ERP Solution
Challenge
Our client is a South African business management software company thriving to improve business efficiency and gain profitability through its high-quality ERP solutions and accounting software. Their services are aimed to develop, serve, and promote business management software with their existing system. The client also offers multiple desktop applications but not with advanced features that users demand nowadays. So they decided to develop an integrated business software that provides a consolidated view of information scattered across different departments with the help of TatvaSoft.
Key challenges of the project were:
- To create a desktop-based integrated business solution catering to the needs of both single and multi-branch organizations.
- A solution that streamlines all the processes across various departments in an organization.
- Consolidation of reports to merge several branches and warehouses.
- Dynamic report builder with a robust SQL query builder that allows the user to design and generate the report on the fly.
- Approval process which lets the user know the status of each file and notifies in case of any pending approvals.
- The ERP system supports multi-branch and multi-level user authentication and authorization.
Expertise
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Tools & Technology
Microsoft VB.Net • WPF • MVVM • C# • Microsoft SQL Server • Windows Server • DevExpress Controls • SSRS (SQL Server Reporting Service) • Active Reports • Crystal Reports
Solution
To advance the clients business with our cutting-edge solution, TatvaSoft provided a customized ERP solution created using Microsoft stack (.NET Technology, C#, MsSQL, Windows) with a gamut of new features and modules such as
Multi-branch and multi-warehouse support
Support for fetching and processing data from multiple branch databases and display in a single report means the user can see multiple companies' data in a comprehensive report.
Account
Offers flexibility to manage all the account-related activities such as account charts, account category, budget and balance, journal, receipt, payment, credit note, debit note, currency exchange, budget, opening entry vouchers and its related reports.
Bank
Handles all the data in transit from account charts, account category, budget and balance, journal, receipt, payment, credit note, debit note, currency exchange, budget, opening entry vouchers and its related reports.
Additionally, the bank reconciliation process can also be performed and settlement of bank accounts & statements can be accurately tracked to avoid any data discrepancies.
Inventory
Rationalize all the inventories using this module to track all the matrices, assembled, or out of inventory stocks. Now businesses can easily manage its inventory, obtain detailed information, print barcode for an item, create a new item, obtain warehouse detail, Item pricing, adjust stock and print inventory-related reports. This module manages items properly which are used in the sales and purchase module.
Purchase
Track and manage every detail of the vendor, purchase quotation, order, invoice and return, generating item costs, letter of credit, and its related reports. This module manages vendors, purchases and returns from and to the vendor. It also affects inventory item stock, banks, and accounts.
Sales
Simplify all the sales information minutely from the data collected from the customer, sales quotation, order, invoice, return, the point of sales, and generate its related reports. Sales and Return items could also be managed from this module. This module also integrates with inventory, banks, and accounts for updating relevant data.
Asset
Safeguard all assets and properties and their related reports by easily collaborating and accessing information from other modules such as banks and accounting.
POS
Point of Sale module is available for selling an item from the warehouse. This module updates the inventory item and generates beneficial vouchers.
CRM
A standard CRM module manages all the information related to the customer, sales, and their interaction. We can now easily manage prospects or leads or lead activities, and campaigns. This module also allows for managing customer queries by generating tickets.
Facilitates rich functional modules for specific accounting features that include maintaining details on bank transfers, bank portfolios, bank notices and adjustments, letter of guarantees, etc.
Manage Projects
Track the Revenue and Costs (with change orders and commitments) of the various Projects, as well as include all other relevant information to the Project from bids, to progress payments as well as all other pertinent information such as the attachment of Tender Documents.
Result
After implementing TatvaSoft’s software solution, the client was able to derive some of the largest business benefits and popularity in multiple aspects
- Our Solution emerged as one of the largest selling ERP systems across the Africa region
- This Centralized system has streamlined all the processes across various departments of clients organization
- Client observed improved information visibility across various business units
- Better financial reports due to integration with each business unit
- Shorter operational cycle and improved customer service
