Professional Documents
Culture Documents
ii | P a g e
IKONSOFT
<Project Manager>
Creation Date:
Last Updated:
Document Ref:
<Provison 150115>
Version:
Version 1.3
Approvals:
<Project Director>
<Solution Partner>
Copy Number
__3___
iii | P a g e
Document Control
Change Record
4
Date
Author
Version
Change Reference
8-Jun-99
<Author>
Version
3.5
No Previous Document
Reviewers
Name
Position
Distribution
Copy No.
1
2
3
4
Name
Location
Library Master
Project Library
Project Manager
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your
name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover,
for document control purposes.
iv | P a g e
5|Page
ERP Software
ERP is a modular solution built for vertical enterprises, which supports Sales, Purchasing, Supply Chain,
Inventory and Material Management Production, Finance, Human Resource, and service functions,
amongst others.
Our ERP's major strength lies in the manufacturing modules that provide multiple benefits. Our, ERP is key
to business process automation. Our ERP helps you control your day-to-day business, irrespective of
whether the day is spent on the shop floor or around the board table. Once implemented, our ERP will be
the heart of your manufacturing business, the wheels of your distribution channel and the brain of your
planning activities. Our ERP is the most reliable enterprise resource planning application, providing
organizations with the strategic insight, ability to differentiate, increased productivity and flexibility they
need to succeed. Our ERP helps drive innovation and supports future of your organization.
Our ERP benefits at a glance
Our ERP offers the functionality you need to increase efficiently across your enterprise.
Completing daily task efficiently - Business automation
Integrating department for real time collaboration and security.
Linking branches, factory, sales, purchase, dispatch/delivery, supply chain management
spread across different geographical location at real time.
Uniform monitoring system for customer, suppliers, vendors and partners
Managing organized and streamlined business process - purchase, sales, Inventory, billing,
production, receipt, payment, HR, Taxation, Excise and Exports.
Maintaining efficient product catalogue.
Keeping day-to-day track sales, dispatch & payments
Calculating accurate production costing
Accessing consolidation financial information
Accessing daily report without depending on anyone.
Timely Delivery and reducing inventory yet maintaining production cost.
Maintaining best practices and introducing Industry best practices
Ensuring that everyone in the organization is responsible and accountable
The whole project will be implemented into two phases based on the following requirements:
Development Phase One
POS & Distribution Management
Warehouse Management
CRM and ERP System
Marketing module
Materials Management MRP
Production Planning
MRPII
Assets Tracking
Consumption cycle
Machines have sensors
Maintenance & support
Web Access to part of the system
6|Page
Development Phase 1:
(1) POS & Distribution Management Module: this module covers activities from sales enquiry to
delivery automation. It simplifies the entire process of making quotations and allows for smooth
processing of orders and invoices, not forgetting the sales tracking features.
This module helps in setting up the quantity and value based targets for branches and sales staff to
monitor performance and improve the efficiency of the marketing department.
With online integration, operations such as inbound logistics, storage, outbound logistics, and decision
on inventory levels across the warehouses would never be time consuming.
Receivables integration ensures online credit limit checks based on credit amount and / or credit
days.
The module including the following:
Sales Workflow: Define the document flow starting from enquiry to quotations to orders.
Follow the link chain report to see how effective your sales department is in responding to client
queries and converting quotations into orders.
Reserve Stock: Avoid stock delivery problems by optionally selecting the Stock Reserve
option for each sales order or for all sales orders.
Invoice Designing & Printing: Design the invoice layout for pre-printed or plain stationary
with user defined headers, images and customized field placement anywhere in the layout.
Point of Sale: The Focus Point of Sale module can be activated either in the general invoice or
separately on the POS screen. Both documents have integrated barcode scanning, cash draw
option and continuous printing options.
Sales Deliveries Management: Link the sales process to the deliveries by converting the
sales invoices to delivery notes or by alerting the stores on raising sales order/sales invoice to
generate the delivery note or simply print the delivery note on remote warehouse printer.
