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ERP Management System Modules List

The ERP management system contains 17 modules that manage key business functions including general management, financial management, human resources, supply chain management, sales and CRM, export-import, marketing, IT, legal and compliance, quality control, analytics and reporting, project management, communication, facility management, health and safety, sustainability, and training and development. Some of the main modules include financial management with accounting, budgeting and reporting, human resources with employee information, payroll, and time and attendance tracking, and sales and CRM with order management, customer database, and sales pipeline management.

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50 views7 pages

ERP Management System Modules List

The ERP management system contains 17 modules that manage key business functions including general management, financial management, human resources, supply chain management, sales and CRM, export-import, marketing, IT, legal and compliance, quality control, analytics and reporting, project management, communication, facility management, health and safety, sustainability, and training and development. Some of the main modules include financial management with accounting, budgeting and reporting, human resources with employee information, payroll, and time and attendance tracking, and sales and CRM with order management, customer database, and sales pipeline management.

Uploaded by

homeneedskk
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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ERP Management System Modules

1. General Management:
- Executive Dashboard
- Real-time analytics
- Key performance indicators (KPIs)

2. Financial Management:
- Accounting
- General Ledger
- Accounts Payable
- Accounts Receivable
- Budgeting
- Financial Reporting
- Tax Management

3. Human Resources:
- Employee Management
- Employee Information
- Onboarding
- Off boarding
- Payroll Management
- Biometric integration
- Salary Processing
- Deductions and Benefits
- Tax Calculation
- Time and Attendance Management
- Leave Management
- Performance Management
- Training and Development
- Employee Self-Service Portal

Leave management:

4. Supply Chain Management:


- Procurement
- Inventory Management
- Vendor Management

5. Sales and Customer Relationship Management (CRM):


- Sales Order Management
- Customer Database
- After-sales Service
- Customer Support
- Sales Pipeline Management :

And following optional apps can further enhance CRM capabilities:


- CRM Gamification
- Marketing campaign
- Survey CRM
- Contact Form
- Resellers
- Lead to Issue
- Opportunity to quotation
Some of the useful features of our CRM includes:

- Priorities activities: Priorities the follow-up activities in pipeline and meet your targets
efficiently
- Track your sales activities: Track the sales stages more easily via sales pipeline Kanban
view.
- Schedule Meetings: Schedule meetings directly from the opportunity of customer
- Dashboards: Get all the necessary details of ongoing and done business activities in your
Dashboard
- Get in touch with customers: Maintain Communication with customers via email,
phone, chat, and social media from within your Odoo CRM.
- Leads Promotion: Start campaign by sending auto generated emails to customers in
Leads. Assign a salesperson to follow the lead and promote it.
- Opportunities Analysis: Analyze your opportunities pipeline with advanced filters,
grouping, drill down, etc.
- Lead Scoring: Score your leads based on explicit and implicit criteria and decide which
lead satisfies the benchmark to become opportunity.
- Customized Alerts: Set custom alerts for opportunities based on some activities
- Analyze Opportunity: lost Analyze the reasons behind the loss of opportunities and
improve your sales efficiency.
- GeoIP Detect countries: states and cities of leads automatically from your visitor IP
address.
- Automate routines and Focus on sales: Automate routine business activities, don’t
waste time on maintain data.
Example:
6. Export-Import:
- Customs Documentation
- International Shipping
- Tariff and Trade Compliance
- Currency Exchange

7. Marketing:
- Advertising
- Promotion Management
- Market Research

8. Information Technology:
- IT Infrastructure Management
- Software Development
- Data Security
9. Legal and Compliance:
- Contract Management
- Regulatory Compliance
- Risk Management

10. Quality Control:


- Quality Assurance
- Inspection and Testing
11. Analytics and Reporting:
- Business Analytics
- Performance Metrics
- Trend Analysis

We can access several types of reports. It is possible to analyze the Leads and Opportunities based
on team, salesperson, state, etc.
12. Project Management:
- Project Planning
- Task Management
- Collaboration Tools
 Project -> Configuration -> Projects -> Create


Project > Dashboard


Click the project you wish to add Task.


Project > Task > Create
13. Communication:
- Internal Messaging
- Email

14. Facility Management:


- Maintenance
- Security
- Space Planning

15. Health and Safety:


- Employee Safety Training
- Incident Reporting

16. Sustainability:
- Environmental Impact Assessment
- Green Practices

17. Training and Development:


- Employee Training
- Skill Development

18. Mobile Access:


- Mobile Apps for Managers and Employees
- Responsive design for various devices

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