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Online

Register as a dealer

Requirement

Query

Billing address

Quotation

Mail for approval with ETDTechnical Confirmations

Stock availability of Raw Material

Confirmation by mail from our side that the order is confirmed for production if commercial tra

Commercial Confirmations

Standard Delivery Period - ETD

Cutting list (Job Card)

Production

Production Status

Packing

Commercial notice by mailCommercial Confirmations

Last time to change delivery address

Invoice

Dispatch

Gate Pass

Dispatch Details by Mail to dealer

Packing List by Mail to dealer

End of Order

News LetterUnconfirmed Orders by mail as a reminder to dealer

routine updates

account statements i.e. balance, c form reminders

purchase

stock inventory

Replacement order

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Enterprise Resource Planning

Creteria Workshe

Hierarchy Modules SUP MOD

1 Dealer Management

1.1 Dealer/Customer Registration 10 Y X

1.2 10 Y X

1.3 Online quote generator 10 Y

1.4 Simple online email tracker 5 Y

1.5Track status after order confirmation 10 Y X

1.6 Display unordered status 8 Y X

1.7 Send email/chat/voice - integration with SKYPE/3rd party app 8 Y

1.8 Change profile data 9 Y

1.9 Forgot password 6 Y

1.10 Remember me 6 Y

1.11 View old orders, new orders, order status 5 Y X

1.12 Dealer can have multiple delivery address - update 8 Y X

2 Operations Management

2.1 10 Y X

2.2 Verify raw material availablility from current inventory 10 Y X

2.3 Respond to dealer with appropriate details and ETD 10 Y X

2.4 Get confirmation from the dealer for commercials 10 Y X

2.5 Get generated OrderId, which confirms the commercial approval 10 Y X

2.6 If price approved, generate job card 10 Y X

2.7 Provide interface to interact with the customer - email/chat/voice 9 Y

2.8 Create follow-up reminders 8 Y X

2.9 Search dealer - with OrderId, Name, ..etc

3 Inventory Management

3.1 9 Y X

3.2 9 Y X

3.3 9 Y X

3.4 9 Y X

3.5 9 Y X

3.6 9 Y X

3.7 9 Y X

3.8 Provide capability to track items by serial number 9 Y X

3.9 9 Y X3.10 Identify type of transaction 9 Y X

3.11 Identify the source of demand 9 Y X

3.12 Part text files with forced viewing on screen 9 Y X

3.13 Multi-currency capability 2 N X

3.14 6 Y X

3.15 Internal cross-reference to vendor part numbers 7 Y X

3.16 7 Y X

Priority(0-10)

Mandatory(Y/N)

Allow customer to select items online -dynamic; based on

customer selections

Verify technical details of the dealer requirements - typically ERPsystem should assist the team to get the details

Maintain item number history of usage, both planned andunplanned, and purged upon a specific date criteria

Provide inquiry and reporting capability for inventory transactionsby item number, location, and transaction type.

Provide inquiry and reporting capability for inventory transactionsummary by from and to dates

Provide inquiry and reporting capability for inventory status byitem number and serial number

Provide inquiry and reporting capability for slow moving andobsolete inventory

Provide inquiry and reporting capability for negative balanceinventory and flagging upon this condition occurring

Provide inquiry and reporting capability for shortages and

Visibility and management of remote site or distributed inventories

and rotable spares

Vendor cross reference (infinite number of vendor pt. numbers)with wild-card search capability

Inventory fields that accept part numbers and productconfiguration codes. Product configuration codes would allow logicbehind randomly generated part numbers.

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3.17 On-line request for requisition generation and approval. 9 Y X