Financial & Inventory Integration: Tight integration of sales, financials and inventory
ensure that every approved invoice updates receivables and revenue account. The sales, cost of
sale and inventory account can be selected from a product group, product or from the overall
inventory depending on the preference setting. To add to it, related VAT or State Tax accounts
and reports are updated as soon as the invoice is saved and approved.
7|Page
(2) Warehouse Management Module: With the inventory and warehouse module you are
ensured of an efficient flow of items from production to storage to shipping. The complete
integration with production and demand planning helps in maintaining optimum levels of
inventory.
Warehousing module helps in planning distributions of items at different locations, placements and
picking of items, tracking serial number / RMA for efficient customer support, bar-coding and stock
taking with hand held devices. With online integration operations like inbound, storage and outbound
movement decision on procurement and maintenance of inventory levels across warehouses would
never be time consuming
Inventory Control can be done for multiple locations. Global or item based stock valuation methods can
be defined. Auto indenting for stock below Reorder Levels. Reorders levels can be defined for each item
or Group of items. Stock Check that includes orders in process and customer reservations.
The module including the following:
Documents Updating Inventory: In an integrated sales and purchase workflow, the user can
define at what stage of sales and purchase flow, the inventory can be provisionally or finally
updated at the physical or virtual location.
Warehouse & Bin Configuration: Based on the warehouse layout, the aisles and rows can be
defined in a tree structure under each warehouse group. Each bin location can be classified as
Floor or Cell Bin with specified capacity.
RMA Tracking: Return Material Authorization feature allows the stores or the sales center to
trace the item to its vendor through system generated or barcode serial number.
Batch Number tracking: For pharma/food businesses, where each production batch has
unique batch number and expiry date, system maintains the expiry conditions rejecting items near
expiry.
Units of Measurement: Multiple units with definite conversion formula or alternate units with
base link can be used in parallel.
Raw Material Planning: Production related raw material planning can be done either with or
without MRP modules based on a combined requirement of sales forecast and confirmed sales
orders. The system will generate requisition to suppliers based on supplier contract rates
ensuring smooth flow of inventory to production shop floor.
Stock Valuation: Each stock unit can have different stock valuation methods or it can be
defined globally on stock valuation choosing between FIFO, Weighted Average or LIFO. Apart from
the methods defined, on any date, the system can generate reports of stocks based on market value
or on the last purchase price.
8|Page
The more loyal your customers are, the safer you will be from the draw of the competition. Loyal
customers are also easier to cross-sell and up-sell, and are very likely to refer others to your brand.
However, it is an ongoing challenge for retailers to create, maintain, or increase customers' ERP. It is
no longer enough to collect customers emails and send mass coupons. To remain competitive, retailers
must target the right customers, with the right offer, at the right time.
With the proposed software you gain a 360 degree view of your customers, and
can bolster customer ERP by targeting them based on multiple criteria, including
purchase history.
The module including the following:
o
Customer Data
gain a single view of your customers across channels
view detailed purchase history by item and receipt
track your customers favorite vendors, special occasion dates, and personal
sizes
collect data such as complaints, litigations, and product information requests
Marketing Campaigns
segment customers based on demographic criteria or purchase history
Create targeted marketing campaigns that promote special offers, store events
etc.
analyze campaign performance across channels
receive automatic cross sell and up sell messages at the POS
ERP Programs
record ERP card-related activities in real time, so balances are always
accurate
automate the allotment of ERP points based on what a customer purchases /
spends
create and automate membership programs (silver, gold, platinum)
enable customers to utilize ERP cards across channels
9|Page
(4) Marketing module:
This module allows you to manage the entire sales life cycle, from initial enquiry through to a
completed order. Key information can optionally be captured about competitors, key players and the
prospects business issues and needs, to help you build a more complete picture. Each prospect can be
allocated to a sales person, plus a sales team and manager or even a reseller. Leads can be automatically
assigned based on sales territories, customer account managers or product lines. Win/Loss analysis is
captured and confidence ratings are recorded for accurate pipeline forecasting.
