eresource etrade

For trading, Sales and

Distribution

Product Tour

Economically efficient business

solution for Trading and Distribution
Business

Workflow Diagram

Eresource BENEFITS

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

Web Based ERP

Web 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

Admin Module

Employee Creation

Add new record

Save
Delete
Print
Export

Role wise Acce

to employee
SECURITY
LEVEL
1.Email- Code
2.SMS-Code
Assign time and days of
work to be done by
employee on ERP
ADMIN FEATURES

Role Access
Assign Role

Company Wise
Branch Wise
Module Wise
Form wise

Assign particular
Company
Branch
Module
Form
from list to
particular
role

Work flow configuration

You 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 form
Save, Delete, Print, Export, New,
Search

Target Wise
approvals
Transaction settings
Hierarchy wise
visibility
Modification authority
Approval authority
Auto
Notification

CRM
CRM in eresource etrade 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

Sales Enquiry

Contain information of
Client ,Design Team,

General details

Attachment
of any
type of
file

Sales Quotation

NEXT

Net Amount

Sales Order

Item Details

Customer
Details

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

Master

Item Master
tag with different
vendors

Item general Details

Define Level like wise Size,

Model ,Body Material etc...

Master features List

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

Active client
or not

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.

Purchase
Date wise todays
event list

List of all task

Features of
Purchase

Purchase Enquiry
Item Details

Enquiry against : Direct or

Sales

Supplier Details

Purchase Quotation
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.
Provision to see complete item
list

Purchase Order
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

item details

Gross Amount

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

Stores
You 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 Reconiliation
If 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)

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

Item details

Delivery Order

List of ordered item

Implementation Methodology
Phases

INITIATE

Key Activities
Scope Definitions
Project Team
Implementation Plan

Objectives

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

organize the project.

Requirement Determination

DESIGN

As Is
To Be
GAP Assessment

To understand the existing business processes, design them in the standard

product and identify the GAP exist in standard product vis--vis the existing
business process.

ERP Customization & Configuration

BUILD

Prototype Environment
Testing
Training 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).

ERP Readiness Review DELIVERY

DEPLOY

Company Creation
Data Migration
Integration 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.

ERP Roll Out GO LIVE

CLOSURE

Competence Center
Transition to Support
Evaluation Lessons Learned

To establish Competence Center, Customer Support Infrastructure and

transition from the project to IT function of the organization.

Registered Office:
India
eresource Infotech Private Limited,
TMA House 1st floor, Road No. 16,
Plot No. 6,Wagle Estate ,Thane (West)
Tel: +91 22 41118000 to +91 22 41118050 (50
Lines)
www.eresourceerp.com |
Oman
Dubai
http://nfra.eresourceerp.com/
P.O BOX No 1046, PC-130, CPO
P O Box 52034, Dubai UAE
Al-Azaiba, Muscat, Oman
Mobile Number: 0097155
Tel + 968 2 459 7226/7/8 Mob: + 968
9018499
90157499
Email:
Email:
sn@eresourceinfotech.com
sudheer.nair@eresourceinfotech.com