• Contacts Management
  In Contacts management system, various types of contact listed below can be created. It has all the details of a contact with multiple addresses, phones, emails, business relations, work relations, bank account information and any number of files attachment, resources can be linked to each contact.

  Key Benefits

  • Centralized Customer, Vendor and Partners demographics
  • Host of reports including Customer/Vendor demographics & ageing analysis
  • Files section allows you to store MOUs, agreements, minutes of meetings, interactions or any other document of any format type.

  Key Features

  Feature	Description
  Contact Management	Maintain an overview of your contact companies and contact persons. Duplicate check automatically alerts you if you enter contact information that already exists. Categorize your contacts based on profiling questions.
  Contact Classification	Customers and Vendors can be divided into categories: Status, Profession, Channel, Size, Type, Location etc. Automatically group your contacts into different classes based on criteria specified by you, for example, group contacts in terms of revenue.
  Global data with localization details	The contacts are global and hence accessed and shared by all channels. Very exhaustive data to: Manage Export Details Manager Bank details of customer, Vendor and other contacts Manage Excise details Manage Tax registration details for TDS and VAT etc. Manage Multiple address like Billing address, Factory address Manage Multiple Phone number and email ID for communication Manage multiple contacts in the same Vendor/Customer company
  Branch - Contact	A contact of type branch can be linked with channel module to store details about a channel. For example – Factory address, phone, POS location etc, and so on.
  Credit Limit & Credit days	The corresponding ledger master accounts have credit limit and days for better financial control.
  Automatic creation of Ledgers	On creating a new contact of type customer or vendor or bank, a ledger is automatically created in the finance system.
  Reminders	In the interval field the frequency of communication with the customer is specified. If there is no communication with the customer than a follow up reminder is generated.
  Appointment	Direct appointment may be created with any contacts through Quick Link option contact master window.
  Sale/Purchase Preference	Both Customer & Vendor may have their own preferences for buying or selling material like payment terms, delivery terms, product code and delivery lead time etc. You can set all and others separately for each customer/Vendor for each product to get full control over their preferences and satisfactions.
  Price List	The product based price list may be defined for both Vendor and Customer with applicable effective date. So the system will auto pick it wherever required.
  Advance Search & Sorting	Simple graphic layout shows all contacts in alphabetic order listing like telephone index. You can select any alphabet to filter out required contact. Alternately you can also search any contact by Name, Code, Phone number and even by providing e-mail ID.

• Interactions Management

  Key Benefits:

  Organize your marketing and sales tasks
  
  

  Feature	Description
  Task Management	Create to-do lists for yourself. Assign tasks to other users or teams of users recorded in the program. Create an activity composed of several to-dos. Create internal to-dos without a contact
  Appointments	Direct appointment may be created with any contacts through Quick Link option contact master window.
  Alerts	In the interval field the frequency of communication with the customer is specified. If there is no communication with the customer than a follow up reminder is generated.
  Daily Worksheet	.
  Easy to Use	Intuitive layout and structure User-adjustable menus, forms and reports User-adjustable layout of main tables and journals Windows commands incl. ‘copy and paste’ to and from Advanced sorting and filter options Built-in user help including an integrated manual Option to e-mail and SMS directly from EXPAND smERP Application can be run in different languages

• Sales & Marketing Management
  Sales and marketing gives you complete and accurate information to focus your interactions on preferred segments.

  Key Benefits

  • Improve the success of your CRM efforts.
  • Make well-informed decisions about customers.
  • Customize the solution to fit your processes.

  Focus on Preferred Customer Segments

  Good sales and marketing practices are all about making the right decisions at the right time. And in order to make better business decisions, you need to stay focused and be in control of all marketing and sales efforts. You are empowered to:

  • Increase your productivity.
  • Sharpen your competitive edge.
  • Grow your business.

  Access Accurate Information

  You can access important information about previous sales and marketing campaigns and future opportunities. Within moments you have the answers to such questions as, “When did I last contact Company A?” or “When did Contact B last order?”

  Deliver better customer service

  EXPAND smERP Trade automates the entire sales process. When entering sales orders, the system automatically checks credit limits, customer account information, pricing agreements, and inventory levels so you can give your customers real-time information. You can print order confirmations to fax or email.

  Identify Key Accounts

  When you have real-time, accurate information on all your contacts, you can make better decisions. You know which accounts need your immediate attention and which accounts can wait. You can even classify customers based on the interrelation or more criteria – specified by you. Your contact and financial information is always accurate, and you can make strategic decisions promptly.

