Key features of ECRMRP


ECRMRP

The enterprise resource planning (ERP) system and especially customer relationship management (CRM) are the pillars of nearly every company’s record-keeping and management of business processes. It is essential to the smooth functioning of a business’s accounting and finance functions. In manufacturing and distribution, ERP also can manage inventory and logistics. Some companies use it to handle human resources functions like tracking employees, payroll and related costs.

Partly because of their centrality, ERP systems have been slow to evolve since they emerged in the 1990s. Now, however, ERP systems have begun to change, facilitated by the growing availability of new technologies including cloud computing, collaboration, mobility, analytics and planning, which have the potential to address shortcomings and the most common complaints in today’s systems.

Almost all ERPs excluding ECRMRP are very difficult to handle, most of the time companies keep creating training sessions for their staff just to get them trained as this would allow them to use it professionally or efficiently but unfortunately the success level is not very high due to the so many useless options in ERP / CRM.

These issues made us to proceed with research and development (R&D) first, before developing our own custom developed ERP with CRM, we Elite Products & Services UK LTD, proudly introduced ECRMRP, next generation’s advance ERP with Built-in CRM (based on 38 most common & important features) a professional merger of CRM and ERP which is called “Enterprise Customer Relationship Management & Resource Planning'', and we have made it very simple, we do conduct training sessions if required, normally we just provide handouts and other desired documentations. The most important part is we have pre-developed modules, and you can just get them activated on a single click without any extra cost.

We offer our ECRMRP on monthly rental basis (Terms & Conditions Applied*), we won’t charge any development cost but deployment cost depends on the scale of the company or enterprise.

Some of the pre-developed modules are listed below:


1- Human Resource & Payroll Management.

2- Accounting & Bookkeeping Module.

3- Customer Loyalty & Membership Module.

4- Supplier Management Module.

5- Purchase Management Module.

6- Spreadsheets Online Module.

7- Inventory Management Module.

8- Sales Commission Module (for Internal / External CSRs).

9- Ready to Integrate eCommerce Portal Module.

10- Marketing & Sales Automation Module & so much more.

ECRMRP Key Features & Capabilities

Enterprise customer relationship management & resource planning software ranks high among the most comprehensive, powerful data management solutions. For many businesses, it’s an ideal solution for data analysis, automation and full-scale infrastructure integration. 

Key Features of ECRMRP

1. Integration

This ERP functionality is a significant part of what makes this solution different from other types of software. While many standalone solutions boast their ability to integrate with other systems, there’s nothing like a suite of applications built to work together. Integration ensures the numerous capabilities offered by ERP systems work together harmoniously.

Our software provides a fully-integrated, intuitive platform through which you can analyze, monitor and conduct most data-driven tasks. Through a single database, ERP systems collect, store and analyze data across all departments. Storing and analyzing data across departments ensures seamless communication within your organization. Companies today no longer have to work in silos, thanks to ERP software. Working from a single source of information reduces your teams’ discrepancies along with the associated errors and costs.

Integration also allows your business to work with multiple components at once. For instance, with integrated customer relationship management (CRM), users can access order history and customer information in the same system. The analysis of data provides insight into business trends and can offer predictions based on past practices. Accurate predictions increase efficiency on an organizational scale, ensuring smooth operations and improved productivity.

2. Automation

When someone asks, “What does ERP software do?” The answer will likely always include automation. This ERP capability automates everyday, tedious tasks, including order entry, payroll, accounting, invoicing, reporting and more. Automation cuts down the many hours your staff would typically spend on these processes, allowing them to focus on more important assignments. Optimizing your employees’ time ensures more effective workdays.

Automating your processes can also reduce human error. When your employees spend most of their day on repetitive tasks, they’re bound to make a mistake or two. Automation allows data to be sent from one part of the system to another without any chance of error. Even small errors can end up costing your business, so why not eliminate them where possible?

3. Data Analysis

Since an ERP system is already collecting and processing data from all your business functions, it makes sense to capitalize on that information through analysis. Put simply, this ERP function finds trends and patterns in your processes. Finding trends and patterns in processes enables users to reflect on specific tasks’ effectiveness, and provide forecasts for future business decisions.

