SAFAL Metal ERP

In ERP Technology from last almost 10 years As per the survey conducted by CIO Review magazine SAFAL ERP

is one of the most promising company from India First in Gujarat certified with ISO/ IEC 27001:2005 and UKAS

accreditation from Bereau Veritas in IT – ERP Industries All India Business & Community Award – Business Excellence

2011 Nominated Leaders of Tomorrow Award – 2012 Specialized in Metal/ Steel, Casting, Engineering, Food, Cement,

Polymer and Infrastructure industries Having thousands of satisfied users around the globe. Presence in overseas market like Malaysia, Canada, 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

Multiple Process Route for Each Item – Service Center, Plant, Business Unit level

Pipe / Tube / Coil / Sheet History Management – Parent-Child Concept

Industry Challenges

Customer Sales Contract Management with Validity Period

Manage Items without creating Item Master due to huge combinations of Grade, Standard, OD, ID & WT*

Generate Direct Work Order / through Planning Process

Manage multiple dynamic formulas for each item’s density

*Feature available for Tube, Pipe, Coil, Sheet & Plat industry only.

•Heat Number wise Stock Maintenance •ASTM Standard wise Stock Maintenance•Size with OD, ID and Thickness wise Stock Maintenance •Chemical Composition Formulation Management •Mill 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 •Plant Maintenance •Finance Management •Human Resource Management •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 Currency Operation •Multi Company Enabled •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 Required Report Generation*•TS Required Report Generation*•Data Entry Authorization

Advantages of SAFAL Metal ERP

MARKETING

PURCHASE WITH IMPORT

QUALITY CONTROL (QC)

PRODUCTION with PLANNING

STORE

CALIBRATION

MACHINE / PLANT MAINTENANCE

SALES WITH EXPORT

HUMAN RESOURCE

SERVICE with CRM

FINANCE

SAFAL Metal ERP MODULES

Forms Description Fields to be used

Lead Management Used for generate and maintain leads Party Details, Item Name, Lead Source, Taken By etc…

Forecasting Used for sales planning and forecasting Category, Item Name, Qty, Amount, From Date, To Date, Customer, Note etc…

Inquiry In this form fill up customer’s Inquiry.Here system will auto calculate KG/Meter as well as Quantity Formula Calculations

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

Offer Here company enters their Offer based on customer’s Inquiry. Company quote on either Rate per KG / Rate per Meter / Rate per Piece

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

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

In this form enter final OA data which is given to customer

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…

Marketing Management

Forms Description Fields to be used

Indent In this form data comes from production planning or department for need of any item which is not in stockHere 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

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

Order After judge supplier’s quotation company raise Purchase order to supplier

Category, Date, Supplier, Item, Qty, OrderType(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 - I

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

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 Here enter purchase invoice detail for accounting and stock effect

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…

Purchase Management - II

Forms Description Fields to be used

Production Planning Production Planning will starts form work order generation by this module company design their team and date wise production schedule and generate bought out item list as per minimum item quantity and BOM. Here 3M Planning will be execute,1. Material Planning2. Machine Planning3. Man Power PlanningSelection of Machine or Job work Party for different process.

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...

Production Management - I

Forms Description Fields to be used

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

Material Transfer Note When department want to transfer produced material to other order then Material Transfer Note document will come in use.

Category, Product ID, Production New ID, Item Name, Item Quantity, Item Rate, Item Anount, Attachments, Reminders

Production Management - II

Forms Description Fields to be used

Material Requisition Using this form user can request /generate indent of any material withrequired date and required item

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

Material Issue By this form issue material toproduction or any other department orparty

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

Material Receipt Using this form store departmentreceive material from production or jobwork or from party

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

Material Return Using this form store departmentreceive scrape material / othermaterial which is return fromproduction department or job work orfrom party

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

Job-Work Detail By this form company give job work toout side parties.

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

Material Rejection In some cases material rejectionpossible for some defected material.

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

Stock Transfer Transfer Stock form one location toother location

Category, Date, Reason, From location, To location,Item, Stock, Remark, Attachments, Reminders etc…

Store Management

Forms 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, conditional Accept Reason, 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…

Quality Management

Forms 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/Obeserval Dimension , 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 andcoming 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.

Calibration Management

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

Forms 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…

Dispatch & Sales Management

Forms Description Fields to be used

Customer Trial Detailed regarding commissioning after installation of machine at customer siteOR 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…

Service Management

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

Forms 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…

Finance Management

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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