  Overview Past and Future Activities

  Sales and marketing helps your sales staffs keep track of and structure sales cycles. You can access exact sales information on each contact at the touch of a button. You gain a clear picture of what is pending in your sales pipeline, and you can adjust your planning accordingly.

  Automate Routine Tasks

  Not only do your employees provide quality service during every business interaction, they also become more effective because time-consuming processes are automated.

  Plan More Effectively

  You improve the hit rate on your sales and marketing campaigns through effective planning. Sales and Marketing keeps you well informed with real-time, accurate information that’s readily accessible. You don’t even have to know the exact customer name to retrieve more information on, for example, an opportunity.

  Understand Your Business

  When you have a clear overview of your contact information, you can analyze and understand future demand, and plan accordingly. You can measure the success of your campaigns, and you have the insight you need to identify specific segments and opportunities.

  Keep Customers Loyal

  Holding on to an existing customer is a lot cheaper than attracting a new one. If you don’t keep your customers 100% satisfied, you risk them taking their business elsewhere. Your customers expect a positive, consistent experience.

  Personalize Relationships

  Sales and Marketing enables you to identify specific segments in your contact database. You can personalize your approach to contacts – in any language you choose – and concentrate on one-to-one marketing. For example, you can select a particular group of contacts for a sales campaign based on past buying behavior.

  Make Every Employee a Customer Expert

  With Sales and Marketing, you can provide superior service during every customer interaction. Your employees always have access to accurate and detailed information on every contact – even e-mails sent between an employee and a contact can be logged in Sales and Marketing, enabling knowledge sharing between employees. Each employee becomes an expert on each and every contact, and you provide your customers with a better level of service – time after time.

  Set up sales targets and view performance

  Establish and monitor sales targets in the Sales Target window. Once a target has been assigned, you can browse and modify the targets quickly and simply. A couple of clicks can give you an instant overview of your yearly targets. Graphical charts show you actual sales and quotations compared with sales targets.

  Manage the sales activities of your entire organization

  EXPAND helps you monitor and manage the activities of individual sales people, sales teams and your entire sales organization. Easy to use reporting options provide instant overviews of each sales activity, and put you in control. You no longer have to wait for sales representatives or managers to make reports.

  Multicurrency Management (under EXPORT SALE):

  With multicurrency, you can retain your local currency and still create reports and do business in other currency. You offer better service to customers and vendors by invoicing, ordering, and making and accepting payments in euro.

  Returns Management

  Returns Management addresses a particularly important business concern: dissatisfied customers. These are customers who, for whatever reason, want to return a product. If the returns process is complex, slow, or inconvenient, customers’ dissatisfaction will only escalate—putting future business with them at risk. But a fast and easy merchandise return procedure can turn contact initiated by a dissatisfied customer into a business opportunity. Through your professional handling of the returns transaction, you secure the trust and loyalty of your customer, and enhance your business relationship even further.

  Rapid Response to Customer Concerns

  Customers do not want a complicated saga with merchandise return. They want their refund or merchandise exchange handled quickly, correctly, and proficiently.
  
  A Sale return is fully integrated, so data entry is a one-time task. The information contained in the system is real-time and continuously updated. So when a customer inquires about the status of a return in process, you can easily see what actions have been taken – for example, if a sale return has been concluded or a replacement shipment has been carried out.
  
  Or, if a customer calls to have a replacement item shipped, it is easy to check whether that item is in stock. If the item is not available, you can inform the customer of the restocking date or give the customer a choice of alternatives. You provide immediate and complete answers to a customer’s phone inquiries — while the customer waits briefly on the line. Time is saved, the risk of documentation errors is reduced, and your response to customers is immediate and efficient.