3.18 2 Y X

3.19 2 Y X

3.20 2 N

4 Purchase Management

4.1 10 Y X

4.2 Suppliers may have more than one address 10 Y X

4.3 10 Y X

4.4 Associate items with vendors' descriptions 8 Y X

4.5 7 Y X

4.6 6 Y X

4.7 5 Y X

4.8 8 Y X

4.9 A primary vendor can be set as the default for each class 8 Y X

4.10 Vendor group for miscellaneous purposes 5 Y X

4.11 Identifier for approved vendors 7 Y X

4.12 Commentary about suppliers 5 Y X

4.13 Vendor Rating 5 Y X

4.14 Requistions & Quotations 5 Y X

4.15 Manage Purchase Orders 5 Y X

4.16 Pricing 8 Y X

4.17 Vendor Contracts & Agreements 5 Y X

4.18 Procurement & Repeat Procurement 7 Y X

5 Production Management

5.1 Follow job card and start production 10 Y

5.2 Request for materials from the inventory stock 10 Y

5.3 Follow complete production process from that start to end (TBD) 8 Y

5.4 10 Y

6 Packing/Dispatch Management

6.1 Receive the job card 10 Y X

6.2 Check items against the work order 10 Y X

6.3 Packing status 10 Y X

6.4 Final confirmation on delivery address 10 Y X

6.5Generate gate pass

10 Y X

6.6 Attach invoice with the item delivery receipt/challan 10 Y X

6.7 10 Y X

7 ERP Basic Utilties

7.1 Reminder System 10 Y X

7.2 Newsletter & Other templates 8 Y X

7.3 Replacement modules 7 Y X

7.3.1 Internal replacement process (Not fit to be delivered) 7 Y X

7.3.2 External replacement process (Could be FOC or Otherwise) 7 Y X

7.4 Reporting Modules 9 Y X

7.5 Error tracking log 9 Y

Pricing (selling prices) must have ability to price given variousconditions (i.e. export pricing multipliers, subsidiary pricingmultipliers, domestic pricing multipliers).

Selling prices may be controlled based on different commoditytables (for example, hydraulics carry different multipliers than"make parts" or other commercial parts).

Bar coding of individual parts as received prior to warehousing,real time scanning, and inventory updates at picking, and real

time scanning at shipping.

Fields for supplier data such as shipping methods, item references,and conditions

Store e-mail addresses, web sites, and fax numbers in vendor

Code different vendor production lead times, taking into accountboth supplier lead time and transport time

Bill-to-entity information including currency, bank, accountnumber, and mode of payment

Data related to bank, accounts, payment methods, currency, etc.,are included in the payment profile

Vendor shipment process with terms and acceptance requirementsfor reception

Update production status - this status need to be updated realtimeas the delear/operational team/finance team/purchaseteam/management team and others will be viewing this data timeto time.

Send delivery details to the dealer/customer - vehicle number,time, invoice id, order id ..etc

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7.6 Dealer complaint tracking 9 Y X

7.7 Exception Tracker 9 Y X

Legend

New Items added after discussion

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or Krish Furnitures

et

3RD CST FUT NS Description

12 days

X

X

X

X

X

X

12 days

X

22 days

X

Estimated Days Required(working)

Dealer Management module deals with allthe details pertaining to the

customer/dealer. The dealer can be

registered as new or could login to thesystem with credentials. The dealer isallowed to select the items from the form

and submit the requirement list. Thesystem should be able to generate therequirement list and produce a onlinequote. The dealer should be email to

communicate with the team onemail/chat/voice for any further

clarifications/questions..etc

Operations Management module dealswith either the automated system or theteam which oversees the dailyoperations. It should be able to verify thecurrent stock inventory of the order fromthe dealer, respond to dealer with detailsand ETD for the specific order. Follow upon the commercials and bring the orderto the closure. Collect the OrderId andcheck for commercial approval andpayment. Once payment is confirmed,

Inventory Management module deals withall the inventory & stock required forexecuting the order on time. The re-orderlevel is engaged to check that all thematerials are in stock at realtime. Searchand reporting capabilities need to beenabled. Solutions for inventorymanagement are used for the record-keeping of goods that are warehoused,and managing the movement of thesegoods to, from, and through warehouses.

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X

20 days

15 days (approx)

7 days

20 days

X

Should contain all details of the vendorwhom the organization will make apurchase for items that are not availablein the inventory. Vendor will be chosenbased on various parameters.

Prodution Management module deals withthe actual production of the ordered listby the dealer/customer. The entireproduction process (step by step) need tobe documented yet. As of now - therequest will be made to the inventoryteam and they will provide the necessaryitems for production.

Packing and Dispatch module forms thelast step of the order deliver process. Thisis the place where the items getdispatched to the delear who has madethe order. The dispatched items are sentto the dealer with detailed PO and Invoice

details. The delivery information is sent tothe dealer on an email with Vehiclenumber, time of delivery, OrdId, Invoicedetails...etc. A follow up email to the

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Comme

Building ERP6 Major Modules

ERP Utilities Module

Reporting Module

Finance/HR/Sales Module not include

1.The mode of payment is 25% at the time of Sign Off ,40% after 2 m

2.Taxes Payable as applicable.

3.ERP Development will be carried out in 4 months & another 15 da

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cials

onths & remaining 35% after implementation.

s for Implementation.