Production Planning Software

Specifications of Production Planning Software :


1. Customer Management:

a. New Customer Master Creation.
b. Edit existing Customers.
c. Add Multiple addresses of customer.
d. Add Multiple Contact Details of customer.
e. Define Tax structure applicable for customer.
f. Define Customers Excise, VAT Registration numbers.
g. Facility to define customer item codes and price list for customer
h. City wise customers report
i. State wise customer report
j. Sales person wise customer report








2. Item Management:

a. New Item master creation.
b. New Item Group master creation.
c. New Item category master creation.
d. New Item specification master creation.
e. Item category vs. Specification master entry.
f. Facility to define fixed and variable specification for Item.
g. Facility to define standard pricing for items.
h. Facility to view item details on screen









3. Project Management:

a. Facility to add master BOQ/BOM.
b. Facility to view master BOQ/BOM document.
c. Facility to add estimated BOQ/BOM for enquiry.
d. Facility to view estimated BOQ/BOM document for enquiry
e. Facility to add master project activities entry.
f. Facility to add project activities breakdown entries.
g. Facility to add resource entries.
h. Facility to set activity wise resource allocation.
i. Facility to define project scheduling.
j. Facility to calculate project cost analysis..
k. Facility to define project plan-Bar Chart/Gantt Chart.
l. Facility to add work measurement entries.

4. Sales Management:


i. Enquiry Management:

a. New enquiry creation.
b. Auto address from customer master.
c. Facility to update ,add, remove existing addresses for enquiry.
d. Auto contact from Customer master.
e. Facility to update ,add, remove existing contacts for enquiry.
f. Facility to update internal and external notes.
g. Facility to upload documents for enquiry.
h. Facility to provide multiple references for item.
i. Facility to add multiple items in enquiry.
j. Auto addition of specifications from Item master.
k. Facility to update /delete specifications for enquiry.
l. Facility to add new specification in enquiry.
m. Facility to upload documents for each item.
n. Facility to add multiple notes for item.
o. Facility to send generated enquiry on email to all contacts defined for enquiry.
p. Facility to send SMS alerts on mobile to all contacts defined for enquiry.
q. Facility to print and reprint enquiry document.
r. MIS Report:
1. Customer wise enquiry report.
2. Item wise enquiry report.
3. Date wise enquiry report.
4. Status wise enquiry report.
5. Sales person wise enquiry report.




ii. Quotation Management:

a. New quotation creation.
b. Auto address from customer master.
c. Facility to update ,add, remove existing addresses for quotation.
d. Auto contact from Customer master.
e. Facility to update ,add, remove existing contacts for quotation.
f. Facility to update internal and external notes.
g. Facility to upload documents for quotation.
h. Facility to provide reference of enquiry and select enquired items in quotation.
i. Facility to provide multiple references for quotation.
j. Facility to add multiple items in quotation.
k. Auto addition of specifications from Item master.
l. Facility to update /delete specifications for quotation.
m. Facility to add new specification in quotation.
n. Facility to add tax structure for item.
o. Facility to upload documents for each item.
p. Facility to add multiple notes for item.
q. Facility to send generated quotation on email to all contacts defined for quotation.
r. Facility to send SMS alerts on mobile to all contacts defined for quotation.
s. Facility to print and reprint quotation document.
t. MIS Report:
1. Customer wise quotation report.
2. Item wise quotation report.
3. Date wise quotation report.
4. Status wise quotation report.
5. Sales person wise quotation report.

iii. Order Management:

a. New Order creation.
b. Auto address from customer master.
c. Facility to update ,add, remove existing addresses for Order.
d. Auto contact from Customer master.
e. Facility to update ,add, remove existing contacts for Order.
f. Facility to update internal and external notes.
g. Facility to upload documents for Order.
h. Facility to provide multiple references for item.
i. Facility to add multiple items in order.
j. Auto addition of specifications from Item master.
k. Facility to update /delete specifications for Order.
l. Facility to add new specification in Order.
m. Facility to add tax structure for item.
n. Facility to upload documents for each item.
o. Facility to add multiple notes for item.
p. Facility to send generated quotation on email to all contacts defined for Order.
q. Facility to send SMS alerts on mobile to all contacts defined for Order.
r. Facility to print and reprint Order document.
s. MIS Report:
1. Customer wise Order report.
2. Item wise Order report.
3. Date wise Order report.
4. Status wise Order report.
5. Sales person wise Order report.





