V1.0 tavas open erp
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This document discusses Tavas Consulting and the ERP solutions it provides to SMEs in various industries. Tavas has been operating in the UAE since 2006 and has experience implementing ERP systems for finance, HR, payroll, project management, CRM, procurement and other areas. It aims to provide affordable and customizable open source ERP products along with implementation, consulting and support services.
V1.0 tavas open erp
- 1. Nowadays, effective ERP solution is important for the success of any SME. ERP is designed to bring complete business operational visibility to the executives and managers; so that they can Plan-Do-Check-Act appropriately to ensure that their business goals are achieved as forecasted. In order curtail Enterprise IT operational costs, the fortune 100 companies and government agencies have adapted open source solution(s) (OSS) in their IT landscape as alternatives to commercial proprietary products. Although most of the Open Source Solution (OSS) has been in existence for more than a decade, it is in the last few years that ERP OSS have gained wide spread adaptation in almost all leverage on this offerings and to replace the rigid non-customizable accounting packaging software such as Tally ERP and QuickBooks. ERP System, so we offer selection and customization of open source product that fits your business requirements. We have the best overlapping competency of functional analyst, technical consultants and implementation manager who complement each other during all phase of the agile project. Tavas has been in existence in U.A.E since 2006, and has experience in implementing ERP,SCM,WMS, Finance, HR & Payroll, Project Management, CRM, Sales Management, Procurement Management and Point of Sale solutions for SME in Construction, Manufacturing, Traders, Retail Shops. Our value proposition is to provide affordable products, adaptable services and agile support that enable our customer achieve their business
- 2. We build software to equip our clients' businesses to succeed. When off-the-shelf software won't do, we craft the tools they need. Our technology strategy centers on our clients' needs. Computing today extends from the desktop to the Internet to mobile devices. Our specializations can take our clients' companies where they need to go. The mobile extension of the WMS integrated with barcode reader helps the warehouse staff to effectively respond to the real- world situation. Warehouse Management System integrates with your existing Enterprise Resource Planning System for order processing, order status, shipment status and stock register information. Thanks for your Contact : Nishat Ahmed Tel Mb: +971-567150514 email: nishat@tavasconsulting.com Website: http://tavasconsulting.com/ Financial Accounting Multi Currency Multi Level Security Multi Division Multi Branch Month Opening & Closing Budget Entry Sub Ledgers with multiple Control account Audit Trail - User wise / Action wise / Document wise Transaction Log (Added /Modified /Deleted etc) User defined voucher types Petty Cash Voucher, Receipt Voucher, Without Logo Auto Year-End & Closing JV's Auto generated Closing Journals Accounts Payable / Accounts Receivables Online/offline matching Quick Batch Payment/Collection Statement of Accounts Facility to Print / Fax /Email in any format Balance Summary Salesman wise / Party wise / Date wise Ageing Analysis Detail / Summary Multiple Sub-ledgers Post Dated Cheque (P.D.C) Module PDC Payable Cheque Bouncing Cheque Canceling PDC Release Options (With Modified Date/Bank) Cheque Printing Cheque leaves / Specially Printed Stationery Bank Transfer Letter Bank transfer letter Printing Bank Reconciliation Sorting as per voucher date / Cheque Date Prepayment Module Auto monthly distribution of prepaid expenses Recurring/Auto Reversal Journals Data entry utilities Multiple Cheque Entry Multiply Cheque can be entered with different date & Amount in a single voucher entry. MIS Reports General Ledger Reports Day Book Bank Book Cash Book Accounts Transaction Summary Budget Reports Comparison with Actual Comparison with Last Period Provisional Reports (Including un-posted transactions) Trial Balance Profit And Loss Balance Sheet Sub-Ledger Reports Statement of Accounts Sub-Ledger Balance Summary Ageing Analysis Detailed Ageing Analysis Summarized Outstanding Statement of Accounts Sub Ledger wise PDC List Matching(Settlement) Details
