SAFAL Cast ERP

In ERP Technology from last almost 10 years

First in Gujarat certified with ISO/ IEC 27001:2005 and UKAS accreditation from Bereau Veritas in IT – ERP

Industries

Best ERP Brand in Gujarat – Brand Achiever's Award 2015

All India Business & Community Award – Business Excellence 2011

Nominated Leaders of Tomorrow Award – 2012

Specialized in Engineering, Metal/ Steel, Casting, Food, Cement, Polymer and Infrastructure industries

Having thousands of satisfied users around the globe.

Presence in overseas market like USA, Malaysia, Canada, UAE, Kenya & Tanzania

SAFAL INFOSOFT PVT. LTD.

Heat Number Management

Industry Challenges

Track inventory in multiple attributes like Heat, Grade, Standard, UOM & Items

Test Certificate with Chemical Property

Die & Machine Maintenance with Self Life & CAPA Management

• Heat Number wise Stock Maintenance • ASTM Standard wise Stock Maintenance• Grade wise Stock Maintenance • Chemical Composition Formulation Management • Die / Machine wise Planning and status of WIP • Quality Control Management with Test Certificate Management • Currency Gain Loss Utility for Import & Export• Inventory Management & Procurement Management • Logistics Management • Maintenance with Corrective and Preventive Analysis• Bar Code / RFID Management • Track every raw materials batch through to finished goods • Maximize throughput with efficient production scheduling • Define dimensions and grades without creating new product codes • Hook up shop floor equipment for real-time monitoring • Cut scrap and waste and reduce WIP inventory levels • Respond quickly to customer schedules and just-in-time orders

Features of SAFAL Metal ERP

• User Friendly Highly Configurable Integrated Window Based Server - Client • Quick return on Investment • Reduce burden of Paper work • User Friendly Eye Catching • Screen Layout Summarized view of critical parameters of your entire business at a glance• Multi Company / Currency Operation • Multi Field Search Facility • Multi User Login with User Right Management • Ability to share data across various departments in an organization • Graphical Representation of Reports • Alerts on SMS with Auto Responder• Dynamic Tax & Charges Calculation Facility• Data Security and User Log Management• User Friendly Screen Layouts• ISO & TS Required Report Generation*• Multi Level Authorization

Advantages of SAFAL Cast ERP

SAFAL ERP TREE VIEW

Marketing Management

Forms Description Fields to be used

Lead Management Use to maintain leads data along with follow-up and document attachment

Party Details, Item Name, Lead Source, Taken By etc…

Forecasting Use to generate yearly, monthly sales forecasting and recovery forecast

Category, Item Name, Qty, Amount, From Date, To Date, Customer, Note etc…

Inquiry In this form fill up customer’s Inquiry with product details and other terms mention by client.

Category, Inq. Date, Customer, Inq. By, Inq. Ref., Sales Person, Item, Quantity, Specification, Quote Date, Status, Loss Reason, Follow up, Attachments, Reminders etc…

Offer Two options are given to generate offer. One is DIRECT mode and second is Against INQUIRY. Within the offer you can attach specification and accessories details along with item photographs.

Category, Date, Customer, Est. Delivery Date, Item, Quantity, Rate, Sales Executive, Encl., Basis of Rate, Taxes and Duties, Inspection, Mode of Dispatch, Insurance, Validity, Payment Terms, Delivery Terms, Transportation, Packing Spec. etc…

Customer’s PO Here you can enter customer’s PO details alongwith terms and conditions mentioned by client in PO.

Category, Date, Customer, Ref No, Customer Specification for Item, Marking, Scope, Pecking, Delivery Period, Shipment Inst., Communication, Quality Docs, Payment Follow ups, Terms and Conditions etc…

Order Acknowledgement Through OA you can generate acknowledgement letter / order acceptance as well as proformainvoice. This form is also useful to generate internal order of assembly or sub assembly.

Category, Customer, Date, OA Type, Rev Date, Login Date, Rev No, Delivery At, Freight, Discount, Dispatch Mode, Contact Person, Credit Terms, Road Permit, Transportation, Attachments, Reminders etc…

Purchase Management - I

Forms Description Fields to be used

Indent In this form data comes after MRP execution from production planning for the items which are not sufficient in stock.Here data can be come from Planning / Manual or based on Minimum Stock Level for inventory items

Category, Date, Department, Item Name, Quantity, Lead time, recommended supplier, Special features of item, available stock, remark etc…

Inquiry In this form company generate inquiry to various suppliers for purchase indent items.

