SAFAL ERP for EPC Industry

SAFAL INFOSOFT PVT. LTD.

In ERP Technology from more than 10 years

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

Brand Achievers Award Received in 2015

Nominated Leaders of Tomorrow Award – 2012

As per the survey conducted by CIO Review magazine SAFAL ERP is one of the most promising company from India

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

Thousands of satisfied users around the globe.

Global footprints in USA, Malaysia, Canada, Nigeria, UAE, Oman, Kenya & Tanzania

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INDUSTRY CHALLENGES

Project Planning & Management

Location wise Stock Management

Project Progress

Patty Cash Management

Project wise Cost Center Management

Project Costing

Vehicle & Labor Management

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SAFAL ERP Module Tree

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Marketing Management

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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 for your products or services

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

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…

Purchase Management - I

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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, remarketc…

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 raisePurchase order to supplier

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

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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 supplierentry 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…

Project Management

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Forms Description Fields to be used

Project Planning Project Planning starts with work order generation. Using this module company design their team and date wise project schedule and generate bought out item list as per BOM. Team wise scheduling and target define during this stage. Here you can run MRP 1 & MRP 2

Category, Date, Department, Planning by, Milestones, Sub Milestone, Tem, Start Date, End Date, Priority, Bought out Items, Lead Time, Machine, Job work Party etc…

Project Progress Once planning done, team can feed their daily / weekly / monthly progress. This progress input can be team wise or team member wise.

Category, Date, Department, Planning by, Milestones, Sub Milestone, Tem, Team Member, Machine, Progress, Job work Party etc…

Project Monitoring Project should be monitor periodically as per the schedule defined in first stage.

Category, Date, Department, Planning by, Milestones, Sub Milestone, Tem, Team Member, Machine, Progress, Job work Party, Attachments etc…

Third Party Contract From here company can give third party contract for specific process.

Category, Jobwork Party, Item Name, Item Quantity, Item Rate, Item Amount, Attachments, Reminders

Inventory Management

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Forms 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 Item Name,Item Code, Required Quantity, Remark, Attachments, Reminders etc…

Material Issue By this form issue material to production or any otherdepartment or party

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

Material Receipt Using this form store department receive material fromproduction or job work or from party

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

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, Reminders etc…

Job-Work Detail By this form company give job work to out side parties. Category, Date, Party, Item, Quantity, Rate, Amount, Challan No, TransportDetail, Remark, Attachment, Reminders etc…

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

Category, Date, Party, Item, Quantity, Rate, Amount, Challan No, TransportDetail, 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 Management

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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, Aconditional Accepr Reason, Remarks, 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…

Machine Maintenance

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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

Service & Feedback Management

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Forms Description Fields to be used

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…

HR & Payroll 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 SA

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Account Management

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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…

Analytical Reporting

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Features of SAFAL ERP

Marketing & Sales Management BOM Management Multi Level Project Planning Multi Level Milestone Management Project Management Inventory Management Currency Gain Loss Utility for Import & Export Logistics Management Scheme / Offer Management Finance Management Human Resource Management Quality Control Management Machine Maintenance Multiple product attributes and grades Consignment Costing Security Gate Management

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Features of SAFAL 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 SA

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SAFAL Infosoft Pvt. Ltd.INDIA: Ahmedabad – Mumbai – Rajkot – Bhilai – Kolkata

OVERSEAS: USA – CANADA – MALAYSIA – UAE – NIGERIA – KENYA – TANZANIA www.safalerp.com

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