ERP Solution 4 Retail (unifying business) final

Solution4Retail Private Limited
Ver. 5.1.0 Overview

Copyright Solution4Retail Private Limited
Corporate Brief
• Basket of offerings has grown from just Accounting software to
Enterprise Business solution with ready templates for
Manufacturing / Distribution / Service / Telecom Trunkey
Projects / Wire & Cable / Garment Mfg. & Export and Retail
• We today are an end to end IT services provider with the
business consulting as well as application support/ maintenance
expertise
• 75+ Professional team
• Founded in 2001 by a group of Chartered Accountants
and IT professionals
• Pioneer in developing Large Scale & SME Sector
Business Solution
• Proven track record : Close to 17 years of expertise &
process maturity
Investing in new service lines
Infrastructure Management Services & Application
Support services on a managed services model,
Clouding and Renting Model
• 800+ customers spread across India , Middle East and South
East Asia
• 50+ Corporate customers
• Strategic alliances with leading technology & software providers
• Successful relationships with leading organizations across
industries

Corporate Brief Excellence In Service & Delivery
Engagement Model Governance Delivery Excellence
• Customer centricity with
focus on business value
delivery
• Transparency in all our
dealings with our clients
• Process optimization
expertise based on best
practices for sustainable
cost & quality benefits
• End-to-end integrated
solutions aligning process,
technology, domain
expertise & optimal on-
resource mix
• Flexibility & responsiveness
to adapt to client’s evolving
needs
• Dedicated governance team
for alignment with business
objectives
• Dedicated engagement
managers to address
service delivery issues with
high responsiveness &
flexibility
• Single point accountability
with “Client Partner” to
ensure consistency &
simplicity of relationship
management
• Dashboard reporting on a
pre-defined frequency
ensuring our clients have
total visibility with respect
to project metrics
• Methodologies &
processes honed over 10
years of experience
• Strong project
management processes
• Process maturity ensuring
that the right no. of
people with the right
talent complete the
project at the right time
ALWAYS
• Proactively profess non
disclosure agreements
thus ensuring the
confidentiality of the
client’s processes

Templates & Service
Manufacturing
Units
Distribution
Industry
Wire &
Cable
Industry
Telecom
Turnkey
Projects
Service
Industry
Garment Mfg
& Export
Retail Chain
Primary &
Secondary
On Demand
Solution
Business Consulting
Solution Implementation
Application Management
Integration Services
System Analyses
Application Development
Re-Engineering
Migration
Support

Implementation
Business Analysis
Support
Gap Analysis
Application Development
MIS
Blue Print
Application Depolyment

Our Clients …..

Technology
•Technology Stack
• Microsoft Dot Net 4.0 Frame work
• Visual Studio 2010 with C# as Development Language,
• Angular JS For Web Functionality,
• WCF Services for Data Services & Firewall,
• ADO. Net 4.0 for Data Connectivity,
•Windows IIS Server / Services for Web – SMS-URL and Mail-URL
•Microsoft SQL Server as Backend

Architecture

Deployed Architecture
FCA Integral
Service
FCA Data
Server
DB
FCA Integral
Desktop
Application
FCA Integral
Mobile (.NET CE)
FCA Integral Web
Mobile

Integration Across
•Business Partners
• Customer Collaboration Module
•Vendor Collaboration Module,
•Employees
•Employee Self Service Module
•Locations
•Division , Regions, Branches/Stores, Ware House
•Departments

Business Modules
Finance
Sales
Purchase
Inventory
Service Inward
Service Outward
Customer Relationship Management
Point of Sales - Retail
Real Estate Booking Management
Production Management
Project Management - Contractors
HR , Admin & Payroll
Garment Knitting & Processing - MRP
Replenishment
Warranty Management