- 3. We build software to equip our clients' businesses to succeed. When off-the-shelf software won't do, we craft the tools they need. Our technology strategy centers on our clients' needs. Computing today extends from the desktop to the Internet to mobile devices. Our specializations can take our clients' companies where they need to go. The mobile extension of the WMS integrated with barcode reader helps the warehouse staff to effectively respond to the real- world situation. Warehouse Management System integrates with your existing Enterprise Resource Planning System for order processing, order status, shipment status and stock register information. Thanks for your Contact : Nishat Ahmed Tel Mb: +971-567150514 email: nishat@tavasconsulting.com Website: http://tavasconsulting.com/ PDC Reports Bank wise PDC Report Bank wise Monthly Report Sub-ledger wise PDC Report PDC Summary Report Cheque Register Inventory Management Module Multi Currency Multi Level Security Multi Location (Store) Multi Unit of Measurement FIFO/Weighted Average Costing Grouping/Categorization of Materials Raw Material / Finished Material Brand / Category / Group / Type Product wise bin/storage location Material Issue Note Material Issue to Jobs / Production Stock Transfer Note Material Transfer- Store to Store Material Transfer- Job to Store Material Transfer- Job to Job Material return from Job /Production Stock Adjustment Note + / - Adjustment of stock Production Management BOM / BOQ ( Bill of Material / Bill of Quantity ) Overhead Masters Finished Products & By Products Percentage of Cost Allocation Revaluation of Cost/Qty Scrap Accounting Extended Material enquiry Price Inquiry Product wise Customer wise Location wise stock Reserved Stock Transaction details Purchase order details Issue details Sales details etc. Procurement Material Requisition Job wise / As Per Reorder Report Material Requisition Status Report RFQ ( Request For Supplier Quotation) Single Document to many Suppliers Direct Fax / Email Suppler Quotation Entry Supplier wise Price Booking Comparison of Prices with other Quotation/PO Online Approval of Supplier for each product Comparison Report for Approval / Filing Purchase order (PO) Local / Import Purchase order cancellation Goods Receipt (GR) GR Qty Supplie Product Costing Shipment Expenses Cash / Credit Expenses Purchase Return
- 4. We build software to equip our clients' businesses to succeed. When off-the-shelf software won't do, we craft the tools they need. Our technology strategy centers on our clients' needs. Computing today extends from the desktop to the Internet to mobile devices. Our specializations can take our clients' companies where they need to go. The mobile extension of the WMS integrated with barcode reader helps the warehouse staff to effectively respond to the real- world situation. Warehouse Management System integrates with your existing Enterprise Resource Planning System for order processing, order status, shipment status and stock register information. Thanks for your Contact : Nishat Ahmed Tel Mb: +971-567150514 email: nishat@tavasconsulting.com Website: http://tavasconsulting.com/ Sales Management Quotation Sales Order (Customer LPO) Converting Quotation in to Sales Order Product / Purchase Plans Delivery Note (Consignment) Delivery Return Sales Invoice Cost Of Sales Sales Return (Credit Note) MIS Reports Stock Ledger Stock Valuation Reports Group wise, Category wise, Location wise, Product wise, Supplier wise, etc. Stock Status Report Stock Ageing Reports Reorder Level Report Purchase order Status Reports Pending PO report detailed Pending PO Summarized Supplier wise purchase order report Production wise pending PO List Purchase Order supplier wise history, etc. Sales Analysis Report Customer wise Sales Analysis Salesman wise Sales Analysis Product wise Sales Analysis Category wise Sales Analysis Fast/Slow Moving Report Top Selling (N) Products Pending Sales Order List Pending Delivery Orders Day books Purchase day book Sales day book Other MIS Reports JAFZA Requirements Bill-Of-Entry wise Inventory Tracking Supplier / Customer wise Tracking Auto generated Bill-Of-Entry number in Delivery Note Bill-Of-Entry wise Stock Report Bill-Of-Entry wise stock movement report HS Code / Country-of-Origin wise reports Assets Management System Multi Level Security Multi Department Multi Division Depreciation Methods Straight Line Written down Assets Purchase (Additions) Assets Transfer from one location to another Auto generation of Depreciation Sale of Fixed Assets Assets Write-off Asset wise Expense Monitoring Registration / License Expiry Monitoring Warranty Expiry Monitoring Assets Timesheet Asset Transfers Job to Job Yard to Job Job to Yard Yard to Yard Asset Usage charge booking to jobs Assets Schedule Assets Register Assets Labels Other MIS Reports
