ERP Software

SalesFundaa ERP - Enterprise Resource Planning is a large-scale software program designed for modern businesses, both large and small. SalesFundaa ERP software facilitate the flow of internal business processes and allow for inter-departmental communication and flow of data through an intergrated process. SalesFundaa ERP is the most basic level software whose central feature is a shared database that supports multiple functions used across different business departments. It can allow organizations to flawlessly automate many back office functions related to technology, services and Human Resources, Product Life Cycle Management, Supply Chain management (i. e purchasing, manufacturing and distribution), Warehouse Management, Customer Relationship Management (CRM), Sales Order processing, Online Sales, financials, and decision support system.It can be an advantage to cost and time conscious Small and Medium Enterprise who can now implement ERP Software to improve productivity, increase efficiencies and decrease costs . Large enterprises dealing with mass production can streamline automation process smoothly.

But business enterprise vary in nature and thereby also have different processes depending on this nature. SalesFundaa ERP has a flexible design so as to allow customization to meet the requirements of the nature of business enterprise however Big or Small.

Key Features of SalesFundaa ERP Software

ORGANIZATION MANAGEMENT

  • Bulk Import & Export
  • Send Bulk Email & SMS
  • Communication History
  • Reminder & Appoinment
  • Bulk Assign
  • Multiple Branches

CONTACT MANAGEMENT

  • Contact
  • Bulk Import & Export
  • Send Bulk Email & SMS
  • Auto Birthday & Anniversary wishes
  • Reminder & Appoinment

ENQUIRY MANAGEMENT

  • Enquiry
  • Communication history
  • Track stages of enquiry & lost reasons
  • Reminder & Appoinment
  • Aging Report

QUOTATION MANAGEMENT

  • Seamlessly generates price quote
  • Link quotes to organizations & contacts
  • Convert quotation to invoice
  • Download or send in PDF format
  • Track stage & customized design
  • Aging Report

PROFORMA INVOICE

  • Proforma Invoice
  • Convert to Tax Invoice, Sales Order & Chalan
  • Status

TAX INVOICE MANAGEMENT

  • GST inbuilt
  • Generate Invoice
  • Get Overdue Alerts
  • Download or send in PDF format
  • Track stage & customize design

SALES ORDER MANAGEMENT

  • Convert invoice to sales order
  • Download or send in PDF format
  • Track stage & customize design

DELIVERY CHALLAN

  • Generate Delivery Challan
  • Challan Status
  • Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

MAINTENANCE

  • Product Installation
  • Preventive Maintenace
  • AMC
  • Service Alert
  • Active and expired Product List

INVENTORY

  • Inward
  • Outward
  • Inventory transfer
  • GRN
  • Inventory Status
  • Multi Inventory Location

WORK ORDER MANAGEMENT

  • Create New Work Order
  • View Work Order List
  • Edit/Delete Work Order
  • Work Order Status

PURCHASE MANAGEMENT

  • Indent
  • Vendor Classification
  • Vendor History
  • Purchase Order
  • Purchase Bill

ASSETS MANAGEMENT

  • Asset List
  • Asset in Warranty with Service Record
  • Asset in Maintenance with Service Record
  • Asset Insurance Record
  • Asset History
  • Valuation

CONTRACT MANAGEMENT

  • Add, edit & delete contracts
  • Get upcoming services & expiry alerts
  • Auto notify customers for renewal
  • Active and expired contracts
  • Service Alerts

PAYROLL MANAGEMENT

  • Attendance Tracking
  • Leaves Management
  • Income Tax & Deductions
  • Allowance & Expense
  • Generate Pay Slip

TASK MANAGEMENT

  • Manage Multiple Tasks
  • Assign Tasks
  • Task Deadlines
  • Better Task Outcomes
  • Reminder

COMPLAINT MANAGEMENT

  • Complaint Status
  • Communication history with customer
  • Customer portal login
  • Customer can open & close complaint
  • FAQ
  • Complaint Assign & Visit

ACCOUNTS MANAGEMENT

  • GST Return
  • Debit & Credit Note
  • Manage Expenses
  • Cash Book & Price Book

EMPLOYEE MANAGEMENT

  • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
  • Add a New Employee
  • Manage Employee List
  • Manage Employee Group
  • Manage Employee Shift

PROJECT MANAGEMENT

  • Manage Multiple Projects
  • Better Project Outcomes
  • Manage Project Deadlines
  • Request Approve Stock
  • Task
  • Expense
  • Work Order, Invoice, and Delivery Challan

DOCUMENT MANAGEMENT

  • Document Library
  • 50 GB Storage Limit
  • User-defined Access Control

CUSTOMER PORTAL

  • Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcoming & expiring services

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