  Key Features

  Feature	Description
  Easy to Use	Intuitive layout and structureanual creation of production orders User-adjustable menus, forms and reports User-adjustable layout of main tables and journals Windows commands incl. ‘copy and paste’ to and from Advanced sorting and filter options Built-in user help including an integrated manual Option to e-mail and SMS directly from EXPAND smERP Application can be run in different languages
  Opportunity Management	Keep track of sales opportunities. Section your sales process into different stages. Maintain an overview of opportunities in your sales pipeline Allow to save scan copy of opportunity and other related documents as file attachment
  Quotation Management	Keep track of Sales Quotations Link Sale Quotations with enquiry to find out which customer is still in pipeline. Keep a historical data for future reference
  Sales Order Management	Generate sales order to facilitate delivery of goods and invoice in different time Helps to create blanket order and quotes which do not hit the inventory figures
  SALES TARGET	Define sales targets Build and maintain a sales pipeline
  Pricing	Define sales targets Build and maintain a sales pipeline
  Management Statistics	Manage and monitor activities for sales teams Track status of sales activities, including pending sales quotations Track progress and activities of specific sales people Display sales data graphically Generate reports for sales quotations as well as activities for salespeople and sales units
  Sales Return Management	Allows you to create a sales return for incorrect or damaged items. Return and partial return can be combined in one credit memo. Sales return can be linked with replacement sale.
  Item Tracking	Track and trace items at any time during the purchase, transfer process, and afterwards with serial numbering and lot tracking.
  bar-code types supported	Read and write different types of bar codes.
  Document Management & Interaction Log	Log the interactions that you have with your contacts, such as a telephone call, a meeting or a letter. If an interaction contains a document, you can save it under the relevant contact and keep track of the document in question. Record interactions performed in other application areas, including documents sent to your contacts.
  Trade in Multiple Currencies	Invoice a customer in an unlimited number of currencies. Assign a default currency to a customer that the program suggests whenever that customer is invoiced, makes a payment. Manage entire customer accounts in a foreign currency. View all receivable accounts in both local currency and the foreign currency in which the transaction was made.
  Flexible Currency Management	Define an unlimited number of currencies and add or delete currencies at any time. Handle the way in which foreign currency amounts are posted to the database. Determine how amounts are shown on screen by specifying how many decimal places should be presented for an amount. Define decimal places for amounts and unit amounts.
  EXCHANGE RATES	Define exchange rates. Set up relational exchange rates in the format applicable in your country. For example, specify that one unit of local currency purchases X units of foreign currency, or that X units of local currency purchases 100 units of foreign currency. Define specific exchange rates for daily transactions.

• Purchase & Procurement Management
  Purchase Management helps you manage the entire purchase process relevant to your business that includes generation of requisition, purchase quote and purchase order management. Deliver better customer service and helps reduce costs through optimization of your purchasing processes.

  Key Benefits:

  • Single window for all purchase related information with the flexibility of drilling across into relevant areas of finance and inventory management
  • Reduce costs by optimizing your purchasing processes
  • Improve relationships with your suppliers using trade agreements
  • Centralized purchasing and trend analysis on crucial item that enables savings on material purchase price

  Optimize your purchasing processes

  EXPAND smERP Trade helps you purchase the right products at the right time with the best price. With insight into supplier prices and lead times, you can compare quotations received from suppliers with consideration of delivery deadlines, price conditions or other parameters.

  Trade seamlessly with your subsidiaries

  The Intercompany functionality enables several subsidiaries or distribution centers to trade internally within one EXPAND smERP installation. Sales and purchase orders can be created manually or automatically across your subsidiaries. You can minimize your stockholding costs by having visibility into inventory in all subsidiaries and sourcing inventory across locations.

  Achieve better cost control with greater visibility

  EXPAND smERP trade helps you maintain accurate inventory valuation and gain insight into the variation of your cost prices.
  
  Inventory valuation can be performed according to different methods for different items including FIFO, LIFO and weighted average. The handling of miscellaneous charges helps make inventory valuation more accurate. You have full control over the effect of miscellaneous charges, such as freight and insurance, on cost prices.

  Build stronger relationships with your suppliers

  The flexibility of the system means you can set up vendor or item specific pricing. You can automatically retrieve prices and discounts when entering orders and assign validity dates to prices for both items and customers. Get fast insight into pricing and discount details for individual Supplier.

  Multicurrency Management (under IMPORT):

  With multicurrency, you can retain your local currency and still create reports and do business in other currency. You offer better service to customers and vendors by invoicing, ordering, and making and accepting payments in euro.

  Increase the Efficiency of Everyone Involved in the Returns Process

  One or more documents are usually created to handle a return-to-vendor process. But with Purchase Returns, refunds from your vendor are quick and streamlined. The one & more documents are consolidated into a single, automated through “DN Rejected Material” document. The probability of error is thus reduced, while the efficiency of the registration is enhanced.
  
  Purchase Return also makes it easier to keep track of supplier and returned items. You can easily and efficiently trace the supplier with an item by the serial number.
  
  And you can handle the returns process in the way that suits you and the way you do business because the goods flow and the value flow are separated. You can even invoice a purchase credit memo covering several purchase returns, making it possible to bundle more purchase returns into one shipment back to the vendor.