- 5. We build software to equip our clients' businesses to succeed. When off-the-shelf software won't do, we craft the tools they need. Our technology strategy centers on our clients' needs. Computing today extends from the desktop to the Internet to mobile devices. Our specializations can take our clients' companies where they need to go. The mobile extension of the WMS integrated with barcode reader helps the warehouse staff to effectively respond to the real- world situation. Warehouse Management System integrates with your existing Enterprise Resource Planning System for order processing, order status, shipment status and stock register information. Thanks for your Contact : Nishat Ahmed Tel Mb: +971-567150514 email: nishat@tavasconsulting.com Website: http://tavasconsulting.com/ Human Resources Management System Personnel Document details with Expiry monitoring (Passport, Visa, etc.) Salary Details Loan Module Leave Module Leave / End of Service Benefits calculation Enhanced Employee Enquiry Employee Report Designer Time Sheet Daily / Monthly time sheet Auto generation of Holiday time sheet Overtime Calculation Production wise / Employee wise Analysis Employee / Job wise Analysis Job Order wise / Designation wise Analysis Overtime Analysis Other MIS Analysis Reports Payroll Auto generation based on time sheet (Workers) Auto generation (Staff) Advance / Loan deduction Leave integration Adjustment Entries Pay Slip Salary Register Variance Report (with Previous Month) Variance Report (with Master Salary) Coinage Analysis Bank Transfer Report Staff Statement of Account Staff Advance Ageing Report Benefits Auto generation of Monthly Provisions Gratuity Airfare Leave Salary Bonus Accrual Reports Air ticket due report Leave due report Time & Attendance Devices Shift Organization calendar Data Upload Auto time sheet generation Manpower Deployment Employee attendance reports Late Comers Details Early Leavers Details Employee Absent Reports Overhead Allocation Labour Overhead Allocation Admin Overhead Allocation Actual / Estimated Overhead Calculation Sales Commission Product wise commission Outlet wise Sales Commission Commission generation Project Management System Multi Level Security Multi Job Types Categorization/Classification of Project Expenses Planning of the resources Budget/Estimate monitoring Customer Enquiry Register
- 6. We build software to equip our clients' businesses to succeed. When off-the-shelf software won't do, we craft the tools they need. Our technology strategy centers on our clients' needs. Computing today extends from the desktop to the Internet to mobile devices. Our specializations can take our clients' companies where they need to go. The mobile extension of the WMS integrated with barcode reader helps the warehouse staff to effectively respond to the real- world situation. Warehouse Management System integrates with your existing Enterprise Resource Planning System for order processing, order status, shipment status and stock register information. Thanks for your Contact : Nishat Ahmed Tel Mb: +971-567150514 email: nishat@tavasconsulting.com Website: http://tavasconsulting.com/ Estimation (Bill of Quantity) Material Labour Sub-Contracts Other Overheads Job Order Order Costing (Final BOQ) Job Stages Monitoring Finished Goods Transfer to Inventory User-friendly Job Enquiry Job Ledger Job Expense Analysis Summarized Detail Batch wise profit Analysis Batch wise Invoice Analysis Customer wise Job wise Analysis Job Order Status Report Job type wise Job Order wise Analysis Job Expense Type wise Analysis Summary Detail Production Module Multi Level Security Batch / Individual Production Planning of the resources BOM/BOQ Raw Material Planning Production Stage wise Costing Over head Allocation Capacity Utilization Reports Finished Goods Transfer to Inventory By Products Scrap Management Percentage wise cost allocation User-friendly Production Enquiry Production Ledger Production Expense Analysis Summarized Detail Batch wise Costing Analysis Production Expense Type wise Analysis Summary Detail Logistics Bill of Lading Bill of lading Entry/Printing Booking Expenses to BL BL Status Reports Booking Analysis Reports Air Way Bill Air Way Bill Entry/Printing Booking Expenses to AW AW Status Reports Booking Analysis Reports Warehouse management Goods Receipt Notes Binning Put away Cross Docking Inspection Quarantine Binning Picking Wave Picking Order Issue Shipping Stock Transfer Stock Movement Fast Moving Zone/Area/Binning Policy Rack Allocation Procedures