Category, Date, Supplier, Item, Quantity, Availability, Specifications, Attachments, Reminders etc…

Quotation Here enter supplier’s quotation which is received on the base of inquiry. After this stage you can have quotation comparison based on various criterias.

Category, Date, Supplier, Reff No, Item, Quantity, Rate, Amount, Remark, Valid upto, Payment terms, Credit Days, Form Type, Note and applicable charges

Order Purchase order can be against quotation / indent or direct without any reference. Here you can have reference prices of last purchases. Here you can access item ledger to check item’s movement.

Category, Date, Supplier, Item, Qty, Order Type(Import/Local), In case of Import then LC Detail, Shipping Detail, For Local Purchase use Purchase Executive, Freight, Discount, Mode of dispatch, Contact Person, Transportation, Road Permit, Excise etc…

Purchase Management - II

Forms Description Fields to be used

Inward After given purchase order material comes at your company’s location here material should be inwardFrom INWARD data might be go to INWARD QC if the in warded item is QC enabled.

Category, Date, Supplier, Item, Weight, Book At, Driver Name, License No, LR Date, LR No, Destination, Transporter, Attachments, Document Settings, Packing etc…

GRN – Goods Receipt Note After Inward OR Inward QC material will come to GRN form. If material is coming from Excisable traders then mfg bill detail will enter here.Deviation procedure is also available for any transaction.

Category, Date, Supplier, Item, Weight, Book At, Driver Name, License No, LR Date, LR No, Destination, Material Name, Quantity, Transporter, Attachments, Document Settings, Packing etc…

Final Purchase Final purchase is required to enter supplier invoice. From here data will move to account payment.

Category, Date, Supplier, Bill No, Bill Date, Item, Rate, Amount, Tax, Other Charges, Purchase Type, Credit Type, Credit Days, Remark etc…

Purchase Return In Purchase Return form enter goods return to supplier entry in case of rejection in qc or over quantity supply etc…

Category, Date, Supplier, Bill No, Bill Date, Item, Quantity, Rate, Amount, Other Charges, Deduction, Reason, Remarks etc…

Production Management - IForms Description Fields to be used

Production Planning Production Planning can be run against customer’s order / in house order. Here user can merge multiple order for same items to simplified production planning.Here 3M Planning can be run named Man Material and Machine. Through here system can run MRP 1 & MRP 2 level of planning.

Category, Date, Department, Planning by, Assembly –Sub Assembly Items, Quantity, Tem, Start Date, End Date, Priority, Bought out items, stock, lead time, Machine, Job work Party etc…

Production Order Production is depends on planning module. In this team wise and date wise production order will be generate as per planning. Batch No for ISO/ batch tracking for traceability. Concept of Theoretical Weight and Actual Weight in production and dispatch. Here Production department can change in BOM dynamically.

Category, Date, Team Name, Batch, Production Item, Row material item, Quantity, Remarks, Note, Stage etc...

Direct Production For those organization who don’t want to go for BOM, Planning, Production Order, Material Issue, Material Receipt. Here user have to mention Material Input and Material Output

Category, Department, Party, Team, Batch No, Input Item Name, Input Item Code, Input Quantity, Input Item Stock, Input Item Location, Output Item Name, Output Item Code, Output Quantity, Output Item Stock, Output Item Location , Attachments, Reminders

ECN – Engineering Change Note

This form will come in picture when there is a change in Bill of Material under the case of Production Order released. Here user can alter the Bill of Material after production order generation

Team Name, Work Order Number, Job Number, Item Name, Production ID, Level, Planning Number, Drawing Number, Pending Quantity, Production Date, Priority, Process, Production Completion Date etc...