  Key Features

  Feature	Description
  enquiry Management	Keep track of purchase enquires Automatically generates Purchase Enquiry based on requisitions
  Quotation Management	Keep track of purchase Quotations Link Purchase Quotations with enquiry to find out which supplier responses which not. Keep a historical data for future reference Allow to save scan copy of Quotation and other related documents as file attachment for future reference
  Purchase Order Management	Generate purchase order to facilitate receiving of goods and invoice in different time Helps to create blanket order and quotes which do not hit the inventory figures
  Requisition Management	Automate the requisition procedure You may generate Purchase Order based on requisitions/Quotation.
  Basic Payables	Maintain vendor details Manage payable against each vendor
  Purchase Invoicing	Generate purchase invoices Generate purchase credit memos
  Pricing	Efficiently manage sales and purchase prices and discounts with customers and vendors. Specify specific sales/purchase prices and discounts for individual customers and vendors. Manage general purchase prices for all of your vendors.
  Purchase Return Management	Allows you to create a purchase return for incorrect or damaged items. All documents required to support the replacement or return-to-vendor processes can be created. Exact cost reversing allows you to link the purchase entry with the purchase return entry to ensure that the item is removed from inventory at the exact same cost it was purchased. Items can be picked from the purchase return. Return shipments and partial return shipments can be combined in one credit memo. Purchase return can be linked with replacement purchase.
  Item Tracking	Track and trace items at any time during the purchase, transfer process, and afterwards with serial numbering and lot tracking
  Item Cross Reference	Allows to have different code for the same item as per various vendors
  Document Management & Interaction Log	Log the interactions that you have with your contacts, such as a telephone call, a meeting or a letter. If an interaction contains a document, you can save it under the relevant contact and keep track of the document in question. Record interactions performed in other application areas, including documents sent to your contacts.
  Trade in Multiple Currencies	Invoice a customer or a vendor in an unlimited number of currencies. For example, invoice, make and accept payments and create orders in the currency preferred by the customer or vendor for each individual transaction. Assign a default currency to a customer or vendor that the program suggests whenever that customer or vendor is invoiced, makes a payment.
  Flexible Currency Management	Define an unlimited number of currencies and add or delete currencies at any time. Define rounding precision for amounts, invoice amounts, unit amounts and application amounts. Determine how amounts are shown on screen by specifying how many decimal places should be presented for an amount. Define decimal places for amounts and unit amounts.
  Exchange Rates	Set up relational exchange rates in the format applicable in your country. For example, specify that one unit of local currency purchases X units of foreign currency, or that X units of local currency purchases 100 units of foreign currency. Define specific exchange rates for daily transactions.

• Financial Management
  Financial Management is the central application area of EXPAND smERP where all financial information is posted, summarized and reported.

  Key Benefits

  • Better control on cash flow & fund flow.
  • Generate complete audit trails.
  • Make reports using historical data.
  • Automate procedures to improve workflow.
  • Use a consolidated approach for all cash transactions.
  • Reconcile all bank accounts based on the account statements issued by your bank.

  Approach

  With its online integration and flexible work tools, the Finance application area offers an efficient means of centralizing your company's accounting information, posting specifications and other core data. Online integration means that:

  • Figures are continually updated
  • You can drill down throughout the system to trace the individual entries that a figure is based on
  • All users can enter and post data simultaneously
  • Input of redundant data is dramatically reduced

  There are many facilities for both internal and external analysis, which enable you to produce a wide range of trial balances and customized financial statements. You can filter balances by specific criteria such as time period or branch. You can view or print reports of summarized information or side-by-side comparison of profit centers throughout the application. Total integration in Finance application area increases efficiency and affectivity in your organization's work processes.

  Drill Down to the Details

  Drill-down functionality and on-the-fly filters transform your chart of accounts from a passive summary to a practical instrument that offers precise statements with fully updated information. After you set up the chart of accounts exactly as you want it, you are ready to find specific aspects of your company's finances - with data from both the current fiscal year and previous years. You can set up all the accounts that you need in the chart of accounts and add more whenever necessary. You can decide the order they should appear in.

  View Continually Updated Balances and Net Changes

  In the chart of accounts, you can see continually updated balances and net changes for each account. They can be combined with a filter for date and business-unit dimensions. The filters can easily be defined, changed or canceled. And with a single click of the mouse, you can drill down to see a record of all the ledger entries that comprise a given figure.

