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Agile Web Projects Detailed Presentation

The document describes an agile browser-based ERP system called Ixpert - Enterprise Management System (EMS). The key points are: 1. Ixpert - EMS is a highly customizable ERP software that can be configured to meet the unique needs of different businesses. 2. It integrates various functional areas like accounting, finance, purchase, sales, inventory, banking, and project management. 3. Being browser-based and built on modern technologies, it can be accessed from any device and provides real-time availability of data across the business.

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Rejoy Radhakrishnan
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86 views66 pages

Agile Web Projects Detailed Presentation

The document describes an agile browser-based ERP system called Ixpert - Enterprise Management System (EMS). The key points are: 1. Ixpert - EMS is a highly customizable ERP software that can be configured to meet the unique needs of different businesses. 2. It integrates various functional areas like accounting, finance, purchase, sales, inventory, banking, and project management. 3. Being browser-based and built on modern technologies, it can be accessed from any device and provides real-time availability of data across the business.

Uploaded by

Rejoy Radhakrishnan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Agile browser-based ERP

innovation ideas

We deliver what you require


and
not what we have.
Agile –ERP On
Cloud
Overview

Ixpert – Enterprise Management System (EMS) facilitates efficient


management.

 The software is highly customizable according to the unique needs of


different businesses.
 Developed into powerful and complex data collection programs
 Interfaced with multiple functional areas of business
Ixpert – EMS

 Process all types of accounting transactions


 Transactions affecting general and special journals
 Organizes transaction processing in modules
 Provides links between modules
 Include Accounts Receivable, Accounts Payable, Inventory
COA -Assets
COA - Incomes
Department
Finance

Complete financial accounting including:

 General Ledger
 Cash & Bank
 Profit & Loss
 Balance Sheet
 Bank Reconciliation
 PDC’s
 Check Bounce etc.
Cash & Bank

 Collections and Payments


 Auto Cash Sweep In
 Cheque Bounce
 Cheque Status Update
 Cheque Cancellations
 Fund Transfer
Bank Reconciliation

 Upload Bank Statement


 Auto updates Cheque cleared / un cleared
 For multiple branches
 Clearance Cheque no wise
Bank Receipt
Bank Payment
Credit Note
Journal Entry
Entry - Contra
Debit Note
Ledger Report
Final Accounts Reports
Purchase

Complete Purchase modules to help you in tracking your sales right from
the enquiry generation. The software captures all the details from
enquiry generation to collection against the invoice raised. It has the
following screens:

 Purchase Indent
 Purchase Order
 Material Receipts / Goods Receipts Note
 Purchase Invoice
 Purchase Return
 Quotations
Supplier Creation
Purchase Order Entry
Purchase Orders List
GRN Creation
Goods Receipt Note
Purchase Creation
Purchase
Goods Return Note
Purchase Return
Sales

Complete Sales module with workflow to help you in tracking your sales
right from the order generation. The software captures all the details
from order generation to collection against the invoice raised. It has the
following screens:

 Sales Order (with Variance levels)

 Delivery Note / Challan

 Sales Invoice

 Sales Return

 Quotations
Create Customer
List of Customers
Multiple Pricing Levels

 Normal List price


 Multiple sales prices
 Customer price discount
 Volume discount pricing
Inventory Controls

Maintains sales, costs of goods and inventory ledgers

 Inventory depletion based on sales


 Inventory usage forecast capability
 Create, review, & edit purchase orders
 Track historical inventory purchase
 Create barcode labels from inventory
 Inventory list triggered by inventory
level falling below pre-defined norms
Project Management (for companies doing Projects)
•Track Enquiries •Workers timesheets
•Assign Enquiry to Executive •Costing/Estimation
•Define BOQ •Quotation
•Define Payment Stages •Order Confirmation
•Contract Transactions •Issue and Receipt of Materials at
•Material Issued to Project site
•Labour for Project •Bill of Material in the project
•Expenses for Project •Reports of
•Contract Maintenance Material/Services/Overheads
•Maintenance Contract Project-wise
•Maintenance Request •Budget vs Actuals Analysis
•Maintenance Done •Actual cost and Profitability
•Maintenance Bill
•User definable Reports on all the
above
Enquiry
Enquiry Allocation to
Executive
Enquiry Follow Up
Schedule Tasks/Reminders
Bill of Quantity -Project
Estimation - Project
Estimation - Project
Quotation - Project
Quotation - Project
Sales Order – Project Confirmation
Material issue- Project
Services Issue -Project
Project Expenses
BOQ Report
Estimation Details
Project Services Details
Tendering
• Tender Master
•Contractor
•Supplier
•Inspector
•Reasons for loss
•Transactions
•Tender Documents
•Tender Enquiry
•Other bidders
•Work Allotment
• Machine Maintenance
•Estimation
•Work Performed
•Service Bill etc
• User defined reports with MIS reporting
Inventory Attributes

The software captures the detailed information of the products with


multiple attributes:

 Batches (with manufacturing and expiry date)


 Brand
 Category Brand

 Size
 Variant Catego
Size
 Multiple Unit of Measure
ry

Product
 Multiple Pricelist

Flavor Variant
Inventory

 Inter Branch Transfers


 Stock Requisition from branch
 Stock Transfer to Branch
 Stock Received from Branch
 Inventory Adjustments
 Shortages
 Excesses
 Internal Consumption
Taxes

Complete Tax, flexible to work in any country

 GST definition, returns filing


 SGST/CGST or IGST automated selection
 HSN Codes tracking
 VAT for UAE
 Reports for Statutory Returns
Segments

Supports Multiple Segments

 Branch

 Location

 Department

 Division

 Cost Centre

 Profit Centre

 Project
Centralized Database

 Installed with the client’s server

 Each data item stored once

 Prevents data redundancy

 Data immediately available to all business functions


in real-time
Technology

 Windows / Web based Application


 .NET Platform
 C# / ASP.Net MVC
 Database
 MS SQL Server 2008 and above
 Support Other DBs also
 Application / Web Server
 IIS
Features

 Screens Customization  Bar Codes

 Flexible Reports  Dash Board

 Forms Designer  Credit Norms

 Label Designer  Inventory Norms

 Graphs  Alerts

 Slice and Dice of data  Audit Trail

 User Defined Shortcuts  and many more……..

 User Rights Management


Works Across Devices

 Web based
 Supports Windows
 Supports Android/ iOS
Screens Customization

 Change column positions

 Choose colours for each screen

 Rename captions

 Change column properties

 Hide

 Unhide

 Read only

 Required
Reporting Tool

 Flexi Reports  Sorting Columns

 Design reports by query  Positions

 Split Reports  Size

 Change column properties  Formulae

 Filter Data  Add Columns

 Hide Columns
Document / Forms Designer

 Supports three types of printing


 Draft
 Graphical
 Roll
 User defined unlimited number of designs for each screen
Labels Designer

Design Labels from/for any given report with user defined options for
Number of copies and layouts as:

 Address Labels
 Barcode Labels
 Id Cards
 Pay-slips etc.
SMS Integration

User defined SMS from screens and reports as :

 Order Confirmation
 Dispatch of goods
 Receivables due
 Salary deposited etc.
 Data population from SMS
 Data Response from SMS (send sms to know your client balance,
product balance etc.)
Peripherals Support

 Serial port and keyboard scanners for


barcode reading
 Pole display
 Weighing scale reading
 Card Reader etc.
Thank You!

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