IPTP ERP & CRM

One of a company’s most intricate operations in manufacturing. Production management is closely related to procurement, sales, fixed assets, personnel and finances. With the IPTP ERP system, you can easily track the manufacturing process. There are two documents in charge of manufacturing: Assembling & Disassembling.

Assembling lets you create references between items. With references, you can limit the number of things in the store. During the assembling, the items become unavailable for any new transaction.

You can assemble items by either assigning child items to the parent one or using a predefined template. The template must be made before binding the items. Each item assembling can be linked with a label.

You can create labels manually or generate them according to predefined rules. You can also create new items by disassembling existing ones. The ERP will cut off a source item from the store if it disappeared from the system during disassembling.

ERP allows for complete sales process tracking. You can develop a full-cycle sales workflow, starting from the approval date of the offer (based on the client’s primary interest). No pre-designed business proposals and sales orders are needed.

ERP Sales module implements order placement, order scheduling, sales planning, shipping, and invoicing functions. From the first point of contact to closing the contract, you can execute the customer engagement process step-by-step with ERP.

You can also control the sales process in a simplified mode with manual stage control. Various types of processes with different orders of steps are available. The ERP stores all the documents needed for the process (regulations, instructions, templates, documents, etc.) and a detailed customer, business partners, and dealers database (including bank details, TDS details, contact details, and credit limits).

Commercial proposals let you record the history of the negotiations with the client to decide the order steps and terms of sale.

• Quotation (sales quote), which will be sent to the client, can be generated and printed in PDF format.
• After negotiating with the client, you can mark items based on the negotiated conditions.
• The customer Order Form document is made when the negotiation is done with the order confirmation.
• You can create and email a Sales Invoice from the Sales Order manually or automatically (if there is a service subscription).

The most valuable resource for any business is its workforce. HR time-consuming activities like managing data on hundreds of thousands of employees, hiring, training, and evaluating personnel, are needed to be managed carefully and effectively. IPTP ERP allows you to shorten the time to process information, analyze data, assign responsibilities, and execute personnel rules.

ERP supports all HR-related operations, including personnel records, payroll, planning labour costs, tax calculation, reports, and inquiries into public and social funds.

ERP allows a registry of the events and various related personal data processes; specifically, access/denial of access to personal data (including information about the user related to the event).

Flexible and user-friendly report customization processes make it possible to receive accurate and thorough information in a variety of analytical areas.

The procurement module handles purchasing tasks by keeping track of the delivery date, resources cost, and prompt payment to suppliers. ERP can record any modifications made to the items during the receipt process so you can investigate delivery failure reasons. The system also lets you handle extra services and costs associated with delivering the items.

The system provides a full cycle of both implementation and interaction with suppliers. It includes two schemes:

When documents from the supplier are received, you can modify the existing invoice.

Purchase orders are forwarded to the supplier for approval based on the specifications. The supplier then verifies the supply of products, delivery date and payment schedule. Depending on the terms of payment, the order shall be fulfilled after the order has been confirmed and the payment application has been authorized. The supply of goods (Incoming waybill) records when a warehouse confirms to have received the goods. Financial documents from the supplier can be created later. If you do not receive a Purchase invoice from the supplier, the system automatically creates one after completing an Incoming Waybill. You can alter the invoice when you have received the supplier’s documentation.

ERP gives you complete control over the availability of items in stores and lets you keep a precise accounting of the goods in warehouses.

• Managing all goods remains (in different units) located in multiple warehouses.
• Maintaining separate accounting for your goods: accepted goods and goods forwarded to sell.
• Accounting of a series of products (serial numbers).
• Description of the goods’ characteristics (colour, size, etc.).
• Register of product assembling/disassembling processes.
• Reserve items for a customer, a project, or your business’s needs.

Information about the goods can be entered with several additional details: products’ characteristics (colour, size, dimensions, etc.), warranty periods, expiration dates, capacity, speed etc.

IPTP ERP contains a system for controlling the inventory according to the orders. It can be operated independently through outgoing activities, including shipping items for delivery and receiving goods for the store. Store orders are issued based on documentation like orders or invoices.

Receiving goods is based on previously issued orders, including orders to suppliers, deliveries of items, and customer returns.

Orders to write off goods from stores can be issued according to sales invoices or orders for deliveries of items. IPTP ERP lets you track RMA requests to the supplier and have control over the replacement of goods. These orders can be made based on the receipt of goods or purchase orders. ERP also provides an analysis of the stock balances at various stores (Store Remains).

IPTP ERP & CRM feature makes it possible to track customers’ & suppliers’ payments automatically, streamlining related procedures and reducing human error.

This accounting module records and processes accounting transactions such as accounts payable, accounts receivable and payroll. You can reduce the amount of time you spend on the general ledger and reports (e.g. tax reporting, financial reporting, etc.).

The system will notify customers about delayed payments and display a report on those customers that were contacted. You can manually configure the client selection criteria or separate a list of clients who are eligible for exceptions. Also, the ERP allows users to send automatically generated invoices for used receipts and services.

ERP lets you gain complete transparency and ease of management over business expenses related to both employee and office activities. An appropriate report can be used to enter and analyze expense claims, employee payrolls, and social and tax payment responsibilities.

The financial report shows information about contractual obligations, displays analytics and provides statistical forecasts of the company’s future business.

This module allows you to process large amounts of data, such as generate invoices, send notifications and import/export data from the system.