A presentation by Werardt Systemss P Ltd

1. A presentation by Werardt Systemss P Ltd

2. Business Management Software Solution For Dealers & Distributors Of Industrial and Engineering Goods

3. PRINCIPALS Finance Module Email Synch Location 1 OR Main Office SOHAM Finance Export to TALLY Laptop Module Sales Team CUSTOMERS

4. Three types of Main Business Activities 1. Generation of - New Prospects, New applications, New Products 2. Maintaining Regular or Repeat Business 3. Analyze & Control

5. New Business Enquiry Quotation Tasks Generation of New - Prospects, Applications & Products • This typically starts off with ground-work right for, • Prospect Management • Enquiry Management • Efforts to generate Enquiries • Quotation Management • Tasks Management – • Technical Analysis • Trials On-site • Product selection • etc. • Finalization of Pricing Policy

6. Regular Business Activity Customer • Invoice • Cenvat • Non-Cenvat • Repairs • Trial • DDC Return form Customer O.A. P.O. • Open • Fixed Supply Action • Stocks • Cenvat • Non-Cenvat • Repairs • Trial • Rejections Indent Multiple Stock Locations P.O. Purchase Voucher GRN Principal

7. Regular Business Activity • Creation of Customer master • Customer details • Credit period and credit limit • Product group-wise discounts • Account In-charge definition • Defining Sales targets • Standard Invoicing details such as Vat or CST etc.

8. Regular Business Activity • Customer Order Booking (Order Acceptance – OA) • Two types – Tentative and Confirmed • Picks up rate from Price list and applies discount structure from Pricing policy • Shows previous five transactions • Shows on-line stock • Can define delivery schedules • Consignee details • Cenvat Invoice required or not • Warns if outstanding crosses credit limit • Email notification to Customer and Sales Person, and also to management based on a pre-defined criteria • Generates ‘Indent for Procurement’

9. Regular Business Activity • Indent for Procurement • Creation of approved Indent ( OA based ) if stock is not available • All verbal decisions taken by key persons in the organization can insert ‘Indent – Stock purpose’ • Dispatch Schedule contributes in defining this Stock quantity • Check for Rate type ( Regular or Special ) • In Indent-OA based, you can change the Excise type from Non-Cenvat to Cenvat, if required

10. Regular Business Activity • Purchase • Purchase Order is raised based on the Approved Indents only • Separate series for PO where sales rate is greater than Purchase rate, named as PO - Special • You can upload PO to your Principal’s web-site • Definition of delivery location (Your Office or warehouse) • GRN & Purchase Booking is done based on PO • Affects Rg23D if material is received through Cenvat series

11. Regular Business Activity • Dispatches • Daily Dispatch Plan based on Pending Orders plus previously defined Dispatch Schedule • Invoice preparation based on OA • Cenvat & Non-Cenvat Invoice prints and Label printing • Separate series for Cenvat, Non-Cenvat and Repairs • Auto-effects to Stocks and Financial Accounts • Check on credit limit • Auto-effect to Rg23D • Cenvat to Non-Cenvat stock transfer • Email notification to Buyer and Sales Person

12. Material Flow  GRC GRNC INC GR-R IC CM DCTL ITRL DCTR Cenvat Stocks Non-Cenvat Stocks Demo/Trial Stocks XFR PDDC D.D.C. Stocks IR DDC RCO Scrap RCI ISCR Repairs / Process Material SR Rejected Material RSO REJI RSI REJO PR

13. Analyze & Control • Analyze • Quick View - Customer & Supplier folder shows details on Due & Overdue Outstanding's, Business done, Due and Over-due deliveries etc. • Sales Targets and Variance • Profit margin – Principal, Engineer and Customer wise, • Sales Analysis – Customer wise & Product wise • Collection plan and Collection performance • Projected Cash flow • Stock Trend • Stock Valuation • Age-wise Analysis of Stock

14. Analyze & Control • Controls • Bill passing strictly based on GRN • GRN strictly based on Purchase Orders • Purchase Orders are based on Indents • Indents are based on Customer Order or for Stock purpose • Order Approval required for Customers above Credit limit or Overdue Outstanding • Order Approval required for Trials at Customer Site • Option to discontinue Customer for New Orders • Option to discontinue Suppliers for New PO • Option to block discontinued Items • Price control based on Price lists in Soham, facility to import Price Lists

15. Analyze & Control

16. Analyze & Control • Data Security • Provision of Role & Responsibility based Security • Each and Every Option in the Software is governed by Security rights • Provision to define Approving authorities • Provision to lock data for specified period

17. Analyze & Control • Communication through ‘Email Notification’ • Define your own types of Email notifications • Can define criteria for generating notifications • Notifications are generated at the execution of any Business Process • Notification helps to communicate the next person in Business Cycle • Notifications can be Dispatch Intimation to Customer, OA copy to Customer, Delivery details to Customer, ‘Approval required’ to managers and so on

18. Analyze & Control • RMAX - Features • Define your own Information Outputs • Define your own Graphs • Multiple Companies and multiple years data is consolidated in one output • Output is generated in MS-Excel Pivot views & graphs • Can define your own filters to the information outputs • Outputs can be auto-emailed to defined users based on a pre-defined frequency • Security – Role-wise and Responsibility-wise

19. Analyze & Control RMax Process Setup RMAX - Architecture RMax Database With Multiple Process Data Soham-DMS RMax Processor RMax Setup (Designer & Access Rights) RMax for Users

20. Analyze & Control • RMAX – Contribution in Key Analysis • Sales Trend • Profit Margin • Outstanding Analysis with Overdue Interest • Stock Valuation with Interest burden • Age-wise Analysis of Stocks • Product Analysis • Principal Analysis wrt to Sales & Purchase • Sales & Purchase history across financial years • And many more … as you can define your own views

21. Thank You

22. Contact Information Werardt Systemss Pvt Ltd Pune, India Phone : 91-20-25285256, 25285257 Website : http://www.werardt.com email: business@werardt.com