SALES MANAGEMENT

✓ Customer Record Establishment and Administration

✓ Item/Service Record Establishment and Administration

✓ Customer Pricelists with Single/Multi-level Approval

✓ HSN/SAC Code-wise Tax Administration

✓ Combined Sales & Service Orders

✓ Pricing from Pricelist, No Sales Approvals Required

✓ Additional Charges – Freight, Insurance, Packing & Forwarding

✓ Sales Amendment

✓ Scrap & TCS

✓ Pro-Forma Invoicing

✓ Reports – Zone-wise Sales Report, Pending Sale Order Report

BIDDING & TENDER MANAGEMENT

✓ Captures leads and published tenders as opportunities, collecting all information for tenders used for the decision to bid, enabling users to conduct tender screening.

✓ Manages and tracks the tendering and estimation process with inputs from technical, commercial, and finance departments and final approval of CEO/MD.

✓ Manages checklists for Pre-Bid, Bid Submission, and Post-Bid Checklist along with the management of its status and responsible person with a feature to send emails for reminders.

✓ Manages and uploads BOQ/SOR for each tender based on different types of contracts.

✓ Manages a list of competitors, corrigendum, documents with revisions.

✓ Feature to analyze Tenders based on various attributes captured in the system.

✓ Costing sheet to generate final tendering estimation management.

✓ Closely Integrated with CRM and Project Management for a smooth process transition.

✓ Auto-Generated Notifications for various events.

✓ Can Import and export Tender details in excel.

PURCHASE MANAGEMENT

✓ Purchase Indent with approval flow

✓ Purchase Tenders with approval flow

✓ RFQ/Purchase Orders with approval flow

✓ Vendor Management with all legal, accounting, and communication details

✓ Products/Equipment Creation with all details

✓ Import/export Vendors/Products in a predefined excel template.

✓ Manages supplier pricelists

✓ Manages Purchase Subscriptions

✓ Captures Purchase Advances

✓ Quality Inspection for all purchased Items

✓ Helps in uploading various documents in respective forms.

✓ Feature to analyze Purchases based on various attributes captured in the system.

INVENTORY MANAGEMENT

✓ Material Indent with approval Management

✓ Stock Transfers Management (Material Receipt, Internal Transfers, Consumption)

✓ Inventory Adjustments with approval Management

✓ Can create and maintain Warehouse, Locations & Serial Numbers.

✓ Uploading of various documents in respective forms.

✓ Inventory Dashboards and reports like Valuation, warehouse-wise, product, category-wise

✓ Inventory Visibility in various locations, projects along with their valuation with the feature to export the data in excel

PROJECT MANAGEMENT

✓ Can create Projects from allotted Tenders automatically and details entered are visible in Project

✓ Define Project Budget with approval and revision – Budget Management

✓ Defines Mobilization Plan Checklists along with the management of its status and responsible person with a feature to send emails for reminders.

✓ Defines De-Mobilization Plan Checklists along with the management of its status and responsible person with a feature to send emails for reminders.

✓ Defines Work Breakdown Structure – Phases, Jobs, Milestones as per Contractual requirements.

✓ Creates Job Cost sheet based on material, labor, and overhead estimations

✓ Scheduling and assigning of Jobs as per schedule

✓ It plans and assigns resources – human, material, and equipment to the project and tracks status

✓ Able to enter project execution data on a real-time basis which should update the progress of the work done.

✓ You can create and manage risks associated with the Project.

✓ Users are able to create and manage changes associated with the Project.

✓ Uploads various documents in respective forms.

✓ We can do record measurement of work for every activity and generate invoices based on pre-defined milestones

✓ We can define Instructions for performing Jobs and link them with specific jobs

✓ Automated email notifications for Job Assignation, completion of Job, Milestone, surpassing delivery date, and so on

✓ We can view project or phase schedule on a gantt chart customizable to display data as per time period

✓ Management of Sub-Contractors and their jobs, billing, and communication

✓ User self-defined Dashboards for different stakeholders as per own requirements.

EQUIPMENT AND FLEET MANAGEMENT

✓ Create and maintain Equipment/Fleet Master with all details.

✓ Creates and manage fuel logs of the equipment or vehicles on a periodical basis.

✓ Creates and manage Service logs of the equipment or vehicles on a periodical basis.

✓ Import/export Equipments/Fleets in a predefined excel template.

✓ It Maintains and tracks insurance, movement, drivers, sales, etc. for each equipment.

✓ Able to show various reports to analyze costing and profitability of each equipment/fleet

✓ Upload various documents in respective forms

​HUMAN RESOURCE MANAGEMENT

✓ Employee Bio Data & Contract as per Country Requirements management

✓ Manages Employee on-boarding, orientation, and induction

✓ Manages recruitment request and job applications

✓ We can be able to manage employee performance evaluation

✓ Manages employee loans and reimbursements with approval

✓ Users should be able to manage leave requests and approvals as defined in Company’s SOP

✓ Helps the user to import attendances into the system for the purpose of payroll.

✓ You can create and manage the complete payroll process, including investment declaration, salary rules, and the generation of Payslip through batches as per Country Requirements

✓ Creates and manage helpdesk requests

✓ You can be able to generate required HR reports for each module which will then be used to generate reports for compliance outside the system

✓ Manages Employee Insurance

✓ Employee Travel Management

✓ You can upload various documents in respective forms.

✓ Manages exit of the employee and end of service calculations

✓ Ability to automated birthday and anniversary greetings to employees

✓ Users can manage overtime request and payments through payroll

FINANCE AND ACCOUNTS

✓ Vendor Bills with approval flow

✓ Customer Invoices

✓ Assets and depreciation as per legal policy

✓ GL Entries

✓ Payments with approval

✓ Bank Statement Reconciliation

✓ Project Budget with approval and revision

✓ Financial reports – General Ledger, Partner Ledger, Balance Sheet, Profit/Loss, Aging Report in excel which will then be used to generate reports for compliance outside the system

✓ Various documents in respective forms.

✓ Feature to analyze Assets based on various attributes captured in the system.

✓ Manage reconciliations and adjustment entries

✓ Financial Dashboard and Management accounting to support financial analysis

✓ Treasury Planning and Cash Flow

✓ Ability to generate checks and manage post-dated cheques

✓ Ability to manage company’s loans, investments, bank guarantees, deposits

✓ IFRS, GAAP, IND-AS Enabled

WHY XAMTA INFOTECH IS A PARTNER OF CHOICE?

SOLUTION EXPERTISE

Strong emphasis on domain-centric solution building drives benefit realization after solution implementation

Proven and certified offerings designed to figure out specific business and IT operation challenges

Mature offerings across ERP Lifecycle to cater to clients' ALL ERP needs.

EXECUTION EXPERTISE

Delivery framework for AMS certified by XAMTA INFOTE