5. Purchase Order Management:

i. Purchase Order Entry.

1. provision to enter Purchase order for supplier..
2. provision to enter different types of Purchase order e.g. Material PO, Subcontract PO, rate PO, Blanket PO etc.
3. Provision to enter multiple purchase order item code/part number.
4. Provision to display current stock for item.
5. Provision to view past PO rates for the item.
6. Provision to enter Requirements , Specifications for each items.
7. Provision to enter Items specific notes to be printed as Item Description.
8. provision to Items specific delivery schedule and delivery addresses.
9. Provision to enter Internal and Supplier's notes for execution of Purchase order .
10. Provision to enter Multiple contacts of Supplier's for execution of Purchase order .
11. Provision to enter Multiple references for Purchase order execution e.g. drawing number, enquiry number, past executed purchase order etc.
12. Provision to enter Multiple contacts of our company for execution of Purchase order
13 . Provision to enter Multiple Taxes of Excise, VAT, service Tax, TDS; Other deductions in % as well as amount etc. The taxes can be defined for each item of purchase order.
14. Provision to define priority and status of purchase order.
MIS Report:
1. Purchase Requisition status report as on today.
2. Periodic Purchase Requisition summary report.
3. Customer wise Purchase Requisition summary report.
4. Item wise Purchase Requisition report.
5. Customized MIS report as per your requirement: One number.
6. Provision to export data displayed in above reports to excel.

ii. Quotation Management:

1. New Purchase Requisition creation.
2. Auto address from customer master.
3. Facility to update ,add, remove existing addresses for purchase requisition
4. Auto contact from Customer master.
5. Facility to update, add, remove existing contacts for purchase requisition.
6. Facility to add item notes for purchase requisition.
7. Provision to add delivery schedule for purchase requisition.
8. Provision to add multiple items and item notes to a purchase requisition.
9. Facility to update the status of purchase requisition.

MIS Report:

1. Purchase order status report as on today.
2. Periodic Purchase order Summary report.
3. Customer wise Purchase order summary report .
4. Item wise Purchase order report.
5. Customized MIS report as per your requirement: One number.
6. Provision to export data displayed in above reports to excel.


6. Stores Management:

a. Material receipt against Purchase order entry.
b. Material receipt from Job work.
c. Material returns from Customers.
d. Material receipt for Job work.
e. Returnable Material receipt
f. Sample material receipt
g. Material reservation entry
h. Material de-reservation entry
i. Pallet creation entry
j. Location creation entry.
k. Material Issue entry to warehouse locations.
l. Material transfer entries warehouse location
m. Material returns from warehouses.

n. Material dispatches against Order
o. Material dispatches for Job work.
p. Material dispatches from Job work.
q. Material dispatches for returnable item
r. Scrap Entry.
s. Stock adjustment entry- ( + ).
t. Stock adjustment entry- ( - ).
u. Periodic material receipt report.
v. Finished Goods entry.
w. Item wise material receipt report.
x. Project wise material receipt report.
y. Purchase order wise material receipt report.
z. Supplier wise material receipt report.

aa. Receipt type wise material receipt report.
bb. Item wise Location reports.
cc. Location wise stock report.
dd. Empty location report.
ee. Item wise material dispatch report.
ff. Project wise material dispatch report.
gg. Purchase order wise material dispatch report.
hh. Supplier wise material dispatch report.
ii. Dispatch type wise material dispatch report.
jj. Periodic Issue reports.
kk. Item wise issue report.
ll. Periodic return report.
mm. Item wise return report.

