Requirement Document

ERP Consultant
6-Feb-2018
Document Version 00
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Company Profile

Acme Corp. takes pride in being

leading supplier in India, noted
for supplier of high end hospitality
products. Our expertise lays in
fabrication of wide range of products
such as Chafing Dishes, Table Tops,
Tableware’s, Crockery, etc. We have
set benchmark for our competitors
by designing quality products and
services. Today, Acme Corp. has
achieved significant position in
industry area for fair business ethics
and transparent dealings.

Our Products
our knowledge and in depth understanding reflects in our products that radiate an aura of glory,
exhibit hereditary skills and whisper painstaking craftsmanship. We offer durable range
products, which are highly appreciated for their design accuracy and material strength.

Our Quality Assurance

Quality assurance procedures framed and executed for our entire operations facilitate in
meeting the set industry norms of the products. Our ever expanding range of products
possesses style and superior quality for those who demand the best. We stand tall in this
competitive industry and built an excellent reputation amongst our client base for quality
standards and business ethics. Our comprehensive quality control system ensures that the
customer gets value added solutions

Our Facilities
We possess spacious warehouse unit equipped with modern machines and sophisticated
technology. Our hi-end products are a result of a blend of modern technology and efficient
manpower. We are supported by highly trained customer service staff, ensuring delivery of
consignment within stipulated time frame. A team of distribution specialists provides shipping
and delivery expertise.

Date

6th Feb 2018

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Contents
Company Profile ............................................................. 1

Contents ......................................................................... 2

Products.......................................................................... 3

Process Flow ................................................................... 4

Wish List ......................................................................... 5

Administration ................................................................ 5

Sales ................................................................................ 6

Purchase ......................................................................... 7

Finance ........................................................................... 7

HR & Payroll.................................................................... 7

Future ............................................................................. 8

Date

6th Feb 2018

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Products

Date

6th Feb 2018

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Process Flow

 Acme Corp. is into trading of Wide range of hospitality products Tableware, Crockery
 Main Reason of ERP Implementation is
o Accurate & online reporting of Inventories
o Control on Inventories with system constraints like Min Stock, Max Stock
o Establishing industry standard process for smooth operation flow.
o Auto generating SMS - Email Alerts for predefined operations
o GST Ready

Date

6th Feb 2018

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Wish List

Administration
 Handling Multiple Companies i.e. A Corporate – Branches scenario.
 Multiple warehouse and stock locations
 Transaction Flow can be controlled by the Owner/Creator
 Transaction by specifying which Users can process it further.
 Company basic data like address, contact no. , Branch, Pin code, Country etc. Bank
details for Transactions, which can be related to its sales and purchase accounts by the
system are user-definable,
 Company system parameters define the parameters of the company for processes and
transactions.
 All relevant information relating to the Communication with a Party can be maintained
using Document Management.
 User is provided with an intelligent search for Items, addresses, transactions etc. in all
forms.
 SMS / Email Alerts
 Mobility
 Role based access – Predefined roles in Lite Product
 Email id for each employee
 Backup of system
 Provision to accept Payment to through card or digital wallets -only in POS
 Single Click Reports
 GST and future tax ready
 Access from anywhere
 Client Code no for tracking
 Reprinting of damaged barcode sticker
 Item attributes with product images- Physical parameter can create attributes but will
not be reflected In transaction
 Vendor unique no for tracking
 Future Ready & continuous Support
 Customization- every month updates on universal customer request
 So compulsory except in case POS
 Organizations reporting structure to be recorded in system
 Different size barcode for variety of items
 Mobile no wise address search- it can be checked in customer master
 Category wise - item wise attributes
 Vendor RTGS details to be recorded
 Pincode wise address search
 Govt. taxation change

Date

6th Feb 2018

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Sales
 Product Price List
 Client Old Rate to be shown in new SO
 Tax invoice to be sent to client through email and sms alert
 invoice is to be made against Sales order
 Terms and Conditions in SO
 Dispatch Alerts to be sent to customer through sms along with POD to facilitates Road
Tracking
 Price list to be online
 Rate Change SO
 Dollor Rate Invoice – out of india
 Export Sales - Size Weight for packing lot
 Transport Dispatch Alert in SMS
 Dispatch acceptance LR copy to be scan
 Walkin Customer Contact Details
 Vendor Customer Address Labels for sending Greeting
 Delivery Challan through system -
 Quotation - contact details for Person responsible-Remarks can be added
 Sales Online Booking
 Customer - point of contact details with designation – Customer master contact details
 No Warranty for china products-can be added in item specification
 One screen or report for SO to Sales invoice Tracking
 Multi Delivery location & concern contact details to be recorded in system and
accordingly invoice and dispatch invoice to be printed
 Sales order should be closed automatically after complete delivery –if invoice is made
then sales order cannot be del
 Provision for dynamic packing and forwarding charges-Freight Cost
 GST inclusive rates
 PO from Barcode
 Pending SO to be highlighted
 Dispatch with barcode scan
 Sales Return with Barcode Scan
 Provision to handle loose barcode sales
 Details for dispatch commitment
 Dynamic packing and forwarding based on selected transporter
 MRP sticker must be validated for domestic -MRP will be printed in item master
 MRP sticker to be printed for import
 MRP and Sales rate to be mentioned in system
 MRP is applicable and should be printed on SO
 Branded Material warranty details to be added in system -to be enetered in parameter

Date

6th Feb 2018

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 Sample Dispatch should not be allowed without approval

 Bank details as per type of invoice
 Customer label printing with city wise grouping
 how to handle mixed qty. in box
 Price increase and decrease and nearest rupee round off
 Quotation - PO - So – Invoice

Purchase
 Terms and Conditions in PO
 Stock to be online
 Overstocking to be avoided, Min stock, maximum stock, reorder qty. to be maintained
 Single product for multiple supplier
 Item Attributes to be stored & visible in PO-SO-GRN
 Alternate item concept to be implemented
 Electricals needs to have separate attributes
 Vendor categories - Mfg., Wholesaler, Agent, Service Client
 Vendor wise Products with Rate
 Rate Change PO
 Product Search with image and attributes
 One screen or report for PO to Purchase invoice Tracking
 Goods receipt to be acknowledge to vendor through SMS
 Material requisition - consumables
 Sample Display Material Tracking
 RFID for stock movement
 Consumables to be entered in system
 Replacement & spare alerts
 Vendor materials without PO- Direct GRN
 GRN without PO and direct invoice
 Multi location warehouse and stock management
 PO short close - Shortage and excess reporting

Finance
 Payment reminders –It can be set for
 Provision to enter physically cancelled cheque and giving the effect of such cheque
 Multi location client to have separate ledger and finance impact with a provision to
consolidate at top level
 Payment follow-up

HR & Payroll
 Staff Attendance through Bio Matrix
 Time Recording for in-out-breakfast-lunch

Date

6th Feb 2018

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 HR Attendance Payroll, Third Party Contract

 Employee Incentive Parameter & Compliance

Future

 Brand Image
 Equipment Maintenance
 CRM
 Ecommerce
 Visitor Management

---------------------: Thank You : ---------------------

Date

6th Feb 2018