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Self Implementers : ERPNext CRM HRMS Implementation

ERPNext is an open source web-based system aimed at small and medium sized businesses. <br>It assists companies with accounting, human resource management, sales, purchase, <br>inventory, CRM, administration, project and task management, manufacturing, and even <br>website. ERPNext is built using Python, Frappe, and MySQL.

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Self Implementers : ERPNext CRM HRMS Implementation

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  1. Save upto 40% on ERP, CRM, HRM Get your business Online with Unlimited Users Introducing New Enterprise Software for Small, Medium Businesses Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  2. Building awesome enterprise applications What is ERPNext? ERPNext is an open source web-based system aimed at small and medium sized businesses. It assists companies with accounting, human resource management, sales, purchase, inventory, CRM, administration, project and task management, manufacturing, and even website. ERPNext is built using Python, Frappe, and MySQL. Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  3. Building awesome enterprise applications 15+ years in business 60+ 15000+ team, built for success Community across domains Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  4. Building awesome enterprise applications 10000+ customers across domains Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  5. Building awesome enterprise applications 5K+ global users $1B+ transactions 12K+ community 10K+ hrs of implementation 150+ countries 7K+ installations Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  6. About ● World’s top 100% open-source ERP ● High feature coverage, Cross-platform compatibility ● Serves multiple domains and industries ● Easy to Configure & Customise ● Modern and scalable web platform ● Powered by Frappe Framework ● Eliminates redundancy Open Source Easier to use and configure Personalizable and flexible Frappe Framework Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  7. The Enterprise Revolution brewing just for you Product Market Position ERPNext Standards here in the Competition Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  8. Market Domain Share Agriculture, Non-Profit, Education, Healthcare Retail Manufacturing Services Distribution Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  9. Module Support Sales and Purchase Financial Accounting Inventory Management Asset Management Manufacturing Quality Management CRM Projects Website HR & Payroll Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  10. Accounting Modules Accounting Features ● Chart of Accounts ● General ledger ● Journal Entries ● Bank and cash management ● Accounts Receivable and payables ● Multiple Types of Invoices ● Assignments ● Financial Statements ● Budgeting and forecasting ● Multi -Currency and Multi- Company support ● Financial Analytics & Multiple Reporting ○ Profit & Loss ○ Balance Sheet ○ Cash Flow ○ Trial Balance ● Integration With other module Advance Accounting Features ● Deferred Revenue & Expenses ● Periodic and Perpetual Inventory ● Bank Reconciliation ● Billing s Transaction in Multi-currency ● Accounting Dimension s Budgeting ● Deferred Revenue s Expenses ● Bank Reconciliation ● Closing Books ● Periodic s Perpetual Inventory ● GST Setup (India Compliance App) Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  11. Dashboards Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  12. Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  13. Stock, Buying & Selling Modules Stock Features ● Types Stock Entry ● Stock Transactions : Purchase Receipt, Delivery Note,Picking List, Packing Slip ● Landed Cost Voucher ● Stock Settings ● Item ● Stock Valuation Method ● Serialized and Batch item ● Item Variants ● Pricing Rules Promotional Scheme Buying & Selling Module ● Quotation and sale order management ● Delivery note ● Sales Invoice and return ● Sales analytics ● POS ● Deferred Expenses ● Blanket Order & Maintenance Order ● Product Bundle & Drop Shipping ● Purchase order management ● Purchase Receipt ● Purchase Invoice and Returns ● Purchase Analytics Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  14. Purchase Cycle Payment Entry (Advances) Material Request Purchase Order Purchase Receipt Purchase Invoice Payment Entry Request for Quotation Supplier Quotation Core Master Required Key Reports ● Item Master ● Supplier Master ● Address Master ● Purchase Order Analysis ● Items to Order and Receive ● Purchase Order Trend ● Procurement Tracker Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  15. Sales Cycle Lead Opportunity Payment Entry (Advances) Quotation Sales Order Delivery Note Sales Invoice Key Reports Core Master Required Payment Entry ● Sales Analytics Report ● Sales Order Analysis Report ● Sales Funnel Report ● Item Master ● Customer Master ● Address Master Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  16. Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  17. Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  18. Manufacturing & Inventory Module Manufacturing Features ● Master Data and Settings ○ Items, Warehouses, Operations, Routing s Workstations ● BOM ○ Single level BOM ○ Multi-Level BOM ● Work Order ○ Work order without operations ○ Work Order with operations ● Production Planning ● Subcontracting ● WorkFlow Management ● Reports ● Integration with Other Modules ● Job Card Management Inventory Management Module Asset Management Module ● Asset Master ● Asset Depreciation ● Asset Maintenance ● Asset Tracking ● Asset Disposal ● Asset Analytics ● Integration with other module ● Item Management ● Stock Management ● Warehouse Management ● Inventory Valuation ● Order management ● Inventory Analytics ● Integration with other module Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  19. Manufacturing Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  20. BOM - Bill of Material Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  21. Sub-contracting Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  22. Manufacturing Module Are Material Transfer Material Transferred to WIP Stock Entry for Raw Material Transfer Bill of Material Work Order If with Operations If Material Transfer against Job Card Stock Entry for Manufacture to generate Finished Good Production Plan Job Card Core Master Required BOM (Bill of Material) ● Item Master ● Workstations ● Operations ● Routing Key Reports Production Analytics ● BOM Stock Report ● Work Order Summary ● Job Card Summary ● Quality Inspection Report ● ● Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  23. Manufacturing Dashboard

