Introduction to ERPNext for construction industry

ERP for construction and its ERPNext CRM module intends to help gross sales team and intelligently handle enquiries, leads telephone calls, alternatives and e-mails. All cardinal duties comparable to identification, communication, task, prioritization, decision, project and notification may be effortlessly managed with ERPNext CRM software.

Key Features

• Trace Leads & Opportunities – Manage your sales staff, sales funnel and monitor your finest leads and alternatives up to the sales order.
• Sales Team – Organize Sales in several teams, sales executives, classes for higher evaluation and management. Helps to forecast and calculate sales performance
• Sales Activities – Schedule Sale actions comparable to telephone calls, proposals or meetings and ling it with related leads and alternatives to see follow-up at a look.
• Social Media Integrations– We empowered ERPNext CRM by integration with Justdial, Google Ads, Facebook Ads, VOIP Telephony and lots of extra.
• Plan Meetings & Phone name – Follow-up is at all times a time taking and painstaking course of which may be finished simply with ERPNext CRM. Additionally, it’s also possible to share calendar of conferences, gross sales job, logs of calls and so forth.
• Acquire Leads – ERPNext CRM offers web site integration kinds, an e-mail gateway and plugins to generate leads via web-services.
• Run Marketing Campaigns – Automate your lead processing utilizing advertising campaigns that automate emails or paper mails.
• Get Real-time Statistics – Get exact forecasts with the ERPNext CRM enterprise intelligence engine to size up your sales actions. Flexible reporting choices with pivot and graphical views and with all doable filters and teams.
• Helpdesk – Track Complaints, enquiries and complaints in easy to handle Helpdesk Module and hold monitor of tickets with standing to offer buyer an excellent expertise of interplay.
• Alerts & Notifications – Get well timed alerts and notifications for pressing actions, follow-ups, MIS stories or inactivity on leads.

Bidding & Tender Management may be tedious and useful resource intensive, together with guide procedures, quick time allotments, and in depth volumes of archives. ERPNext’s Bid and Tender Management eases the method enabling you to focus round successful contracts.

Key Features

• Smart and streamlined – Organize the bidding process with a central web-based platform with entry from anyplace, at any time, lowering administration and rising effectivity.
• Confidential course of – All data stay safe and confidential, safeguarded until the submission deadline has handed. Stakeholders can see data as designated to their person group.
• Document Management – Manage all paperwork obtained from Client or created internally in single window with revisions for simple administration and economies of time.
• Checklists – Define Pre-Bid, Bidding & Post-Bid Checklists to arrange actions for estimation & tendering, assign to numerous stakeholders and hold monitor of status.
• Bill of Quantities/Schedule of Work – Create or import detailed Scope of Work outlined within the Tender to estimate costing
• Approvals – Multiple Stage Management with approvals for technical & business bidding before closing submission.
• Integrated with CRM & Project Management – Seamlessly integrated with CRM & Inventory module to effectively hyperlink various processes and supply real time standing on Opportunities, Tenders & Projects.
• Reports at a look – Know precisely when bid and tender paperwork are obtained and opened, and when submissions have been returned to hurry up the analysis and award process.
• Alerts & Notifications – Get well timed alerts and notifications for pressing actions, follow-ups, MIS stories, and so forth.

ERPNext Purchase module facilitates the Purchase Team to handle procurement of raw materials, provider grasp and buy orders effectively and intelligently.

Key Features

• Purchase Automation – Automatically Generate RFQ’s & Purchase Orders based on stock ranges, logistic rules, gross sales orders, forecast manufacturing orders, and so on.
• Contract Management – Generate recurring vendor contracts based on time and supplies and generate invoices part clever, preserve renewal.
• Pricelists – Import Suppliers’ price lists and references to make fast buy selections based on promotions, portions and particular contract situations.
• Purchase Tenders – Create Call for Bids for purchases to see vendor provides at a look, examine quotes and select the seller utilizing knowledgeable choice process.
• Purchase Agreement – Buy items from a provider at a pre-negotiated value, on a recurring foundation throughout a particular period.
• Approvals – Order Approval process based on amount or product class as per firm’s hierarchy
• Integrated with Sales, Inventory & Billing – Seamlessly integrated with Sales, Inventory & Billing module to effectively hyperlink various processes and provide actual time standing on orders
• Get Real-time Statistics – Get exact forecasts on vendor’s efficiency for delivery delays, negotiated reductions on costs, quantities bought. Flexible reporting options with pivot and graphical views and with all doable filters and teams.
• Alerts & Notifications – Get timely alerts and notifications for urgent actions, follow-ups, MIS reports

This one in every of its form app allows to handle the Purchase Team intelligently and effectively manages procurement of raw materials, purchase order and provider master.