- 7. We build software to equip our clients' businesses to succeed. When off-the-shelf software won't do, we craft the tools they need. Our technology strategy centers on our clients' needs. Computing today extends from the desktop to the Internet to mobile devices. Our specializations can take our clients' companies where they need to go. The mobile extension of the WMS integrated with barcode reader helps the warehouse staff to effectively respond to the real- world situation. Warehouse Management System integrates with your existing Enterprise Resource Planning System for order processing, order status, shipment status and stock register information. Thanks for your Contact : Nishat Ahmed Tel Mb: +971-567150514 email: nishat@tavasconsulting.com Website: http://tavasconsulting.com/ Delivery Notes ( Partial/ Full) Automated Invoice Generation Customer Direct Status Enquiry MIS Reports BL/AW Analysis Reports Sales Summary Reports Customer Enquiry Room Availability Report Idle/ Occupancy Reports Customer Relationship Management (CRM) Call register Incoming call monitoring Call transfer with details Offline messages User level alert setting Call escalation hierarchy Search By Name ,Telephone Number Enquiry Master Booking Enquiries Sales Person assignment Enquiry Follow Ups Complaint Master Launching Complaints Complaint Follow Ups Follow Up Action/Task Entry Action/Task History Popup for the follow-ups Action plans-visit, call etc., Quotation Data entry Revision Escalation. User Defined Escalation levels Call Escalation Enquiry Escalation Complaint Escalation Document Management System Work Flow User Groups Department Wise Security Levels User level access controls Restricting unauthorized access Document Forwarding Auto Forwarding as per pre defined hierarchy Adding comments in each level Searching- Approvals Electronic approval of documents Approvals/Deny with remarks File Attachments Attachment of Pictures / Documents etc.. Attached Document Viewer Restricted access for Confidential Files Saving copy of files in a secured location Email Attachments Inbox for Email Messages Saving and attaching files direct from mails Mail forwarding for review/approval Bank Facility Management Bank Master Facility Master Facility Limits Letter Of Credit LC Opening LC Amendments Acceptance TR Bank Guarantee Guarantee Opening Expiry Monitoring Financial Charges Booking Cheque Discounting Transferring from PDC Maturity Date Adjustments Dishonored Cheque Controls Financial Charges Booking Bill Discounting Bills / Invoice Discounting Expiry Monitoring Financial Charges Booking Status Reports Facility Status Enquiry LC Room Availability Expiry Reports
- 8. We build software to equip our clients' businesses to succeed. When off-the-shelf software won't do, we craft the tools they need. Our technology strategy centers on our clients' needs. Computing today extends from the desktop to the Internet to mobile devices. Our specializations can take our clients' companies where they need to go. The mobile extension of the WMS integrated with barcode reader helps the warehouse staff to effectively respond to the real- world situation. Warehouse Management System integrates with your existing Enterprise Resource Planning System for order processing, order status, shipment status and stock register information. Thanks for your Contact : Nishat Ahmed Tel Mb: +971-567150514 email: nishat@tavasconsulting.com Website: http://tavasconsulting.com/ Alerts & Messages Facility Utilization Reports Financial charges analysis Hotel Management System Enquiry Room Status Room Availability Room Occupancy Check In Gust Details with Expected Check out Time Advance Payment Details of other Gust Check out Automated Bill Generation Charges for other services Expected Check out list Reservation Reservation status Daily Reports Room And Apartment Master Classification of Apartments Grouping of Rooms Room Types Room Rent Master Daily Weekly Monthly Yearly Billing Room Rent Other Services Restaurants Telephone and Internet Usage MIS Reports Room Occupancy Report Room Idle Reports Police Reports Gust Detail Report Payment Status Report Advance Payment Amount Paid Amount Outstanding Point Of Sales System Point Of Sales System POS Entry ( Barcode Scanners & Manual Optional ) Shift Opening & Closing Entry Day Closing Daily Reports Shift Reports (Time In And Out) Daily Sales Report Hourly Sales Report Negative Stock Report Barcode Scanning (Universal & User Defined Barcodes) Barcode Printing Cash Drawer Integration Multi Currency Multi Level Security Multi Location (Store) Multi Unit of Measurement FIFO/Weighted Average Costing Grouping/Categorization of Materials Purchase order (PO) Purchase order cancellation Goods receipt note Stock Transfer Note Stock Adjustment Note Extended Material enquiry Location wise stock Transaction details Purchase order details Sales details etc. Travel Solutions Multi Level Security Ticketing / Visa / Tours / Service LPO / Exchange Order Integration with Galileo MIR Connectivity Refund/Void Entry Stock Management Automated Invoice Automated Receipt Divisions/ Profit Centers Travels Tourism Transportation Visa Stock Status Reports Analysis Reports Airline wise Customer Wise Supplier Wise Date wise Sales Person wise Statement of Accounts Customer Wise Supplier wise Third Party Commission Commission Calculation Statement of Accounts