ERP software analyzes data relating to all business operations, including client data, production statistics, sales data and much more. For instance, an ERP system can help you predict demand, create a budget and analyze your HR functions. Data analysis offers easy access to vital business data and gives you the tools you need to track organizational productivity and efficiency. If you want a more specific system capabilities example of data analysis, check out some of our business intelligence articles.

4. Reporting

Many people use the terms “reporting” and “analysis” synonymously when talking about ERP software. While this isn’t typically an issue, it’s still valuable to distinguish between the two. You can think of ERP reporting capability as the tools needed to convey analysis to an end user. These tools often include customizable dashboards, Gantt charts, pie charts, bar graphs and other visual representations. Many systems also allow users to restrict access to reports, protecting valuable company information.

In addition to contact management, CRM tools also handle marketing automation, sales pipeline activities and lead management. With ERP software, you can design and implement comprehensive customer care solutions. You can easily create campaigns, track customers throughout the sales lifecycle and gauge customer satisfaction. ERP’s customer service management capabilities make it easy to improve long-term customer retention.

 

Reports should be easy to understand and should quickly communicate trends.

 

5. Customer Relationship Management

Customer relationship management (CRM) software is beneficial for a couple of reasons. First, a CRM tool is an excellent option for companies whose customer base has become too large for spreadsheets. Spreadsheets work well until you find yourself spending more time updating them than actually using them to find information. Second, CRM tools centralize customer information within an ERP system, allowing quick access when working with other system parts. For instance, an integrated CRM enables users to access billing information and customer addresses when processing shipments.

In addition to contact management, CRM tools also handle marketing automation, sales pipeline activities and lead management. With our ECRMRP software, you can design and implement comprehensive customer care solutions. You can easily create campaigns, track customers throughout the sales lifecycle and gauge customer satisfaction. ERP’s customer service management capabilities make it easy to improve long-term customer retention.

6. Accounting

Financial management is one of the most critical functions of any business. As such, any respectable ERP system should contain strong accounting tools. ECRMRP systems help manage accounts payable, accounts receivable, fixed-asset management, risk management and tax management. Many systems can also manage multiple currencies and tax regulations if you regularly do business outside your country.

ERP platforms provide exceptionally robust tools to manage every aspect of sales and revenue for your business. Our system allows you to automate many accounting functions including payments processing, sales analysis, expense management and more. An ERP system improves the accuracy and processing time of the accounting functions, reducing the burden on your staff and their working hours. 

Manage your finances with ERP to visualize your business’s financial health company-wide.

7. Tracking and Visibility

One of the most significant aspects of our software is the ability to provide comprehensive visibility. The most obvious example of this is supply chain visibility. System should have the technology to track finished products and raw materials from manufacture to delivery. Much of this is made possible by the high level of integration ERP systems provide. Since all your applications can send and receive information, tracking materials is a simple process. The level of visibility the ERP solution provides allows users to understand and foresee issues such as delays and stock outages.

In addition to tracking tangible objects, ERP software allows users to track information. Tracking information includes sales, production statistics, staff productivity and more. ERP systems provide a multitude of tools to follow different sets of data. CRM tools track sales, HR module tracks staff productivity, and production statistics can be found in manufacturing analysis tools. ERP systems also allow users to set up alerts for specific events, keeping them up to date on the most critical activities.

8. Human Resource Management

A significant part of the HR business processes constitutes data entry and reporting functions. Data entry includes keying employee-related information such as demographics, contact number, designation, department, payroll, work hours, additional benefits and much more. Data entry is a time-consuming and tedious process. Moreover, if you are trying to create reports from data, you need to pull data from dispersed sources like spreadsheets. Pulling data from spreadsheets takes a long time and is error prone. This time can be better utilized in other organizational activities.

With ECRMRP software’s help, data is entered into a centralized database, making it accessible to all the departments throughout the organization promoting collaboration. It also makes it easier to pull data from a centralized location to create reports which are guaranteed to be accurate to make data-driven decisions.

Learning Management is a part of the HR module within the ERP software that enables employees to develop relevant skills to perform their job better. Skilled employees are likely to stay with the organization for more extended periods, increasing the retention rate.