  View Balance/Financial Budget

  For each account you establish, there is a Balance/Budget window that shows current year budget figures and/or actual figures for the entire chart of accounts. You can also look at the figures for individual accounts. Additionally, the selection filter can be combined with various dimensions, such as Over Budgeted, Below Budgeted, Not Budgeted and only Budgeted. When you change the settings, the figures are immediately updated according to your specifications. Just as easily, you can open a list of the entries that a figure is based on.

  Work Effectively in a Multi-User Environment

  All vouchers, which are used for posting directly to G/L accounts, provide flexible functionality for handling international business. It gives all users rapid and simultaneous access to data and reduces the need to reenter text. You can create as many vouchers as you want - one for each user, for example. Thus user can each work in their own general journal and all employees can enter and post data at the same time.

  Reduce Redundant Input

  You can copy the contents of a field to another line, so you never need to retype the data. You can also enter frequently used texts from a table of standard texts for example narration. You can duplicate any voucher or transactions for fast data entry of multiple vouchers of the same type.

  Check Journals before Posting

  EXPAND smERP offers you a means of effectively managing posting and of checking journals before posting. A journal must balance before it can be saved. Again a journal is auto posted only when it gets approved.

  Manage Posting Securely

  You can manage posting securely by limiting access based on approval. You can set a lock date before which saving and posting will not be permitted. This gives you complete centralized control of access to posting.

  Automate Tax Handling and Documentation

  All aspects of tax handling and reporting are automatically managed by the system. You can create records of sales to customers, which are used to produce a complete tax statement including information about tax rules and figures. System gives you the flexibility of posting with different tax percentages for different types of products. It also enables you to have separate sales and purchase accounts for each sales tax percentage, if necessary.
  
  

  Feature	Description
  FLEXIBLE ACCOUNTING PERIODS	Define any starting date and end date for the accounting periods This will be auto divided into quarterly periods, monthly periods, Weekly periods or daily periods. This can be effectively used to have your accounting periods match seasonal variations or local accounting requirements. Use filters to view and print financial data across periods, regardless of starting and closing dates.
  FOREIGN TRADE AND CURRENCY MANAGEMENT	Invoice a customer or a vendor in an unlimited number of currencies. Define an unlimited number of currencies and determine the way in which foreign currency amounts are rounded and posted. Set up relational exchange rates in the format applicable in your country. Maintain general ledger in base currency so you can view balances online and print financial reports.
  SECURITY	Specify which personnel and roles may see which information using record-level security. Use Security setup to ensure that certain roles only have permission to access the data you have specified. For example, a salesperson may only see sales figures for their region.
  CONSOLIDATION	Consolidate financial statements for a series of business units
  INTERCHANNEL POSTINGS	Create inter Channel transactions between any two Channels within a group controlled by the same legal entity. You can make correct due to/due from entries in more than one company, using relevant intermediary accounts. Handle transactions such as orders, invoices, credit memos, return orders, general journal entries and Branch Transfers.
  CHANGE CHANNEL	The change channel functionality makes it possible to directly log into desire channel without log out and log in process.
  BANK MANAGER	Bank account management: Create unlimited number of bank accounts, modify and delete bank accounts, transfer between bank accounts, and set up customer/vendor bank account. G/L account is automatically updated when you post bank transactions. Check writing: Automate and control the check-printing process Preview and print checks directly. Bank Reconciliation: Reconcile all your bank accounts with the account statements issued by your bank: The bank account reconciliation features in EXPAND smERP make it easy to verify that your bank account records agree with those of the bank at the end of a specific period. Apply transactions from your bank statement to bank account ledger entries.
  RECEIVABLES AND PAYABLES	Define an unlimited number of finance charge terms. Reverse customer and vendor transactions posted manually in journals, including all related ledger entries, VAT entries, and bank account entries View customer/vendor statistics per currency, detailed transaction history, and aging/trial balance reports. Automatic suggestion of vendor payments based on due dates. Receive notices informing you if a customer exceeds their credit limit, has been blocked from further transactions, or has an overdue balance. Send statements or reminders to customers with overdue balances.
  VAT AND SALES TAX	Use VAT/Tax posting template to automatically calculate VAT /Tax for customers and vendors. Specify whether unit prices on sales and purchase lines should include or exclude VAT/TAX. Check that VAT registration numbers fit country standards and aren’t incorrectly duplicated for another customer or vendor in the database. Allow the manual entry of VAT/TAX to ensure consistency between external documents and internal accounting. For example, where the VAT on an external document is different from that calculated in the program, it might be relevant to enter the VAT amount calculated by the vendor. Use VAT Report details to the relevant authorities.
  LOAN MANAGEMENT	EXPAND smERP provides very extensive loan management where various type of loans are received and given: Unsecured Loan Receipt Secured Loan receipt Loan to Party Loan to Employee To receive loan, you have to apply by providing all related data as rate of interest, loan period, loan amount, number of installment and installment amount etc. This can be used as historical data warehouse for future transactions, as when a new application is created against an already existing loan account, system auto shows all due loans under details tab. All type of loans require approval System auto updates loan ledger when an loan is received or re-payment is done.
  SECURITY DEPOSIT HANDLING	You can keep separate ledger for security deposit received from customers. Not adjusted with normal customer ledger Use separate voucher entry interface for Deposit receipt and for Security Deposit refund.
  ADVANCES HANDLING	You can keep separate ledger for Advances received/given from/to customers/vendor. You can adjusted with due Invoices/Bills of customer/Vendor. Use separate voucher entry interface for Advances to Supplier and Advances from customer Advances given to sub-contractor may also be tracked same way.
  BRANCH CASH/BANK HANDLING	Keep separate vouchers for all inter branch receipts and payments Allows fast tracking and reconciliation of both accounts.
  INTEREST CALCULATION	Simple and compound interest loan interest can be calculated on any ledger account with date, amount, loan percentage and number of days Very handy tool to verify interest debited by bank or other loan account for payment of interest.
  FBT COMPUTATION	You can define all applicable section of FBT with percentage and link those with all expenses ledger where FBT is applicable. When the FBT applicable ledger is selected for posting an warning alert is auto generated on screen FBT Computation provides auto calculation of applicable FBT for the selected period, normally for the quarter. User can see how much is payable under which section? If already paid it will show the payment details too.
  TDS DEDUCTION	You can define all applicable section of TDS with percentage and link those with those ledgers where TDS is applicable. When the TDS applicable ledger is selected for posting an warning alert is auto generated on screen showing percentage of TDS to be deducted and an TDS payable account is auto appended in the voucher.
  FINANCIAL REPORTS	With multiple filter options and consolidation for branch, you can view and print the following set of FA MIS reports: Account Groups and Ledger Cash Book / Bank Book / Double Column Cash Bank Book Trial Balance Trading and Profit/ Loss account Balance Sheet

