ER

Y O U R G R O W T H

O U R G O A L

P
Bcorp
B

E N T E R P R I S E R E S O U R C E P L A T F O R M  
 1 INTRODUCTION
4 MAIN FEATURES
18 CONTACT US
CONTENTS
TABLE OF
INTRODUCTION

WHAT IS ERP?
ERP is an end-to-end business solution that helps you to manage all your business
information in one application and use it to not only manage operations but also
enables you to take informed decisions well in time to remain ahead of your
competition.

WHAT CAN ERP DO?

Reducing costs of quality by

ensuring that a company is following
an effective QA and management
system
Enhancing collaboration and
communication by providing
capabilities of manipulating and
sharing data in real time
Comprehensive analytics through
producing multiple reports from
income reports, statements of
expenses and key performance
indicators
Improved productivity
Better customer support
Optimized production and inventory
management
 BEFORE ERP
MONOLITHIC PROCESSSES

IN THE SPOTLIGHT
ERP is a modern tool that
"ONE OF THE MOST
IMPORTANT AREAS IN covers not only accounting but
ENHANCING THE VALUE
ADDED TO CLIENTS IS also all other business
DESIGNING THE functions, on an integrated
PRESENTATION OF
INFORMATION SO THAT IT platform. It has many benefits
CAN BE READILY
ASSIMILATED AND over both traditional
INTERNALIZED AS
KNOWLEDGE." accounting as well as ERP

-Kurt Sandino Balean applications.

 AFTER ERP
STREAMLINED PROCESSES

IN THE SPOTLIGHT
The real-time information
A SUITABLE ERP SOLUTION
PROVIDES TRANSPARENCY provided by ERP systems
ACROSS ALL
DEPARTMENTS, WHICH increases flexibility to scale up
MEANS CONSISTENCY AND business operations for high-
COHERENCE IN ALL
BUSINESS OPERATIONS. demand periods and scale
- down in non-peak periods,
making it easier to plan and
ensuring the business is
running as lean as possible.
MAIN FEATURES
 DELIVERY,
SHIPMENT AND
CARGO
MODULE DESCRIPTION
ERP  efficiently maintain and track the operational records starting from purchasing
to final delivery.

Manage Delivery with multiple stops and routes

Bill of Lading
Destination Control Statement
CERTIFICATES OF ORIGIN
OTHER CERTIFICATES FOR SHIPMENTS OF SPECIFIC GOODS
 BUYING AND
INVENTORY
MODULE DESCRIPTION
If your business involves physical goods, buying is one of your core business
activity. Your suppliers are as important as your customers and they must be
provided with as much accurate information as possible.
Buying in right amounts, in right quantities, can affect your cash flow and
profitability.

ERP contains a set of transactions that will make your buying process as efficient
and seamless as possible.

Automatically raise Material

Requests
Purchase Orders to Suppliers
Record Purchase Receipts
Track inventory levels per
Warehouse and make required
corrections on manual inspection
Use Batches and Serial Numbers
Get stock valuation
Use automated inventory accounting
 CRM &
S A L E S
MODULE DESCRIPTION
CRM helps you track business Opportunities from Leads and Customers, send
them Quotations and make confirmed Sales Orders.
Selling is the communication that happens with the customer prior to and during
the sale. You might be managing all the communication yourself or you may
have a small team of sales people to handle this. ERP helps you track the
communication leading up to the sale, by keeping all your documents in an
organized and searchable manner.

Track Opportunities
Customer Profile with Account Receivable Dashboard
Prepare Quotations
Record Orders and Shipments
Communicate with Customers via
email, or send newsletters
Distribute commission to a Sales
Partner or among your Sales Team
Apply Pricing and Discounts based
on rules
Record Warranty Claims and their
resolution
 BILLING AND
PAYMENTS

MODULE DESCRIPTION
A Sales Invoice is a bill that you send to your customers, against which the
customer processes the payment. Sales Invoice is an accounting transaction. On
submission of Sales Invoice, the system updates the receivable and books income
against a Customer Account.

