Make30

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Transcript of Make30

Page 1: Make30

PROCESSMANAGEMENT

SYSTEM

W W W . M A K E - 3 0 . C O M

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05F I N A L L Y H O W M U C H

D O E S I T C O S T T OI M P L E M E N T M A K E - 3 0

A T Y O U RO R G A N I S A T I O N

P R I C I N G

01A Q U I C K I N T R O D U C T I O N

T O M A K E - 3 0 A N D T H EP E O P L E B E H I N D I T

I N T R O D U C T I O N

04K N O W M O R E ,

E X P L O R E , D E E P D I V E

W H Y S H O U L DY O U C H O O S E A N

P R O C E S SA U T O M A T I O N

S Y S T E M

02H O W C A N Y O U R

B U S I N E S S B E N E F I TF R O M U S I N G M A K E - 3 0

B E N E F I T S

03W H A T A R E T H E K E Y

F E A T U R E S O FM A K E - 3 0

T H A T M A K E S U S I N G I TA G R E A T I D E A

M O D U L E S &F E A T U R E S

06F A Q S

C O N T A C T U SH O W T O F I N D U S

C O N T A C T S

www.make­30.com

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MAKE -30

MAKE -30 WWW .MAKE -30 .COM

Built on the world’s best cloud and mobile technology , make-30 delivers asuite of fully integrated business management applications, such as CRM,

Distribution, procurement and logistics management, on a robust and flexibleplatform.

MAKE -30 IS A CLOUD BASED BUSINESS MANAGEMENTSOFTWARE THAT EMPOWERS BUSINESSES TO UNLOCK

THEIR POTENTIAL AND DRIVE GROWTH

WHO DO WESERVE

We serve a wide range of industries :Services | Wholesale & Distribution |

Chemicals |Equipment Rentals | Healthcare |

F&B | Transportation and more..

We are a tech start-up based in Pune &

Mumbai.We create cutting edge software whichdeliver outstanding value to our clients.All Our Software have three key features1. Flexible Licensing and DeploymentWe believe softwares should be affordableand easy to deploy, so we keep it reallysimple, sign-up and start.. that's it.2. Access from anywhere from any deviceWe believe software should create freedom,

hence our softwares can be accessed fromanywhere, any device..

3. High ValueUnlimited users with no increased expense;

no software installation; no maintenance ormanagement fees; no hardware or deviceupgrades required

WHO WE ARE

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BENEFITS

Customer request an

immediate quotat ion ? With

make -30 app you can create

quotat ion , sa les order , or

other documents and emai l

f rom the sys tem with in

minutes

QUICKRESPONSE

EASYACCESS

COLLABORATE DESPATCHQUICKLY

Al l Your Bus iness Data At

Your F ingert ips Manage

your ent i re operat ions &

monitor cr i t ica l bus iness

f igures to dr ive prof i t s .

Col laborate With Your

Col leagues Every module in

make -30 i s ins ta l led with

"Tasks & Notes " feature to

a l low s tor ing , shar ing &

col laborat ing of f i les across

your company

Once the sa les order i s generated

f rom the sa les team or f rom your

ecommerce channel , you can pick

the i tems you want to sh ip

immediate ly f rom the sa les order , or

generate a sh ipping order and i s sue

the del i very . This can be done

regard less i f you ’ re sh ipping

through your very own del i very

team or a cour ie r .

CLOUD HOSTED SAAS MODEL NO SET-UP REQUIRED EASY TO USE

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MODULE

SM

AK

E-30

I N V E N T O R Y M A N A G E M E N T

C U S T O M E R M A N A G E M E N T

S A L E S O R D E R M A N A G E M E N T

R E Q U I S I T I O N M A N A G E M E N T

P U R C H A S E O R D E R M A N A G E M E N T

L O G I S T I C S M A N A G E M E N T

A N A L Y T I C S

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ERP AND CRM THAT WORKTOGETHERCustomer Management (also calledCustomer Relationship Management) isbuilt into make-30 this covers all customerrelated activities from marketing, quoting,and sales to delivery and post-salessupport, customer information is alwaysup to date and accurate.

"Control system-wide inventory to efficiently manage yourdistribution process without losing track of costs. Receive

inventory to a specific location and drill down to change itemdefault lot/serial numbers, valuation methods, accounts, and

more."

