Online

Register as a dealer
Requirement
Query
Billing address
Quotation
Mail for approval with ETD
Technical Confirmations
Stock availability of Raw Material
Confirmation by mail from our side that the order is confirmed for production if commercial trasaction
Commercial Confirmations
Standard Delivery Period - ETD
Cutting list (Job Card)
Production
Production Status
Packing
Commercial notice by mail
Commercial Confirmations
Last time to change delivery address
Invoice
Dispatch
Gate Pass
Dispatch Details by Mail to dealer
Packing List by Mail to dealer
End of Order

News Letter
Unconfirmed Orders by mail as a reminder to dealer
routine updates
account statements i.e. balance, c form reminders
purchase
stock inventory
Replacement order
 Enterprise Resource Planning for Krish F
Creteria Worksheet
Priority Mandatory
Hierarchy Modules SUP MOD
(0-10) (Y/N)
1 Dealer Management
1.1 Dealer/Customer Registration 10 Y X
Allow customer to select items online -dynamic; based on
1.2 10 Y X
customer selections
1.3 Online quote generator 10 Y
1.4 Simple online email tracker 5 Y
1.5 Track status after order confirmation 10 Y X
1.6 Display unordered status 8 Y X
1.7 Send email/chat/voice - integration with SKYPE/3rd party app 8 Y
1.8 Change profile data 9 Y
1.9 Forgot password 6 Y
1.10 Remember me 6 Y
1.11 View old orders, new orders, order status 5 Y X
1.12 Dealer can have multiple delivery address - update 8 Y X
2 Operations Management
Verify technical details of the dealer requirements - typically ERP
2.1 10 Y X
system should assist the team to get the details
2.2 Verify raw material availablility from current inventory 10 Y X
2.3 Respond to dealer with appropriate details and ETD 10 Y X
2.4 Get confirmation from the dealer for commercials 10 Y X
2.5 Get generated OrderId, which confirms the commercial approval 10 Y X
2.6 If price approved, generate job card 10 Y X
2.7 Provide interface to interact with the customer - email/chat/voice 9 Y
2.8 Create follow-up reminders 8 Y X
2.9 Search dealer - with OrderId, Name, ..etc
3 Inventory Management
Maintain item number history of usage, both planned and
3.1 9 Y X
unplanned, and purged upon a specific date criteria
Provide inquiry and reporting capability for inventory transactions
3.2 by item number, location, and transaction type. 9 Y X

Provide inquiry and reporting capability for inventory transaction

3.3 9 Y X
summary by from and to dates
Provide inquiry and reporting capability for inventory status by
3.4 9 Y X
item number and serial number
Provide inquiry and reporting capability for slow moving and
3.5 9 Y X
obsolete inventory
Provide inquiry and reporting capability for negative balance
3.6 9 Y X
inventory and flagging upon this condition occurring
3.7 Provide inquiry and reporting capability for shortages and 9 Y X
3.8 backorders
Provide capability to track items by serial number 9 Y X
Visibility and management of remote site or distributed inventories
3.9 9 Y X
and rotable spares
3.10 Identify type of transaction 9 Y X
3.11 Identify the source of demand 9 Y X
3.12 Part text files with forced viewing on screen 9 Y X
3.13 Multi-currency capability 2 N X
Vendor cross reference (infinite number of vendor pt. numbers)
3.14 6 Y X
with wild-card search capability
3.15 Internal cross-reference to vendor part numbers 7 Y X
Inventory fields that accept part numbers and product
3.16 configuration codes. Product configuration codes would allow logic 7 Y X
behind randomly generated part numbers.
3.17 On-line request for requisition generation and approval. 9 Y X
Pricing (selling prices) must have ability to price given various
3.18 conditions (i.e. export pricing multipliers, subsidiary pricing 2 Y X
multipliers, domestic pricing multipliers).
Selling prices may be controlled based on different commodity
3.19 tables (for example, hydraulics carry different multipliers than 2 Y X
"make parts" or other commercial parts).
Bar coding of individual parts as received prior to warehousing,
3.20 real time scanning, and inventory updates at picking, and real 2 N
time scanning at shipping.
4 Purchase Management
Fields for supplier data such as shipping methods, item references,
4.1 10 Y X
and conditions
4.2 Suppliers may have more than one address 10 Y X
4.3 Store e-mail addresses, web sites, and fax numbers in vendor 10 Y X
4.4 profiles
Associate items with vendors' descriptions 8 Y X
Code different vendor production lead times, taking into account
4.5 7 Y X
both supplier lead time and transport time
Bill-to-entity information including currency, bank, account
4.6 6 Y X
number, and mode of payment
Data related to bank, accounts, payment methods, currency, etc.,
4.7 5 Y X
are included in the payment profile
Vendor shipment process with terms and acceptance requirements
4.8 8 Y X
for reception
4.9 A primary vendor can be set as the default for each class 8 Y X
4.10 Vendor group for miscellaneous purposes 5 Y X
4.11 Identifier for approved vendors 7 Y X
4.12 Commentary about suppliers 5 Y X
4.13 Vendor Rating 5 Y X
4.14 Requistions & Quotations 5 Y X
4.15 Manage Purchase Orders 5 Y X
4.16 Pricing 8 Y X
4.17 Vendor Contracts & Agreements 5 Y X
4.18 Procurement & Repeat Procurement 7 Y X
5 Production Management
5.1 Follow job card and start production 10 Y
5.2 Request for materials from the inventory stock 10 Y
5.3 Follow complete production process from that start to end (TBD) 8 Y
Update production status - this status need to be updated realtime
as the delear/operational team/finance team/purchase
5.4 10 Y
team/management team and others will be viewing this data time
to time.
6 Packing/Dispatch Management
6.1 Receive the job card 10 Y X
6.2 Check items against the work order 10 Y X
6.3 Packing status 10 Y X
6.4 Final confirmation on delivery address 10 Y X
6.5 Generate gate pass 10 Y X
6.6 Attach invoice with the item delivery receipt/challan 10 Y X
Send delivery details to the dealer/customer - vehicle number,
6.7 10 Y X
time, invoice id, order id ..etc
7 ERP Basic Utilties
7.1 Reminder System 10 Y X
7.2 Newsletter & Other templates 8 Y X
7.3 Replacement modules 7 Y X
7.3.1 Internal replacement process (Not fit to be delivered) 7 Y X
7.3.2 External replacement process (Could be FOC or Otherwise) 7 Y X
7.4 Reporting Modules 9 Y X
7.5 Error tracking log 9 Y
 7.6 Dealer complaint tracking 9 Y X
7.7 Exception Tracker 9 Y X