 9. Supply Chain Management

The manufacturing business needs to interact with several suppliers and partners to obtain raw materials and resources to bring finished goods/products to consumers. Supply chain planning not only includes the procurement of raw materials but also the selection of apt marketing channels to promote the finished products. It ensures determining the quantity of stock in the inventory, ensuring replenishment, optimizing the production process to keep up the demand and supply ratio, transportation and distribution of the finished goods.

ECRMRP plays a vital role in combating inefficiencies in the supply chain process. It enables the business to obtain a reasonable price quote from the suppliers, reduces waste by optimizing the production process and the inventory management and ensures that workers can channelize their efforts in the right direction. From manufacturing and inventory management to transportation and distribution, our software takes care of all aspects of the supply chain process and offers cross-platform visibility in real time to ensure flexible and cost-effective operations, which impart a competitive edge to the business.

 10. Sales and Marketing

The sales and marketing module of our ECRMRP provides functionalities such as contacting customers, tracking customer orders from placing an order to dispatching of products against the order, raising sales invoices, receiving payments and processing return orders. It also provides additional functionalities such as automation of tracking expenses against a particular customer, implementing targets for marketing personnel, tracking lost orders and preparing comprehensive reports for marketing activities. These reports enable users to analyze sales trends during a particular period, drill down against the consolidated data and predict sales for the next quarter/month.

ECRMRP maintains a detailed customer profile and sales history. The detailed customer profiles and sales history enable the business to understand the customer’s preferences better. Understanding customer preferences thoroughly leads to better product marketing and recommendations in the form of upselling or cross-selling. It thus provides enhanced customer experience, enabling them to make repeat purchases.

 Key Features of Basic Built-in Module of ECRMRP

  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many CRM features and stay organized.
  • Add any new module without any extra cost, e.g. Sales Commission Module.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • Add task followers even if the staff is not project members. The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
  • Integrate your eCommerce store, and manage everything from Inventory to Sales.
  • Create good looking proposals for leads or customers and increase sales.
  • Record your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with a powerful CRM Module.
  • Increase customer retention via built-in Surveys.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Create announcements for your staff members and customers.
  • Use Contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Receive payments from Paypal and Stripe in different currencies worldwide.
  • Tons of configurable options.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.
  • Generate any report on a single click professionally.
  • Automated Database Backups.
  • Generate reports conclusions in graphs, comparisons, and so much more.

Customers

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. The Customer area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.

Recurring or One Time Invoices

Elite ERP's CRM Module allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item, create or amend an invoice, define payment online/offline gateways etc. 

              Create recurring invoices that will be re-created automatically without you lifting a finger, based on the

               Specified period for the recurring invoice. The period time could be days, weeks, months or years.


Recurring or Fixed Expenses

Creating recurring or fixed expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

Estimates

Create an estimate within a minute, send it to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accepts.

Proposals

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

Projects

Manage projects and track time spent on projects for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

Milestones

Create milestones for projects and track time spent based on milestones. Ability to Drag and Drop tasks between milestones.

Leads

Leads or potential clients are a really important part to any company. Every company trying everyday to get new leads. Very often some potential client calls and asks for a specific service that your company serves and then sometimes this is forgotten. With Elite ERP's CRM Module CRM you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.

Web to Lead Forms

Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Elite ERP's CRM Module CRM from form. Use the web to lead forms to gather potential clients information, allow them to request quotes directly from your website.

Online & Offline Payments

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries. Also offline Credit card Module and Bank Transfers directly to Business Account with professional reconciliation reports.

Sensitive data is encrypted

Elite ERP's CRM Module CRM encrypts all sensitive data in the database with a unique encryption key. Encryption performed on email passwords, api keys, api passwords etc..

Automated SEO Optimization

A built-in SEO Optimization tool would allow you to optimize your website (if applicable) automatically, and it would be applicable on all modules as well, e.g. eCommerce, Products, Knowledgebase Articles & specifications of all other desired products and services.

Contracts

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have a clear view of all your company contracts in one place. You don't need to search in your desk documents. Create PDF contracts and send to your customers from Elite ERP's CRM Module CRM. Contract overdue reminders available.

