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SAFAL InfraERP

SAFAL Infra ERP Module Wise Summary

MARKETING

DESIGN

PURCHASE WITH IMPORT

QUALITY CONTROL (QC)

PROJECT with PLANNING

STORE

MACHINE MAINTENANCE

HUMAN RESOURCE

SERVICE with CRM

FINANCE

SAFAL Infra ERP MODULES


Forms Description Fields to be used

Lead Management Used for generate and maintain leads Party Details, Item Name, Lead Source, Taken By etc…

Forecasting Used for sales planning and forecasting Category, Item Name, Qty, Amount, From Date, To Date, Customer, Note etc…

Inquiry In this form fill up customer’s Inquiry for your products or services

Category, Inq. Date, Customer, Inq. By, Inq. Ref., Sales Person, Item, Quantity, Specification, Quote Date, Status, Loss Reason, Follow up, Attachments, Reminders etc…

Offer Here company enters their Offer based on customer’s Inquiry

Category, Date, Customer, Est. Delivery Date, Item, Quantity, Rate, Sales Executive, Encl., Basis of Rate, Taxes and Duties, Inspection, Mode of Dispatch, Insurance, Validity, Payment Terms, Delivery Terms, Transportation, Packing Spec. etc…

Customer’s PO Here you can enter customer’s PO details

Category, Date, Customer, Ref No, Customer Specification for Item, Marking, Scope, Pecking, Delivery Period, Shipment Inst., Communication, Quality Docs, Payment Follow ups, Terms and Conditions etc…

Order Acknowledgement In this form enter final OA data which is given to customer

Category, Customer, Date, OA Type, Rev Date, Login Date, Rev No, Delivery At, Freight, Discount, Dispatch Mode, Contact Person, Credit Terms, Road Permit, Transportation, Attachments, Reminders etc…

Marketing Management



Indent In this form data comes from production planning or department for need of any item which is not in stockHere data can be come from Planning / Manual or based on Minimum Stock Level for inventory items

Category, Date, Department, Item Name, Quantity, Lead time, recommended supplier, Special features of item, available stock, remark etc…

Inquiry In this form company generate inquiry to various suppliers for purchase indent items.

Category, Date, Supplier, Item, Quantity, Availability, Specifications, Attachments, Reminders etc…

Quotation Here enter supplier’s quotation which is received on the base of inquiry

Category, Date, Supplier, Reff No, Item, Quantity, Rate, Amount, Remark, Valid upto, Payment terms, Credit Days, Form Type, Note and applicable charges

Order After judge supplier’s quotation company raise Purchase order to supplier

Category, Date, Supplier, Item, Qty, OrderType(Import/Local), In case of Import then LC Detail, Shipping Detail, For Local Purchase use Purchase Executive, Freight, Discount, Mode of dispatch, Contact Person, Transportation, Road Permit, Excise etc…

Purchase Management



Inward After given purchase order material comes at your company’s location here material should be inwardFrom INWARD data might be go to INWARD QC

Category, Date, Supplier, Item, Weight, Book At, Driver Name, License No, LR Date, LR No, Destination, Transporter, Attachments, Document Settings, Packing etc…

Inward QC In item master for any purchase item if QC required is on then every purchase case Inward QC Required before Inward entry

Date, Inward No, Checked By, Item, QC Parameter, Value, Reading Result, Accept Quantity, Reject Qty., Conditional Accept Qty., Conditional Accepted Reason, Remarks, Attachments, Reminders etc..

GRN – Goods Receipt Note After Inward OR Inward QC material will come to GRN form. If material is coming from Excisable traders then mfg bill detail will enter here.Deviation procedure is also available for any transaction.