Legend
New Items added after discussion
anning for Krish Furnitures
a Worksheet
Estimated Days Required
3RD CST FUT NS Description
(working)

Dealer Management module deals with all

the details pertaining to the
customer/dealer. The dealer can be
registered as new or could login to the
X system with credentials. The dealer is
allowed to select the items from the form
X
and submit the requirement list. The
system should be able to generate the 12 days
requirement list and produce a online
X quote. The dealer should be email to
X communicate with the team on
X email/chat/voice for any further
X clarifications/questions..etc

Operations Management module deals

with either the automated system or the
team which oversees the daily
operations. It should be able to verify the
current stock inventory of the order from
the dealer, respond to dealer with details 12 days
and ETD for the specific order. Follow up
on the commercials and bring the order
to the closure. Collect the OrderId and
X check for commercial approval and
payment. Once payment is confirmed,
create a job card - and pass it to
production unit.
Inventory Management module deals with
all the inventory & stock required for
executing the order on time. The re-order
level is engaged to check that all the
materials are in stock at realtime. Search
and reporting capabilities need to be
enabled. Solutions for inventory
management are used for the record-
keeping of goods that are warehoused,
and managing the movement of these
goods to, from, and through warehouses.

22 days

X
 X

Should contain all details of the vendor

whom the organization will make a
purchase for items that are not available
in the inventory. Vendor will be chosen
based on various parameters.

20 days

Prodution Management module deals with

the actual production of the ordered list
by the dealer/customer. The entire
production process (step by step) need to
be documented yet. As of now - the 15 days (approx)
request will be made to the inventory
team and they will provide the necessary
items for production.

Packing and Dispatch module forms the

last step of the order deliver process. This
is the place where the items get
dispatched to the delear who has made
the order. The dispatched items are sent
7 days
to the dealer with detailed PO and Invoice
details. The delivery information is sent to
the dealer on an email with Vehicle
number, time of delivery, OrdId, Invoice
details...etc. A follow up email to the
customer is sent by the system to ensure
that the items are received in good
condition.

20 days

X
20 days
 Commercials
Building ERP
6 Major Modules
ERP Utilities Module
Reporting Module
Finance/HR/Sales Module not included

1.The mode of payment is 25% at the time of Sign Off ,40% after 2 months & remaining 35%
2.Taxes Payable as applicable.
3.ERP Development will be carried out in 4 months & another 15 days for Implementation.
mmercials

after 2 months & remaining 35% after implementation.

her 15 days for Implementation.