Modules & Key Features

1. Project Management

The Project Management module within ERP-Pro is designed to help businesses plan, execute, and monitor projects with ease. From initial project planning to task assignments and final delivery, this module integrates seamlessly with other ERP-Pro features.

• Project Planning: Define project goals, objectives, timelines, and resources.
• Task Management: Create and assign tasks, track deadlines, and monitor task progress.
• Team Collaboration: Collaborate with team members by sharing documents, updates, and tasks within the project.
• Milestone Tracking: Set key milestones and track progress to ensure the project stays on schedule.
• Time Tracking: Track the time spent on each task, providing transparency on project efforts.
• Resource Allocation: Allocate resources to specific tasks and monitor resource usage.
• Budget & Cost Management: Track project budgets, costs, and expenditures, ensuring the project stays within financial limits.
• Risk Management: Identify potential risks, assess their impact, and take necessary actions to mitigate them.
• Gantt Chart Visualization: Visualize project timelines and task dependencies using Gantt charts.
• Reporting & Analytics: Generate reports on project performance, team efficiency, task completion, and financial status.
• Client Collaboration: Share project progress with clients and receive feedback.
• Project Documentation: Attach related documents, contracts, and communications to each project.
• Project Invoices: Create and manage invoices for completed project phases or milestones, automatically syncing with the accounting module.

2. Products Management

• Standard Product, Digital Product, Combo Product, and Service: Manage various product types, including physical items, digital products, combinations of products, and services.
• Product Variants: Create multiple variants for a single product, combining various options.
• Product Batches and Expiry Dates: Track products by batches and manage their expiry dates.
• IMEI or Serial Number: Assign unique identifiers like IMEI or serial numbers to products.
• Weight Scale Machine Integration: Seamless integration with weight scale machines.
• Multiple Units Handling: Buy or sell products in various units.
• Product Categories: Organize products into categories for easy management.
• Product Tax and Tax Method: Configure taxes as exclusive or inclusive, with Indian GST readiness.
• Promotional Pricing: Set and manage promotional prices for products.
• Multiple Image Upload: Upload multiple images for products using drag-and-drop.
• Detailed Product Customization: Customize product details extensively, including image uploads.
• Initial Stock and Automatic Purchase: Set initial stock levels and automate purchase orders when stock is low.
• Alert Quantity and Daily Sale Objective: Set alert quantities and daily sales targets for better inventory management.
• Product Management: Add, edit, delete, and view products and categories easily.
• CSV Import: Import products and categories using CSV files.
• Barcode Printing: Print barcodes directly from the system.
• Product Reviews and Ratings: Enable customers to leave reviews and ratings for products.
• Product Bundling: Create bundles of products to encourage bulk purchases.

3. Purchases Management

• Purchase Management: Add, edit, delete, and view purchase records.
• Backdating: Select dates for recording previous purchases.
• Batch and Expiry Management: Set and track product batches and expiry dates during purchase.
• Order Discount and Tax: Apply discounts and taxes at the order level.
• Shipping Costs: Manage shipping costs associated with purchases.
• Currency and Unit Conversion: Convert between multiple currencies and product units.
• Document Attachment: Attach relevant documents to purchase orders.
• Multiple Payments: Handle multiple payment methods for purchases, including cash and cheque.
• Online Payments: Receive payments online via Stripe.
• CSV Import: Import purchase records from CSV files.
• Purchase Returns: Manage returns with ease.
• Supplier Performance Tracking: Monitor supplier performance based on delivery times and product quality.