Category, Date, Supplier, Item, Weight, Book At, Driver Name, License No, LR Date, LR No, Destination, Material Name, Quantity, Transporter, Attachments, Document Settings, Packing etc…

Final Purchase Here enter purchase invoice detail for accounting and stock effect

Category, Date, Supplier, Bill No, Bill Date, Item, Rate, Amount, Tax, Other Charges, Purchase Type, Credit Type, Credit Days, Remark etc…

Purchase Return In Purchase Return form enter goods return to supplier entry in case of rejection in qc or over quantity supply etc…

Category, Date, Supplier, Bill No, Bill Date, Item,Quantity, Rate, Amount, Other Charges, Deduction, Reason, Remarks etc…

Purchase Management - II



Production Planning Project Planning will starts form in-house order generation by this module company design their team and date wise project schedule and generate bought out item list as per minimum item quantity and BOM. Here 2M Planning will be execute,1. Material Planning2. Man Power Planning (Contractor)Selection of Job work Party for different process.

Category, Date, Department, Planning by, Assembly –Sub Assembly Items, Quantity, Tem, Start Date, End Date, Priority, Bought out items, stock, lead time, Machine, Job work Party etc…

Project Order Project is depends on planning module.In this team wise and date wise project order will be generate as per planning. Batch No for ISO/ batch tracking for traceability. Here project department can change in BOM dynamically.

Category, Date, Team Name, Batch, Project Team, Contractor Item, Row material item, Quantity, Remarks, Note, Stage etc...

Project Status Here project in-charge will enter daily or weekly project report. Management will get total progress (site wise) using this data.

Category, Date, Team Name, Project Old Status, Project New Status, Grade of Work, etc...

Project Management



Material Requisition Using this form user can request /generate indent of any material withrequired date and required item fromany site.

Category, Date, Party, Department, Required Date,Required Item Name, Item Code, Required Quantity,Remark, Attachments, Reminders etc…

Material Issue By this form issue material to site or anyother department or contractor.

Category, Date, Party, Department, Item, Quantity,Location, Available Stock, Rate, Amount, Remark,Attachments, Reminders etc…

Material Receipt Using this form store departmentreceive material from site or otherdepartment or from contractor.

Category, Date, Party, Department, Item, Quantity,Location, Available stock, Rate, Amount, Remark,Attachments, Reminders etc…

Material Return Using this form store departmentreceive scrape material / othermaterial which is return from projectdepartment or other department orfrom contractor

Category, Date, Party, Department, Item, Quantity,Location, Available stock, Rate, Amount, Remark,Attachments, Reminders etc…

Material Rejection In some cases material rejectionpossible for some defected material.

Category, Date, Party, Item, Quantity, Rate, Amount,Transport Detail, Remark, Attachment, Reminders etc…

Stock Transfer Transfer Stock form one location (site)to other location (site).

Category, Date, Reason, From location, To location,Item, Stock, Remark, Attachments, Reminders etc…

Inventory Management


Machine Maintenance Predictive/ Preventive/ Breakdown/ Shutdown MaintenanceChecklists Equipment wise and shift wise. Equipment details with

Tools and tackles required Spares required Procedures Do’s and Don’ts Manpower requirement Man hour requirement

Breakdown analysis Equipment History & Failure Cost Spares Planning Individual Maintenance wise cost Breakdown Cost Calibration of tools and tackles

Check List

Break Down

Recovery

History Card

Machine Maintenance Management


PersonnelAdministrationoEmployee DetailsoLeave EntitlementoLoan/AdvanceoEmployee PFoEmployee ESIInductionoProgram oChecklist (Task Wise)Probationers EvolutionsSeparationoAcceptance LetteroSettlement DetailoExit Interview DetailsoEmployee’s GratuityoEmployee’s SuperannuationTransferAppraisalPromotionSalary IncrementTemporary StaffContractor

HRDMan Power PlanningRecruitmentoAdvertisementoConsultantoData Bank (Previous Resumes)oInterview Action PlanoDirect RecruitmentTrainingoInstituteoProgramoTrainingoPlanoExecution

OrganizationPrepare Organization ViewReporting StructureView OrganizationOrganization Chart