The module including the following:
Quotations: Quotations can be attached to a sales lead, or directly against a contact or
organisation. As quotes are revised, a full audit trail of all revisions is maintained, and a quote can
be locked when actually sent to a prospect or customer.
This ensures that an accurate record of each quote that has been issued by your company is
retained. Presentation quality quotes can be generated and directly printed from within the Sales
& Marketing module, using dynamic integration to either Microsoft Office Word or Microsoft Office
Excel and using a template relevant to the organisation being targeted. Naturally, full on-line
access to the Inventory system provides details of stock availability and the pricing matrix relevant
to the prospect.
Create invoices and accept payments with orders: When a quotation is accepted, a sales
order or invoice can be created from the quote, complete with real-time stock allocation, back
ordering and multi-location stock fulfilment. Credit checking is applied and payments can be
directly processed (including credit cards) with the order, either for deposits or full payment.
Conceptual products: Conceptual products can be used to attach a value to a prospect, without
needing to specify the actual stock or detail lines. These can be used to assist the management of
the sales cycle, particularly when you are unsure exactly which inventory items a prospect may
require.
As the lead progresses to a quote, the conceptual items may then be changed into actual inventory
lines.
Data management: this function facilitates the easy importing and de-duplicating of data. There
is no need to store and maintain mailing lists externally. It means that your email or postal lists
are always accurate and up to date, and available in CRM.
Marketing campaigns: Prospect lists can be developed using various selection criteria,
including geography, demographics and buying patterns. Budgeted sales, gross profit and costs
can be established with real-time reporting of actuals, pipelines and costs against budget.
Activities for a campaign can be defined and tracked, and may include items such as mailers,
telemarketing, faxes and emails.
10 | P a g e
Email marketing and mail merge: Once a prospect or customer list has been created, the
system can generate bulk or one-off emails to all the list members. A record of each email sent is
retained, keeping a valuable history of your communications with your customers and prospects.
Mailing labels can be produced, including full postal distribution Centre sorting. Mail merge
processing for in-house production, or via external mail houses, is both supported.
Communications management: Keeping a record of both inbound and outbound
communications is vital. The Sales & Marketing module not only allows you to record
communications, but also highlights incomplete or open communications for systematic followup and management. You can cross reference your communications to sales leads, quotes,
organizations and contacts, giving full visibility of interactions at any level.
Microsoft Office Outlook integration of appointments and follow-ups: The Sales &
Marketing module can make appointments and follow-ups, and has its own reminder engine,
ensuring your staff are pro-actively kept advised. In addition, appointments, tasks, contacts and
follow-ups can be published to Microsoft Outlook.
Email integration: this module can use Microsoft Outlook for emails or directly communicate
with your SMTP mail server, providing seamless email integration to most email platforms
available.
Action plans: Creating action plans can allow your sales team to follow a methodical approach.
Key milestones can be planned and acknowledged as each one is achieved. Template action plans
can be set-up, and multiple templates can be applied to a sales lead, to allow complex and
coordinated approaches to a given prospect.
Microsoft Outlook to local email filing: Benefit from efficient file management and document
retrieval of any email from within local server. This enables you to efficiently file Microsoft
Outlook emails against any record in the local server, even filing against multiple records as
attachments or communications for both received and sent emails. These can be filed in the local
server as they are sent from Microsoft Outlook.
11 | P a g e
(5) -Materials Management MRP:
A Complete Material Requirements and Resource Planning Software Solution The MRP System within
Manufacturing Software accurately and effectively manages all resources and requirements necessary
to meet your manufacturing demand, while allowing you to maintain lean inventory levels. Not only
does the MRP system manage requirements for manufactured items and sub-assembly processes
internally, it also manages requirements planning for production at alternate locations and through
third-party vendors as well. The cohesive structure of our ERP software allows the MRP system to span
the entire supply chain to quickly and accurately match availability with demand. The fully
incorporated system takes into account all aspects of the manufacturing process including:
Material Requirements Planning - Time phased planning window for both purchasing and
production. Evaluates material availability based on the required manufacturing date taking
into consideration current demand and material lead times. Advanced planning capabilities
include:
Automated Raw Material Ordering
Hard and Soft Allocation
Ideal vs. Existing Analysis
Min/Max Planning
Labor Capacity Planning - Measure standard labor hours against the required hours to meet
your schedule by week, day or shift, based on work orders and labor schedule.