User Profile – Access & Security
•Profile Based User Binding
• User Company, Division and Financial Period Restrictions
• Profile - Document wise Accessibility rights for New, Modifications,
Deletion, View, Print, Export, Cancellation
• Password Policy Setup
• User Data Restriction – Branch-Stores, Division, SKU Groups,
Projects
• Admin Delegation
• Period, Days, Access Mode (Desk Top-Web-HHD etc), restrictions
•User wise Limits & validations in UI

User Profile – Access & Security

Globalization Support
•Multi Language
• Multi Currency
• Transaction, Base & Consolidation Currency
• Auto Fluctuation Difference JV
•Multi Level Company Structure
•Divisions, Branches & Stores, Ware House, Departments
•All Reports for Single , Consolidated or Columnar for selected
Division(s), Branch/Stores(s), Ware House(s)
•Inter Division / Inter Branch Reconciliation

Multi Level Company Structure

Multi Currency Handling
Transaction Currency
Base Currency

Multi Language Support

UI Highlights
• Consistency in
• Usability
• Look & Feel
• Functionality
• Configurability options
• Behavior
• Configurable Themes
• User Defined shortcut Keys , Command Prompt and My–Menu – for
Easy access of any menu and action, My Assistant
• Learn one Learn All - Simplify Training

UI Consistency
Common
Action
Toolbar
Common Document Functionality
Document Tray
Action Buttons
Common Message/Status Area

Configurable Themes

UI Functionality
• Save as Draft
• Attach n Number Scanned Docs/Files with any Document
• View Version History
• Write Multiple Notes/ Comments
• Export/Import Data
• Generate Task
•Cancel Doc with posting Reversal
•Force Close Document for further Processing
•Navigate Documents
•Multiple Print Formats

UI Configurability
• UI Configuration for Numbering System, Data Validation for any
field, Default Narration, Functionality, Drop Down Master Lists, UI
Grid Data etc.
• Change any Caption
•Design Multiple Print Formats
• Email / SMS Alerts Configuration,
•Prepare Document Flow Diagram

UI Configuration
Numbering
Configuration
Drop Down List
Master List
Configuration
Change Caption
UI Grid Data
Configuration
Alert Mail – SMS
Configuration
Default Narration
Configuration
Attachment
Version
History

Email – SMS Alert Configuration

Version History – Time ,User & Machine Stamp
for Every Action

DFD – Authorization Matrix
•Document Flow Matrix Configuration
•Authorization Up to 8 Levels
•Branch, Department, Project wise flow of Documents
•Email and SMS Alerts for approval
•Move back option to any level
•Approvals through Email – SMS – URL Updates
•Authority Replacement

Reporting Engine
•Design New Reports
•Tabular Reports
•Pivot Reports
•Card Views
•Documents Print Formats
•Bar Charts, Pivot, Charts, Pie Charts, 3D Charts, Dough Nut
•Integration with Print Engine
•Print to Printer, Excel , PDF, Text, Html
•Multiple Views For Single Report
•Configurable KPI
•More than 300 Pre configured Reports
•Grouping, Sorting, Filtering – at Drag & Drop
•Images in Reports
•Column wise Drill Down Configuration

Document Print Designer

Document Print-Preview / Options
Print Options
Water Mark
Scaling Email

Reporting Engine– Drag-Drop Columns
Drag & Drop Column
Sort – Re-arrange etc
Data Filter

Reporting Engine – Pivot Summary

Reporting Engine – Create New Report

Reporting Engine – Card View

Reporting Engine – Charts

Configurable Dash Board

Chat Room – Internal Communication

Other features
•3000+ Pre configured Reports
•2D and 3D Barcode Generation and Reading
•Printing Engine – Scale up/Scale Down, Watermark, Page Setting
options
•Lock periods for New Documents/ Modifications
•Word/Excel/PDF Integration – Generic Export & Generic Import
From Excel
•Smart Searching
•Image Capturing – Integration with Web Cam