INTEGRATED VIEW

Make-30 provides a consolidatedview of all customer records in asingle database, This provides accessto all written quotes, invoices, andsupport cases to every member ofyour team

DASHBOARDS

Dashboards and reports providereal-time sales data to help your teammanage forecasts, quotes, and results.Efficiently communicate andcollaborate with customers Helpfultools give customers access toinformation about their interactionwith your company and enableactivities online.

C U S T O M E R M A N A G E M E N T

360 DEGREE VIEW

Gain a complete view of your businesswith integrated financials, marketing,sales and service.Learn which customers are profitableand which are not.

EMPOWER CUSTOMERS

Give customers access to thefinancial and case information youchoose through your CustomerSelf-service Portal.

TEAM APPROACH

Share information to build an effectiveteam approach to customer management. Unlimited user pricing removes anyimpediment to full participation inautomated workflow processes thatencourage collaboration.

IMPROVE CUSTOMER SERVICE

Respond rapidly to customers’requests at any point in the sales cycle– from first contact, through sales andfulfillment, billing, and after-saleservice requests.

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T h e C u s t o m e r M a n a g e m e n t S u i t e i n c l u d e s w e b - b a s e dc u s t o m e r r e l a t i o n s h i p m a n a g e m e n t ( C R M ) a p p l i c a t i o n s f o r

m a n a g i n g l e a d s , c o n t a c t s , o p p o r t u n i t i e s , a n d c u s t o m e ra c c o u n t s .

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ACCURATELY MANAGE COSTS

Accurately track costs of goods soldand inventory holding costs. Select adifferent valuation method for eachinventory item. Create GL entriesdirectly from inventory transactions.

"Control system-wide inventory to efficiently manage yourdistribution process without losing track of costs. Receiveinventory to a specific location and drill down to change

item default lot/serial numbers, valuation methods,accounts, and more."

MULTIPLE WAREHOUSES

Manage multiple warehouses withlocation-specific inventory quantities,allocations, and costs. Redistributeinventory from a central warehouseto other warehouses automaticallyupon receipt.

INVENTORY SUB ITEMS

Assign sub-categories to trackinventory characteristics such as size,color, and style. Associate quantityinformation with each sub item. Viewdetail segment information andaggregated totals.

INVENTORY REPLENISHMENTSUGGESTIONS

Lower your inventory with system-generated replenishmentrecommendations based onhistorical sales data analysis.

I N V E N T O R Y M A N A G E M E N T

LOT AND SERIAL NUMBERING

Track inventory by lot or serial number.Assign or enter lot/serial numbers onreceive, issue, or assembly. Associateitem specific valuation methods to serialnumbers to track specific costs.

EXPIRATION DATES

Expired items can beautomatically removed fromavailable inventory.

PURCHASE ORDER AUTOMATION

Automatically generate purchase ordersbased on stock level and replenishmentalgorithms. Orders go to the vendor withthe best price and delivery time.

SALES ORDER DISCOUNTS ANDPROMOTIONS

Manage complex pricing anddiscount policies includingvolume discounts andmultiple discounts per item.Maintain policies for priceoverrides

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i m p r o v e c u s t o m e r s e r v i c e a n d p r o f i t a b i l i t y w i t h r e a l - t i m ea c c e s s t o a v a i l a b l e i n v e n t o r y , i n v e n t o r y i n t r a n s i t , a n d

i n v e n t o r y c o s t s .

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INTEGRATED WORKFLOW

Automate order processing and eliminateunnecessary steps with make-30 integratedworkflow. Configure order status, statuschanges, actions, notifications and alertsto automatically trigger during orderprocessing.

"Centrally manage sales activities: entering quotes, fulfillingsales orders, creating shipments, tracking prices, applying

discounts, checking available inventory.."

CONFIGURABLE ORDER TYPES

Predefine Order Types tied to specificorder processing requirements.Specify inventory allocation rules,workflow scenario, and thedocuments that will be generated inthe accounts receivable and inventorymodules.

DISCOUNTS & PROMOTION

Manage complex pricing and discountpolicies. Set up quantity and volumediscounts as a percent or an amount.Specify multiple discount rules andsequences or allow the system toautomatically apply the best discountcombination. Maintain discounts insingle and multiple currencies.Establish rules and policies for priceoverrides.