Tickets

Great support ticket system with auto response, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.

Departments

Assign your staff to specific departments and the ability to auto import tickets by department email.

Custom Fields

Custom fields can store extra information for customers, leads, tickets, invoices, company, estimates and more.

Staff Reminders

Setup staff reminders for staff members with ability to notify by email and built-in. Reminders are available for important features.

Theme Styling without coding

Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.

Events

Create private or public events. Receive notification when an event is coming built-in and email.

Easily re-organize admin menu

You can reorganize the admin main menu and the setup menu in a few seconds, you need only to login in your admin area. No coding is required. Add/Remove icons to fit your needs.

Email Templates

Setup predefined email templates from text editor. Merge fields available and multi language options available.

Staff Roles & Permissions

You can give staff specific permissions on what they can do or can’t do. Role permissions can be overridden for each staff member.

Goals Tracking

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

Personal Todo

Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize their work.

Staff

Manage all your staff members from one place.

Company News Feed

Share great company events, upload documents, and easy employee communications.

Staff Tasks

Assign tasks to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Elite ERP's CRM Module CRM features and stay organized.

Recurring Tasks

Create tasks that will be auto created for a given period.

Surveys

Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.

Reports

 

Sales

Expenses Report

Reports by customer

Custom date picker

Leads Conversions

Knowledge base articles (Track if your article is useful to clients, improve text based on votes)

Knowledge Base

Add knowledge base articles from the text editor. “Did you find this article useful?” vote included in the clients area.

Media Library

Upload files in the media library. Each staff member that is not admin has their own folder for uploading files.

Auto Backup Database & Server Side Datatables

Setup an auto backup database each X days to prevent losing your important data.

Elite ERP's CRM Module is using server side datatables to perfectly handle large databases.

Responsive

Elite ERP's CRM Module is fully responsive. You can easily access your data from mobile or tablet. Or even develop WEBVIEW applications (NO CODING REQUIRED)

Google reCaptcha

Google reCaptcha available for admin login, customer login and customer register area.

Action Hooks & Activity Log

To prevent editing the core files we created action hooks for some important functionalities. Send us an email if you want us to include another action hook based on your needs. Track all staff activity. Adding new items, creating, deleting.

Ready to Integrate Modules of ECRMRP

1- Human Resource & Payroll Management.

2- Accounting & Bookkeeping Module.

3- Customer Loyalty & Membership Module.

4- Supplier Management Module.

5- Purchase Management Module.

6- Spreadsheets Online Module.

7- Inventory Management Module.

8- Sales Commission Module (for Internal / External CSRs).

9- Ready to Integrate eCommerce Portal Module.

10- Marketing & Sales Automation Module & so much more.

Human Resource & Payroll Management.

  • Employee Profile Management
  • Attendance Information Management
  • Commission Information Management
  • Salary Deductions
  • KPI Bonus
  • Insurance Management
  • Income Taxes Management
  • Payslip Template Management
  • Payslips Management
  • Settings:
  • Income Tax Rates
  • Income Tax Rebates
  • Earnings List
  • Salary Deductions List
  • Insurance List
  • Payroll Columns Management
  • Data Integration
  • Permissions Management
  • Report:
  • Payroll Report
  • Income Summary Report
  • Insurance Cost Summary Report
  • Payroll Overview (Chart)
  • Payroll Department Overview (Chart)
  • Integration: master data can be imported from data files or can be synchronized with modules
  • HR Records
  • Timesheet & Leave Management
  • Sales Commission

Accounting & Bookkeeping Module.

 

  • Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cash Flow Chart and Bank Accounts Overview
  • Transactions:
  • Mapping Bank Statements to Accounting
  • Mapping Invoices to Accounting
  • Mapping Payments to Accounting
  • Mapping Expenses to Accounting
  • Item Mapping Setup
  • Expense Category Mapping Setup
  • Tax Mapping Setup
  • Banking Rules: to automatically categorize transactions
  • Journal Entry: to record transactions in the general ledger
  • Transfer: to transfers of amounts between accounts
  • Chart of Accounts: is a list of the account numbers and names relevant to your company. Typically, a chart of accounts will have four categories (Asset accounts, Liability accounts, Income accounts and Expense accounts).
  • Reconcile: is the process of matching transactions entered into module against your bank or credit card statements
  • Business Overview Reports:
  • Balance Sheet Comparison: what you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year.
  • Balance Sheet Detail: a detailed view of what you own (assets), what you owe (liabilities), and what you invested (equity).
  • Balance Sheet Summary: a summary of what you own (assets), what you owe (liabilities), and what you invested (equity).
  • Balance Sheet: what you own (assets), what you owe (liabilities), and what you invested (equity).
  • Custom Summary Report: a report you build from scratch. With more options to customize.
  • Profit and Loss as % of total income: your expenses as a percentage of your total income.
  • Profit and Loss Comparison: your income, expenses, and net income (profit or loss) compared to last year.
  • Profit and Loss Detail: profit and Loss Detail
  • Profit and Loss year-to-date comparison: your income, expenses, and net income (profit or loss) compared to this year so far.
  • Profit and Loss: your income, expenses, and net income (profit or loss). Also called an income statement.
  • Statement of Cash Flows: cash flowing in and out from sales and expenses (operating activities), investments, and financing.
  • Statement of Changes in Equity: statement of changes in equity.
  • Bookkeeping Reports:
  • Account list: the name, type, and balance for each account in your chart of accounts.
  • Balance Sheet Comparison: what you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year.
  • Balance Sheet: what you own (assets), what you owe (liabilities), and what you invested (equity).
  • General Ledger: the beginning balance, transactions, and total for each account in your chart of accounts.
  • Journal: the debits and credits for each transaction, listed by date.
  • Profit and Loss Comparison: your income, expenses, and net income (profit or loss) compared to last year.
  • Profit and Loss: your income, expenses, and net income (profit or loss). Also called an income statement.
  • Account history: account history
  • Recent Transactions: Transactions you created or edited in the last 4 days.
  • Statement of Cash Flows: cash flowing in and out from sales and expenses (operating activities), investments, and financing.
  • Transaction Detail by Account: transactions and total for each account in your chart of accounts.
  • Transaction List by Date: A list of all your transactions, ordered by date.
  • Trial Balance: this report summarizes the debit and credit balances of each account on your chart of accounts during a period of time.
  • Sales tax:
  • Tax Detail Report: This report lists the transactions that are included in each box on the tax return. The report is based on accrual accounting unless you changed your tax reporting preference to cash basis.
  • Tax Liability Report: How much sales tax you’ve collected and how much you owe to tax agencies.
  • Tax Summary Report: This report shows you the summary information for each box of the tax return. The report is based on accrual accounting unless you changed your tax reporting preference to cash basis.
  • Sales and Customers Reports:
  • Deposit Detail: your deposits, with the date, customer or supplier, and amount.
  • Income by Customer Summary: your income minus your expenses (net income) for each customer.
  • Expenses and suppliers:
  • Cheque Detail: The checks you’ve written, with the date, payee, and amount.

Customer Loyalty & Membership Module.

Customer Loyalty & Memberships Module lets you loyalize your customers by rewarding them with points. With Customer Loyalty & Memberships, you can efficiently implement a reward system in your store. The loyalty points received by customers are redeemable as offering coupons, discounts on purchases, or other loyalty rewards. Not only that, the points are redeemable to attain the loyalty membership too, and become a part of the brand’s loyal members community.

What is customer loyalty?

Customer loyalty is a customer’s willingness to repeatedly return to a company to conduct some type of business due to the delightful and remarkable experiences they have with that brand. One of the main reasons you want to promote customer loyalty is because those customers can help you grow your business faster than your sales and marketing teams.

What is a customer loyalty program?

A customer loyalty program is a rewards program that a company offers their most-frequent customers to encourage loyalty and long-term business by offering free merchandise, rewards, coupons, or even advance released products.

Why is customer loyalty important?