ARSShift Employee MasterShift RosterAttendance Uploading Control FileEmployee CalendarManual AttendanceFull AttendanceUpload AttendanceDepartment Wise OTEmployee Wise OT

PayrollGrade Wise Salary StructureEmployee Wise Salary StructureGrade Wise Loan StructureOvertime AllocationArrearsPre Payroll ActivitySalary ProcessingBonus DetailFull Final SalaryLeave EncashmentMedical ReimbursementGrade wise Bonus Processing

HR & Payroll Management



Bank In this form use Bank Receipt and Bank Payment entry with cost center, Profit Center, Party Bill Adjustment etc…

Daybook, Date, Voucher No, Ac Name, Amount, Deduction, Cheque No, Voucher Amount, TDS Amount, Cost Center, Profit Center, Bill No, Bill Date, Total Amount, Adjustment Amount, Balance Amount , Remarks, Reminders etc…

Cash In this form use Cash Receipt and Cash Payment entry with cost center, Profit Center, Party Bill Adjustment etc…

Daybook, Date, Voucher No, Ac Name, Amount, Voucher Amount, Cost Center, Profit Center, Bill No, Bill Date, Total Amount, Adjustment Amount, Balance Amount etc…

Journal Voucher For any expense or other voucher entry you can use this form

Daybook, Voucher No, Date, Narration, Account Name, Credit/Debit type, Remarks etc…

Cr / Dr Note Using this form company can give Credit or Debit note to any party

Daybook, Date, Voucher No, From Account, Narration, To Account, Narration, amount, Remarks etc…

Contra For Transfer company’s fund from Bank to Cash, Bank to Bank, Cash to Bank or Cash to Cash

Category, Date, Voucher No, Bank Acc, Cash Acc, Amount, Narration, Remarks etc…

Reconciliation Reconciliation refers to a process that compares two sets of records to make sure they are in agreement.

Category, Date, Voucher No, Bank Acc, Cash Acc, Amount, Narration, Remarks etc…

Finance Management


•Converted & regret order summary of marketing department •Increase efficiency by 40% by streamlining multi-party communication and work management.•Lower inventory costs by balancing inventory and facilitates controlled purchase & consumption•Stage wise project planning •Job Card / Work Order / PRC Tracking •Track actual costs of activities and perform activity based costing. •Daily project reports of all sites•Instant WIP status •Online access from multiple sites•Alert of delayed project based on expected date commitment •Department wise status of closing stock inventory in production •Department wise rejection analysis with rejection reasons •MRP I & MRP II Management•Customer wise order tracking •Order status based on delivery date •Raw material (scrap) procurement based on confirm order •Separate inventory management for raw material, semi-finished & finished casting•Inventory based on bottom stock & purchase lead time of individual item as on date•Delivery performance, purchase & sales analysis in graphical presentation

Features of SAFAL Infra ERP


•User Friendly Highly Configurable Integrated Window Based Server - Client •Quick return on Investment •Reduce burden of Paper work •User Friendly Eye Catching •Screen Layout Summarized view of critical parameters of your entire business at a glance•Multi Currency Operation •Multi Company Enabled •Multi Field Search Facility •Multi User Login with User Right Management •Ability to share data across various departments in an organization •Graphical Representation of Reports •Alerts on SMS with Auto Responder•Dynamic Tax & Charges Calculation Facility•Data Security and User Log Management•User Friendly Screen Layouts•ISO Required Report Generation*•TS Required Report Generation*•Data Entry Authorization

Advantages of SAFAL Infra ERP

© Copyright to Safal Infosoft Private Limited

Find us here:

SAFAL Infosoft Pvt. Ltd.Ahmedabad – Mumbai – Delhi NCR – Rajkot – Nanded – Vijayawada – KENYA

www.safalerp.com

safal infraerpsafalerp.com/pdf/safal infra erp.pdfleave encashment medical reimbursement grade wise...

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