o
Calculate available labor by category and qualifications
o
Schedule operators by skill level
Auxiliary Equipment Planning - Checks for availability and evaluates conflicts of auxiliary
equipment linked to the bill of material.
Machine and Work Center Capacity Planning - Evaluates machine availability with variables
that affect the capacity such as maintenance, setup, etc. If the job cannot be run within the
requested time frame due to capacity limits, the system determines the first available time and
date the work center can have the requested number of items completed. View availability by
type or individual machine, by day week or month.
Rough Cut Capacity Planning - Compares available work center time based on the shop calendar
versus required hours for each machine type.
12 | P a g e
This module provides full support for multi-process production for stocking, order-based, assembleto-order environments. The production planning gives a complete picture of raw materials in hand,
order and best order quantity, supplier analysis based on orders to execute or daily / monthly / annual
sales forecast.
The MRP function can be configured to work independently or in complete integration
Master Data: This sub-module takes care of settings in the product Master data related to Raw
Material Planning, Master Production Scheduling and Costing Method Indicator. Apart from this,
the basic production data like BOM, Routing and PRTs are part of Production Master Data.
BOM Definition: Almost all types of manufacturing entities require a Bill of Material as
Manufacturing Planning on material depends on a well-defined BOM, and other related masters
like work centers, shift calendar and routings.
Routing: A Flexible GUI based routing helps in defining the processes, the sequence in which these
processes are performed and also link work centers and/or PRTS to each of the task. The routing
supports sequential, parallel and alternate path of operations.
PRT: Allocate tools that are required and used during specific production process but are not part
of any specific location such as a measuring device or lubricant.
Production Planning & Scheduling: The Master Production plan takes a combination of forecast
and orders and generates an overall production plan.
Scheduling: A GUI interface of schedule for multiple processes gives clear picture of its production
plan at different stages. Product basic data and capacities are taken into consideration while
loading production items in the scheduler.
Material Requirement Planning: The main task of MRP is to ensure material availability by
procuring or producing the required materials in the correct quantities at the right time. It provides
the visibility and tools needed to effectively plan for demand from sales lines and component lines
and then create different types of supply orders directly.
13 | P a g e
Planned Order
MRP analyzes the demand from sales orders and forecasts. If stock is needed then a planned
order is created. A planned order consists of a suggested order quantity, a start date and a finish
date.
The system calculates the quantity of the planned order according to the lot sizing procedure
specified in the material master.
The order finish date of the finished product's planned order is based on the requirement date
of the customer order or the planned independent requirement. To calculate the order start
date, MRP uses backward schedules, lead-time information from either the material master or
the routing.
A planned order is created automatically by MRP when it encounters a material shortage. A
planned order may also be created manually by the planner.
Dependent Requirements: The bill of material of the planned order for the finished product
is explored to generate dependent requirements. When the production order is saved, the
dependent components are reserved.
Planning of items that are not linked to Sales Orders.
Planned independent requirements left unconsumed, increase the stock as long as they
are not adjusted to customer requirements.
Depending on the companys production strategy, the planned independent
requirements from Demand Management can be consumed by sales orders.
Planned independent requirements are used for Make-to-Stock.
Production Orders: Generates Production Orders from Production planning screen after the MRP run.
Production Control: The Production Control sub-module in the MRP module takes care of execution
of production orders and integration of finished and raw material to inventory module and actual cost
of production to financial module.
Issues to Production: The issues or raw material against specific Production Orders would consume
the inventory from stores or production floor after being transferred to production shop-floor.
Receipts from Production: In the receipt from production, total material issues and overheads are
considered for costing of the received finished goods. In some production processes.