Finance – Highlights
•Chart of Accounts
•Configurable Chart of Accounts as per schedule 6A
•Ledger Attributes
•Configurable GL Attributes – Cost Center, Project , Employee etc
• Statutory Tracking
•TDS, WCT, VAT, Excise, Service Tax
•Budget Control
•Attribute Based Budget Configurations and controls
•GL & Party Sub ledger
•Enables Drill down for sub detailing of any GL as well party
•Default GL Configuration
•Automate posting by mapping default GLs for different documents
•Bill wise payment/ out standing

Finance - Highlights
•Cash Receipt, Cash Payment
•Handles Cash and Petty cash transactions
•Bank Receipt, Bank Payment
•Cheques received and deposited, cheques issued
• Cheque Return
•Complete track on cheque Return
•Bank Reconciliation
•Automated Bank reconciliation
•Sales, Purchase Journals
•Input all sales and purchase transactions other than core business
documents
•Sales Purchase DN/CN Journals

•Reversal Journal
•Automated rectifications for wrong transactions passed
•Adjustment Journal
•Financial Journals
• Recurring Journal
•Automate periodic Expenses Vouchers
•Primary/Secondary Books of Accounts
•Ledgers, Cash Book , Bank Books, Journals
•Financial Statements
•Cash Flow, Fund Flow, Balance Sheet, P&L,Trial Balance, Bank Reconciliation
•Attribute Analyses
•Cost Centers, Project, Employee

Inventory Highlights
•Grouping Hierarchy – n Level
•Group Items up to n level
•Multiple Units & Conversions
•Define Multiple units with conversion factors – Purchase in Bags, Sale in KG
•Track Grand Pack , Pack and stock quantity
•Keep complete track on stock with Packet Quantity and stocks quantity
• Item Attributes
•Define group wise item attribute – Generate classification based reporting
•Item Sub Details & Attribute
•Do not generate separate SKU for size, color, Length etc – create group wise
sub detail capturing parameters
•Serial No and Batch Tracking
•Generate/Track IME No, Serial No, Batch No – Track stock accordingly

•Track Location – Bin-Rack-Cabinet
•Define Bin, Rack & Cabinet to locate the Item
•Inventory Levels
•Control Inventory Levels – Branch wise, Ware house wise, Consolidated
Minimum Level – Re-Order Level Definition
•UPC – (Unique Product Code)
•Combine SKU with Attributes to generate UPC of the product – Work through
UPC – auto capturing of all information
• Excise Tariff Classification
•Generate Excise Reports through tariff classification
•Barcode Generation
•Generate & Print Configurable barcodes
•Vendor Barcode Mapping
•Map vendor barcode – easy billing

•Stock Valuation – Lifo, Fifo, Average, Last Purchase
•Item wise Multiple valuation methods
•Inter Location Transfer
•Inter Branch/Store Issue, Receipts, Reconciliation
•Stock Adjustment
•Scrap, Excess-Shortage Adjustment
•Sample Management
•Sample Received, Sample Issue – Business Partner wise Tracking
• Dead on Arrival Management
•DOA Received, DOA Issued, Credit Note against DOA, DOA to Principal
•Physical Stock Tacking
•Physical Stock V/s Actual – Auto Adjustment

Point of Sales - Highlights
•Counter Configuration
•Counter wise access rights , Default Settings, Preferences
•Loyalty Card
•Multiple Cards Type, Loyalty points, Birth Day/Anniversary Discounts
•Gift Vouchers
•Sales, Redeem, Generation, Validation
• Prepaid Card
•Sales, Refill, Balance Management
•Multiple Tenders
•Cash , Cheques, Credit Card , Prepaid Card , GV , Credit Note , Foreign
Currency
•Serial No and Batch Tracking
•Serial No, Batch No & Warranty Tracking