  1. Customer loyalty is something all companies should aspire to simply by virtue of their existence: The point of starting a for-profit company is to attract and keep happy customers who buy your products to drive revenue.
  2. Customers convert and spend more time and money with the brands they’re loyal to. These customers also tell their friends and colleagues about those brands, too which drives referral traffic and word-of-mouth marketing.
  3. Customer loyalty also fosters a strong sense of trust between your brand and customers — when customers choose to frequently return to your company, the value they’re getting out of the relationship outweighs the potential benefits they’d get from one of your competitors.
  4. Since we know that it costs more to acquire a new customer than to retain an existing customer, the prospect of mobilizing and activating your loyal customers to recruit new ones — simply by evangelizing a brand – should excite marketers, salespeople, and customer success managers.

How to Keep Customers Loyal

  1. Use a simple points-based system.
  2. Use a tier system to reward initial loyalty and encourage more purchases.
  3. Charge an upfront fee for VIP benefits.
  4. Structure non-monetary programs around your customers’ values.
  5. Make a game out of it.
  6. Scratch the program completely.
  7. Build a useful community for your customers.

Key Features of Customer Loyalty & Memberships Module

  1. Purchase Products through Points: In this feature, the user can use their points for purchasing the products. It will also display the notification of how many points are required to purchase the products. To use points when making purchases, you need to integrate with the Omni-Channel Sales module
  2. Coupon Generation: The merchants can now send the notification to the users after setting up the number of days prior to the date of expiration for the notification. Also, the merchant can customize the whole message of the Email Template. The user can generate the coupon by converting its total points to coupons and use coupons. Minimum Points Required For Generating Coupon: The admin can set the minimum points count required by the customer to generate the coupon. As soon as the user’s points count reaches the minimum required points value then he will be eligible to generate the coupon.
  3. Per Money Spent Points: The user can earn points on every dollar spent and Merchant can set per dollar spent points. Assign Product Points: This feature enables easy assignment of points on the product and assigning points per product category.
  4. Membership Feature: Admin will create different levels of Membership as Premium, Silver, Gold, etc. Each level will be assigned with some loyalty points. Each level has some categories and products of above-selected categories (if no products are selected then all products of selected categories are assigned to that level), some discount (in %).When customers will have sufficient points earned to reach on any level then only that level will be displayed with a select box, and other levels will also be listed in the table. When Customer becomes a member, they will get some offers on selected categories as well as products. Membership Expiration: Admin can set the expiration date for the membership feature.
  5. Points Expiration: Merchants can now set the points expiration time period to redeem points by setting a threshold duration for counting the expiration date.
  6. Purchase Product By Redeeming Points: Customers can now redeem points to purchase products by making a partial payment with the amount and partially with points. Custom Conversion: The user can be allowed to convert his chosen points out of his total available points to coupons. To use points when making purchases, you need to integrate with the Omni-Channel Sales module.
  7. Points Log Feature: The customer can view the points earned, redeemed, or coupons on their dashboard by enabling the points-log settings in the membership features section.
  8. Redeem Points Conversion: The admin is required to set the points, their corresponding price, and the coupon amount received by the customer on converting each point to coupon price.
  9. Points Table: Lists all the users who have received the points. The admin has the ability to modify user points and delete the user from the table.
  10. Points log feature: Both admin and customer can see points log details, like on which date and event the customer has got those points.

 Supplier Management Module.

Supplier relationship management is the discipline of strategically planning for, and managing, all interactions with third party organizations that supply goods and/or services to an organization the objective of SM is to maximize the value of those interactions. Know your supply chain, know your risk, build relationships and partners to conduct business transactions. Use the SM module to build a list of suppliers all in our ERP.

  • Stay on top of business and manage your supplier’s relationships, all from elite ERP.
  • Assign suppliers to specific staff members of your team and let them manage the relationship.
  • Allow suppliers to collaborator in the supplier portal
  • Make notes, statements, invoices, Credit note, estimate, tickets, contracts, projects, task

 Purchase Management Module.

