Automating Business
To Augment Progress
Trading-Feature List
SALES
MANAGEMENT
• Quotation
• Order Source
• Sales Proposal
• Sales Order Processing
• Shipment
• Generate Shipment from Order Process
• Sales Invoice
• Sales Return
• Payment Term Control
• Customer Specific Sale man
• Credit Limit Control
• Discount Management
• Invoicing Rule and Delivery Rule
• Sales Margin Report
• Open Order Report
• Transaction Reports
• Daily/Weekly/Monthly/
Quarterly Sales Reports
• Product Wise Reports
• Supplier Wise Report
• Generate Invoice Process
• Generate Invoice From Order Line
• Print Invoices as batch
• Sales Regions
• Price List Control
• Customer Specific Price List
• Customer Specific Print formats
• Customer Specific Accounting
• Bid Analysis
PURCHASE
MANAGEMENT
• RfQ Management
• Purchase Requisition
• Purchase Order Processing
• Goods Receive Note
• GRN Confirmation
• Purchase Invoices
• Expense Invoices
• Invoice Batch
• Purchase Return
• Payment Term based Schedules
• Discount Management
• Landed Cost Distribution
• Landed Cost Invoicing
• Credit Limit for Supplier
INVENTORY
MANAGEMENT
• Multi UOM
• Price Lists
• Re order Alerts below Minimum Level
• Single View Product Info
• Internal Using Inventory Tracking
• Product Transaction Value Report
• Transaction Summary
• Storage Details
• Inventory Valuation
• Costing Methods: Weighted Average
• UOM Conversion
• Multi Version Price Lists
• Replenish Report
• Supplier Controls
• Multi Element Costing
• Multi Warehouse
• Item Specific Accounting
• Guarantee Date Control
• Lot Control
• Serial Number Control
• Customizable Attribute Controls
• Bill of Material Definition
• Substitute Items and Related Items
• Shipper
• Freight Category
• Material Transaction View
• Transaction Valuation
• Material Movement
• Ship/Receipt Confirmation
• Costing Methods: FIFO/ LIFO
• Warehouse Stoke Taking
• Warehouse Movement
FINANCE
MANAGEMENT
• General Accounting
• Accounting Dimensions
• Multiple Bank Accounts
• Cash Book Management
• Payment Term Controls
• Automatic Period Control
• Tree based Chart of Accounts
• Multi-Currency
• Currency Conversion by Date
• GL Budget
• Budget Controls
• Receivable Management
• Payable Management
• PDC Control
• Cheque Printing
• Payment/ Receipt Allocations
• GL Journal
• GL Batch Entry
• Petty Cash with tax
• Bank Reconciliation
• Bank Statement Report
• Credit Control
• Aging Reports
• Balance Sheet
• Trial Balance
• Income Statement
• Drilldown Report Capability
• Financial Report Development Engine
• Recurring JV
• GL Distribution
• Batch Posting Control
• Receivables Write Off Process
• Batch Payment Process
• Accounting Fact Details
• Prepayment and amortaization
• Letter of credit
• Bank Guarantee
• Multi Branch Consolidated Financial Report
• Inter Company Transaction
• TAX Management
• Tax Categories
• Tax Exceptions
• Input Tax Report
• Output Tax Report
• Tax Declaration
HR &
PAYROLL
• Employee Master
• Document Master
• Alerts on Document Expiry
• Contract Management
• Leave and Attendance Management
• Payroll and Salary Slip
• Gratuity Calculator
• Salary Sheet
• Employee Loan Management
• Shift Management
• Earnings and Deductions
• End of service calculation
• Configurable Leave Policy
• Leave Approval Workflow
• Integrated to accounts
ASSET
MANAGEMENT
• Creation and tracking of assets
• Track procurement cost
• Track maintenance cost
• Asset Depreciation Booking
• Asset Disposal
• Inbuilt and seamless Integration
with accounting
• Asset transfer between projects
• depreciation register
• Asset allocation register
FRAMEWORK
• Branches: Un Limited
• Warehouse: Un Limited
• Multi-Currency
• Unlimited Attachments on every screen
• Zoom Navigating
• Data Preferences
• Report Customization
• Notice
• Drillable Reports
• PDF, Excel and HTML report format
• Consolidated Transactional Reports
• Personal Lock
• User Tracking
• Change Audits
• Email Integration
• Scheduler
• Multi-Level Approval Workflow
• Email Alerts
• Periodic Schedulers/Emails
evitalyst ERP for Trading Industry

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evitalyst ERP for Trading Industry