•Promotion & Campaign Wizard
• n Number of Promotion Configuration
• Store wise , Brand wise , Day wise , Hour wise Periodic Campaign
• Multiple Campaigns at a time
• Free Bees Management
• Pick & Pack – Bundling Offers
•Day Start , Day Close, Shift Hand over, Shift Takeover
•Foot fall Management
•Separate/ Common Billing, Cash Collection & Billing Counter
•Lookup Based on Vendor code, Serial No, Item Code, UPC
Code etc
•Hold & Recall Functionality for n Invoice at a time

•Hold & Recall Functionality
• n Number of Invoice on Hold, Auto closure at Day End
• Cash Collection By Mall
•Option and reconciliation where cash is collected by Mall for all stores
• Find Item
•Search Item availability at other stores
•Advance Order Booking
•Book Order for non available Items
•Alteration / Tailoring
•Generate alteration slip
•CRM Management
•Auto Mail & SMS for Purchase thanks, Birth day, Anniversary, Promotion

•Material Requisition From Store
• Put Material requisition at ware house
• Material Issue to Store
• WH Prepare Material Issue Note for store
• Material Received at Store
•Receive material from Ware House
•Cash Handover/Deposit
•Cash Collection from stores to Head Office
•Petty Cash Management
•Daily expenses etc
•Customer Feedback
•Manage and Analyze customer Feedback

HR-Admin and Payroll - Highlights
•Detailed Employee Profile
•Configurable Salary Structure, Earnings and Deductions
•Leave Management – Flat Yearly/Monthly SOP Based, Slab Based
Benefits
• Multiple Shifts, Late in Rules, Early out Rules
•Auto Emailing and SMS Alert of Pay slip on Pay process
•Department/Cost center based component wise Finance postings
and provisions
•Complete Statutory Requirement coverage
•Configurable Pay slip and report formats
•Arrear calculation
•Attachment with any Digital Time machine

HR-Admin and Payroll - Configuration

•Recruitment
•Vacancy creation, Action Tracking, Candidate Evaluation, Appointment Letter
•Leave Management
•Leave Application, Approval, Reporting After leave, Leave Encashment
• Reimbursement
•Employee Expense/ Reimbursement Claim form, Approval
•Loan
•Employee Loan Application, Approval, Disbursement, Balance Tracking, Auto
deduction in pay chart
•Asset Management
•Employee, Department, Location wise asset tracking, Transfer, Sale, scrap
•Admin Material Management
•Requisition, PO, GRN, Issue Request, Issue Note

HR-Admin and Payroll – Employee Data

•Transfer
•Branch, Division, Department etc with complete history
•Employee Gate Pass
•Short Duration Gate Pass with optional deduction impact
• Employee Trouble Ticket
•HR/Payroll related trouble issue raising and solution tracking
•Tour/Deputation
•Tour/ Deputation records with auto presence marking in payroll
•Appraisal
•Employee periodic remark, Evaluation Criterion definition, Periodic self/
senior appraisal
•Attendance Process
•Auto calculation of absent due to late in/early out based on rules configured,
Compensation for working on Holidays as per rules

HR-Admin and Payroll - Configuration
•Overtime
•Overtime calculations based on Daily Attendance, Pay calculation
•Monthly Attendance
•Direct monthly total attendance , Leave, unpaid leave, Overtime input if not
connected with time machine
•Pay Process
•Monthly payroll generation, Pay slip generation, auto Statutory updating, Pay
slip emailing
•Statutory Requirements
•ESI, PF, Professional Tax, TDS related periodic returns
•End of Service
•Termination/Resignation Process, Auto Full & Final calculation with leave,
bonus, indemnity, Notice salary, Loan, Finance Debit, Assets in hand etc

HR-Admin and Payroll – Payroll Process

HR-Admin and Payroll – Employee Listing

HR-Admin and Payroll – Attendance Track

CRM Highlights
•Lead/Enquiry Management
•Track Leads with configurable status classification
•All communications, Mail , documents, Attachments pertaining to lead just at
mouse click
•Activity, Meetings scheduling
•Prepare your schedule, delegate and Track activities
• Proposals with revision History, Performa Invoice
•Generate Proposals – configurable print formats – track revisions and history
•Customer Service
•Send Service request to appropriate person, reduce response time and
quality, retrieve service history
•Dash Board and Configurable Reporting