• Production Management
  EXPAND smERP Production gives you real-time insight into your manufacturing processes to help you increase production efficiency and reduce costs.

  Key Benefits:

  • Minimize lead times and satisfy customer demand with flexible scheduling options
  • Control the utilization of your manufacturing resources for optimum performance
  • Track production progress and easily make changes to increase production efficiency and reduce costs

  Flexibly manage your manufacturing resources

  You have the flexibility you need to achieve maximum profitability from your manufacturing resources. Production Orders can be created independently or based on Sales Order.

  Key Features

  Feature	Description
  CREATION OF PRODUCTION ORDERS	Manual creation of production orders Create production orders directly from a sales order line A production order can be divided into two or more orders
  Subcontracting	Purchase of services from subcontractors Link sub-contractor to the production order
  Production Bill of Materials	Efficient management of bills of material (BOM) Standard BOM is copied to Production order, from where it can be modified, if needed Supports Measurement formulas to calculate consumption Supports negative quantity on BOM lines to handle by-products of production
  BOM line type	Each item within a BOM can be controlled by a line-type. A given item can be handled as: Sub-production Subcontract Normal item
  Financial integration	On-line updating of WIP (items in process) and actual cost to the general ledger when updated in Production
  PRODUCTION CONSUMPTION	All consumption is reported through journals. Journals can be automatically generated and/or posted. Scrap can be handled either as a constant or a variable Calculate expected waste per operation as a percentage
  SHOP FLOOR PRINT OUTS	Job card Print job list per work center
  JOB MONITORING	Ability to track the setup job or the process job per operation Report resource consumption based on job number

• HR & Payroll Management
  EHuman Resource Management gives you an insight into the status of individual employees as well as an overview of your entire organization. Also gives your human resources team the core administrative tools to effectively manage individuals, teams and departments across your organization. With your employee information stored in a structured, easily retrievable manner you can concentrate on managing rather than simply documenting human resource issues.
  
  Human Resource Management is an agile human resource management system that will allow you to quickly adapt your organization to meet new challenges.

