list of Customers under your company (Figure shown below).
In this manner the Administrator could add details of the companies under their list which will be saved as master and called for action when a user selects it.
Apart from sub-heads under the Account many other sub-heads such as Finish Item, SemiFinish Item, Raw Material Item, Packing Material, Consumable Item, Tools Item, Capital Goods, Inventory Level , Item Group Description, Fixed Asset, Ttem Party Relation, Supplier Wise Item Rate, Customer Wise Item Rate, Currency Rate Conversion, Terms And Condition, Userlist, Branch Party Relation, Branch Item Relation, Party Evaluation, Production Process, Employee Hierarchy, Product Category, Scrap Items Conversion and Excise Head etc can be defined in the master.
Please Contact us at:
TMA House, 1st Floor,Road No 16, Plot No. 6,Wagle Industrial Estate,Thane (West) 400 604, Maharashtra, Tel: +91 22 25827692/+91 22 25828775/+91 22 65130234
In the earlier article we have seen the entry page where the different modules of ERP system are displayed. The user can select any of the modules they wish to work on with provided they have the right. What is to be remembered is that before anyone can start work on any modules, the Master must be prepared, which normally done by the System Administrator or anyone that the company has authorized.
In the Master module, we have heads like Account, Item, General, Excise, Warehouse and Report. (Figure shown below)
Each head s has its own sub section where the Administrator could enter the details required to manage the master. After the master is defined, when the user select any section, all the details such as price or condition, entered in the master for that particular head will be applied.
When the mouse cursor is brought above the first head 'Account' sub-section under the Account will be highlighted and clicking and going into any of the subheads sections, details could be entered there. See the below figure to understand the creation of Master.
In the figure above you could see the head Account has been selected and sub-sections in that head Customer, Supplier, Agent, JobWorker, Transporter, Insurance Company, Consultant and Other Service Provider are highlighted.
In first sub-head, i.e. Customer, you have option to Add a new customer or Search or Edit a existing customer. By clicking the Search button you go to the list of Customers under your company (Figure shown below).
In this manner the Administrator could add details of the companies under their list which will be saved as master and called for action when a user selects it.
Apart from sub-heads under the Account many other sub-heads such as Finish Item, SemiFinish Item, Raw Material Item, Packing Material, Consumable Item, Tools Item, Capital Goods, Inventory Level , Item Group Description, Fixed Asset, Ttem Party Relation, Supplier Wise Item Rate, Customer Wise Item Rate, Currency Rate Conversion, Terms And Condition, Userlist, Branch Party Relation, Branch Item Relation, Party Evaluation, Production Process, Employee Hierarchy, Product Category, Scrap Items Conversion and Excise Head etc can be defined in the master.
Please Contact us at:
TMA House, 1st Floor,Road No 16, Plot No. 6,Wagle Industrial Estate,Thane (West) 400 604, Maharashtra, Tel: +91 22 25827692/+91 22 25828775/+91 22 65130234
Wednesday, March 21, 2012
Understanding eresource ERP master module
New look eresource ERP
In the earlier article we have seen the entry page where the different modules of ERP system are displayed. The user can select any of the modules they wish to work on with provided they have the right. What is to be remembered is that before anyone can start work on any modules, the Master must be prepared, which normally done by the System Administrator or anyone that the company has authorized.
In the Master module, we have heads like Account, Item, General, Excise, Warehouse and Report. (Figure shown below)
Each head s has its own sub section where the Administrator could enter the details required to manage the master. After the master is defined, when the user select any section, all the details such as price or condition, entered in the master for that particular head will be applied.
When the mouse cursor is brought above the first head 'Account' sub-section under the Account will be highlighted and clicking and going into any of the subheads sections, details could be entered there. See the below figure to understand the creation of Master.
In the figure above you could see the head Account has been selected and sub-sections in that head Customer, Supplier, Agent, JobWorker, Transporter, Insurance Company, Consultant and Other Service Provider are highlighted.
In first sub-head, i.e. Customer, you have option to Add a new customer or Search or Edit a existing customer. By clicking the Search button you go to the list of Customers under your company (Figure shown below).
In this manner the Administrator could add details of the companies under their list which will be saved as master and called for action when a user selects it.
Apart from sub-heads under the Account many other sub-heads such as Finish Item, SemiFinish Item, Raw Material Item, Packing Material, Consumable Item, Tools Item, Capital Goods, Inventory Level , Item Group Description, Fixed Asset, Ttem Party Relation, Supplier Wise Item Rate, Customer Wise Item Rate, Currency Rate Conversion, Terms And Condition, Userlist, Branch Party Relation, Branch Item Relation, Party Evaluation, Production Process, Employee Hierarchy, Product Category, Scrap Items Conversion and Excise Head etc can be defined in the master.
Please Contact us at:
TMA House, 1st Floor,Road No 16, Plot No. 6,Wagle Industrial Estate,Thane (West) 400 604, Maharashtra, Tel: +91 22 25827692/+91 22 25828775/+91 22 65130234
In the earlier article we have seen the entry page where the different modules of ERP system are displayed. The user can select any of the modules they wish to work on with provided they have the right. What is to be remembered is that before anyone can start work on any modules, the Master must be prepared, which normally done by the System Administrator or anyone that the company has authorized.
In the Master module, we have heads like Account, Item, General, Excise, Warehouse and Report. (Figure shown below)
Each head s has its own sub section where the Administrator could enter the details required to manage the master. After the master is defined, when the user select any section, all the details such as price or condition, entered in the master for that particular head will be applied.
When the mouse cursor is brought above the first head 'Account' sub-section under the Account will be highlighted and clicking and going into any of the subheads sections, details could be entered there. See the below figure to understand the creation of Master.
In the figure above you could see the head Account has been selected and sub-sections in that head Customer, Supplier, Agent, JobWorker, Transporter, Insurance Company, Consultant and Other Service Provider are highlighted.
In first sub-head, i.e. Customer, you have option to Add a new customer or Search or Edit a existing customer. By clicking the Search button you go to the list of Customers under your company (Figure shown below).
In this manner the Administrator could add details of the companies under their list which will be saved as master and called for action when a user selects it.
Apart from sub-heads under the Account many other sub-heads such as Finish Item, SemiFinish Item, Raw Material Item, Packing Material, Consumable Item, Tools Item, Capital Goods, Inventory Level , Item Group Description, Fixed Asset, Ttem Party Relation, Supplier Wise Item Rate, Customer Wise Item Rate, Currency Rate Conversion, Terms And Condition, Userlist, Branch Party Relation, Branch Item Relation, Party Evaluation, Production Process, Employee Hierarchy, Product Category, Scrap Items Conversion and Excise Head etc can be defined in the master.
Please Contact us at:
TMA House, 1st Floor,Road No 16, Plot No. 6,Wagle Industrial Estate,Thane (West) 400 604, Maharashtra, Tel: +91 22 25827692/+91 22 25828775/+91 22 65130234
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