  24. Production Dashboard

  25. Production Dashboard

  26. Manufacturing Interface

  27. Manufacturing Interface

  28. Bill of Material Interface

  29. Bill of Material Interface

  30. Work Order Interface

  31. Work Order Interface

  32. Work Order Interface

  33. Work Order Interface

  34. Job Card Interface

  35. Work Station & Operations

  36. Work Station & Operations

  37. Work Station & Operations

  38. Production Planning

  39. BOM Operation Time Report

  40. Production Analysis

  41. Work Order Summary

  42. Quality Inspection Summary

  43. Downtime Analysis

  44. Job Card Summary

  45. BOM Stock Report

  46. Print Format Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  47. HRM & CRM Modules Human Resource Modules CRM Modules ● Employee Management ● Attendance and Leave Management ● Payroll Processing ● Performance Management ● Expense Claims and Reimbursements ● Reports and Analytics ● Integration with other module ● Employee Life cycle Tracking ● Lead and Opportunity Management ● Contact and Account Management ● Quotation and Sales Order Management ● Customer Support and Ticket Management ● Email Marketing Integration ● Reporting and Analytics ● Integration with other module * HR module does not come by default into ERPNext. * HR module can be integrated into ERPNext Additionally Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  48. Other Modules Project Management Module User Management Modules ● Project Creation and Setup ● Task Management ● Resource Management ● Cost Management ● Document Management ● Project Analytics and Reporting ● Integration with other module ● User Roles and Permission ● User Account Management ● User Activity Monitoring ● User Interface Customisation ● Integration with other module Website Management Module Integration Module ● API Integration ● Web Hooks ● Data Import and Export ● Data Synchronization ● E-Commerce Integration ● Third Party Integration ● Custom Integration ● Website Creation and Designing ● Content Management ● SEO and Metadata ● E-commerce Functionality ● Integration with other module Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  49. Benefits of ERPNext Cost Effective Simplicity • Web-based system • Easy Customization and extension • Mobile Access • Extensive functionalities • Integrated into a single platform • Unlimited User creation • No in-house infrastructure required (Cloud based system) • Low cost of acquisition, implementation and customer support Adaptability & Flexibility Real-time Analytics • Integrations with attendance machines, Google services • Allow remote access and offline capabilities • Custom Workflows • On-the-fly Customization • Analytics, Reports and Dashboards are updated across department as soon as data updated • Secure, Cloud based with offline capabilities Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

  50. Comparison with Competitors Comparison Frappe (Fileian) SAP Oracle Microsoft SaaS Software Licensing Cost Free Paid Paid Paid Paid Users Limit Unlimited Limited Limited Limited Limited Cloud Hosting Type Private / Public Cloud Private / Public Cloud Private / Public Cloud Public Cloud Public Cloud Cloud Hosting Cost Starting < 10K Starting > 50K Starting > 50K Starting > 50K Included Implementation Time 3 to 6 Weeks 12 to 24 Weeks 12 to 24 Weeks 6 to 12 Weeks No Applicable Implementation Cost Low High High Medium High Customisation Type Full (Low Code No Code) Partial Partial Limited Not Applicable Customisation Time Low Very High Very High High Not Applicable Customisation Cost Low Very High Very High Medium Not Applicable Migration Cost Low Very High High Medium High Integrations Cost Low High High Medium Very High Security Yes Yes Yes Yes No Maintenance Cost Low Very High Very High High High Website: www.fileian.com Email: team@fileian.com Call: 9175 975 009 / 909 630 22 11

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