  Key Benefits

  • Centralized and dynamic employee information
  • Strengthened focus on employee competency
  • Simple and dynamic structuring of organizational units

  All your employee information in one place

  Use the employee database as a central repository to store employee contacts, contract, and payroll information. This is the only place you will have to look for employee-related information and the only place you need to implement updates.

  Easily maintain employee profiles

  EXAPND HR provides a framework for maintaining employee profiles. You can use these profiles to maintain basic data, enter key dates, document employee accomplishments or store education information. The database can also be used to record information regarding an employee’s title, responsibilities, qualifications, project participation, and business experience.
  
  When you need to find the most suitable person for a specific project or for a new position, the employee profiles can provide you with updated information on which of your resources would be best suited for the job.

  Core human resource tools

  You can store employee information and agreements. The framework is easily adapted to fit the specific needs and requirements of your business so you can pull out exactly the data and information you need.

  Supplementary employee information

  In addition to the employee profiles, you can maintain payroll information for every single employee. Bank account numbers, tax numbers and PF/Pension details can all be stored. You can also keep track of variables such as bonuses and other employee-specific supplements.

  Manage Loans & Advances

  EXPAND HRM also provides effective tracking of Loans and advances. While creating Pay slip the installment to be deducted is auto updated/deducted against due Loan/Advances. This means you can ensure that each loan/advances is returned.

  Fast and flexible payroll generation

  Expand smERP automatically calculates payroll for individual employees based on pre-defined pay agreements which specify different pay types such as standard time and overtime.

  Key Features

  Feature	Description
  Easy to Use	Intuitive layout and structure Advanced sorting and filter options Built-in user help including an integrated manual Auto posting to Finance Module
  Core Human resources management	Core human resource management administrative functionality Payroll information Historical data storage Registration of benefits Management of loans & advances Reports for follow-up, periodic reporting and decision support for management
  Absence management	Employee absence administration Setup and definition of multiple absence categories Individual and collective absence registration Statistical presentation of absence
  Leave Management	Keep a track of all employee applied for leave All leave application must be approved Once approved will be auto adjusted while calculation pay sheet.
  Advance / Loan management	EXPAND smERP provides very extensive loan/advance management for employee:   To receive a loan or advance, employee have to apply by providing all related data as rate of interest, loan period, loan/advance amount, number of installment and installment amount to be deducted from pay etc.   This can be used as historical data warehouse for future transactions, as when a new application is created against an already existing loan account, system auto shows all due loans under details tab.   Both loan to employee and Advances require approval    System auto updates loan ledger when a loan is received or re-payment is done Again when the salary is calculated the installment amount is auto deducted prescribed in advance application.
  Personnel Arrears	Manage the personal arrear information of each employee with  date and amount etc.

• Inventory Management
  Inventory Management in EXPAND smERP helps you manage the entire gamut of activities related to inventory in your business.

  Key Benefits

  • Managing stocks at multiple locations and finding out real time stock situation across locations
  • Inter-location stock transfer helps avoid delay during stock-outs
  • Easy reconciliation of stock
  • Tracing of inventory from purchase to sale
  • Win customer loyalty with better service.
  • Improve your customer responsiveness through better organization.
  • Reduce costs so you can offer more competitive prices.

  Can You Feel the Pressure?

  Once upon a time, you knew what to expect of competitors, partners, and customers. But the rules of the game have changed. Today’s partners can become tomorrow’s competitors, and they can take your customers with them. Customers are more important than ever, and they expect better service and more competitive prices than ever before.

  Are You Ready to Move Ahead of the Competition?

  To survive, you need to keep your customers satisfied. You cannot afford to miss an order because an item isn’t in stock. You cannot afford to tell customers you'll get back to them when they ask for the delivery time or the price of a product.
  
  But is survival enough? What does it take to get ahead of the competition?

  Customers Feel like Part of the Team

  If you want to get ahead of the competition, you need to make your organization responsive to your customers’ needs. When your customers know that all your resources are geared towards serving their needs, you become more than just today’s supplier of goods: you become a long-term partner.

  Reduce Costs, Increase Competitiveness

  Inventory Management streamlines operations to benefit both you and your customers. Reducing operational costs saves time and money for your entire organization and allows you to offer more competitive prices. Cost reduction is a worthwhile business goal in itself, but it’s also another way to strengthen your relationships with customers.
  
  Inventory Management reduces costs by helping you reduce excess inventory, run your warehouse operations more cost effectively, and work more closely with your vendors.