S A L E S O R D E R M A N A G E M E N T

CRM INTEGRATION

Convert CRM opportunities to salesorders without re-entering pricing anddiscount information. Easily locatecustomer orders to verify delivery status.Associate tasks and activity history witheach order.

PURCHASE ORDER INTEGRATION

Link sales orders with purchase orders –allocate received items to orders.Automatically generate purchase orders ormanually link.

SHIPMENT SCHEDULE

Specify a different delivery date for eachline item on a sales order. Generateshipment orders according to deliveryschedule and item availability.

MULTIPLE AND PARTIAL DISPATCHING

Fill a sales order from more than onewarehouse. Split a sales order intomultiple shipments from differentwarehouses based on availability andcosts. Track partial ship order balanceand manage back order delivery.

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I m p r o v e o r d e r i n g , f u l f i l l m e n t , a n d d e l i v e r y p r o c e s s e s b yg i v i n g s a l e s a n d s e r v i c e r e a l - t i m e d a t a t o d e l i v e r b e t t e r

c u s t o m e r s e r v i c e . H a p p y c u s t o m e r s a r e m o r e l i k e l y t o o r d e rm o r e o f t e n .

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AUTOMATE REQUESTS

Save time and eliminate paperworkby automating the requisitionprocess. Authorize users to selectfrom your catalog, limit requests tospecific items, or enter descriptions.Automate the entire processincluding order collection, supplierbids, sending and approvingquotes, issuing purchase orders,receiving goods, and more.

"Automate the way you gather requests, obtain vendor bids,create quotes, approve quotes, manage purchases, and fulfill

orders for internal or external clients."

WORKFLOW & APPROVALS

Approval maps and authorizationsensure that the right people arealerted when they are needed in theprocess.

SALES QUOTES

Create sales quotes based oncatalog pricing or cost plusalgorithms. Print or email quotes tocustomers. Automatically generatesales orders and purchase ordersto complete sales activities.

R E Q U I S I T I O N M A N A G E M E N T

PURCHASING INTEGRATION

Automatically create purchase orders inthe purchase order module fromapproved requisitions.

SALES ORDER INTEGRATION

Turn an approved quote into a salesorder from with one click. Sales ordersare managed by the rules within thesales order module and linked to therequisition for easy access.

AUDIT TRAIL

Automatically create a complete audit trail ofall transactions, including user IDs of whoentered and approved the transaction, andany user who modified the record. Optionalnotes and attached electronic documentsremain with the activity records.

COMPLETE INTEGRATION

The requisition module integrates withpurchasing, order management, inventorymanagement, and all financial modules toautomate all processes, eliminate duplicatedata entry, and properly account for alltransactions.

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E l i m i n a t e p a p e r w o r k w h i l e p r o v i d i n g s a l e s , s e r v i c e ,s h i p p i n g , r e c e i v i n g , m a n a g e m e n t , a n d o t h e r s w i t h v i s i b i l i t y

t h r o u g h i n t e g r a t i o n a c r o s s t h e m a k e - 3 0 s y s t e m .

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AUTOMATIC CREATION OF PO

Automatically generate purchase ordersbased on stock level and inventoryreplenishment algorithms. Orders areplaced with the vendor that best meetsthe price and delivery time requirementsthat you specify. Automatically generatedrop shipment purchase orders fromopen Sales Orders.

"Streamline your procurement processes to ensure a steadysupply of materials while enforcing policy and process controls"

MULTI LEVEL APPROVALS

Create approval rules for order types,vendor information, order amount,and other order specific information.Control release via pre-set approvalprocess.

DROP SHIPMENTS

Create drop shipment orders for itemsto be delivered directly to a customerlocation, automatically from salesorders or linked manually.Automatically release sales order andinvoice when purchase receipt isvouchered.

P U R C H A S E O R D E R M A N A G E M E N T

VENDOR SELECTION ANDPERFORMANCE ANALYSIS

Upload vendor price lists with productdescriptions, prices, and delivery times.Map uploaded items to existinginventory or create new items. Updatecost, quantities, and lead times eachtime inventory is received. Retainstatistical information for replenishmentcalculations and vendor performance.

SIMPLIFIED ITEM TRACKING

Cross-reference multiple item identificationsamong suppliers and your system.Automatically assign serial and lot numberswhen receiving purchase orders.

AUDIT TRAIL

Maintain a thorough audit trail of allpurchasing transactions including identity ofthe users who entered and approvedtransactions any modified the record. Notesand supporting electronic documents can beattached directly to transactions.