4. Sales Management

• Sales Management: Add, edit, delete, and view sales records.
• Backdated Sale: Select dates for recording previous sales.
• Order Discount and Tax: Apply discounts and taxes (percentage or flat) at the order level.
• Shipping Costs Management: Manage shipping costs associated with sales.
• Coupon Codes and Discounts: Apply promotional codes and discounts to sales.
• Currency and Unit Conversion: Convert between multiple currencies and product units.
• Document Attachment: Attach relevant documents to sales orders.
• Multiple Payments: Accept multiple payment methods including cash, cheque, reward points, and gift cards.
• Online Payments: Receive payments online via Stripe and PayPal.
• CSV Import: Import sales records from CSV files.
• Invoices: Generate A4 and thermal invoices, and send sale details via email.
• Sales Returns: Manage returns and notify customers via email.
• Delivery Management: Track deliveries associated with sales.
• Customer Notification: Send email notifications to customers with sale details.
• Sales Analytics: Provide detailed analytics on sales trends and customer preferences.

5. POS (Point of Sale)

• User-Oriented Design: Touchscreen-friendly interface designed for ease of use.
• Sales Suspension & Order/Billing: Suspend sales, print orders, and bills.
• Draft and Hold Sales: Draft or hold sales for future completion.
• Customer Management: Easily create and manage customer profiles.
• Product Filtering: Filter products by category and brand, and display featured products.
• Quick Add to Order: Add products to orders by clicking on product images.
• Order Management: Apply discounts, taxes, and shipping costs at the order level.
• Multiple Payments: Accept multiple payment methods including cash, cheque, gift cards, and more.
• Coupon Code & Discounts: Offer discounts via coupon code.
• Sales Notes: Add notes related to sales, payments, and staff.
• Sales Editing: Edit and delete recent sales (last 10).
• Quick Cash: Access quick cash options for faster transactions.
• Cash Register Management: Open and close cash registers with ease.
• Daily Reporting: View today’s sales and profit reports.
• Customer Loyalty Program: Implement a loyalty program to reward repeat customers.

6. Multi-Warehouse or Multi-Store Management

• Manage Multiple Warehouses or Store Locations.
• Assign Warehouses or Stores to Different Users.
• Handle Stock Transfers Between Locations.
• Inventory Optimization: Use analytics to optimize inventory levels across locations.

7. Return Management

• Manage Sales Returns and Purchase Returns Seamlessly.
• Track Returned Products: Ensure accurate stock levels with each return transaction.
• Return Policy Management: Define and manage return policies for products.

8. Quotation Management

• Quotation Management: Add, edit, delete, and view quotations.
• Order Management: Apply discounts, taxes, and shipping costs at the quotation level.
• Document Attachment: Attach relevant documents to quotations.
• Conversion to Sale/Purchase: Convert quotations into sales or purchase orders.
• Email Notifications: Send quotation details to customers via email.
• Quotation Analytics: Analyze the conversion rate of quotations to sales.

9. Stock Transfer

• Warehouse Transfer: Transfer products between multiple warehouses.
• Transfer Management: Add, edit, delete, and view transfers with status tracking.
• Shipping Costs: Manage shipping costs associated with stock transfers.
• Document Attachment: Attach relevant documents to transfers.
• CSV Import: Import transfer records using CSV files.
• Transfer Approval Workflow: Implement an approval process for stock transfers.

10. Stock Count and Adjustment

• Physical Stock Counting: Create stock counts for physical inventory checks.
• Stock Comparison: Compare physical stock with software records.
• Stock Adjustment: Automatically or manually adjust stock levels based on count discrepancies.
• Audit Trails: Maintain logs of stock adjustments for accountability.

11. Accounts Management

• Bank Account Management: Add and manage bank accounts.
• Money Transfer: Transfer funds between bank accounts.
• Account Statements: Generate and view account statements.
• Balance Sheet: Create and review balance sheets.
• Transaction & Payment Management: Relate bank accounts with transactions and payments.
• Double-Entry Accounting: Keep track of financial transactions with a professional double-entry accounting system.
• Financial Forecasting: Utilize analytics to project future financial trends.

12. Expense Management

• Track Business Expenses: Categorize expenses by type and link them to specific accounts or operations.
• Expense Reports: Analyze expense reports to understand cash flow and spending patterns.
• Expense Approval Workflow: Set up an approval process for significant expenses.