  Create Customer Loyalty

  If you handle your customers’ orders efficiently, you will get repeat orders. Inventory Management makes it easy for you to provide your customers with accurate, up-to-date information — so you can quickly answer all their questions.

  Improve Your Organization

  To be able to consistently satisfy your customers’ orders, you must have an efficient and flexible distribution setup. Inventory helps you to concentrate your resources on adapting to your customers’ needs.

  Reduce Costs and Offer Better Prices

  Inventory helps you reduce lead times, increase responsiveness, and better collaborate with your suppliers and customers. Ultimately, it allows you to offer more competitive pricing thanks to lower operational costs.

  Key Features

  	Description
  Item Substitution	Offer your customers alternative items when: The items they want are out of stock. The alternatives may be cheaper with a higher profit margin.
  Item Cross-References	Identify what your customers want by cross-referencing any customer code, internal code, or vendor code. Allows to have different code for the same item as per various customers and vendors
  Item Tracking	Track and trace items at any time during the sales, purchase, transfer process, and afterwards with serial numbering and lot tracking.
  Multiple Locations and Responsibility Centers	Handle inventory in more than one location (for example, warehouses in UK, New York, and Los Angeles) from one database. To Gain a complete real-time business overview. To Create cost and profit centers.
  Location Transfers	Manage the movement of inventory between warehouses. Produce an overview and report of inventory in transit whenever you or your customers require it. Effective tracking of inventory as it is moved from one location to other Account for value of inventory in transit and at various locations
  Stockkeeping Units	Manage items individually per location. With stock keeping units, items can be described and managed individually per location including: Replenishment methods Safety Stock Costs
  Returns Management	Handle returned inventory and account for additional costs such as restocking charges. You can also organize: Credit Memos. Replacement goods. Returns to vendors. Accounts for additional costs. Partial or combined return of shipments. Partial or combined return of receipts.
  Store Management	Manage the requisition from stores Manage the materials Receipt to stores Manage the materials issue from stores
  branch stock Management	Receive requisition from branch Issue materials to branch Receive materials from branch Manage stock transfer return at both end Bills payable at receiving end branch Bills receivable at transferring branch

• Configuration & Security Management
  There are many issues to consider when investing in extensive software for your business. Will the software be able to grow with my business? If we do not need all the features right from the start, will we be able to activate them later on? How easy is it to define which users have access to which parts of the system?
  
  The configuration and security keys enable you to turn on new functionality as your business needs expand and to determine user access for high security and protection of your data.

  Key Benefits

  • View only accessible features for an as-simple-as-possible experience
  • Grant different rights to each company’s accounts in the same database
  • Grant access on a data level using Record Level security

  Configuration keys

  The configuration keys in EXPAND smERP are your tools to control the functionalities and features in the system. There are more then 200 configuration keys thoroughly documented to make it clear which functionality is affected when you de-activate it.
  
  Configuration keys ensure that your EXPAND smERP solution is not cluttered with functionality you don’t use. So you get a user interface that is easy to use, quicker data communication and less strain on your network. The de-activated functionality is hidden but not deleted or removed from the system.
  
  When you install EXPAND smERP, you’ll get the simplest possible start-up, whether you use one module or several. If and when you need extra features, these can safely be enabled later. A specific setup can still be exported and imported, or, if necessary, reset to standard, which is the minimized system.

  Security keys

  With security keys, you can determine the functionalities that different users have access to. As with the configuration keys, the restrictions you set up for a specific user will be reflected throughout the entire application. You can deny or grant users access to entire modules or even to specific forms or link.
  
  You can give one user rights to set up a sales order and view stock in trade but no access to edit or view stock postings, whereas another user can have full access to stock postings but can only view sales orders.
  
  The security key structure resembles the Main menu structure. To make it easier to set up the details under each security keys, it’s possible to drill down in the functionality. The drill-down will display the form controls and other menu items that are accessible from the menu item giving you the complete picture of the functionality you grant access too.
  
  The functionality which a user does not have access to, will visually disappear from the interface. If and when you choose to re-activate certain functionality, all the related fields will become enable/visible again.
  
  When you determine user access to menu items, there are five different categories to facilitate different levels of user access:
  
  

  • Can View - the user can only view items
  • Can Edit – the user has access to edit items
  • Can Append – the user can create new items
  • Can Delete – the user can delete items
  • Can view Report – the user can see the report

  The different categories let you accommodate different users’ needs for access to your business’ data and at the same time you can keep modification rights to a minimum.

Click here to download the detailed modules list