7. Performance Management:

a. Sales person wise Enquiry Summary for a period.
b. City wise enquiry Summary for a period.
c. State wise enquiry Summary for a period.
d. Product wise enquiry Summary for a period.
e. Customer wise enquiry summary report for a period.
f. Sales person wise Quotation Summary for a period.
g. City wise quotation Summary for a period.
h. State wise quotation Summary for a period.
i. Product wise quotation Summary for a period.
j. Customer wise quotation summary report for a period.
k. Sales person wise Order Summary for a period.
l. City wise order Summary for a period.
m. State wise order Summary for a period.
n. Product wise order Summary for a period.
o. Customer wise order summary report for a period.
p. Service person wise Order Summary for a period.
q. City wise support Summary for a period.
r. State wise support Summary for a period.
s. Product wise support Summary for a period.
t. Customer wise support summary report for a period.
u. Monthly Graphical Summary reports.






8. Invoice Management:


a. New Invoice creation.
b. Auto address from customer master.
c. Facility to update ,add, remove existing addresses for Invoice.
d. Auto contact from Customer master.
e. Facility to update ,add, remove existing contacts for Invoice.
f. Facility to update internal and external notes.
g. Facility to upload documents for Invoice.
h. Facility to provide multiple references for item.
i. Facility to add multiple items in Invoice.
j. Auto addition of specifications from Item master.
k. Facility to update /delete specifications for Invoice.
l. Facility to add new specification in Invoice.
m. Facility to add tax structure for item.
n. Facility to upload documents for each item.
o. Facility to add multiple notes for item.
p. Facility to send generated quotation on email to all contacts defined for Invoice.
q. Facility to send SMS alerts on mobile to all contacts defined for Invoice.
r. Facility to print and reprint Invoice document.
s. MIS Report:
1. Customer wise Invoice report.
2. Item wise Invoice report.
3. Date wise Invoice report.
4. Status wise Invoice report.
5. Sales person wise Invoice report.

9. Planning :


a. Add new resource type
b. Facility to update existing resource type
c. Add new resource category
d. Facility to update existing resource category
e. Facility to add, edit and update parameter group
f. Provision to select multiple Parameter Vs Group
g. Facility to add new resource .
h. Facility to update existing resource
i. Provision to enter efficiency and working hours for a resource
j. Facility to add input and output rate for a resource
k. Facility to edit and update existing resource
l. Facility to view resource report
m. Facility to add master process sheet
n. Facility to view master process sheet
o. Provision for process sheet entry.
p. Provision for process status entry
q. Facility to add, update user wise process status
r. Facility to view, add and edit Resource Vs User

s. MIS Report:

1. Shop order wise operation report
2. User wise operation report
3. Operation wise report




10. Work flow Management:

a. On login pending list of documents for a day will be displayed.
b. Urgent list of documents on which no action taken in last week are displayed.
c. Status wise list of documents displayed on dashboard.
d. Facility to update status, next due date and notes in dashboard.
e. Facility to update status, next due date and notes in dashboard.





System Requirements:

Microsoft Windows XP or Server.
Microsoft Dot Net Framework 2.0.
IIS Server 5.1
Microsoft Office 2000 (or higher)/ SQL Server 2000.
Microsoft Internet Explorer 6.0.
Pentium IV (or higher).
RAM 2048 MB
Graphic 1024768/True color(24-bit).

Network Configuration:

Internet Connectivity 256 KBPS Broadband/
Lease line (Depending on Number of Users)

Improsys

A-29, Jai Ganesh Vision, A wing,
Ground floor, Akurdi, Pune-411035, Maharashtra, India.
Contact: info@improsys.in Mobile:9922066745 / 7720022233
  • Improsys Production Planning Software