For retail operations, the delivery of goods, accrual of sale and payment all
happens in one event, that is usually called the “Point of Sale” (POS).

Purchase Invoice is the exact opposite of your Sales Invoice. It is the bill that your
Supplier sends you for products or services delivered. Here you accrue expenses to
your Supplier. Making a Purchase Invoice is very similar to making a Purchase
Order.

Payment can be made against following transactions.

   Sales Invoice.
   Purchase Invoice.
   Sales Order (Advance Payment)
   Purchase Order (Advance Payment)

NOTABLE
CAPABILITY

Bill your customers and record

Supplier's Invoices.
Manage pre and post payments,
track pending ones and provide
Credit Notes
Use different currencies, manage
recurring invoices, and restrict
approval based on amount.
 HUMAN RESOURCE

MODULE DESCRIPTION
The Human Resources (HR) Module covers the processes linked to managing a
team of co-workers. Most important feature here is processing the payroll by using
Process Payroll to generate Salary Slips. Most countries have complex tax rules
stating which expenses the company can make on behalf of the Employees. There
are a set of rules for the company to deduct taxes and social security from
employee payroll. ERP allows to accommodate all types of taxes and their
calculation.

It also maintains a complete employee database including contact information,

salary details, attendance, performance evaluation, and appraisal records.

NOTABLE
CAPABILITY

Track Attendence, allocate leaves to

Employees, and manage Leave
Applications
Record and approve Expense Claims
from Employees.
Generate monthly Payroll and
integrate it with Accounting.
Generate monthly Payroll and
integrate it with Accounting.
 ACCOUNTING

MODULE DESCRIPTION
At the end of sales and purchase cycle comes billing and payments. You may have
an accountant in your team, or you may be doing accounting yourself, or you may
have outsourced your accounting. In all the cases financial accounting forms the
core of any business management system like an ERP.

NOTABLE
CAPABILITY

Sales Invoice: The bills that you raise

to your Customers for the products
or services you provide.
Purchase Invoice: Bills that your
Suppliers give you for their products
or services.
Journal Entries: For accounting
entries, like payments, credit and
other types.
 HELP DESK

MODULE DESCRIPTION
Great customer support and maintenance is at the heart of any successful small
business. ERP gives you the tools to track all incoming requests and issues from
your customers so that you can respond quickly. Your database of incoming queries
will also help you track where the biggest opportunities are for improvements.

In this module, you can track incoming queries from your email using Support
Ticket. You can keep track on Customer Issues raised by Customers on specific
Serial No and respond to them based on their warranty and other information. You
can also make Maintenance Schedules for Serial Nos and keep a record of all
Maintenance Visits made to your Customers.

NOTABLE
CAPABILITY

Capture Issues reported by your

Customers, communicate via Email,
assign it to your team and track its
status.
 REPORTING

MODULE DESCRIPTION
Report Builder is an in-built report customization tool in ERPNext. This allows you
to define specific fields of the form which shall be added in the report. Also you
can set required filters, sorting and give preferred name to report.

Query Report is written in SQL which pull values from account's database and
fetch in the report. Though SQL queries can be written from front end, like HTML,
its restricted in hosted users. Because it will allow users with no access to specific
report to query data directly from the database.

Check Purchase Order Item to be Received report in Stock module for example of
Query report.

Script Reports are written in Python and stored on server side. These are complex
reports which involves logic and calculation. Since these reports are written on
server side, customizing it from hosted account is not possible.

Check Financial Analytics report in Accounts module for example of Script Report.

View reports like

Balance Sheet
Profit and Loss
Sales and Purchase Register
Project Gantt Chart
Item-wise Purchase History
Customer Acquisition and Loyalty
Create your own reports using the
Report engine or by writing custom
database query.
EST. 2017

BUENDIA-
BALEAN
BUSINESS
CONSULTING
CORPORATION
END TO END BUSINESS
SOLUTIONS

bbcorporationph@gmail.com

09955135473
02-9199051