Key Features

• Product Management – Create product and hold monitor of them by classes and stock ranges.
• Control Reception – Just click on on a location and attain a radical stock evaluation, for a specified interval with the inventory control.
• Control Delivery – Automatically create supply order and replace stock as per gross sales order.
• Trace Your Stock Moves – Track all previous and future stock transaction. List amenities transaction from one location to a different location.
• Never Run Out of Stock – With minimal inventory rule you have got computerized order with the appropriate amount to get the utmost specified stage.
• Drop transport – Dropship Management permit you to dropship on to your customer’s place.
• Inventory Valuation & Inventory Adjustment – Automatic valuate inventory and manually Inventory adjustment.
• Lot & serial No – Track product with lot and serial number.
• Multiple Warehouse/Locations – Manage multiple warehouse and multiple location in a warehouse.
• Stock Management & Reordering Rules – Manage Stocks and Predefine guidelines for procurement
• Incoterms – Different sort of incoterms for supply of product.
• Integrated with Sales, Purchase & Billing – Seamlessly integrated with Sales, Purchase & Billing module to effectively hyperlink numerous processes and supply actual time standing on orders.
• Integration with UPS, FedEx, DHL, USPS
• Barcode Support
• Alerts & Notifications – Get timely alerts and notifications for pressing actions, follow-ups, MIS reports.

Project Charter

• Manage Project with PMBOK Standards with project description, scope, success necessities, checklists, stakeholders, resource and billing plan.

Work Breakdown Structure

• WBS definition for work to be performed in a venture organized in a hierarchical construction. Helps to maintain an outline of the project, defines tasks and assign sources to these duties.
• Organize projects round your personal processes.
• Work on duties and points utilizing the kanban view; schedule duties in the gantt chart and management deadlines within the calendar view.
• Create particular levels for every venture, so all of your groups can optimize their work in a easy and an expert way.

Activity Scheduling

• Automated Activity Scheduling helps protecting monitor of actions, sources, durations, sequencing, and constraints. Reduces job redundancy and helps guarantee all work carried out is within the scope of the venture.

Resource Planning

• A very good useful resource plan consists of a schedule that’s as detailed as doable for the data identified, and the kinds of sources wanted for every job

Risk Management

• Manage the dangers to your initiatives in step with your Project Management Approach. Business Continuity Planning appropriately – for small and huge organisations.

Change Management

• Change Management integrated with Stakeholders Requirements Management

Track Issues

• Single out the problems that come up in a venture as a way to have a greater give attention to resolving them. Integrate buyer interplay on each problem and get correct stories on the efficiency of your group.

Get empowered to handle all of your monetary actions in a single place and file your operations in just a few clicks. Financial operations have been made simpler with “Finance & Accounts” module.

Key Features

• Invoice Control – Enter the appropriate data (amount, value, buyer identify, and so forth.) and click on print. Your bill is completed! Get clear visibility of invoices awaiting out of your provider, management and validate them with out re-encoding.
• Payment Tracking – Keep monitor of invoices to pay, file your buyer and provider fee and reconcile them robotically.
• Customers Follow up – Email or print instantly from ERPNext follow-ups in your invoices in your clients. Set-up and automate follow-ups to get a periodical monetary overview and receives a commission shortly.
• Easy reconciliation – ERPNext lets you simply reconcile invoices and funds utilizing the guide method or the automated wizard.
• Smart User Interface – As an accountant, you want to have the ability to file a set of operations in just some minutes.
• Easy Payment Management – Reconcile invoices simply with funds via financial institution interfaces and test dealing with and printing.
• Integrated Analytic Accounting – Get your analytic accounting operations integrated with timesheets, initiatives, invoices, warehouse, etc.
• Multi-Currency – Unlimited currencies supported with every day computerized updates of currency charges.
• Multi-company – Get your consolidated trial steadiness and consolidate statistics in actual time.
• Invoice Analysis – Get a fast overlook in your key efficiency indicators and use our reporting instruments to analyse your efficiency.
• Dashboard & KPIs – Get customizable actual time statistics with drill-up, drill-down, filter, drill-across data.
• Alerts & Notifications – Get well timed alerts and notifications for pressing actions, follow-ups, MIS reports.

This is yet one more highly effective module of ERPNext which permits you handle probably the most highly effective  asset in your organization “People”. With “Human Resource Management” module it is possible for you to to effortlessly handle time monitoring, leave, payroll, attendance, bills, recruitment and periodic evaluations.

Key Features

• Employee Register – Enter all important knowledge in your staff and oversee all vital data in your organization tackle e book.
• Recruitment – Keep monitor of the recruitment course of to facilitate analysis. Search and flick through your CV base and request for hiring.
• Joining/On-Boarding – Provide an excellent welcome to worker with Joining / On-Boarding Process with standing monitoring for every exercise
• Asset Allocation – Manage Employee belongings, monitor by worker, serial number and asset class
• Attendance Management – Record timesheets, test time spent on tasks, management your staff and project prices.
• Expense Reimbursement – Get rid of the paper work and comply with bills instantly into ERPNext. Easy validation, reimbursement and re-invoicing.
• Leave Management – Employees enter their requests (paid holidays, sick depart, etc), for managers to approve and validate.
• Performance Evaluation – Set-up analysis plans in your staff and watch their evolution. Define steps with interviews and hold monitor of the progress.
• Exit Management – Manage the exit means of worker with full monitoring of all processes in real-time.
• Training Management – Manage worker’s coaching request, trainings carried out, and outcomes derived therein.
• Reporting – Giving you a complete overview of your staff’ timesheet and leaves in a single single dashboard.
• Payroll – Maintain knowledge of all the staff in your organization, generate salary slips, handle contracts, get personalized stories
• Alerts & Notifications – Get well timed alerts and notifications for urgent actions, follow-ups, MIS stories