Store ManagementForms Description Fields to be used

Material Requisition Using this form user can request / generate indent ofany material with required date and required item

Category, Date, Party, Department, Required Date, Required ItemName, Item Code, Required Quantity, Remark, Attachments,Reminders etc…

Material Issue By this form issue material to production or anyother department or party

Category, Date, Party, Department, Item, Quantity, Location,Available Stock, Rate, Amount, Remark, Attachments, Remindersetc…

Material Receipt Using this form store department receive materialfrom production or job work or from party

Category, Date, Party, Department, Item, Quantity, Location,Available stock, Rate, Amount, Remark, Attachments, Remindersetc…

Material Return Using this form store department receive scrapematerial / other material which is return fromproduction department or job work or from party

Category, Date, Party, Department, Item, Quantity, Location,Available stock, Rate, Amount, Remark, Attachments, Remindersetc…

Job-Work Detail By this form company give job work to out sideparties.

Category, Date, Party, Item, Quantity, Rate, Amount, Challan No,Transport Detail, Remark, Attachment, Reminders etc…

Material Rejection In some cases material rejection possible for somedefected material.

Category, Date, Party, Item, Quantity, Rate, Amount, Challan No,Transport Detail, Remark, Attachment, Reminders etc…

Stock Transfer Transfer Stock form one location to other location Category, Date, Reason, From location, To location, Item, Stock,Remark, Attachments, Reminders etc…

Quality ManagementForms Description Fields to be used

Inward QC In item master for any purchase item if QC required is on then every purchase case Inward QC Required before Inward entry

Category, Date, Inward No, Checked By, Item, QC Parameter, Parameter Value, Reading Reasult, Accept Quantity, Reject Quantity, Conditional Accept Quantity, Aconditional AcceprReason, Remarks, Attachments, Reminders etc..

Production QC In item master for any production item if QC required is on Production QC comes after assembly wise production entry. Inspection Offer & inspection done by customer or third party.

Category, Date, Production No, Checked By, Item, QC Parameter, Value, Reading Result, Accept Quantity, Reject Quantity, Conditional Accept Quantity, Condition, Remark, Attachments, Reminders etc…

Job-work QC This form comes at the time of job-work receipt entry if job work item QC required is on

Category, Date, Job-work No, Checked By, Item, QC Parameter, Value, Reading Result, Accept Quantity, Reject Quantity, Conditional Accept Quantity, Condition, Remark, Attachments, Reminders etc…

Calibration ManagementForms Description Fields to be used

Calibration Using this form you can calibrate you measure your calibrate Limit Gauges, Gauges, Fixers, Multi Gauges and input the readings.

Code of Gage, Type of Gage, Part No. Dimension, Reference, Supervisor, Item wise Parameter/Specification/ObeservalDimension , Frequency, Inspector, and In-charge

Instrument Calibration Using this form you can calibrate you measure instrument and input the reading of those instrument.

Code of Instrument, Range, Least Count, Make, Type of Instrument, Group, Location, Department, Supervisor, Instrument Master, Steps, Error List and Actual Observation.

Inward - Outward When your measuring instrument going outside from your organization and coming back to your organization then inward and outward will be given.

Unit From, Unit To, Department From, Department To, Supervisor From, Supervisor To, Code of Instrument, Type of equipment, Range, part No.

Machine Maintenance Predictive/ Preventive/ Breakdown/ Shutdown MaintenanceChecklists Equipment wise and shift wise. Equipment details with

Tools and tackles required Spares required Procedures Do’s and Don’ts Manpower requirement Man hour requirement

Breakdown analysis Equipment History & Failure Cost Spares Planning Individual Maintenance wise cost Breakdown Cost Calibration of tools and tackles

Check List

Break Down

Recovery

History Card

Plant Maintenance Management

Dispatch & Sales ManagementForms Description Fields to be used

Dispatch Instruction Using this form you can dispatch your product to customer

Category, Date, Customer, Department, Location, Item, Quantity, Packing, Remarks, Attachments and reminders.

Delivery Challan Sales Challan or delivery challan will be generate for transporter to delivery goods at customer’s location

Category, Date, Customer Name, Transporter, Driver, License No, LR No, LR Date, RTO Name, LIC No, Sample detail, Book At, Destination, Packing, Remarks, Attachments, Reminders etc…

Invoice Sales Invoice entry for take account effect of sales and printing TAX/Retail Invoice for party

Category, Date, Customer, Sales Type, Credit Days, Form Type, Form No, Form Date, Item, Rate, Amount, Taxes, Overheads, Discounts, Other Charges, Remarks, Reminders

Sales Return For some cases it is possible that customer will return your sales material at that time you can use this form

Category, Date, Customer, Sales No, Item, Quantity, Rate, Amount, Charges, Return Reason, Remarks, Attachments, Reminders etc…

Service ManagementForms Description Fields to be used

Trial Detailed regarding commissioning after installation of machine at customer site OR some times customer visit at plant for trial before delivery.

