Sales Department :
The corporate and enterprise management program enables you to specify the following:
- The currency of each customer.
- Analytical segment under which client accounts fall.
- The default storage location.
- Sales Representative.
- The ability to specify the delegate's commission percentage, the maximum, and the second commission percentage for the amount exceeding the maximum.
- Tax group.
- Payment Terms.
- Virtual Shipping Company.
- Price List.
- Credit status.
- Display inactive data.
- Document language.
The corporate and enterprise management program enables you to add - with the ability to modify or delete data on:
- Sales groups.
- Add clients.
- Credit status.
- Customer branches and define the branch's sales area.
- Types of sales.
- Sales representatives.
- Sale areas.
Other features and capabilities of the IES program in sales management:
- The ability to create sales pricing letters for inventory items for customers.
- Email the quote letter to your customers.
- Enter sales orders.
- Send sales order by e-mail.
- Make direct sales deliveries.
- Send the delivery voucher by e-mail.
- Create instant sales invoices.
- Delivery of sales orders.
- Delivery invoices.
- Send sales invoice by e-mail.
- Make a periodic sales invoice that is repeated every period.
- Customer receipts are possible.
- Return invoices (credit notes) to customers.
- Send the return invoice (credit notes) by e-mail.
- Allocate customer receipts for all invoices.
The program enables you to query:
- Sales quotation letter.
- Sales orders.
- Customer animations.
- Allocate payments and credit notes to the customer.
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Purchasing Department:
IES ERP software enables you to specify:
- Display the value of the supplier's credit limit.
- Analytical sector in which supplier accounts fall.
- Tax group.
- Payment Terms.
- Document language.
- The currency in which the supplier deals.
Other features and capabilities of the IES program in purchasing management:
- Add suppliers and modify or delete data.
- Make purchase orders.
- Monitor overdue orders and modify or delete their data.
- Send purchase orders by email to supplier.
- Direct deliveries of purchases.
- Immediate purchase invoices.
- Payments to suppliers.
- Display inactive data related to the resource.
- Send the money transfer by e-mail.
- Allocation of supplier payments to supplier invoices.
- Return invoices (credit notes) to suppliers.
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Warehouse Management / Warehouse Management:
In the Inventory Items section of Warehouse Management / Warehouse Management, IES enables you to specify:
- Tax for stock item.
- Tax exemption for any inventory item you want.
- Decimal points per unit of measurement.
- Requisition limit for inventory items per store.
- Standard cost of inventory items.
- The type of stock item if it is a service, manufactured, or purchased.
- Display data of inactive inventory items.
- Create codes for sales tools and modify or delete their data.
Other features and capabilities of the IES program in warehouse and warehouse management, where you can add or exclude:
- Store items and modify or delete their data.
- The analytical sector under which the inventory item falls.
- Inventory items from sales.
- Sites for storing and modifying or deleting their data.
- Stock classifications and modifying or deleting their data.
- Complete inventory classification from sales and therefore excludes all inventory items under it.
- Transfer of inventory items between warehouses.
- Codes for (foreign) inventory items.
- Units of measurement for inventory items and the modification or deletion of their data.
- Create sales pricing for each inventory item for the supplier.
- Purchase pricing for each stock item.
- Types of inventory transactions and modifying or deleting their data.
- Display the movements of inventory items.
- Display the status of the stock item, meaning displaying the quantities in all stores for each stock item.
- Possibility of stock adjustment.
- This section enables you to manage and control inventory and stores
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What is the Role of ERP Analytics in business:
- Setting the correct Goals.
- Time saving and Cost-Effective.
- Reduction of biases.
- Personalizing Experiences.
- There is an increase in the efficiency of the various departments and smaller organizations working within the supply chain.
- The proactive analytics tool predicts customer preferences and
- provides them with a better experience.
- This results in better customer retention.
- You can also automate the workflow to reduce the management costs of the system.
- The IT related issues occur less, giving the organization the required time to progress.
- The supply chains grow both in strength and flexibility, impacting the business of a company positively.
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The capabilities of IES in the management of manufacturing operations:
- You can create cost centers for manufacturing operations and modify and delete their data.
- You can add synthetic material composition lists and make modifications and deletions to that data.
- Possibility to add operating orders for manufacturing operations and to monitor overdue orders.