  • 1. Automating Business To Augment Progress Trading-Feature List
  • 2. SALES MANAGEMENT • Quotation • Order Source • Sales Proposal • Sales Order Processing • Shipment • Generate Shipment from Order Process • Sales Invoice • Sales Return • Payment Term Control • Customer Specific Sale man • Credit Limit Control • Discount Management • Invoicing Rule and Delivery Rule • Sales Margin Report • Open Order Report • Transaction Reports • Daily/Weekly/Monthly/ Quarterly Sales Reports • Product Wise Reports • Supplier Wise Report • Generate Invoice Process • Generate Invoice From Order Line • Print Invoices as batch • Sales Regions • Price List Control • Customer Specific Price List • Customer Specific Print formats • Customer Specific Accounting • Bid Analysis
  • 3. PURCHASE MANAGEMENT • RfQ Management • Purchase Requisition • Purchase Order Processing • Goods Receive Note • GRN Confirmation • Purchase Invoices • Expense Invoices • Invoice Batch • Purchase Return • Payment Term based Schedules • Discount Management • Landed Cost Distribution • Landed Cost Invoicing • Credit Limit for Supplier
  • 4. INVENTORY MANAGEMENT • Multi UOM • Price Lists • Re order Alerts below Minimum Level • Single View Product Info • Internal Using Inventory Tracking • Product Transaction Value Report • Transaction Summary • Storage Details • Inventory Valuation • Costing Methods: Weighted Average • UOM Conversion • Multi Version Price Lists • Replenish Report • Supplier Controls • Multi Element Costing • Multi Warehouse • Item Specific Accounting • Guarantee Date Control • Lot Control • Serial Number Control • Customizable Attribute Controls • Bill of Material Definition • Substitute Items and Related Items • Shipper • Freight Category • Material Transaction View • Transaction Valuation • Material Movement • Ship/Receipt Confirmation • Costing Methods: FIFO/ LIFO • Warehouse Stoke Taking • Warehouse Movement
  • 5. FINANCE MANAGEMENT • General Accounting • Accounting Dimensions • Multiple Bank Accounts • Cash Book Management • Payment Term Controls • Automatic Period Control • Tree based Chart of Accounts • Multi-Currency • Currency Conversion by Date • GL Budget • Budget Controls • Receivable Management • Payable Management • PDC Control • Cheque Printing • Payment/ Receipt Allocations • GL Journal • GL Batch Entry • Petty Cash with tax • Bank Reconciliation • Bank Statement Report • Credit Control • Aging Reports • Balance Sheet • Trial Balance • Income Statement • Drilldown Report Capability • Financial Report Development Engine • Recurring JV • GL Distribution • Batch Posting Control • Receivables Write Off Process • Batch Payment Process • Accounting Fact Details • Prepayment and amortaization • Letter of credit • Bank Guarantee • Multi Branch Consolidated Financial Report • Inter Company Transaction • TAX Management • Tax Categories • Tax Exceptions • Input Tax Report • Output Tax Report • Tax Declaration
  • 6. HR & PAYROLL • Employee Master • Document Master • Alerts on Document Expiry • Contract Management • Leave and Attendance Management • Payroll and Salary Slip • Gratuity Calculator • Salary Sheet • Employee Loan Management • Shift Management • Earnings and Deductions • End of service calculation • Configurable Leave Policy • Leave Approval Workflow • Integrated to accounts ASSET MANAGEMENT • Creation and tracking of assets • Track procurement cost • Track maintenance cost • Asset Depreciation Booking • Asset Disposal • Inbuilt and seamless Integration with accounting • Asset transfer between projects • depreciation register • Asset allocation register
  • 7. FRAMEWORK • Branches: Un Limited • Warehouse: Un Limited • Multi-Currency • Unlimited Attachments on every screen • Zoom Navigating • Data Preferences • Report Customization • Notice • Drillable Reports • PDF, Excel and HTML report format • Consolidated Transactional Reports • Personal Lock • User Tracking • Change Audits • Email Integration • Scheduler • Multi-Level Approval Workflow • Email Alerts • Periodic Schedulers/Emails