13. Income Management

• Monitor Business Income: Track income from product sales, service charges, and other revenue streams.
• Income Reports: Generate reports to analyze business growth.
• Branch-wise Income: Track income across branches for detailed insights.
• Income Forecasting: Use historical data to predict future income trends.

14. Customer & Supplier Management

• Customer & Supplier Database: Maintain organized records with contact details, outstanding dues, and transaction history.
• Advance Deposit: Allow customers to make advance deposits for future purchases.
• Rewards Points: Implement a rewards point system, with earning and redemption options.
• Gift Card: Issue, redeem, and manage gift cards.
• Customer Segmentation: Segment customers for targeted marketing and communication.

15. Customer Relationship Management (CRM)

Ensure efficient communication and support with the CRM module:

• Manage leads and customer details.
• Lead scoring and conversion tracking.
• Automated follow-up reminders.
• Customizable email templates and bulk emails.
• Customer support via integrated email, ticketing, and live chat.

16. HRM (Human Resource Management)

• Employee Management:
• Add, edit, and manage employee details such as personal information, job title, department, and work location.
• Track employment history, including hiring date, promotions, transfers, and terminations.
• Department Management:
• Create and manage departments within the organization.
• Assign employees to specific departments and track departmental performance.
• Define department-specific policies and rules.
• Allow department heads or managers to manage employee assignments and performance.
• Attendance & Leave Management:
• Track employee attendance with clock-in and clock-out times.
• Manage various types of leave (sick leave, vacation, maternity/paternity leave, etc.).
• Automated leave approvals based on predefined policies.
• Generate reports on employee attendance and leave trends.
• Payroll Management:
• Calculate salaries, taxes, and deductions based on attendance, bonuses, and other factors.
• Generate pay slips and manage employee salary records.
• Handle various compensation models like hourly wages, fixed salaries, and commissions.
• Performance Reviews:
• Conduct periodic performance reviews and appraisals.
• Set performance goals and monitor employee achievements.
• Allow managers and employees to submit self-assessments and feedback.
• Track employee skill development and career progress.
• Training & Development:
• Organize and manage employee training programs.
• Track completed training sessions and certifications.
• Assign mandatory training based on roles and responsibilities.
• Monitor training effectiveness through feedback and performance improvements.
• Schedule upcoming training sessions and allow employees to enroll.
• Promotion Management:
• Track employee promotions based on performance, tenure, and skills.
• Define promotion criteria and automate promotion workflows.
• Document promotion details, including salary increments, new role titles, and responsibilities.
• Generate promotion-related reports to analyze trends and departmental performance.
• Increment Management:
• Manage salary increments based on annual reviews, performance, and market conditions.
• Set increment rules for different employee levels or roles.
• Automatically calculate and apply increments during payroll processing.
• Generate reports on salary increments and employee compensation over time.

• Employee Benefits Management:
• Manage employee benefits such as health insurance, retirement plans, bonuses, and allowances.
• Automate benefit enrollment and renewal processes.
• Track employee eligibility and participation in various benefit schemes.
• Employee Self-Service Portal:
• Allow employees to access and update their personal details, attendance, and leave records.
• Submit leave requests, training requests, and view payslips through the portal.
• Enable employees to track their performance reviews and promotion opportunities.
• Employee Engagement & Feedback:
• Gather employee feedback through surveys and suggestion boxes.
• Track employee satisfaction and engagement levels.
• Use feedback to improve workplace policies, culture, and employee retention.
• Exit Management:
• Manage employee resignations, terminations, and retirements.
• Track exit interviews and analyze the reasons for employee departures.
• Generate final settlement calculations and manage exit formalities.
• Compliance & Document Management:
• Store and manage employee-related documents, contracts, and compliance records.
• Ensure adherence to labor laws and employment regulations.
• Set up alerts for contract renewals, mandatory compliance training, and other legal requirements.
• HR Analytics & Reporting:
• Generate HR reports, such as headcount, attrition rate, leave balances, training effectiveness, and payroll expenses.
• Visualize employee performance, departmental growth, and organizational trends.
• Track employee turnover and reasons for attrition.