Purchase Management Module is a tool for managing your day-to-day purchases. It is packed with all necessary features that are needed by any business, which has to buy raw material for manufacturing or finish good purchases for trading. Purchase Management can enter supplier bills, reconcile with purchase orders or goods receipts, bill charges could be allocated for computation of landed cost of items. Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

  • Manage item list with many extended attributes inherited from Elite's ERP items: image, item code, barcode, purchase price,...
  • Vendor Management: Company info, Contact, Contract, Purchase Order, Payment, Expenses, Note, Attachments.
  • Manage procurement requests of Departments.
  • Manage quotes from Vendors.
  • Manage Purchase Order from Vendors, manage payment progress on this order, support reminders, make notes and attach documents related to this order.
  • Create tasks and assign them to employees on Purchase Quotation and Purchase Order.
  • Convert purchase order to expense.
  • Manage contracts of Vendor, support signing similarly to our existing sales contracts.
  • Invoice and Payment Management.
  • Reports and charts.
  • Vendor Portal.

 Spreadsheets Online Module.  

Spreadsheet Online Module is a powerful spreadsheet editor that lets you do pretty much everything you can do with contemporary spreadsheet software like Excel. This module helps you reach your goals and lead you to make better decisions. There’s nearly nothing you can’t track and manage using this module.

A. Spreadsheet Editor – Save and manage your precious data with spreadsheets.

Nothing beats the simplicity of entering data into a table. With this in mind this module provides an online spreadsheet editor which allows users to insert their data into their documents without hassle. You can even apply formulas and calculations to the data just like regular spreadsheets. This module also supports a drop down list which allows you to display a number of valid options for a specific topic. It’s important to keep your users engaged with your content. This can be accomplished by changing styles and customizing the appearance of your documents to make it more attractive for the users to view.

B. Organize Your Documents – Stay organized and maximize productivity.

Align your work with your teammates: Easy retrieval when you need to search for a specific document. Too many documents at once? Don’t worry about organizing them by projects. If certain documents were misplaced in a project simply move them directly from one project to another. When you create a document and add a tag to it, it will be automatically categorized under that specific tag. This will save you time and effort on categorizing each document after creation. C. Sharing – Share your work and consolidate with others.

 Align Work with Your Teammates: When the work is ready it’s time to share it with the world. This module supports webpage embed code and you can also export or import data records from MS Excel. D. Team Collaboration – Teamwork is a key factor when it comes to success.

Safely Stored on Cloud Repository: This module makes it easy to gain access to your documents through the team. Team members can edit the documents remotely and save them directly to Cloud Repository. This module gives your team members the ability to access important documents anywhere, at any time. Unlimited projects and users can provide a more efficient arrangement for the team. This allows the team to run at its full capacity and fulfill its full potential.

 Inventory Management Module.

Inventory Management Module is a tool that allows you to track goods across your business’s supply chain. It optimizes the entire spectrum spanning from order placement with your vendor to order delivery to your customer, mapping the complete journey of a product. Through accurate tracking of goods, businesses can minimize waste, analyze trends, and make better investment decisions.

Core benefit:

  • Centralized Storage: The more stock locations you have to manage, the more difficult it becomes to manage orders and track the stock availability. With inventory management module, you are able to find out the availability of your items and find their location in just seconds, even if they are put in different warehouses or stores
  • Stock Control: Stock control is an effort carried out by a company in providing stock items needed to meet consumer demand. Inventory management module allows you to keep up with your stock availability and ensure it is always at an adequate level. The system gives a notification when the inventory is running low so you can immediately re-order.
  • Increased Efficiency: With inventory management modules, all the complex activities in inventory management are made simpler. Monthly to annual inventory reports can be generated in seconds.
  • Improved Productivity: Since various tasks are automated, your employees can focus more on other crucial tasks. They no longer need to be stuck in time-consuming tasks, such as stock-taking or reporting with spreadsheets.
  • Minimized Costs: Inventory management module keeps your company away from financial losses due to human errors, excessive stock storage, unnecessary purchases, late deliveries, and so on. With a centralized and integrated system, you don’t need to spend extra money on additional systems to manage your inventory.
  • Satisfied Customers: Inventory management module ensures that all customer orders are fulfilled properly through real time information related to your inventory levels. The system also allows you to track the shipments until they’re received by customers. So that in the end, this system helps increase customer satisfaction with your services.
  • Accurate Planning & Forecasting: An inventory management solution helps you become more proactive when planning and forecasting your inventory needs. With complete and accurate inventory reports, you can find out which products are the most popular, which ones are rarely ordered by consumers, how much inventory you should carry in the next few months, which suppliers are most profitable, and any other important information that helps improve productivity of your business.

Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

  • Manage the list of attributes of goods (type, group, sub group, unit, color, body, size, style), declare the warehouse, the minimum inventory rules of each type of goods.
  • Set the profit rate, the profit rate that can be applied on each item. From the profit rate, the selling price can be calculated in two ways: according to the profit margin of the buying price or the profit margin of the selling price. Support rounding the value of the sale price. Support to automatically create inventory when having Purchase Order or create delivery receipt when sales invoice is available.
  • Manage goods, support sorting by warehouses, by expiry date. Having a mechanism to warn goods that are expired or below the minimum inventory. Each item has extended attributes inherited from Elite ERP’s item.
  • In detail of each goods, it is possible to see details of which warehouses are still in stock with the quantity, the number of expired items (if any), the history of import, export and adjustment in the warehouse.
  • Import goods into the warehouse
  • Export goods from the warehouse
  • Link inventory notes with invoices
  • Adjust the quantity in stock or report the loss of goods
  • Import and export internal warehouse
  • View the entire warehouse transaction history
  • Reports on import, export and inventory of goods in stock, and reports on the value of current goods in stock
  • Analyze current inventory value. Based on the profit ratio of each item, the purchase price and the selling price in the period will calculate the profit rate of the current inventory value of each item. From there, we will analyze the difference between these 2 profit ratios to develop trade discount programs for customer development.

 Sales Commission Module (for Internal / External CSRs).

The Commission Program is most commonly known as the variable component of a total sales compensation package. The total commission earned is dependent on each salesperson’s individual goals and their performance.Your commission structure ties a sales rep’s performance to the amount of money he or she will take home each paycheck. It’s no secret that accountability produces results, and a well-structured commission plan is an excellent way to incentivize top performance.

Because there’s no one size fits all, sales compensation plans come in many shapes and sizes, including: salary/hourly + commission, commission-only, tiered commission, residual commission, and variable-rate commission. Of these, the easiest and most commonly used approach is to pay a certain percentage based on the revenue generated from a single sale. Very simply, a sales rep who closes a deal for $500 with a commission rate of 5% earns $25 per sale.

Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

  1. Create Sales Commission Structures, support set up by customer groups or customers:
    – Structure 1 – Total Invoice (Percentage or Fixed Amount)
    – Structure 2 – Ladder Invoice (Percentage or Fixed Amount)
    – Structure 3 – The value of the Product (Percentage or Fixed Amount)
    – Structure 4 – According to the first order
    – Structure 5 – According to the quantity of each item in the order
    – Structure 6 – Ladder Product (Percentage or Fixed Amount)
    – Structure 7 – Calculate the commission on the profit of the sale (based on the selling price and cost). To use this feature, you need to integrate with the to manage the purchase price and selling price of the product.

  2. Commission hierarchy and commission settings for the staff assigned to the client group:
  3. Commission hierarchy and commission settings for the staff assigned to the client group:
  4. Allocate commission program to Staffs:
  5. Allocate commission program to Clients/Partners:
  6. Commission will be automatically calculated with payment, in case any invoices have not been calculated, you can use recalculate:
  7. Commission payment receipt, receipts can be converted to expense:
  8. View reports and commission statistics:
  9. Dashboard widget for each employee when logged in.

 eCommerce Module

Users will be able to add your Products or Services to their Cart and an invoice will be generated for them, once they decide to checkout their cart. Our module integrates two new email templates as well, so staff members and purchasers are aware of the necessary notifications about their orders.

Non-logged in users will be able to start an order and get redirected to the registration/login page (you will also be able to hide products from non-logged visitors):

Quantities are automatically reduced upon orders and advanced reporting exists ( Orders per week / month / year and custom dates ). A Quantity Report menu is integrated into reporting menu, notifying you about quantity level of your overall products, as per your preferred low quantity number, set in settings.

Our module includes a complete Order History menu along with activity logging for every purchase and separates the products/services onto categories you create. It uses Bootstrap appearance for the frontend, with emphasis in product images.

Customized Module

We would certainly be able to develop any new module as per your requirements or amendment in existing module (if required)

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