- 9. We build software to equip our clients' businesses to succeed. When off-the-shelf software won't do, we craft the tools they need. Our technology strategy centers on our clients' needs. Computing today extends from the desktop to the Internet to mobile devices. Our specializations can take our clients' companies where they need to go. The mobile extension of the WMS integrated with barcode reader helps the warehouse staff to effectively respond to the real- world situation. Warehouse Management System integrates with your existing Enterprise Resource Planning System for order processing, order status, shipment status and stock register information. Thanks for your Contact : Nishat Ahmed Tel Mb: +971-567150514 email: nishat@tavasconsulting.com Website: http://tavasconsulting.com/ Sub Agents Details Agent wise Stock Status Agent wise Sales Analysis Agent Statement of Accounts MIS Reports DSR Day Book Stock Analysis Report Equipment Rental System Multi Level Security Integrated to GL, AR and AP Equipment Categorization Maintenance Types Equipment Rent Rates Third Party Hiring ( Cross Hiring) Quotation Hire Contract Delivery Note Off Hire Replacement Time Sheet Meter Reading (SMU) Entry Invoice Generation Overtime Calculation Invoice Entry Invoice Posting to Accounts Maintenance Due List Maintenance / Repair Work Order Third Party Maintenance / Repair Work Order Third Party Maintenance Invoicing Maintenance Invoice Posting to Accounts Equipment Occupancy Report Equipment Idle Report Equipment Movement Report Equipment Revenue Report Equipment Usage Report Equipment Usage Chart (Graph) Cross Hire Reports Invoice Analysis Reports Maintenance Alerts Maintenance Reports Maintenance Revenue Reports Graphical presentation Other MIS Reports Property Management System Multi Level Security Property Categorization Property Types Property Rent Rates Facility Master Attachments Owner Details Tenant Details Detailed Enquiry Available Units Expiry Details Property Wise Location Wise Power Point Presentation Auto generated Presentation Lease Agreement Expiry Date Payment Details Security Charges Commission PDC Details Lease Renewal Lease Cancelation Lease Discontinue Maintenance Type Maintenance Report Revenue Report Monthly Yearly Occupancy Report Available Idle Management Information System(MIS) Multi Level Security User Activity Reports Daily Activity Reports Detailed Project Report (DPR) DPR Model DPR Analysis Budget Budget Analysis Variance Analysis Fund Forecasting Bank Statements Cash Flow Cash Flow Statement Cash Flow Comparison MIS Report Designer User Defined Reports Comparison Reports Period wise Budget wise Financial Year wise Ratio Analysis User Defined Ratios Ratios with Schedules Product Enquiry Drill Down Reports Detailed Product Enquiry Employee Details Drill Down Reports Detailed Employee Enquiry
- 10. Improve Efficiency A new system will eliminate labor-intensive manual processes and current duplication of efforts A new system will streamline critical business processes for many departments Will make data collection better and more efficient More efficient use of bright people in our office Integrating different systems and data sources. Easier integration and interfacing to internal and external entities Provide Customer Service Provide better and more timely services to students Offer greater range of student services with more flexibility (e.g. Web-based services) Improved services for staff, faculty and students Speedier and more applicant friendly service Reporting made easy Improved and more customizable reporting Cover key flows include: order-to-cash, make-to- order, POS, SCM and Project Management Support multi-currency, multi-location, multi- bank, multi-warehouse, multi-level categories of stock items We customize and implement Adempiere ERP/OpenERP (Open Source based ERP) product that provides the full featured functionality that clients need across various industries such as Construction, Infrastructure, Banking, Manufacturing, Pharmaceuticals, Services, Retail, Health Care etc. Typically the following modules are provided with generic functionality by Adempiere; Quote-to-Cash (Sales module), Requisition-to-Pay (Procurement Module), Manufacturing, HR, Finance and Accounting, Warehouse management and Inventory etc. The following additional features provide productivity enhancing functionality to the end user; Work flow, Email, SMS and Desktop Alerts, Notices, Data Import/Export, Multiple language, locale, and currencies, and Multiple tenants etc. We use industry proven methodology and processes in our