 17. User & Role Management

• User and Role Management: Add, edit, delete, and view users, and assign roles.
• Combined Roles: Assign users as both supplier and customer.
• Customer User Accounts: Create accounts for customers.
• Money Deposit Facility: Enable customers to deposit money into their accounts.
• Email Notifications: Notify users of account details via email.
• CSV Import: Import customer, biller, and supplier records via CSV files.
• User Activity Logs: Track user activity for security and accountability.

18. Reports Management

• Summary Reports: Generate warehouse-wise transaction summary reports.
• Profit/Loss Reports: Analyze profit/loss based on average COGS (Cost of Goods Sold).
• Best Seller Chart: View best sellers for the last 3 months.
• Product Reports: Access detailed product reports with transaction summaries.
• Sales Reports: Generate daily and monthly sales reports.
• Purchase Reports: Generate daily and monthly purchase reports.
• Product-wise Reports: View sales and purchase reports filtered by product and date.
• Payment Reports: Detailed reports on payments made and received.
• Customer Reports: Access customer transaction reports.
• Customer Due Reports: View reports on customer dues.
• Supplier Reports: Access detailed supplier transaction reports.
• Supplier Due Reports: View reports on supplier dues.
• Sales Report Charts: Access various filtering options for sales reports.
• Warehouse Reports: Generate detailed warehouse transaction reports.
• Warehouse Stock Charts: Visualize warehouse stock levels.
• Product Expiry Reports: Track products nearing expiry.
• Alert Quantity Reports: Get alerted on low stock levels.
• Daily Sale Objective Reports: Track daily sales objectives.
• User Reports: Detailed user transaction reports.

19. Settings

• Logo and Site Title: Edit your logo and site title.
• POS Settings: Configure POS settings to match your business needs.
• User Profile and Password Management: Edit profiles and change passwords.
• Role Management: Create and manage roles for users.
• Cash Register Management: Manage cash registers effectively.
• Customer Group Management: Add, edit, delete, and view customer groups.
• Warehouse Management: Add, edit, delete, and view warehouses.
• Tax Rates Management: Manage tax rates easily.
• Brand Management: Add, edit, delete, and view brands.
• Unit Management: Add, edit, delete, and view product units.
• Currency Management: Manage multiple currencies.
• Custom Field Management: Add, edit, delete, and view custom fields.
• Discount Plan and Role Permissions: Manage discount plans and role permissions.
• SMS Notifications: Integrate with Twilio and Clickatell for SMS notifications.
• General, POS, HRM, and Reward Point Settings: Customize settings to fit your business.

20. Multi-Language

• Language Customization: Easily switch between multiple languages for better localization and user experience.
• Language Pack Support: Import or customize language packs to add new languages.
• Employee Language Settings: Allow employees to use the system in their preferred language.
• Customer Language Preference: Enable customers to receive invoices, emails, and notifications in their preferred language.
• Real-Time Language Switching: Switch languages without affecting ongoing operations.

21. Multi-Currency

• Multi-Currency Support: Handle transactions in multiple currencies for global operations.
• Currency Conversion: Automatic conversion of currency rates using real-time exchange rate APIs.
• Currency Formatting: Customizable currency formatting based on region or country.
• Transaction History in Different Currencies: Keep detailed records of transactions in both the base and foreign currencies.
• Customer-Specific Currencies: Assign specific currencies to customers based on their location or preference.
• Currency Reports: Generate reports to analyze sales, purchases, and financials in different currencies.

22. Advanced Reporting and Analytics

• Custom Reports: Generate custom reports tailored to specific business needs.
• Interactive Dashboards: Get real-time insights with interactive dashboards that display key business metrics.
• Forecasting Tools: Use machine learning algorithms to forecast sales, inventory needs, and seasonal trends.
• KPI Tracking: Monitor key performance indicators (KPIs) for sales, inventory turnover, profit margins, and customer engagement.
• Cost of Goods Sold (COGS) Analysis: Get in-depth reports on COGS and optimize pricing strategies.