Category, Date, Customer Name, Middle Cone, Ball Tray, Trial Quantity, Trial Parameter, Trial Result, Remark, Attachments, Reminders etc…

Customer Complain All the details regarding any type of complain from any client will be store over this module.

Category, Date, Customer, Complain Type, Complain Parameter, Frequency, Warranty Details, Remarks, Reminders, Attachments, etc…

Solution All the solution or suggestion against each complain will be in this module.

Category, Date, Customer, Complain Type, Complain Parameter, Frequency, Solution Parameter, Service Engineer Name, Warranty Details, Remarks, Reminders, Attachments, etc…

Customer Feedback All the feedback details about delivered

product / service will be store in this

module.

General feedback fields

Customer Visit Periodically visit at client site from our

service engineer will be keep in this module.

Category, Customer Name, Visit Location, Visit Date,

Feedback, Negotiation, Attachment, Reminders, etc…

PersonnelAdministrationoEmployee DetailsoLeave EntitlementoLoan/AdvanceoEmployee PFoEmployee ESIInductionoProgram oChecklist (Task Wise)Probationers EvolutionsSeparationoAcceptance LetteroSettlement DetailoExit Interview DetailsoEmployee’s GratuityoEmployee’s SuperannuationTransferAppraisalPromotionSalary IncrementTemporary StaffContractor

HRDMan Power PlanningRecruitmentoAdvertisementoConsultantoData Bank (Previous Resumes)oInterview Action PlanoDirect RecruitmentTrainingoInstituteoProgramoTrainingoPlanoExecution

OrganizationPrepare Organization ViewReporting StructureView OrganizationOrganization Chart

ARSShift Employee MasterShift RosterAttendance Uploading Control FileEmployee CalendarManual AttendanceFull AttendanceUpload AttendanceDepartment Wise OTEmployee Wise OT

PayrollGrade Wise Salary StructureEmployee Wise Salary StructureGrade Wise Loan StructureOvertime AllocationArrearsPre Payroll ActivitySalary ProcessingBonus DetailFull Final SalaryLeave EncashmentMedical ReimbursementGrade wise Bonus Processing

HR & Payroll Management

Finance ManagementForms Description Fields to be used

Bank In this form use Bank Receipt and Bank Payment entry with cost center, Profit Center, Party Bill Adjustment etc…

Daybook, Date, Voucher No, Ac Name, Amount, Deduction, Cheque No, Voucher Amount, TDS Amount, Cost Center, Profit Center, Bill No, Bill Date, Total Amount, Adjustment Amount, Balance Amount , Remarks, Reminders etc…

Cash In this form use Cash Receipt and Cash Payment entry with cost center, Profit Center, Party Bill Adjustment etc…

Daybook, Date, Voucher No, Ac Name, Amount, Voucher Amount, Cost Center, Profit Center, Bill No, Bill Date, Total Amount, Adjustment Amount, Balance Amount etc…

Journal Voucher For any expense or other voucher entry you can use this form

Daybook, Voucher No, Date, Narration, Account Name, Credit/Debit type, Remarks etc…

Cr / Dr Note Using this form company can give Credit or Debit note to any party

Daybook, Date, Voucher No, From Account, Narration, To Account, Narration, amount, Remarks etc…

Contra For Transfer company’s fund from Bank to Cash, Bank to Bank, Cash to Bank or Cash to Cash

Category, Date, Voucher No, Bank Acc, Cash Acc, Amount, Narration, Remarks etc…

Reconciliation Reconciliation refers to a process that compares two sets of records to make sure they are in agreement.

Category, Date, Voucher No, Bank Acc, Cash Acc, Amount, Narration, Remarks etc…

Analytical Reporting

Find us here:

SAFAL Infosoft Pvt. Ltd.INDIA: Ahmedabad – Mumbai – Hyderabad – Kolkata

OVERSEAS: MALAYSIA – NIGERIA – KENYA – TANZANIA www.safalerp.com

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