Real Estate – Sales & Booking
•Multiple Projects & Project Types
•Any No of projects can be created under one company with different types
like Plot sales, Group Housing etc
•Inventory Creation
•Unique No generated for each inventory with tagging of Block, Tower, Floor,
Inventory Type , Area
•Progress Landmark Definition
•Define Project wise Landmarks to define flexible payment plans based on
landmark
• Configurable Consideration Type
•Define project wise applicable EDC, IDC, PLC, BSP etc
•Premium Location Charges
•Tag Multiple PLC Detail with each inventory. PLC wise availability etc
•Flexible Payment Plans

•Flexible Broker Payout Templates
•Keep complete automated tracking on broker payouts. Define flexible payout
templates
•Sales Booking
•Sales Booking, Cancellation, Payment Plan, Charges schedule, Broker,
Inventory, PLC
•Payment Receipt
•Installment – Charge type wise receipt tagging
• Endorsement
•Complete Track on Transfer
•Brokerage Invoice
•Automated Validation

•Automated Documentation
•Allotment Letter
•Plot Buyer Agreement
•Permission to Mortgage
•Conveyance Deed
•Intimation for Possession
•No Dues Certificate
•Demand Letter
•Cancellation Intimation
•Cancellation Letter
With Configurable Formats , Version History & Dispatch History

Real Estate – Customer Support Dash Board

Manpower Management
•Skill Set Master
•Create Employee skill sets
•Tag Skill Set With Employee
•Tag Multiple skill set with one Employee
• Project Team Formation
•Group Multiple Employee – Prepare team for particular Type of JOB
•Manpower Requisition
•Generate Manpower requisition based on Team Name or Skill Sets required
or by particular Employee Selection
•Requisition Process
•Authorize man power Requirements – option to replace particular person
•Manpower Calendar
•Generate Engagement schedule of manpower – Plan Further

Manpower Management
Tag Skill Set Details with Employee Create Skill Set Master

Manpower Management – Prepare Teams
Generate Requisition Based on Team or Skill Set or
Employee Selection
Pre Configure Teams

Track Manpower – GPS Location

GPS Device Options
GPS Tracking Device
(Just GPS Location Data Transfer – No
Application for any other data input)
Smart Phones
Window Based
(Application can be designed for any
type of data input – Integrated with
FCA Integral)
Android Based
(FCA Web Module can be accessed for
Data Input)

Track Manpower – GPS Location
•Auto Time Sheet
•Based on periodic GPS Locations received at server with device ID, User and
site can be mapped with FCA Integral Data and based on that Time sheet can
be processed. To link with Project – some mapping may be required
•Auto Attendance
•Attendance can be marked based on Location Data
•TA / DA Automization
•Travelling Allowance, Daily Allowance calculations can be automized based
on distance and locations travelled

Other Enhancements
•Users & User Groups – Delegation
•Article Definition – Flexible Attributes
•Business Partner Definition
•Chart of Accounts Configuration – Multiple Break ups on Attribute
•Unique Product Code (UPC) System for articles with multi attributes
•Coding Structure Across All Master Definition
•Statutory Enhancement – India – WCT, TDS, VAT
•Reports – Group collapse & Expand
•Smart Searching – Drop down master List
•Direct Image Capturing
•Multiple Notes attachment with documents

Support System
•Auto Error / Bug Reporting
• Online Support Ticket Generation
• Online Response Analyses Reports
•Online Documentation
•Context Sensitive Help
•Training Videos
• Support Desk handled by Experts

ERP Solution 4 Retail (unifying business) final

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ERP Solution 4 Retail (unifying business) final