Job Work issues: If the production requires to issue job work, the material is issued as job work against
the production order.
Job Work Receipt All the pending job work issues are received via job work receipt.
Return from Shop-floor: The raw material left over on the production shop floor is returned as
unconsumed against the production order.
Production Costing: The cost of production and work in progress is updated to financials based on
actual consumption and can be compared with the standard costs. Standard cost variance in quantities
and values can be posted directly from issues or can be generated as a report.
(7) - Assets Tracking:
Masrur Group LTD
Registration Number 4138904
14 | P a g e
This module provides a central register in which detailed information on all fixed assets, from IT
equipment to office furniture, can be recorded. Exploiting real time access to descriptions and analysis
codes, as well as information concerning transfers and disposals, improves control and enables
effective asset reallocation to minimise unnecessary purchases.
Features
o
o
o
o
o
o
o
o
o
o
Combining asset tracking module with data collection using barcode labels or
passive RFID tags improves the quality and timeliness of asset information.
Record service due date, end of useful life, replacement cost, warranty
expiration date, insurance value and more.
Reallocate under-utilized items, reducing unnecessary expenditure.
Track portable assets against each member of staff to minimize losses.
Tracking assets through the entire life-cycle from acquisition to transfer and
disposal provides a clear audit trail.
Rapid access to a summary of events relating to a single asset.
Search by date/time to trace asset transactions.
Easy creation of custom reports
15 | P a g e
Phase 2:
1Human Resource Management ERP: The Human Resource Module in ERP has a set
of rich features and integrates seamlessly with other module. ERP HR module offers you wide
solutions for HR department making it possible for other department to access specific
employee data. The HR modules covers all the function required in business practice and is
flexible enough to optimize the business processes by configuring to suit customer's
requirement.
Human Resource module streamlines the management of human resources and human
capitals. It comprises of four broad sections, mainly Training, Recruitment, Payroll and
Attendance. HR module in ERP routinely maintains a complete employee IKONSOFT including
contact information, salary details, attendance, performance evaluation and promotion of all
employees.
ERP Human resource Management is a suite of integrated solution, designed to facilitate HR
operations by reducing time-intensive administrative tasks and lowering costs by deploying
self-service applications. ERP solution offers many different sub-systems under the HR
module. Listed below are some of the most common sub systems.
Personnel Management: The personnel management comprises of HR
master-data, personnel administration, recruitment and salary
administration.
Organizational Management: Organizational management includes,
organizational structure, staffing schedules & job description.
Payroll System: Salary management, statutory reporting, attendance
management for salary calculation.
Time Management: Time management includes shift planning, time
recording, absence & leave management.
Personal Development: This section comprises of training and event
management, additional training determination and training
assessment.
16 | P a g e
2-
This module of the software will take care of all accounts related entries and their impact on
the whole system. How the finance comes and how it is been utilised. Total flow of money
(Cash/Bank) and total expenditures will be reflected here.
As an after effect of this, the management will be able to take their important financial decision,
Budgeting etc. They can come to know about companys financial position at any point of time.
All sorts of important financial reports i.e. Trial Balance, Trading A/c, Profit & Loss A/c,
Balance Sheet, Debtors Balance, Creditors Balance, Cash/Bank Fund position and many more
are covered in this module. The Accounting Module is completely Transaction based unlike
journal based. This implies most of the accounting functions are handled through relevant
transactions in other Modules thereby saving lot of time. The Module contains complete
functionality required for any Accounting Department right from vouchers to the Balance
Sheet and Profit and Loss Account.
Budgeting and Variance Analysis between Budgeted and Actual figures helps in controlling the
Enterprise Expenses and Income efficiently. The Module also includes Cost Centers, which is
completely flexible in terms of defining Cost Centres and their components. Cost Allocations
for General Overheads can also be done on a pre-defined basis and required outputs could be
generated for analysis purposes. Outstanding of Payables and Receivables with Ageing
Analysis of both debtors and creditors are some the features of this module. Overall the module
takes care of complete functions of any Accounting department.
