A Walk Through

1. A Walk Through

2. Introduction Phoenix is the flagship ERP product of TY Consultancy built on the latest Microsoft technology empowering the users to build, track and complete their day-to-day tasks related to modules like billing, inventory, payroll, attendance, etc.

3. Modules & Environment

4. Product Features • Centralized web based application • Good looking and User-friendly interface • Multi-company multi-location architecture • Admin can manage access control of users from a central location • Organize all of your Customers, Suppliers and Employees in one place • Get inventory update of all companies and locations from a single click • Raise Sale and Purchase bills for multiple locations • Transfer stock between locations of the company • Track you employee in and out time with a biometric device • Overwrite employee attendance in case of exceptions • Define custom payroll structure for multiple locations if required • Generate payroll data automatically when interfaced with the biometric device • Store employee pay slips in the system for as long as required

5. Module Introduction

6. Module Features • Organize inventory into custom categories/groups • Get instant inventory update for all locations from anywhere • Reconcile physical stock to track missing inventory • Custom Units of Measure • Raise Sales, Purchase, Pending Order, Challan • Track return of inventory from customers and return of inventory to suppliers • Transfer stock from one location to another • Make stock unavailable temporarily when stock is taken out for repairs, sampling, etc. • Generate Reports for any given date range: • Your Inventory Valuation • Cost of Newly Purchased Inventory • Profit / Loss and more...

7. Module Introduction

8. Module Features • Define multiple companies and multiple locations within each company • Define different Payroll Structure for every location, if required • Enter the employee payroll details as per the structure defined in the system • Enter the worked days for every employee (In case a biometric device is used to capture attendance, the worked days will be pulled from the device directly) • Generate Payroll • Reports: • Payroll report showing the payroll generated for the period • ESIC & PF report giving the relevant details • Bank report showing the bank account details with salary deposited in their account numbers

9. Module Introduction

10. Module Features • Capture employee attendance through a biometric device • The data is pulled from the device into the software on a monthly basis • In case of employees travelling outdoor, there is an option of manually entering the attendance • Attendance data is passed on Payroll system for processing the employee payroll instantly • Reports: • Attendance Register

11. Now, let’s look at each of the modules in DETAIL!

12. A detail rundown…

13. Some Options 2 3 1 Purchase Transfer Sale 5 6 4 Stock Reconciliation Reports Inventory

14. 1 Sale Transactions Sale, Sale Return & Sale Order

15. Sale with bill print • User-friendly transaction screen • Products filtered by categories/groups • Shows current inventory of each product • Select customer from the drop down list • Apply discount and cargo charges • Inventory will decrease after a sale is done • On screen bill • Print or export the bill in PDF format

16. Sale Return with bill print • Inventory will increase after a sale return is done • All other functionality remains the same like in a sale transaction • On screen bill • Print or export the bill in PDF format

17. Sale Order with bill print • Sale order is like a pro-forma invoice • A sale waiting to happen • Inventory does not change after a sale order is created • On screen bill • Print or export the bill in PDF format

18. 2 Purchase Transactions Purchase, Purchase Return & Purchase Order

19. Purchase with bill print • Purchase price is picked up from the product master • Inventory will increase after a purchase is done • On screen bill • Print or export the bill in PDF format

20. Purchase Return with bill print • Inventory will decrease after a purchase return is done • All other functionality remains the same like in a purchase transaction • On screen bill • Print or export the bill in PDF format

21. Purchase Order with bill print • A purchase waiting to happen • Inventory does not change after a Pending Order is created • On screen bill • Print or export the bill in PDF format

22. 3 Transfer of Inventory Transfer In/Out, Stock In/Out

23. Transfer In/Out • Transfer Out is done when stock needs to be sent out from one location of a company to another location of the same company • Inventory will decrease after a Transfer Out is done • Transfer In is done to accept the stock that has been Transferred Out from another location of the same company • Inventory will increase after a Transfer In is done

24. Stock In/Out • Stock Out is done when stock needs to be sent out of a location of a company for temporary purpose like repair, sampling, etc. • Inventory will decrease after a Stock Out is done • Stock In is done to bring the stock back in that has been Stocked Out from a location of a company for temporary purpose. • Inventory will increase after a Stock In is done

25. 4 Inventory Update Product, Stock Adjustment

26. Product categorization • Define any number of products • Categorize/Group the products in different Product Group • Define Unit of Measure for every product • Define the Sale & Purchase price of every product • In case a product becomes obsolete, you can mark the product as InActive

27. Stock adjustment • To increase or decrease the stock directly, use the Stock Adjustment option • A positive quantity will mean increase of Inventory and a negative quantity will mean decrease of inventory

28. Stock computation • This is the formula to compute the current stock of every product.

29. 5 Stock Reconciliation Physical Stock vs System Stock Reconciliation, Monthend

30. Physical stock • To compute the stock variance (the difference in physical stock vs system stock), every product must be counted and recorded in the system at the end of every month. • This practice ensures that any discrepancy in the system comes to light before it is too late.

31. Stock Reconciliation & Monthendprocess • Once the physical stock is counted, the system displays all the products that do not match with the system inventory. • This discrepancy in the system needs to be adjusted by passing a stock adjustment entry. • Once all the stock is adjusted and made at par with the physical stock, month end is done. • After the month end is done for a month, no transactions can happen in that month.

32. ? But wait…There’s More! Where are my reports???

33. 6 Reports Transaction Register, Stock Flash Report, Transfer Report, etc.

34. Transaction Register & Stock Flash Report • One single report that gives you the summary and detail listing of all your sale, sale return, purchase, purchase return, challans and pending Orders • Stock flash report gives you the inventory status of every product in each of your company locations

35. Transfer report • This report lists down the status of all the transfers done from one location to another location of a company

36. End of…

37. A detail rundown…

38. 3 Easy Steps 1 3 2 Enter employee information Define your structure Generate payroll You can define multi-company multi-location structure

39. 1 Define Your Structure Income, Deductions and Totals

40. Setupyour Company, Location & Structure Define multiple companies and multiple locations within each company Define different Payroll Structure for every location, if required.

41. 2 Enter Employee Information Enter, Edit and Review

42. Enteryour employee information Accurate employee information is the most crucial part of this application Enter the employee payroll details as per the structure defined in the system

43. 3 Generate Payroll With a click of a button…

44. ON TIME. It’s just about generating error-free payroll for your employees

45. Generate Payroll With the click of a button: The Payslipfor every employee is generated in PDF/Excel format

46. MIS • Payroll report showing the payroll generated for the period • ESIC & PF report giving the relevant details • Bank report showing the bank account details with salary deposited in their account numbers.

47. End of…

48. A detail rundown…

49. 3 Easy Steps 1 3 2 Pull data from device Capture thumb imprint Verify attendance Interface to biometric device for capturing employee attendance

50. 1 Capture Thumb Imprint Automation through biometric device