TechBeeo Merchandising ERP Modules:

1. Accounts

At the end of sales and purchase cycle comes billing and payments. You may have an accountant in your team, or you may be doing accounting yourself, or you may have outsourced your accounting. In all the cases financial accounting forms the core of any business management system like an ERP.

TechBeeo Merchandising ERP Accounts Module helps your company with following features:

• Sales Invoice
• Purchase Invoice
• Making Payments
• Advance Payment Entry
• Journal Vouchers
• Credit Limit
• Opening Entry
• Closing A Financial Period
• Accounting Reports
• Accounting Entries
• Bank Reconciliation
• Budgeting
• Chart Of Accounts
• Cost Centers And Budgeting
• Fiscal Year
• Opening Accounts
• Payment Tool
• Payment Reconciliation
• Point Of Sale POS Invoice

2. Inventory

For most business that deal in physical goods, a large part of their net worth is invested in the stock in hand.

Best Practice

There are two aspects to good material management:

• Good housekeeping / visual control: Keep all your items in separate bins, neatly stacked and labelled.

“A place for everything and everything in its place”
• Accurate Data: Accurate data comes from good processes and recording each and every transaction. If you are only partially recording your inventory then your reports will be incorrect

 “Garbage In Garbage Out”

If you have good processes to control movement of goods within your organization, implementation in TechBeeo Merchandising ERP will be a breeze.

Material Flow

There are three main types of entries:

• Purchase Receipt: Items received from Suppliers against Purchase Orders.
• Stock Entry: Items transferred from one Warehouse to another.
• Delivery Note: Items shipped to Customers.

How does TechBeeo Merchandising ERP track stock movement / levels?

Tracking stock is not just about adding and subtracting quantities. Some complications arise when:

• Back-dated (past) entries are made / edited: This affects future stock levels and may lead to negative stock.
• Stock has to be valued based on First-in-First-out: TechBeeo Merchandising ERP needs to maintain a sequence of all transactions to know the exact value of your Items.
• Stock reports are required at any point in time in the past: You have to look up what was the quantity / value your stock of Item X on date Y.

To manage this, TechBeeo Merchandising ERP collects all inventory transactions in a table called the Stock Ledger Entry. All Purchase Receipts, Stock Entries and Delivery Notes update this table.

TechBeeo Merchandising ERP Inventory Module helps your company with following features:

• Product/Item Management System
• Multiple Warehouse Management System
• Purchase Receipt
• Delivery Note
• Material Issue
• Sales Return
• Purchase Return
• Projected Quantity
• Accounting Of Inventory Stock
• Item Valuation Fifo And Moving Average
• Opening Stock
• Landed Cost

3. Selling

Selling is the communication that happens with the customer prior to and during the sale. You might be managing all the communication yourself or you may have a small team of sales people to handle this. TechBeeo Merchandising ERP helps you track the communication leading up to the sale, by keeping all your documents in an organized and searchable manner.

TechBeeo Merchandising ERP helps you track business Opportunities from Leads and Customers, send them Quotations and make confirmed Sales Orders.

TechBeeo Merchandising ERP Selling Module have following features:

• Customer Management
• Product Discount System
• Lead Management
• Opportunity
• Quotation
• Sales Order
• Sales Person And Sales Territory
• Sales Bill Of Material
• Campaign Management

4. Purchasing

If your business involves physical goods, buying is one of your core business activity. Your suppliers are as important as your customers and they must be provided with as much accurate information as possible.

Buying in right amounts, in right quantities, can affect your cash flow and profitability.

TechBeeo Merchandising ERP contains a set of transactions that will make your buying process as efficient and seamless as possible.

• Supplier Management System
• Material Request
• Supplier Quotation
• Purchase Order
• Purchase Taxes

5. POS

6. Customer Relationship Management

Great customer support and maintenance is at the heart of any successful small business. TechBeeo Merchandising gives you the tools to track all incoming requests and issues from your customers so that you can respond quickly. Your database of incoming queries will also help you track where the biggest opportunities are for improvements.

In this module, you can track incoming queries from your email using Support Ticket. You can keep track on Customer Issues raised by Customers on specific Serial No and respond to them based on their warranty and other information. You can also make Maintenance Schedules for Serial Nos and keep a record of all Maintenance Visits made to your Customers.

• Support Ticket
• Customer Issue
• Maintenance Visit
• Maintenance Schedule
• Newsletter

7. Roles Management

8. Human Resource Management

While maximizing the value of your company's most important resource, its workforce, you also need to minimize what you spend on managing it. Additionally, as your organization grows, finding more cost-effective, flexible solutions to administer your growing, diverse and dispersed workforce becomes a necessity. TechBeeo Merchandising ERP also covers the processes linked to managing a team of co-workers. Most important feature here is processing the payroll by using the Salary Manager to generate Salary Slips. There are a set of rules for the company to deduct taxes and social security from employee payroll. TechBeeo Merchandising ERP allows to accommodate all types of taxes and their calculation. It also maintains a complete employee database including contact information, salary details, attendance, performance evaluation, and appraisal records. TechBeeo Merchandising ERP Software provides a unique advantage addressing these challenges through an integrated, intuitive, flexible and comprehensive HRM solution with, calendar, notes, Messages, To do and daily activity.

• Employee Management
• Leave Management
• Attendance
• Salary And Payroll
• Expense Claim
• Appraisal
• Holiday List
• Promotion
• Transfer
• Provident Fund
• Gratuity

9. Customer Portal

Customer Portal is designed to give easy accessibility to customers of a company. This portal allows customers to login and find out information relevant to them. They can trace communication history of their mails. They can also check order status by logging into the website.

• Customer Orders Invoices
• Customer Shipping Status
• Portal Sign Up and Login
• Support Tickets

10. Website

Websites are a core component of any business and having a good website usually means:

• Invest lot of money.
• Difficult to update.
• Not interactive.

Unless you are a web designer yourself.

Wouldn't it be nice if there was a way to update your product catalog on your site automatically from your ERP?

We thought exactly the same and hence built a small Website Development app right inside TechBeeo Merchandising ERP! Using TechBeeo Merchandising ERP Website module, you can

• Create Web Pages
• Write a Blog
• Publish your Product Catalog using the Item master

We will soon be adding a shopping cart facility so that your customers can place orders and pay you online!

Though not necessary, to make a good website, you might have to know a bit of HTML / CSS or hire the services of a professional. The good part is that once this is setup, you can add and edit content, blogs and products directly from your ERP.

• Web Pages
• Web Forms
• Styling The Website
• Blog Post
• Add Products To Website
• Shopping Cart

11. Collaboration Tools

We live in an era when people are very comfortable communicating, discussing, asking, assigning work and getting feedback electronically. The Internet acts as a great medium to collaborate on work too. Taking this concept into ERP system, we have designed a bunch of tools whereby you can Assign transactions, manage your To Dos, share and maintain a Calendar, maintain a company wise Knowledge Base, Tag and Comment on transactions and send your Orders, Invoices etc via Email. You can also send instant messages to other users using the Messaging tool.

These tools are integrated into all aspects of the product so that you can effectively manage your data and collaborate with your co-workers.

• Messages
• Notes
• Calendar
• Assignment
• Tags
• Collaborating Around Forms