BLANKET ORDERS

Aggregate orders to for volume discounts.Automatically check for open blanketorders and optionally link to them.

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R e d u c e c o s t s a n d i m p r o v e v e n d o r r e l a t i o n s h i p s b ya u t o m a t i n g a n d c e n t r a l l y m a n a g i n g y o u r g l o b a l p u r c h a s i n g

p r o c e s s e s .

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PRODUCT & COSTING

All your product information in asingle locationCreate your product catalogueand set your selling price rangeCreate tier pricing & customer’sprice listInventory location & batchesCategorize product by brands andcategoriesCreate multiple unit ofmeasurementsView previous purchase priceUpload product image

"Control system-wide inventory to efficiently manage yourdistribution process without losing track of costs. Receiveinventory to a specific location and drill down to change

item default lot/serial numbers, valuation methods,accounts, and more."

PURCHASE ORDER

Swiftly generate purchase order tosupplier Seamlessly attach product itemsto purchase order Receive full or partial acquisitionof goods into warehouse Generate drop ship delivery orderto customer Automatic addition of actualinventory Generate PDF and email purchaseorder on-the-go

L O G I S T I C S M A N A G E M E N T

DELIVERY

Swiftly generate delivery order Generate full or partial deliveryorder from sales order Consolidate multiple items fromdifferent sales order into a singledelivery order Automatic deduction of physicalinventory Generate packing list from deliveryorder Issue drop ship delivery order orstandard delivery order to customer PDF and email delivery orderon-the-go

EXCHANGE & RETURN

Easily manage returned stocksfrom delivery order Manage outgoing stockexchanges Automatically update physicalstock quantity Automatically generate creditnote if item has been invoicedpreviously

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i m p r o v e c u s t o m e r s e r v i c e a n d p r o f i t a b i l i t y w i t h r e a l - t i m ea c c e s s t o a v a i l a b l e i n v e n t o r y , i n v e n t o r y i n t r a n s i t , a n d

i n v e n t o r y c o s t s .

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AUTOMATICALLY AGGREGATE DATAFROM DIFFERENT SOURCESCombine data imported in Excel or CSVfiles, other cloud subscription applicationslike Salesforce or Marketo with MAKE-30data to leverage a complete view of yourbusiness.

Stay up to date with the information that matters . Track youropportunity pipeline, monitor progress, spot trends as they

happen, and push your business further. "

DRILL DOWN

ready to use queries like “Whatregion had the most revenue” or“What products best performed byregion”?

DASHBOARDS

Monitor the health of your business ina live dashboard focused on theelements that are important to you

A N A L Y T I C S

VISUAL APPEAL

Visually explore your data with free-formdrag-and-drop and multiple displayoptions

REPORTING

Create rich interactive reports withPower BI Desktop

ONE LOCATION

Consolidate all your information fromdifferent systems in one place

IMPROVE CUSTOMER SERVICE

Respond rapidly to customers’requests at any point in the sales cycle– from first contact, through sales andfulfillment, billing, and after-saleservice requests.

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O u r a n a l y t i c s m o d u l e d e l i v e r s k e y d a t a a n d i n s i g h t s f r o ma c r o s s t h e e n t e r p r i s e f r o m m u l t i p l e d a t a s o u r c e s .

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W H Y C H O O S E A

P R O C E S S A U T O M A T I O N S Y S T E M

IMPROVED INVENTORY CONTROLImproved visibility of inventoryimproves sales and purchase process

ON-TIME DELIVERYBetter inventory control means , youhave access to what you need whenyou need

NO MORE SILOSdepartments can collaborate witheach other irrespective geography

NO MORE SPREADSHEETSspreadsheets are not suitable whenyou want to run an integratedoperation across geography.

REDUCED ADMIN COSTusing a PAS you can achieve morewith less people. It is also prone tolesser error

REPORTING ACCURACYyou don't need to depend on reportsprepared by managers. All the reportsyou need are available real time,online.

EASY TO USERThe system is intuitive and userfriendly and requires minimal trainingand adoption

EASY TO IMPLEMENTNo capex required, with a SaaS modeland cloud hosted system allows youto scale-up without having to investanything upfront.

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PRICING & CONTACTS

You get everything - No hidden price &compl icated feature pric ing upgrade

O NP R E M I S E

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