development and implementation of the ERP solution. We actively engage our client stakeholders in getting requirements clarified and show progress using demonstrations. We are especially good at providing solutions to most vexing problems that the clients encounter in running their business. We typically follow the methodology for implementing the ERP. With the Phone UI, ERP suite has extended access and functionality of the ERP & CRM system to company staff where it is needed. Sales people can access invoices and client notes in real time, personnel in the field will have access to the data they need and be able to update it in real time saving the costly errors and duplications that come from paper systems. With the addition of bluetooth barcode readers inventory can be updated directly. We build software to equip our clients' businesses to succeed. When off-the-shelf software won't do, we craft the tools they need. Our technology strategy centers on our clients' needs. Computing today extends from the desktop to the Internet to mobile devices. Our specializations can take our clients' companies where they need to go. The mobile extension of the WMS integrated with barcode reader helps the warehouse staff to effectively respond to the real- world situation. Warehouse Management System integrates with your existing Enterprise Resource Planning System for order processing, order status, shipment status and stock register information. Thanks for your Contact : Nishat Ahmed Tel Mb: +971-567150514 email: nishat@tavasconsulting.com Website: http://tavasconsulting.com/
- 11. Cover key flows include: Stock-in, Stock-out, Stock Transfer and Physical Count Facilitate PO, Receipt and Shipment flow Support multi-warehouse code Locator design to support 3 dimension bin number Multi-level categories of stock items Support LOT and Serialized No. Tracking and Expiry Date Integrated with Barcode Handheld to support both real-time or batch mode data update Strong searching function based on multi searching keys Support Stock replenishment (set alert on min. stock level) Strong reporting with major built-in reports Stock Moving and Transaction Report Stock Balance Report (Daily and Monthly) Physical Stock Take Form and Stock Take Discrepancy Report Stock Turnover Analysis Report Stock Re-order Transaction Report The WMS System is designed to work the way the manufacturing industry works, it links all phases of the typical warehouse business flow, letting the operation perform more efficiently. We know your marketplace is the world, our ERP- WMS helps you track order and contracts, shipment status, and stock quantity and even production at anytime and anyplace through internet We integrate your ERP system with our Warehouse Management system for order processing, stock availability status, stock shipment status, stock quantity status, stock issue status and stock value. We offer WMS that could be deployed either on-premises or on-cloud solution, which is extended to any mobile device with barcode or RFID reader. Mobile User Interface (UI) for ERP & CRM, the core component of the ERP Suite. With this software module, the ERP & CRM component of the suite becomes accessible via the majority of smart phone devices. From the executive to the sales person, warehouse manager to technicians in the field, the full ERP & CRM functionality of the ERP Suite is now available to the mobile worker. This enables Customers increasing requirement to access to their ERP systems on "any device, at any place, at any time," With the Phone UI, ERP suite has extended access and functionality of the ERP & CRM system to company staff where it is needed. Sales people can access invoices and client notes in real time, personnel in the field will have access to the data they need and be able to update it in real time saving the costly errors and duplications that come from paper systems. With the addition of bluetooth barcode readers inventory can be updated directly. We build software to equip our clients' businesses to succeed. When off-the-shelf software won't do, we craft the tools they need. Our technology strategy centers on our clients' needs. Computing today extends from the desktop to the Internet to mobile devices. Our specializations can take our clients' companies where they need to go. The mobile extension of the WMS integrated with barcode reader helps the warehouse staff to effectively respond to the real- world situation. Warehouse Management System integrates with your existing Enterprise Resource Planning System for order processing, order status, shipment status and stock register information. Thanks for your Contact : Nishat Ahmed Tel Mb: +971-567150514 email: nishat@tavasconsulting.com Website: http://tavasconsulting.com/