The function of this module starts with accounts creation. External departments like
marketing or purchase will create some of those accounts. Apart from regular voucher entries
this module will help the authority as well as other departments by providing financial figures.
Final accounts will be generated from this module. Documents like Receivable and Payable
statements are generated from this module. This module bridges between Sales &
Procurement processes.
All figures will be protected under password. Only authorized person will be eligible to
access information from this module.
Funds manipulations for a concern are important factor and sometimes it is treated as blood
for an organization. So in this regard, sources of funds and application of funds are to be taken
care of, by defining Balance sheets, Schedules, General and Sub-Ledger, party and customer
masters etc. Also the various input transaction such as Voucher Entry, Credit/Debit entry,
Cash/Bank receipts, Cash/Bank Payment, Bank Reconciliation statements, Bill verification etc.
Then finally different types of financial reports, which can be of various types according to
specified company standard.
17 | P a g e
3-
Information systems used in CRM marketing and management that help automate some sales
and sales force management functions. They are often combined with a marketing information
system, in which case they are often called customer relationship management (CRM) systems.
Sales force management systems are essentially the same thing as sales force automation
system (SFA).
18 | P a g e
19 | P a g e
5-
This the wireless use of electromagnetic fields to transfer data, for the purposes of
automatically identifying and tracking tags attached to objects. The tags contain electronically
stored information. Some tags are powered by electromagnetic from magnetic fields produced
near the reader. Some types collect energy from the interrogating radio waves and act as a
passive transponder. Other types have a local power source such as a battery and may operate
at hundreds of meters from the reader.
Unlike a barcode, the tag does not necessarily need to be within line of sight of the reader, and
may be embedded in the tracked object. Radio frequency identification (RFID) is one method
for Automatic Identification and Data Capture (AIDC).
20 | P a g e
6Android and IOS application to be used by the customer: the proposed solution contains
mobile interface support the customer interaction with Tala, the module include the following
functions:
Customer Registration: the customer should fill given form to be known by the
system.
Customer item introduction: the system enables the customer from add his
item to the system to be queued for service.
Service status Tracking
Notification module
Customer profile management
7Workforce and fleet management module: this Module tracks vehicle information,
reservations, rentals, and billing charges. Make reservations for a specific vehicle or a
category of vehicle, and create a work order for cleaning or necessary repairs when the
vehicle is returned.
Calculate rental charges automatically based on hourly, daily, monthly, or mileage rates when
adding extra charges for cleaning or late returns. Use these charges to produce chargebacks
to customer accounts.
Most importantly, maximize the use of your fleet in the most efficient manner possible with
pre-formatted reports and an easy-to-read graphical scheduling calendar.
Features and Benefits
Track vehicle rentals, who they are assigned to, and when they are due to be returned
Manage your fleet and costs more effectively through more accurate planning and
scheduling
Meet customer needs by managing scheduled vehicles in a timely and professional
manner
Account for and recoup costs by having the ability to charge for vehicle rentals
Create work orders for repairs to vehicles or generate cleaning work orders
automatically when vehicle is returned
Easily research vehicle availability
View reservations and generate reports on vehicle utilization
Improve communications with customers by delivering requests, reservations, and
status information via email
Create a reservation for a specific vehicle or for a vehicle category
Track dates and times a vehicle is used
Track mileage usage with odometer readings
Calculate rental charges based on hourly, daily, monthly, or mileage rates
Add extra charges for cleaning and late returns
Produce charge information for accounts to be billed or credited
Retain full maintenance and PM histories on vehicles
Track expenses related to vehicle rentals
21 | P a g e
Project Management
We will offer the customer all the managerial activities including the following:
Development of an overall implementation strategy
Development of technical standards for modifications, security, conversion, and
system administration for all modules
Development of a comprehensive implementation plan, including allocation of needed
resources
Project timeline, staging and scheduling
Task management and tracking
Project meetings and documentation
22 | P a g e
23 | P a g e