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The corporate management program provides many possibilities in managing institutions in the accounts department, such as the possibility of:
- Create bank accounts and specify the currency for each account.
- Choose and set the keyword - the word(s) you search for the account holder - and the bank of the account, specifying its type, and modifying and deleting the bank account data.
- Reconciliation of bank accounts if there is a deficit or surplus in them.
- Currency revaluation within the system.
- Enter bank payments.
- Enter daily restrictions.
- Enter bank deposits.
- Transfer between bank accounts.
- Estimated budget for each month for the fiscal year.
- You can make the added currency exchange rate for the main currency used in the system.
- Inquiry about the tax during a specific period and clarify who is paid and who must be paid.
Through the IES Enterprise Management Program, you can add:
- System currencies and modification and deletion of their data.
- Main classifications of accounts with defining the main classification type (assets, liabilities, equity, revenues, expenses, cost of goods sold) and operations such as modification and deletion can be performed on them.
- Sub accounts under the main accounts of the system.
- Accrued revenue or expenses and determine the sequence.
You can also, through the IES corporate management program, view:
- Daily restrictions.
- Ledger.
- Trial balance.
- Profit and loss list.
- Financial position.
- Bank account information.
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The Role of HR module in ERP system:
- Basic employee database management: storage and management of your workforce’s personal data.
- Payroll and compensation management: monitoring payroll and the adjustments that may arise.
- Time and attendance management: the time each employee’s clocks in and out.
- Employee training and development: design and development of the company’s internal training programmes.
- Recruitment: carry out selection processes, publish job offers, etc.
- Reports and analysis: generate KPI reports to make better decisions in HR.
- Payroll management: record and monitor payroll adjustments, send information to your payroll manager or agency, etc.
- Time and attendance management: record the time each employee’s clocks in and out to comply with employment laws. Stores this data for four years.
- Employee portal: Employees can access information that’s relevant to them (holidays, payslips, etc.).
- Workflows: task automation to save time.
- Absence and leave: management and authorisation of employees’ leave and absences via a single channel.
- Performance evaluation: design and implementation of performance reviews within the company.
- Recruitment and selection: support for talent selection by filtering CVs, consolidating communication, designing the interview process, etc.
- Org chart: design the organisational structure to understand internal flows better.
- Workplace surveys: send questionnaires automatically to gauge employees’ satisfaction levels.
- Reporting and analysis: automatic and configurable reports with valuable information for HR.
- It helps to store the data in a centralised location so it allows the business to share the information across the organisation faster and efficiently.
- It allows the team members to coordinate with each other while working by providing the correct data.
- It enhances the business.
- It allows the management to have a short-term picture of its employee resources ( e.g., the employee who comes late, who takes more holidays, etc.)
- It helps to speed up decision-making by avoiding the duplication of information.
- It helps to reduce the cost of licensing. For example, without the ERP hr module, you required more computers and licences to track all the information about employees, leading to an increase in the cost.
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Setting up of basic system: Some important activities related to setting up of base system, having impact on all modules, are given below:
- Creation of a company: This is basically to create a data base. A number of data bases can be created of which one may be for actual transactions where as the others may be for used for testing and training. A Company may different hierarchies such as single logistics / single finance, multi logistics /single finance, multi logistics / multi finance etc.
- Setting up of currency: Currencies need to be configured as i) base currency which is the legal currency of the country where the organization is operating ii) Alternate reporting currencies, iii) transaction currencies used for transaction with vendors and customers who may be spread over a number of countries.
- Setting up of calendar and periods: Calendars are used to record information on the availability of resources. Periods are time intervals that can be utilized for statistical, financial, planning and cost control purpose.
- Units of Measure: Base units of length, surface area, weight, time and their conversation factors for transactional purpose.
- Integration between finance and logistic: Setting up of inter company relations, mode of updating finance tables either in real time or in batch mode, mode of inventory valuation such as LIFO, FIFO, Standard Costing or Weighted Average, treatment of finalized and non finalized transactions on financial ledger etc.
- Defining number group, series type and series length: To be used as ID of a unique transaction like purchase orders, sales order, production order etc.
- Defining Countries: Customers and vendors are located in various countries for which country code need to be defined. This is very important due to necessity of tax calculation and reporting.
- Assigning Tax codes: Needed to be defined for sales, purchase, service, project transactions.
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