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Eresource BENEFITS
Admin Module
Employee Creation
Add new record
Save
Delete
Print
Export
Role Access
Assign Role
Company Wise
Branch Wise
Module Wise
Form wise
Assign particular
Company
Branch
Module
Form
from list to particular
role
Target Wise
approvals
Transaction settings
Hierarchy wise visibility
Modification authority
Approval authority
Auto Notification
CRM
CRM 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.
Dashboard
CRM Dashboard for
CRM Users.
Lead Generation
Search Leads,
Add New
Leads, Save
Current Leads,
Delete Leads
and Print
Lead
Requirements
Schedule a
meeting / Call
and Other
reminders
Sales Enquiry
FG Details the customer
Requirement can be descriptive
Contain information of
Client ,Design Team,
General details
Attachment
of any
type of
file
Estimation
FG Details
Net
Amount
Material Amount
Add BOM Services
Add new
BOQ/BOM
Manufacturing Cost
Add Manufacturing
Cost
Net Profit
Add Material
Profit & Overhead
Sales Order
All financial
term and
condition of
sales order
Master
Item Master
tag with different vendors
BOM Master
Item Summary
Create item
checklist
Customizable parameter
Assembly Component
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
Purchase
Purchase
Date wise todays event list
Purchase Enquiry
Item Details
Purchase Order
General Details
Delivery Details
Purchase Order
Cancellation Details
Quotation Comparision
All vendors quotes are available in one place
Comparision Button
Fund Control
Budget Validation
with different alerts
Distribution of funds
PMC Features
Plan Creation...
Bill Of Material
Report to view all
material
MRP View
shows all planned &
unplanned material
Stores
You can keep track of stock detail online from the warehouse or from the production Unit
Indent
Stock Details
Where you can see available stock in ware house as well as Production site
Item details
Billing
Billing Module gives you the ability to create invoices for client, subcontractors, suppliers.
When you use the System to generate and print invoices, the amounts are automatically
posted to the General Ledger Chart of Accounts.
Delivery Order
Delivery Details
Quantity
Sales Invoice
Delivery Order
Details
SEP Features
WO or which
material is required
Material Consumption
Details of the item
consumed on project
Consumed Quantity
Implementation Methodology
Phases
INITIATE
INITIATE
Key Activities
Scope
Scope Definitions
Definitions
Project
Project Team
Team
Implementation
Implementation Plan
Plan
Objectives
In
In consultation
consultation with
with client,
client, develop
develop project
project deliverables
deliverables
required
to
setup
and
organize
the
project.
required to setup and organize the project.
Requirement Determination
DESIGN
DESIGN
As
As Is
Is
To
To Be
Be
GAP
GAP Assessment
Assessment
To
To understand
understand the
the existing
existing business
business processes,
processes, design
design them
them
in
in the
the standard
standard product
product and
and identify
identify the
the GAP
GAP exist
exist in
in standard
standard
product
product vis--vis
vis--vis the
the existing
existing business
business process.
process.
BUILD
BUILD
Prototype
Prototype Environment
Environment
Testing
Testing
Training
Training and
and UAT
UAT
To
To deploy
deploy the
the design
design in
in prototype
prototype environment
environment by
by
development
and
testing.
Conduct
detailed
training
development and testing. Conduct detailed training and
and
practice
practice sessions
sessions with
with user
user and
and conduct
conduct User
User Acceptance
Acceptance Test
Test
(UAT).
(UAT).
DEPLOY
DEPLOY
Company
Company Creation
Creation
Data
Data Migration
Migration
Integration
Integration and
and Final
Final
Testing
Testing
To
To install
install the
the test
test and
and production
production environment.
environment. To
To complete
complete all
all
site
preparations,
Data
upload,
IT,
Change
Management
and
site preparations, Data upload, IT, Change Management and
Training
Training deliverables
deliverables in
in preparation
preparation for
for GO-LIVE.
GO-LIVE.
CLOSURE
CLOSURE
Competence
Competence Center
Center
Transition
Transition to
to Support
Support
Evaluation
Lessons
Evaluation Lessons
Learned
Learned
To
To establish
establish Competence
Competence Center,
Center, Customer
Customer Support
Support
Infrastructure
Infrastructure and
and transition
transition from
from the
the project
project to
to IT
IT function
function of
of
the
organization.
the organization.
Contact Us
Business is not just doing
deals, business is having great
products, doing great
engineering, and providing
tremendous service to
customers.
INDIA
United Arab Emirates (UAE)
TMA House, 1st Floor, Road No:16
eresource MiddleEast FZE
Plot No. 6, Wagle Industrial Estate
P.O Box: 513071,
Thane (West) 400 604, Maharashtra
Sharjah,
United Arab Emirates
+91 22 41118000/8049(50 lines)
Mob: 00 97155 9018499
email: sudheer.nair@eresourceinfotech.com www.eresourceerp.com